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.
“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.”
Managing Firm Skills
If you want to reuse some work you had Ask Double do, such as a specific diagnostic layout or an onboarding checklist, you can save it as a permanent skill.
Think of a skill as an automated Standard Operating Procedure (SOP) that your entire team can deploy consistently.
To save a skill: After Ask Double completes some work you want to repeat, just ask it to save that work as a skill. Ask Double will recap what it just did and save it to as a new skill. For example, if you have a common set of steps you want the AI to check in a Diagnostic Review, that is a great list to save as a skill.
To run or edit skills: Click the Skill Manager icon at the bottom of your chat. Here you can view and edit your active skills. You can also manually create new skills here.
Note: Skills saved in Ask Double are available firm-wide.