AI-Powered Bookkeeping: Save Hours Every Month with Double

Описание: If you’re looking to modernize and automate your bookkeeping workflow, this full demo will show you exactly how it works.

In this webinar recording, I’m joined by Ben Stein, CEO of Double (formerly Keeper), for a detailed walkthrough of how Double helps bookkeepers streamline month-end close, automate recurring work, and improve client communication.

Ben demonstrates the platform live and answers audience questions at the end.

Inside this training, you’ll see:
• How Double functions as a month-end close manager
• AI-powered bank feeds with layered rules
• Built-in client communication portal
• Review reports and quality control tools
• Accrual automation and schedules
• AI journal entries for complex transactions
• Custom financial reporting and interactive dashboards
• Integration details and setup questions answered live

If you are evaluating workflow systems for your bookkeeping firm, this recording gives you a comprehensive, real-world look at how Double operates.

**Learn more about Double here: https://doublehq.com/?via=veronicawasek
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Chapters
00:00 Introduction
02:24 What Double Is & How It Fits into Your Workflow
03:20 Month-End Close Overview
07:14 Uncategorized Transactions – Ask the Client
07:48 Client Communication Portal
11:54 Review Reports
16:24 Reporting Tab
20:11 AI Bank Feeds & Rule Engine
28:47 Accrual Automation
31:14 AI Journal Entries
36:03 Live Q&A
50:14 Closing Remarks

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Learn with 5MB Academy:
Transform your bookkeeping business with my step-by-step courses and resources at 5MB Academy: https://www.5mbacademy.com\
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Recommended Apps & Partners:
**Manage client communications and bookkeeping workflows with ease using the Double (formerly Keeper) app. Get 20% off the first 3 months by signing up with this link: https://doublehq.com/?via=veronicawasek

Find all of my favorite tools and affiliate recommendations in one place: https://veronicawasek.com/recommended...

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Disclaimer:
The information in this video is for educational purposes only. It is not intended as legal, tax, or accounting advice. Please consult with a qualified professional for advice specific to your situation.

Copyright:
© 2026 Veronica Wasek – 5MB LLC. All rights reserved.

**Disclosure: I may earn a small commission if you purchase through these links, at no extra cost to you. I only recommend tools and affiliate partners I trust.

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