Double
Month-end close tasks
Agents create and reassign close tasks, turn meeting notes into action items and draft status updates in Double.
- Create a task for Matias to file payroll before end of day
- Which teammates have the most overdue close tasks?
- Draft a close status update for our client Northwind
How it works
Click Connect and log in on Double’s own page. By default each person connects their own account, and an agent acts as whoever asked it.
- Developer
- Double
- Category
- Finance
- How it connects
- Log in with Double
- Agents can
- Read, and change what an admin allows
- Website
- doublehq.com
