Fast, accurate fulfillment: AI-native order management software
Automate invoicing, recurring orders, pricing, revenue recognition, and more to get time back for strategic work. Track your order lifecycle as it happens with live insights.
Achieve 10x more in less time with automated orders and invoicing
Enter orders into DualEntry once, and only once. Order details consistently auto-populate wherever you need them, from fulfillment to billing and revenue accounting.
Get automatically generated invoices from orders, and automatically convert pro-forma to final invoices upon payment.
Automate recurring transactions at any frequency: daily, weekly, monthly. No more manual work.
Keep your numbers accurate with flexible subtotaling. DualEntry automatically calculates discounts and charges in connection to order-related documents.
DualEntry AI cuts out manual work—without cutting corners
Payment matching
Payments are automatically matched to orders and invoices, keeping you reporting-ready without manual work.
Tax handling
DualEntry automatically calculates and applies sales taxes across jurisdictions, so you stay compliant, worry-free, as your business keeps scaling.
Dunning
DualEntry AI analyzes your payment history to tailor dunning strategies for each account, prioritizing follow-ups and flagging issues before they can impact cash flow. No more time-consuming emails.
Revenue recognition
DualEntry AI simplifies complex processes with scheduling templates, and automates deferred-revenue tracking from AR and Order Entry sales transactions.
Create custom invoices, workflows, and pricing strategies in minutes
Set up flexible pricing schedules for specific customer segments or individuals. Customize based on time periods, products, or product lines.
Create custom pricing models—such as fixed, usage-based, or contracted—to fit your needs.
Never duplicate documents again. DualEntry offers a library of pre-built, customizable B2B and B2C templates for quotes, invoices, returns, shipping labels and more.
Handle approvals and order workflows your way by setting up custom processes and role-based permissions that keep you on track and compliant.
Don’t wait for month end:
track your order cycle in real time
Monitor live fulfillment, sales, and metrics with DualEntry’s inventory management software, built directly into our ERP on one real-time dashboard, making it easier to spot your most profitable products and customers.
Drill into order and sales data in one click. Get instant profitability insights by product, customer, territory, and sales rep to pick up on lucrative buying patterns.
Track your order cycle across multiple entities and countries in real time, without toggling between different software or tabs. DualEntry automatically stores all your quotes, orders, invoices, and returns in one place for a solid audit trail.
Keep all your tax and CRM data together in one system
Get your teams out of silos and into one integrated system. DualEntry’s native, two-way connections are set up in seconds without the need for IT support.
Integrate leading tax-management and CRM tools like Avalara, Salesforce and HubSpot to simplify tax compliance and improve customer relationships.
Benefit from your data being synced in real time. No manual refreshing or spreadsheet imports required.
Why high-performing teams choose DualEntry
for order management
For finance teams
DualEntry’s native integrations with your tax and CRM tools help you eliminate silos. Every customer detail, tax calculation, and order metric appears in real time, in one place.
For CFOs
Access a single source of truth for purchase order management, no matter how many entities and currencies you deal with or how complex your billing cycles are. DualEntry automates order workflows and lets you track every step in real time, making fulfillment faster and decision-making simpler.
For AR managers
DualEntry's AI accounts receivable automation software, built into our ERP connect payments to invoices instantly and sends reminders for overdue accounts. You can focus on scaling, not manual payment matching or tedious follow-ups.
For revenue teams
Handle subscriptions and renewals seamlessly by setting up usage-based contracts, recurring transactions, and custom pricing models in minutes. No duplicate entry. No missed renewals. No manual calculations.
For controllers
DualEntry keeps every order, invoice, and payment in sync, so there’s no more information-chasing or spreadsheet-searching at month end.
Everything you need from
an order management software
without the extra charges
| Feature |  |  |  |  |
|---|---|---|---|---|
| AI payment matching automation Match payments with AI | Extra Module | Not available | Not available | |
| 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 | SuiteBilling needed | Not available | Not available | |
| Dynamic price modeling Develop pricing models that suit your business needs, such as fixed fee-based, usage-based, or contracted quantity pricing | Extra module needed | Extra (Power BI) | Not available | |
| Automated revenue recognition Automate the tracking of deferred revenue from AR and Order Entry sales transactions | SuiteBilling needed | Extra (limited native support) | Extra module needed | |
| Automatic sales tax calculation DualEntry automatically calculates and applies appropriate sales taxes across jurisdictions | Avalara integration needed | Avalara integration needed | Avalara integration needed | |
| Convert pro-forma invoices Automatically convert pro-forma invoices into final invoices | SuiteBilling needed | Not supported natively | ||
| Customizable workflows Use pre-built templates for quotes, invoices, returns, shipping documents, and more, or drag-and-drop to design custom workflows and complex approval hierarchies | ||||
| Automatic invoice generation Automatically generate invoices from orders | SuiteBilling needed | Limited | ||
| Automated recurring orders Maximize operational efficiency by scheduling transactions to occur at your desired frequency – whether daily, weekly, or monthly | SuiteBilling needed | Extra module needed | ||
| Customizable pricing strategies Set up flexible pricing schedules for specific customer segments or individuals. Customize based on time periods, products, or product lines | SuiteBilling needed | |||
| CRM integrations Seamlessly integrate with your CRM | Included (SuiteCRM); Extra if 3rd-party | Extra module (Dynamics CRM) | Extra module (Salesforce) | |
| Single-entry automation Only enter order details once. When added to DualEntry, order details are automatically populated wherever you need them, from fulfilment to billing to revenue accounting | ||||
| Live dashboard insights View live insights in one place with DualEntry’s unified dashboard. Monitor key metrics across order fulfillment, sales performance, inventory management, and more | ||||
| Advanced reporting & analytics Uncover profitability insights by product, customer, territory, and sales representative | ||||
| Real-time order overview & sharing 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 | ||||
| Automated subtotaling DualEntry instantly calculates discounts and charges in connection to order-related documents | ||||
| Tax-service integrations |
