Ask Double is currently only available with QuickBooks clients.
What is Ask Double?
Ask Double is your AI powered chat inside of Double.
Instead of jumping between pages and building custom reports, you can interact with your clients’ ledgers, tasks, questions, and documents all using natural language.
Because Ask Double operates right on the page with you, it automatically inherits the context of what you're working on. It handles complex data requests instantly, giving you the exact answers and ledger actions you need without losing your place.
Accessing Ask Double
You can open or close the chat sidebar at any point without losing your place in the app:
Click the Icon: Select the sparkles icon in the top-right corner of your screen.
Keyboard Shortcut: Press
Command + J(Mac) orControl + J(Windows) to instantly toggle the chat panel open or closed.
What Can You Ask Double?
Ask Double can touch almost anything inside Double, so it is only limited by what you think to ask it.
Below are a few examples of common questions you might Ask Double:
1. Financials & Transactions
You can query transaction details, chart of accounts, P&L and Balance Sheet reports directly through the chat— and create transactions without leaving Ask Double (see Creating Transactions below).
“Please pull 5 transactions from this month that look unusual or that I should review.”
“Break down revenue by class for the last three months.”
2. Workflow & Task Management
Ask Double can actively create, update, and manage your pipeline tasks or look up team statuses.
“Create a custom task for Steve Standard to follow up on the missing May bank statement, assign it to him, and make it due this Friday.”
“Mark all uncompleted placeholder tasks from 2024 as completed.”
“What high-priority tasks does my team need to get done today?”
3. Reviewer Catch-Ups & Diagnostics
If you are stepping into a client file for a monthly review or starting a cleanup project, you can ask the assistant to analyze recent changes or flag systemic ledger errors.
“Please catch me up on this client: what has been completed or updated in the last month?”
“Review this client's financials, tell me all the major potential issues, and build a time estimate for a cleanup assuming $35/hr bookkeeping staff and $70/hr senior staff.”
Creating Transactions
Ask Double can create transactions for you directly in the chat. You can start from an uploaded document or just describe the transaction in plain language, and Ask Double will extract the details, ask about anything that's missing, and post it to QuickBooks once you approve.
Supported transaction types
Ask Double can create the following seven transaction types:
Bill
Credit Card Credit
Vendor Credit
Invoice
Deposit
Expense
Journal Entry
If a document is for a type outside this list (for example, a bill payment), Ask Double will let you know it isn't supported rather than creating the wrong thing.
Creating from a document
Upload a document right in the chat and ask Ask Double to create a transaction from it. Ask Double will:
Upload the file and start extracting the details — you'll see a processing state while it works.
Ask clarifying questions when needed — for example, confirming the transaction type if it's ambiguous, or, for an Expense or Bill, whether to record it against product/services or accounts.
Prompt you for any details it can't determine from the document, such as the amount, vendor, or date, instead of leaving them blank.
Show you the extracted transaction for review.
Post it to QuickBooks once you confirm.
If you upload a file type Ask Double doesn't support, it'll tell you which formats are accepted. And if you upload a document without asking for anything specific, Ask Double will check what you'd like to do with it.
Creating from text
You don't need a document at all. You can describe the transaction in the chat, for example:
"Create an invoice for Vendor A with an amount of $1,500."
Ask Double will ask for any missing details, show you the transaction to review, and post it once you approve. Text-only transactions won't show a file in the receipt viewer, since there's no document attached.
Note: Transaction creation is available for QuickBooks clients only on Scale.
Personalizing Ask Double: Memory & Skills
Ask Double gets more useful the more it knows about how you and your firm like to work. There are two ways to personalize it, and they do different jobs:
Memory stores facts and preferences — the things Ask Double should always keep in mind about you, your firm, or a client.
Skills store a workflow — the step-by-step process, or Standard Operating Procedure (SOP), you want Ask Double to follow when you ask it to do something.
A simple way to keep them straight: memory is what Ask Double knows, and a skill is what Ask Double does.
Memory
Memory lets Ask Double remember context so you don't have to repeat yourself in every chat. This is the place for facts and preferences, such as:
How your firm refers to certain accounts or classes
Your preferred billing rates for cleanup estimates
Standing preferences for how you like reports or summaries formatted
Details about a specific client that are useful to keep on hand
Once something is saved to memory, Ask Double will take it into account automatically in future conversations — no need to restate it each time.
Skills
A skill is a reusable workflow you can run on demand. Think of it as an automated SOP: instead of re-typing the same multi-step request every time, you save the process once and run it whenever you need it.
Good candidates for a skill are any repeatable processes you run often, for example:
A diagnostic review with a specific set of checks
A new-client onboarding checklist
A month-end close routine
A standard cleanup workup
Creating a skill
When you create a skill, you'll define four things:
Name — what the skill is called, so you and your team can find and run it.
Availability — who the skill is shared with (see the three types below).
Description — a short summary of what the skill does. This helps Ask Double know when the skill is relevant.
Instructions — the actual step-by-step workflow you want Ask Double to follow when the skill runs.
There are two ways to create a skill:
Save work you've already done: After Ask Double completes something you'd like to repeat, just ask it to save that work as a skill. Ask Double will recap what it did and turn it into a new skill you can refine.
Build one manually: Open the Skill Manager from the bottom of your chat to create a new skill from scratch and fill in the name, availability, description, and instructions yourself.
Running a skill
You can view, run, and edit your skills from the Skill Manager icon at the bottom of your chat. Running a skill starts a new chat, so the workflow runs in a clean conversation focused on that task.
The three types of skills
When you set a skill's availability, you're choosing who can see and use it. There are three types:
Type | Who can see and use it | Best for |
Private | Only you, the creator | Personal workflows and works in progress you're not ready to share |
Firm | Everyone across your firm | Standardized SOPs your whole team should run consistently |
Client | Anyone with access to the linked client(s) | Workflows tailored to specific clients |
Client skills are linked to one or more selected clients. A key benefit is that updates are shared across all linked clients — when you improve a client skill, the change carries through to every client it's linked to. Visibility of client skills follows your existing client access, so a teammate only sees a client skill if they already have access to that client.