Elevate your quote-to-order cycle
Slash data-entry time, automate invoices and recurring orders, and have real-time visibility of your order lifecycle.
Streamline your order ecosystem
Leverage automated invoicing, adaptable templates, and recurring-order management to optimize every part of order processing.
Enter orders once
Cut out repetitive data entry, minimize errors, and ensure consistency. Once added to DualEntry, order details are automatically populated wherever you need them, from fulfilment to billing to revenue accounting.
Tailored workflow templates
Optimize your order management with granular control. Use pre-built templates for quotes, invoices, returns, shipping documents, and more, or drag-and-drop to design custom workflows and complex approval hierarchies.
Comprehensive invoicing
Automatically generate invoices from orders, instantly match payments with DualEntry AI, and update statuses in real-time. Seamlessly handle standard invoices, and convert pro-forma to final invoices upon payment.
Automated recurring orders
Maximize operational efficiency by scheduling transactions to occur at your desired frequency – whether daily, weekly, or monthly. This frees your team from manual entries and allows them to focus on strategic initiatives.
Create pricing strategies with precision
Benefit from customizable pricing strategies, versatile structures, and automated revenue recognition.
Tailored pricing strategies
Set up flexible pricing schedules for specific customer segments or individuals. Customize based on time periods, products, or product lines, with granular user-access controls to maintain pricing integrity across all sales channels.
Dynamic price modeling
Develop pricing models that suit your business needs, such as fixed fee-based, usage-based, or contracted quantity pricing. Plus, keep track of every detail – from price lists to product lines – in one place.
Automated revenue recognition
Simplify complex revenue-recognition processes with DualEntry’s scheduling templates. Automate the tracking of deferred revenue from AR and Order Entry sales transactions, reducing manual effort.
Get powerful order management insights
Have full visibility of your order cycle with real-time data and granular analytics – all in one place.
Live insights
View live insights in one place with DualEntry’s unified dashboard. Monitor key metrics across order fulfillment, sales performance, and inventory management to identify your most profitable products and customers and make data-driven decisions.
Multidimensional analysis
Dive deep into your order and sales data with DualEntry’s comprehensive reporting tools. Uncover profitability insights by product, customer, territory, and sales representative, so you can identify lucrative buying patterns and optimize your sales strategies.
Real-time order overview
See real-time data of your entire order cycle in a centralized location. Quickly create and manage quotes, sales orders, back orders, invoices, returns, and credit/debit memos – all easily sharable via email. Every update is automatically tracked, ensuring robust, up-to-date audit trails.
Simplified sales tax
Navigate complex tax landscapes with confidence as your enterprise scales. DualEntry automatically calculates and applies appropriate sales taxes across jurisdictions, ensuring all your entities are compliant.
Precise subtotaling
Benefit from flexible subtotaling for more accuracy. DualEntry instantly calculates discounts and charges in connection to order-related documents, giving you extra peace of mind.
AI dunning
By analyzing customer payment behaviors and historical data, DualEntry customizes dunning strategies for each account, determining the optimal timing and content for reminders and escalations.
Seamless tax and CRM integrations
Simplify tax compliance and enhance customer relationships with DualEntry’s native, two-way integrations with leading tax-management and CRM providers, including Avalara Tax and Salesforce.
