Elevate your quote-to-order cycle
Slash data-entry time, automate invoices and recurring orders, and view your order lifecycle in real time.
Streamline your order ecosystem
Optimize every part of order processing with automated invoicing, adaptable templates, and recurring-order management.
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
Use pre-built templates for quotes, invoices, returns, shipping documents, and more, or drag-and-drop to design tailored 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 your efficiency and reduce manual effort by scheduling transactions to occur at your preferred frequency—whether daily, weekly, or monthly.
Create precise pricing strategies
Benefit from pricing strategies and structures tailored perfectly to you.
Tailored pricing
Set up flexible pricing schedules for specific customer segments or individuals. Customize based on time periods, products, or product lines.
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 deferred-revenue tracking from AR and Order Entry sales transactions.
Get fresh order-management insights
With real-time order data and granular analytics, all hosted in one place.
Live insights
View real-time insights on a unified dashboard. Monitor metrics across order fulfilment, sales performance, and inventory management to identify your most profitable products and customers.
Multidimensional analysis
Dive deep into your order and sales data with comprehensive reporting tools. Get profitability insights by product, customer, territory, and sales representative, so you can pick up on lucrative buying patterns and optimize sales strategies.
Real-time order overview
Track your whole order cycle in real time, and quickly create shareable quotes, sales orders, back orders, invoices, returns, and credit/debit memos. Every update is automatically recorded, building a robust audit trail.
Simplified sales tax
Navigate tax compliance with confidence as your enterprise scales. DualEntry automatically calculates and applies appropriate sales taxes across jurisdictions.
Precise subtotaling
Benefit from flexible subtotaling for more accuracy. DualEntry instantly calculates discounts and charges in connection to order-related documents.
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.
