AI Bank Feeds

Automate the manual classification of bank transactions, reducing hours spent on repetitive data cleanup and enabling a faster, smoother close.

Any transaction. One workflow.

Upload a source document and Ask Double extracts the key details automatically. New vendors and accounts can be created on the fly, without ever leaving the chat.

AI Financial Summaries

AI financial summaries automatically generate clear, client-ready commentary that highlights key trends, variances, and areas to watch.

About the course

Double’s AI helps you move faster during the close, without giving up review, control, or accountability. Discover how these AI tools like Ask Double, AI transactions, Flux Analysis, and more can enhance your productivity, leading to greater efficiency and accuracy in your work.

Curriculum

6 Chapters · 27 Lessons

    1. (Included in full purchase)

      Intro to Double's AI tools

    2. (Included in full purchase)

      Double MCP vs Ask Double

    3. (Included in full purchase)

      AI Credits

    1. (Included in full purchase)

      Ask Double

    2. (Included in full purchase)

      Skill-sharing, Personalization, and Memory in Ask Double

    3. (Included in full purchase)

      13 Week Cash Flow Report

    4. (Included in full purchase)

      Connections

    5. (Included in full purchase)

      Bank Feeds

    6. (Included in full purchase)

      Fix this Rec

    1. (Included in full purchase)

      Executive Summary

    2. (Included in full purchase)

      Demo: Draft an Executive Summary

    1. (Included in full purchase)

      AI Agents

    2. (Included in full purchase)

      Account Reconciliation with Workpapers

    3. (Included in full purchase)

      Flux Analysis

    4. (Included in full purchase)

      Demo: Flux Analysis

    5. (Included in full purchase)

      AI Journal Entries

    6. (Included in full purchase)

      Demo: Create a Journal Entry

    7. (Included in full purchase)

      AI Transactions

    8. (Included in full purchase)

      Demo: Quick-add Bill

    9. (Included in full purchase)

      Demo: Upload Inbox Expense

    1. (Included in full purchase)

      AI Best Practices

    2. (Included in full purchase)

      Setting up the Request

    3. (Included in full purchase)

      Managing the Chat

    4. (Included in full purchase)

      Controlling Output

    5. (Included in full purchase)

      Efficiency Over Time

    1. (Included in full purchase)

      Resources

    2. (Included in full purchase)

      How did we do?

Learn how Ask Double can save you time

What tools are you missing from your workflow? Gain more insight by enrolling for FREE today.

Enroll now