What Double does

Double is an AI-driven, cloud-based month-end close management platform built primarily for accounting and bookkeeping firms and, increasingly, for internal corporate finance teams. Originally founded as Keeper (rebranded to Double in October 2025), the company is headquartered in New York City, has 51–100 employees, and serves more than 4,000 accounting firms globally. The platform integrates directly via two-way sync with QuickBooks Online, Xero, Sage Intacct, and NetSuite, allowing corrections in Double to propagate back to the source ledger, and it positions itself as a unified system consolidating tasks, client communication, file review, document collection, and reporting that would otherwise be split across spreadsheets, email, and disconnected point tools.

The product portfolio centers on a Month-End Close Platform with a layered set of AI-enabled modules: AI Bank Feeds for transaction categorization and matching, AI Journal Entries that generate and post balanced entries from payroll and processor exports, Accruals automation, Flux Analysis with AI-drafted variance explanations, Integrated Review Tools that flag anomalies, Receipts with OCR for multi-channel document capture, a Client Portal with Magic Link (passwordless) login, an integrated Inbox, a CRM/practice management database, a 1099 management workflow, a Tax Suite with KBA e-signatures, and a custom Reports module. AI capabilities span process automation, anomaly detection, natural language processing, computer vision, and an LLM-powered tax research tool (Keeper Research). Underlying technology is a cloud SaaS architecture with native ERP connectors and a Zapier integration extending reach into the broader accounting tech stack.

Double monetizes through a mix-and-match per-client subscription for accounting firms (starting at $8 per connected client per month for the Core tier, with a higher Scale tier for advanced AI features) and an annual flat-rate subscription for internal finance teams that includes dedicated onboarding, data migration, and a Customer Success Manager. Add-on revenue comes from additional team email accounts at $10 per email per month and the Tax Suite at $200 per month on an annual commitment. Distribution combines a product-led growth motion (free trial with self-serve onboarding and a 60-minute personalized demo) with inside sales for the internal-finance segment, supported by a content engine of CPE-eligible webinars, an extensive case-study library, a 5/5 G2 rating, and conference presence. The company has raised more than $12.5 million in total funding, with a $6.5 million Series A led by Album Ventures closing in December 2025.

Name

Double

Legal name

Double

Website

https://doublehq.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Double is an AI-driven month-end close management platform that integrates two-way with QuickBooks Online, Xero, Sage Intacct, and NetSuite to automate reconciliation, journal entries, and review work for 4,000+ accounting firms and internal finance teams via per-client and annual subscriptions.

Ownership category

akta.pro rank

Product category

Accounting Practice Management Software

NAICS

Financial Transactions Processing, Reserve, and Clearinghouse Activities (522320)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Corporate Cards & Spend Controls (FSAGAJAF)

akta.pro secondary industry

Transfer Agency & Shareholder Recordkeeping (FSAAAMAA)

Keywords

• Month-end close software
• Accounting practice management
• AI bookkeeping automation
• Close management platform
• Bookkeeping workflow software

Headquarters

HQ city

Claymont

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription - Per Client (Accounting Firms): Mix-and-match per-client pricing model for accounting firms. Customers choose the right plan for each client, pay monthly per connected client, with unlimited users. Clients are billed when their QuickBooks Online or Xero ledger files are imported. Quarterly clients are also supported.
2. Annual Flat Rate (Internal Finance Teams): Annual flat-rate subscription for internal finance teams with complete platform access, dedicated onboarding, data migration, Customer Success Manager, priority support, and unlimited users. Pricing is quote-based/contact sales.
3. Email Add-on: Additional team email accounts at $10 per connected team email per month. One Practice Email is included in Core subscription.
4. Tax Suite Add-on: Tax Suite included with $200/month annual commitment for firms, available as an add-on feature.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Double (formerly Keeper) is an AI-driven close management platform built for accounting firms and internal finance teams. The software centralizes the month-end close workflow — including task management, transaction review, journal entries, accruals, 1099 management, receipts, and client communication — and integrates directly with QuickBooks Online, Xero, Sage Intacct, and NetSuite via two-way sync. It is sold on a per-client subscription basis to accounting/bookkeeping firms and on an annual flat-rate basis to corporate finance teams.

Product overview

Double is a comprehensive, AI-driven close management platform designed for accounting firms and internal finance teams. The platform operates as a unified system with a core Month-End Close Platform at its foundation, integrating directly with QuickBooks Online, Xero, Sage Intacct, and NetSuite for two-way ledger synchronization. The product portfolio includes Integrated Review Tools for AI-powered file review, Task Management for workflow tracking, AI Bank Feeds and AI Journal Entries for process automation, Accruals for automated entry generation, and Receipts for document capture. Client-facing capabilities include a custom-branded Client Portal with Magic Link access, an integrated Inbox for practice communications, and a Client Database (CRM) for practice management. Add-on modules include the Tax Suite for tax workflow automation with KBA e-signatures, 1099 Management for vendor compliance, and custom Reports with KPI tracking. All components share the same unified database and workflow context, enabling corrections made in Double to sync back to the connected accounting software in real-time.

Differentiator

Problem solved

Functional benefit

Products and services

• Month-End Close Platform Central AI-driven close management platform for accounting firms and internal finance teams that executes the month-end close end-to-end on top of a two-way sync with the underlying ledger or ERP.
• Integrated Review Tools (File Review) AI-powered review module that automatically flags errors, inconsistent expenses, uncategorized transactions, and anomalies in client books and syncs corrections back to the source ledger.
• Task Management (Close Page) Workflow management module that tracks month-end close tasks across clients with recurring templates, due dates, team collaboration, and status tracking from preparation through preparer/reviewer sign-off.
• AI Bank Feeds AI-enabled bank feed automation module that automatically categorizes and matches transactions, reducing manual coding work during reconciliation.
• AI Journal Entries AI module that generates and posts balanced journal entries from payroll reports, processor exports, and HUD-1s using natural language processing.
• Accruals Rules-based accrual automation module that posts clean, audit-ready entries directly from the Close page, replacing spreadsheet-based accrual management.
• 1099 Management 1099 compliance module that identifies 1099-eligible vendors exceeding the $600 threshold, sends branded W-9 requests, and exports filing data to Track1099 or Tax1099.
• Receipts (Receipt Management with OCR) Multi-channel receipt capture and OCR module that ingests receipts via text, email, client portal, and mobile app and matches them to existing transactions.
• Reports (Custom Management Reports) Custom management reporting module that generates client-ready financial reports in four clicks with Executive Summary, P&L comparisons, KPI graphs, and formula-based variables.
• Inbox (Practice Email) Integrated practice email inbox included in the Core package (one practice email per account) that keeps accounting teams organized and efficient.
• Client Portal & App Custom-branded client portal with password-free Magic Link login and mobile app access that lets clients respond to transaction questions, upload documents, and view financials.
• Client Database (CRM) CRM and practice management dashboard that centralizes client records, tracks monthly close status, manages team assignments, and provides full client list visibility.
• Tax Suite Tax management module that manages tax and bookkeeping clients in one place, with KBA e-signatures for IRS compliance and tax workflow automation.
• Keeper Research (LLM-powered tax research) LLM-powered tax research tool that helps accountants research tax-related questions, available as part of the product suite.

Quantifiable outcome

• 10 days faster close cycle
• +8 more outcomes

Named customers16 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability8 records

Feature13 records

Partnerships

Five partnerships are on record, tiered minor and core.

• TeamUpminorGTM or Marketing Partner · 1 May 2025Joint webinar 'Keeper x TeamUp: Offshoring that Actually Works for Growing Firms' exploring how accounting firms can hire in the Philippines to grow faster while staying in control.
• QuickBooks OnlinecoreTechnology or IntegrationDeep two-way integration with QuickBooks Online. Double connects to client QuickBooks files to analyze general ledger, flag anomalies, and sync corrections back to the source.
• XerocoreTechnology or IntegrationTwo-way sync integration with Xero accounting software, enabling the same workflow automation as QuickBooks Online integration.
• Sage IntacctcoreTechnology or Integration2-way sync integration with Sage Intacct for internal finance teams plan. Enables complete close management platform with ERP connectivity.
• NetSuitecoreTechnology or Integration2-way sync integration with NetSuite for internal finance teams plan. Complete platform integration with major ERP systems.

Scale indicators5 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• FloQast: FloQast is a leading AI-powered accounting close management platform serving both accounting firms and corporate finance teams. It is the closest direct competitor to Double in the month-end close automation category, with overlapping ERP integrations and workflow automation features.
• Numeric: Numeric is an AI-driven accounting close and reconciliation platform targeting modern accounting teams. Like Double, it integrates with QuickBooks, Xero, NetSuite, and Sage Intacct, and emphasizes AI-powered transaction categorization and flux analysis for close workflows.
• Vic.ai: Vic.ai is an AI-powered autonomous finance platform focused on invoice processing, approval workflows, and accounting automation. It overlaps with Double on AI-driven transaction processing and is increasingly expanding into broader close management.
• Karbon: Karbon is a practice management workflow platform built for accounting firms, centralizing client communication, work management, and team collaboration. It competes with Double's CRM/task management modules among the same SMB-to-mid-market accounting firm customer base.
• Canopy: Canopy is a practice management and client engagement platform for accounting and tax firms, combining CRM, document management, and workflow tools. It overlaps with Double's practice management and client portal offerings for the same target market of small and mid-sized accounting firms.

Broad incumbents

• BlackLine: BlackLine is a public, enterprise-grade financial close and accounting automation platform serving large corporate finance teams. It competes with Double primarily in the internal finance segment, offering a broader but less SMB-friendly close solution with deeper enterprise controls.
• Intuit QuickBooks: Intuit QuickBooks is the dominant SMB accounting platform and a core integration partner of Double. As a broad incumbent, Intuit has the data, distribution, and now AI investments to build native close management features that could compete with Double for accounting firms and small finance teams.
• Sage: Sage is a major global accounting and ERP software provider (Sage Intacct) and also a current integration partner of Double. As an incumbent with its own close, automation, and AI roadmap, Sage represents both a distribution channel and a potential competitive threat to Double's mid-market finance team segment.

Emerging players

• Botkeeper: Botkeeper provides AI-driven bookkeeping and accounting automation for accounting firms and SMBs. It targets similar SMB accounting firm customers as Double with machine-learning bookkeeping, though with a more outsourced service model layered on top.
• Jetpack Workflow: Jetpack Workflow is a workflow and process management tool specifically designed for accounting firms, providing recurring work automation, client management, and deadline tracking. It is a smaller, more focused competitor to Double's task management and close calendar features.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/doublehq
• YouTubeyoutube.com/channel/doublehq
• Facebookfacebook.com/doublehq
• LinkedInlinkedin.com/company/doublehq
• Instagraminstagram.com/doublehq

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds4 records

Investors4 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Double