AI-Powered Bookkeeping: Save Hours Every Month with Double скачать в хорошем качестве

AI-Powered Bookkeeping: Save Hours Every Month with Double

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 ---------------------------------------------- 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 Join my Free Community: Get support, tips, and connect with 25,000+ bookkeepers in my free FaceBook community: https://bit.ly/fbgroupvw Join My Mailing List: Stay in the loop with my monthly news, free resources, webinars, and special course discounts when you join my mailing list: https://veronicawasek.kit.com/content Free resource: Use my Smart Review Checklist to spot problems fast and win more cleanup clients in only 15 minutes: https://bit.ly/5mb-smartreview Recommended Resource: Stop working for free & get paid to diagnose messy QuickBooks Online files with my QBO Paid Diagnostic Review System: https://bit.ly/5mb_diagnostic Learn with 5MB Academy: Transform your bookkeeping business with my step-by-step courses and resources at 5MB Academy: https://www.5mbacademy.com\ **Save 10% on all courses using discount code TENOFF at checkout** 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... Follow Me on Social Media: Facebook:   / 5minutebookkeeping   Instagram:   / 5minutebookkeeping   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. #VeronicaWasek, #5MBAcademy, #AITools, #AIforBookkeepers, #AIforBookkeeping, #BookkeepingAI, #BookkeepingTechnology, #FutureofBookkeeping, #AccountingAI, #BookkeeperTips, #AIAccountin