CloseCore From $187.50/mo 8.9 Visit 
Double
doublehq.com
What it is
Double is month-end close and practice management software for accounting firms and internal finance teams. Its close workflow brings tasks, client and teammate communication, and close progress into one view. Listed AI tools include AI Bank Feeds, AI Transactions and Ask Double, along with automations for transaction handling and journal entries. Double integrates with QuickBooks Online, Xero, Sage and NetSuite, with two-way sync described for QuickBooks Online and Xero. Other listed integrations include Ping, Abacor and Zapier. The Client Portal app for iOS and Android lets clients ask and answer questions, upload receipts and view financials; Double is also available on the web. Listed close capabilities include audit trails, task dependencies, approval workflows, multi-entity close and recurring templates. Double says data is encrypted at rest and in transit, supports two-factor authentication, and does not sell user data or client financial information. Its Trust Center lists SOC 2 Type II reports for 2023, 2024 and 2025, plus GDPR and CCPA compliance resources. Accounting firm subscriptions require at least one connected client, billed monthly.
Spec sheet
- What it does
- Double is a month-end close and practice-management platform for accounting and bookkeeping firms, built on two-way connections to accounting ledgers.Read 21 Oct 2026 · doublehq.com
- Purpose
- Double is month-end close and practice management software that uses AI to automate accounting work.Read 4 Oct 2026 · doublehq.com
- Audience
- The product is built for accounting firms and internal finance teams.Read 4 Oct 2026 · doublehq.com
- Trial
- The pricing FAQ says customers can test the product during a free trial but does not state its duration.Read 4 Oct 2026 · doublehq.com
- Security
- Double states that it is SOC 2 Type II certified, encrypts data at rest with AES-256 and in transit with TLS, supports two-factor authentication and continuously backs up servers.Read 21 Oct 2026 · help.doublehq.com
- 1099 management
- The Prepare 1099s report exports separate NEC and MISC CSV files for Track1099 or Tax1099 filing workflows.Read 21 Oct 2026 · help.doublehq.com
- Accruals
- The Scale plan includes accrual and prepaid-expense management for recurring schedules and balances.Read 21 Oct 2026 · litmustools.com
- AI agents
- AI Agents can run Ask Double instructions on schedules or account events, with client scope, permissions and AI-credit consumption; the feature is in private beta.Read 21 Oct 2026 · help.doublehq.com
- AI Bank Feeds
- Double connects bank accounts directly through Quiltt and supports normal login, client connection requests, CSV upload, accountant accounts and Ask Double imports.Read 21 Oct 2026 · help.doublehq.com
- AI Bank Feeds limit
- Double says its AI bank feeds currently support US QuickBooks Online files, with Xero and other regions planned for later.Read 21 Oct 2026 · help.doublehq.com
- AI data policy
- Double says it does not train models on client data and that Anthropic, OpenAI and Google are contractually prohibited from training on Double AI usage.Read 21 Oct 2026 · help.doublehq.com
- AI features
- The site lists AI Bank Feeds, AI Transactions, Ask Double, and AI-powered automations for transaction handling and journal entries.Read 4 Oct 2026 · doublehq.com
- AI transaction tools
- Double lists AI transactions, AI journal entries, AI bills, AI flux analysis and one-click AI financial summaries among its close capabilities.Read 21 Oct 2026 · doublehq.com
- Ask Double
- Ask Double is an in-app AI chat grounded in client financial data, with saved firm-wide skills and plan-dependent usage limits.Read 21 Oct 2026 · doublehq.com
- Chrome extension
- The Chrome extension exposes Double functions in QuickBooks Online and Sage, and is required for editing Xero transactions through Double.Read 21 Oct 2026 · help.doublehq.com
- Client portal
- The client portal lets contacts answer questions, upload files, review reports, submit questions, complete tax organizers and request bank-feed connections.Read 21 Oct 2026 · help.doublehq.com
- Close management
- The product provides a centralized close workflow with task ownership, due dates, approvals, workpapers and a live close dashboard.Read 21 Oct 2026 · doublehq.com
- Close workflow
- Double provides a single view to manage close tasks, client and teammate communication, and close progress.Read 4 Oct 2026 · doublehq.com
- Company headquarters
- LinkedIn lists Double headquarters in Brooklyn, New York, with a privately held company size of 51–200 employees and a 2018 founding year.Read 21 Oct 2026 · linkedin.com
- Company history
- The company says its first customer joined the app on February 8, 2021, and its first office was in Austin, Texas.Read 4 Oct 2026 · doublehq.com
- Company legal name
- Crunchbase identifies the legal entity as Jensen Technology, Inc., also known as Keeper, with Ben Stein and Kenny Song as founders.Read 21 Oct 2026 · crunchbase.com
- Connector extensibility
- Ask Double supports built-in Slack, Notion, HubSpot and Google connectors plus arbitrary remote MCP servers with per-tool permissions.Read 21 Oct 2026 · help.doublehq.com
- Data protection
- Double says data is encrypted at rest and in transit, supports two-factor authentication, and does not sell user data or client financial information.Read 4 Oct 2026 · help.doublehq.com
- Email inboxes
- Double's Inbox lets teams read email, comment, delegate and create tasks inside shared client email threads, with Gmail and Outlook connections.Read 21 Oct 2026 · help.doublehq.com
- Funding
- Crunchbase lists Double as a private Series A company with eight investors, including Rahul Vohra and Jack Altman, but hides the funding amounts.Read 21 Oct 2026 · crunchbase.com
- Ledger integrations
- Double advertises two-way synchronization with QuickBooks Online, Xero, Sage Intacct and NetSuite.Read 21 Oct 2026 · doublehq.com
- Limit: pricing and credits
- A Capterra reviewer says the Scale price jump is difficult for smaller firms and AI-credit billing may add significant expense.Read 21 Oct 2026 · capterra.com
- Limit: task flexibility
- Capterra reviewers report that tasks cannot be assigned to multiple people or moved easily between clients or workflow sections.Read 21 Oct 2026 · capterra.com
- Limit: Xero workflow
- Reviewers report that Xero integrations require repeated logins or refreshes and do not always transfer documents, questions and attachments cleanly.Read 21 Oct 2026 · g2.com
- MCP extensibility
- Double provides a remote MCP server for reading and updating clients, teammates and tasks, with documented connections for Claude, ChatGPT and Microsoft Copilot.Read 21 Oct 2026 · help.doublehq.com
- Mobile app
- The Client Portal app is available for iOS and Android and lets clients ask and answer questions, upload receipts, and view financials.Read 4 Oct 2026 · doublehq.com
- Mobile system requirement
- The iOS Client Portal app requires iOS 16.4 or later and is available only for iPhone.Read 21 Oct 2026 · apps.apple.com
- Notable news
- Double announced its rebrand from Keeper on October 23, 2025, saying the team and product remained the same and that a lawsuit prompted the name change.Read 21 Oct 2026 · doublehq.com
- Other integrations
- The integrations page lists Ping, Abacor, and Zapier integrations.Read 4 Oct 2026 · doublehq.com
- Praise: support and documentation
- Capterra reviewers describe customer support as responsive and the help documentation as thorough and useful.Read 21 Oct 2026 · capterra.com
- Praise: workflow and communication
- G2 reviewers repeatedly praise centralized client communication, automated reminders, close tracking, issue identification and time savings.Read 21 Oct 2026 · g2.com
- Pricing limit
- A subscription requires at least one connected client, and connected clients are billed monthly while users and unconnected clients can be added free of charge.Read 4 Oct 2026 · doublehq.com
- Public API
- Super admins can generate a client ID and secret for integrations, and Double links to Swagger API documentation.Read 21 Oct 2026 · help.doublehq.com
- Rating on Apple App Store
- 5.0 out of 5 from 19 ratingsRead 21 Oct 2026 · apps.apple.com
- Rating on Capterra
- 4.9 out of 5 from 15 reviewsRead 21 Oct 2026 · capterra.com
- Rating on G2
- 4.9 out of 5 from 80 reviewsRead 21 Oct 2026 · g2.com
- Rating on GetApp
- 4.0 out of 5 from 6 reviewsRead 21 Oct 2026 · getapp.com
- Rating on Google Play
- 5.0 out of 5 from 6 reviewsRead 21 Oct 2026 · play.google.com
- Reports
- Management reports can be published to the portal, including interactive profit-and-loss, balance-sheet and metrics views.Read 21 Oct 2026 · help.doublehq.com
- Support and onboarding
- The internal finance annual plan includes dedicated onboarding, data migration, a customer success manager, and priority support.Read 4 Oct 2026 · doublehq.com
- Sync behavior
- Double states that QuickBooks and Xero changes are reflected after refresh and writes from Double sync instantly back to the ledger.Read 21 Oct 2026 · help.doublehq.com
Plans and prices
Core $10 a month per connected client 2-way ledger integration · custom-branded client portal · AI Bank Feeds · task management · reporting and time tracking · vendor W-9 requests · integrated email · Ask Double · AI summaries · receipts · accruals · allocations · AI journal entries · AI bills · AI flux analysis Read 21 Oct 2026 · doublehq.com
Plus $25 a month per connected client Everything in Core plus OCR receipt management and one-click AI financial summaries Read 21 Oct 2026 · litmustools.com
Scale $50 a month per connected client Everything in Plus plus accruals and prepaids management and AI journal entries Read 21 Oct 2026 · litmustools.com
Tax Suite $200 a month annual commitment Tax organizers · e-signature · document storage Read 21 Oct 2026 · litmustools.com
Accounting firms Price not published Monthly per connected client; price varies by selected plan and is not shown in the opened page. Unlimited users · At least one connected client required Read 4 Oct 2026 · doublehq.com
Internal Finance Teams Annual Plan Priced on request Annual flat rate; contact sales for pricing. Unlimited users · Complete Double platform · Dedicated onboarding, data migration, and customer success · Priority support Read 4 Oct 2026 · doublehq.com
Strong points and limits
Strong points
- Combines close tasks, communication and progress in one view
- Integrates with QuickBooks Online, Xero, Sage and NetSuite
- Client Portal supports receipt uploads and financial views
- Lists audit trails and approval workflows
- Supports two-factor authentication
Limits
- No free plan
- Accounting firm subscriptions require a connected client
- Connected clients are billed monthly
Who it suits
Double is built for accounting firms and internal finance teams managing month-end close work. It may suit teams using its listed ledger integrations or client portal for document and financial communication.
Double in depth
Read the full write-up
Double brings accounting work and month-end close coordination into one product for accounting firms and internal finance teams. It suits teams that need both a shared close workflow and accounting-focused AI, rather than a ledger connection alone. The main trade-off is a paid subscription with at least one connected client required.
Overview
Double gives teams one view of close tasks, client and teammate communication, and progress. That is useful when a close depends on coordinating people as well as completing accounting work. Audit trails, task dependencies, approval workflows, recurring templates, and multi-entity close add structure; teams seeking only a lightweight accounting add-on may not need the wider practice-management layer.
Key features
Close workflow and AI
AI Bank Feeds, AI Transactions, Ask Double, and automations for transaction handling and journal entries target repetitive accounting work. Alongside close coordination, these tools make the product a stronger fit for teams looking to connect transaction work with the process around it. The feature set is less useful to a team that only wants a standalone close checklist or ledger.
Ledger connections and client portal
Double integrates with QuickBooks Online, Xero, Sage, and NetSuite; it describes two-way sync for QuickBooks Online and Xero. It also lists Ping, Abacor, and Zapier integrations. The Client Portal app for iOS and Android lets clients ask and answer questions, upload receipts, and view financials, keeping those interactions within the close process.
Security and support
Double says it encrypts data at rest and in transit, supports two-factor authentication, and does not sell user data or client financial information. Its Trust Center includes SOC 2 Type II reports for 2023, 2024, and 2025, plus GDPR and CCPA compliance resources. Internal finance teams on the annual plan get dedicated onboarding, data migration, a customer success manager, and priority support.
Pricing
Double is paid, with pricing starting at $10/mo. Accounting firms pay monthly per connected client, with the price varying by selected plan and custom pricing where no price is shown. At least one connected client is required. Users and unconnected clients can be added free, so the client count—not the number of seats—is the key ongoing billing constraint.
The Internal Finance Teams Annual Plan has custom pricing and is billed annually at a flat rate. It includes unlimited users, the complete Double platform, dedicated onboarding, data migration, customer success, and priority support. Its annual commitment and sales-led pricing make it a better fit for an internal finance team ready to adopt the full platform than for a firm wanting a small, flexible starting plan. Accounting firms get unlimited users, but still need a billable connected client.
Platforms
Double supports web, iOS, and Android. The mobile apps are specifically the Client Portal, for client questions and answers, receipt uploads, and financial viewing.
Who it's for
Double is best suited to accounting firms managing multiple client relationships and internal finance teams that want close coordination alongside AI-assisted accounting work. Its dependencies, approvals, recurring templates, and multi-entity close help support structured processes. A solo user, a team that only needs a ledger, or a firm unwilling to pay for a connected client should look elsewhere.
Pros and cons
Pros: Close tasks, communications, and progress share one view, which can reduce fragmentation in coordinated month-end work.
Pros: AI tools cover feeds, transactions, questions, and automations for transaction handling and journal entries.
Pros: Unlimited users and free unconnected clients mean the subscription is not priced by seats.
Cons: There is no free plan, and accounting firm subscriptions require at least one monthly billed connected client.
Cons: Accounting firm pricing varies by plan, while the internal finance annual plan requires a sales conversation and annual billing.
Alternatives
For a free starting point, Mayday offers a £0/mo Basic plan with unlimited users and three same-currency intercompany balances, plus a £10/mo Flux plan; choose it when that narrower, explicitly capped free tier is enough. OneStream is a paid platform with pricing discussed through a demo; it may suit readers seeking a broader platform, though no plan price is stated. FIS Data Integrity Manager is another paid, web-based option, but a direct feature comparison is not possible from the available facts. Nordavix offers a free beta with unlimited companies, team seats, and modules; it is the alternative for a team prioritizing no-cost beta access. novacly offers free beta access with full platform access, unlimited usage, and multi-entity support, making it worth considering when API access matters. CoGroAccounting offers a 60-day free trial for up to 10 team members with unlimited closes and tasks, all modules, and AI assistant access; consider it when a defined trial period and team cap suit evaluation. Eagl is a paid, web-based alternative. FloQast uses customized, quote-based packages for organizational needs, which may suit buyers who prefer a tailored package.
Browse Financial Close Software or Accounting Automation Software for more options.
Verdict
Choose Double if your accounting firm or internal finance team wants AI-assisted accounting work tied to a shared, structured close workflow. Its strongest reason to buy is the combination of close coordination, ledger integrations, and client-facing portal tools; its clearest reason to look elsewhere is the required monthly billed client and lack of a free plan.
Verdict
Double pairs close management with accounting-focused AI tools, ledger integrations and a client portal. Pricing starts at $10/mo, but accounting firm subscriptions require at least one monthly billed connected client.
Where Specifiction places it
- Financial Close Software#1 of 299.2
- Accounting Automation Software#4 of 389.0
