Plans & pricing

Powerful plans for every enterprise

Built by accountants to scale with your enterprise to IPO and beyond. Benefit from 15,000+ native integrations, direct support, and best-in-class security.

DualEntry

Stay in control and audit-ready. Work with multiple currencies, native tax, smart integrations, and AI features to help you close the books in record time.

$1,000
/month
Billed monthly
Please enter a valid business email
Success! A DualEntry CPA will be in touch with you within 24 hours.
Please enter a valid business email
5 users* included
Up to 1M transactions per year
DualEntry Features
Reporting
Dashboard and custom metrics
GL locking
Audit trail
Close management
Tax management
Approval controls
SOC 2
Live CPA support
Multiple currencies
Custom fields
Custom classifications
Custom workflows
Data backup and restore
DualEntry
Plus

Streamline and speed up your reporting processes with consolidated data across local and international entities. Plus, test changes safely in live sandbox and benefit from enhanced security.

$2,000
/month
Billed monthly
Please enter a valid business email
Success! A DualEntry CPA will be in touch with you within 24 hours.
Please enter a valid business email
10 users* included
Unlimited transactions
Everything in DualEntry, and:
Multi-entity consolidation
Sandbox account
SAML login
Multi-book (coming Q4 2024)
DualEntry
Ultra

Securely store and analyze data at scale, integrate systems efficiently, stay compliant, and protect sensitive information.

$5,000
/month
Billed monthly
Please enter a valid business email
Success! A DualEntry CPA will be in touch with you within 24 hours.
Please enter a valid business email
10 users* included
Unlimited transactions
Everything in DualEntry Plus, and:
Data lake
HIPPA
High-rate API
Data residency options
Enterprise key management
Multiple languages

Full implementation included 
with every plan

Choose DualEntry and save on the average ERP implementation fee of $80,000.

Talk to a DualEntry CPA

Contact a DualEntry CPA to begin the implementation process.

30-day go-live guarantee

One-click native data migration from 20+ accounting and ERP systems

2-way sync for parallel implementation while running your current accounting system

Full, unlimited line item-detail historical data migration

24/7 US-based CPA support

IFRS and GAAP-compliant, with the advanced security you need.
GDPR
COMPLIANT
SSL
SECURED
CCPA
COMPLIANT
PCI-DSS
COMPLIANT
AES 256
Ready
ISO 27001
Compliant
Add-on
Available for all plans

Advanced AI

$50
/user
Billed monthly
$50
/user per month
Billed monthly

Unlock powerful insights with AI-driven analysis, proposals, and workflows. Enhance your team’s efficiency with seamless automations, scheduling, categorizations, and tailored suggestions.

Copilot
Automatic bank matching
Automated scheduling, transactions, and amortizations
Review auto-detected balance issues
Automatic categorizations and suggestions
Auto-check items that need no action
Add-on
Available for DualEntry Plus or Ultra

Revenue Recognition

$300
/user
Billed monthly
$300
/month
Billed monthly

Automate revenue recognition with GGAP/IFRS compliance. Drill down to examine revenue by customer, contract, and item. Improve your insights by reviewing the impact of multiple recognition methods.

Automated invoicing
Carveouts
Automated scheduling, allocation, and reporting
Revenue plan management
Custom SSPs and revenue reallocation rules
Forecasting
Add-on
Available for DualEntry Plus or Ultra

Lease Accounting

$200
/user
Billed monthly
$200
/month
Billed monthly

Handle lease-accounting complexities with ASC 842, IFRS 16, and GASB 87/96 compliance. Automate entries, schedules, disclosures, and data. Create customized reports for stakeholders.

Audit-ready reporting
Audit trail for lease adjustments
Data security
AI OCR data extraction
Instant IBR calculations
Easy contract uploads and updates
Add-on
Available for DualEntry Plus or Ultra

Fixed Assets

$250
/user
Billed monthly
$250
/month
Billed monthly

Skip spreadsheets and automate your fixed-asset depreciation and lease accounting. Easily track assets from acquisition to retirement. DualEntry keeps your records accurate, compliant, and reporting-ready.

AI-powered auto depreciation
Detailed reporting
Full asset lifecycle management
AI assistance for disposals or changes
Custom depreciation options
Generate 4562 and 4797 and roll forward reports easily
Simplified lease compliance
Add-on
Available for DualEntry Plus or Ultra

Inventory

$1500
/user
Billed monthly
$1,500
/month
Billed monthly

Skip spreadsheets and automate your fixed-asset depreciation and lease accounting. Easily track assets from acquisition to retirement. DualEntry keeps your records accurate, compliant, and reporting-ready.

Real-time visibility and traceability
Customizable inventory reports
Demand-based planning including expiration dates
Bill of Material and true landed cost tracking
Intelligent, multi-location categorization and fulfillment
Switch seamlessly between FIFO, LIFO and average costing
Lot and serial number tracking
Integrate with 200+ inventory partners such as Shipstation
Automated SKU management and replenishment

Compare DualEntry plans

DualEntry
DualEntry
DualEntry
Monthly subscription term
Users included
5
10
10
Option to add additional users
Transactions per year
Up to 1 million
Unlimited
Unlimited
Multicurrency
Multi-entity
CTA Adjustment
Elimination Entries
Transaction Limit
Response time
Manage 1099 contractors
Advanced pricing rules
Unlimited subsidiaries, legal entities, and business units
Automatic elimination entry posting
Configurable, nested allocation schedules
Intercompany invoicing and opposing-bill creation
Real-time consolidation locally and globally
180+ currencies supported
International transaction posting in both local and standard currencies
Live exchange rates
Historical and average exchange rates
Continuous subsidiary-level or consolidated reporting
Multi-treatment accounting capability
Intercompany AR/AP netting
Automated local compliance adjustments for tax, audit, and data security
IFRS compliance
GAAP compliance
Automated cumulative transaction adjustments
13,000+ secure, real-time bank connections in 60+ countries
24/7 monitoring of connection integrity
CRM integrations
AP integrations
AR integrations
Data & BI integrations
HRIS integrations
Build your own API access
Integrated sign-offs
Automated tie-outs
Automated balance-change alerts
Automated reconciliation
Period locking
Custom close checklist
View all tasks' progress in real time, in one overview
Dynamic, personalized, real-time dashboard with global visibility
Precise forecasting
Automated cash positioning
Automated payment and balance tracking
Automated reconciliation
Secure data management, incl. encrypted connections for bank transfers
Multi-currency capability
Multi-entity capability
Multi-book capability
AI auto journal posting
AI cash insights
AI bank matching
AI anomaly detection
180+ native currencies supported
240+ countries supported
Live exchange rates
Automated recurring invoice generation
Automated sales order to invoice conversion
Automated credit limit enforcement
Automated GL and AR ledger posting
Automated tax calculation
Automated sales commission calculation
Automated realized and unrealized gains calculation
Automated realized and unrealized losses calculation
Multi-company consolidation across different base currencies
Customer mapping
Invoice and customer drill-downs
Automated payment reminders
Automated overdue charges calculation
Automated write-offs
Invoice customization
Recurring fee management and automation
Real-time, role-based dashboards
Configurable AR reports
Forecasting
AR aging reports
AI payment matching
AI collections management
AI product classification
AI deferred revenue tracking
AI dunning management
15,000+ native integrations
Complete audit trails
Automated approval workflows
Role-based access controls
Multi-jurisdictional tax compliance
Automated revenue recognition and allocations
Multi-entity management
Quote-to-cash automation
Unrealized Gain revaluatons
Realized Gain Revaluations
Matching Gain Revaluations
Currencies
Countries & Territories
Live bank feeds
Integrated sign-offs
Automated tie-outs
Balance-change alerts
Automated reconciliation
Period locking
AI-powered close checklist
Review notes
Configurable dashboards with easy drill-downs
Bank matching
Transaction creation
Automated bank fees
Automated reconciliation
Transaction categorization
Automated distribution
OCR reading
Bulk import
Automated expense management
Copilot
Self-service support
Document extraction and analysis
Predictive insights and forecasting
Automated report generation
Real-time risk assessment
Anomaly and fraud detection
Close checklist
KPI tracking
Customizable, multi-step approval workflows
Role-based access controls
Complete audit trails
Period locking
Staged transactions
Archived state
Real-time testing status overview
Detailed activity metrics
Role-based dashboards
Anomaly detection
MFA
IP address restrictions
SAML single sign-on
Activity logs
Version history
Real-time threat and security monitoring
Tax handling for 13,000+ jurisdictions
Global VAT and GST compliance
Handle both in-country and cross-border transactions
Generate country-specific tax returns
Generate cross-border reports
Editable templates for tax returns and reports
Automated validation of company details (including tax registration numbers)
Real-time tax rates
Automated capture of VAT
Zip+4 accuracy
Automated exception handling
AI payment matching
AI collections management
AI product classification
AI consolidated invoicing
AI deferred revenue tracking
AI recurring invoice preparation
AI dunning management
Logging of tax rate changes
Support for intra-EU trades
3PL support
Support for reverse charges
Manual override of customers' default tax zones
Partial and reverse-charge VAT handling
Sales tax, use tax, and witholding-tax handling
Flexible tax rate configurations
Automatic validation of customer and vendor VAT details
Multi-currency support
Multi-entity support
Seamless, native integrations with leading tax service providers
Custom taxability rules
Granular access controls
Audit trails
Automated tax data collection
REST API
Bank Feeds
Native integraitons
IFRS/GAAP compliant
SOC Type II certified
ISO 27001 certified
SSL compliant
GDPR compliant
CCPA compliant
AES 256 at rest and in transit
HTTPS/TLS encryption protocols
DSS Level 1 security at data centers
Backup power and HVAC systems at data centers
Access controls, security staff, and intrustion-detection systems at data centers
Customizable passwords with three security tiers
Multi-factor authentication, including native authentication, SSO, SAML, and JWT
Role-based controls
Approval controls
Audit logs
Multi-layered network architecture, including DMZs
Continuous vulnerability scanning
Change logging
Penetration testing
Bug bounty program
Cloud resources inventory
Regional mirroring
Multiple layers of redundancy
Incident-response framework adherence, including NIST and PICERL
SOC 2-compliant AI data handling
RAG technique executed for improved AI model accuracy
GDPR- and CCPA-compliant AI data privacy
Data sanitization
Employee legal and security training
Employee performance audits
ISO 27001-compliant employee vetting
Compulsory employee NDAs
Feature here
AI automated depreciation
AI copilot
AI automated lease accounting
AI asset tracking
AI auto-fill
4562 and 4797 reporting
Roll-forward reporting
Real-time analytics and inventory overview
Sandbox
Advanced User Roles
8 predefined roles to quickly onboard new employees
Multicurrency
Multi-entity
CTA Adjustment
Elimination Entries
Transaction Limit
Response time
Manage 1099 contractors
Advanced pricing rules
Unlimited subsidiaries, legal entities, and business units
Automatic elimination entry posting
Configurable, nested allocation schedules
Intercompany invoicing and opposing-bill creation
Real-time consolidation locally and globally
180+ currencies supported
International transaction posting in both local and standard currencies
Live exchange rates
Historical and average exchange rates
Continuous subsidiary-level or consolidated reporting
Multi-treatment accounting capability
Intercompany AR/AP netting
Automated local compliance adjustments for tax, audit, and data security
IFRS compliance
GAAP compliance
Automated cumulative transaction adjustments
13,000+ secure, real-time bank connections in 60+ countries
24/7 monitoring of connection integrity
CRM integrations
AP integrations
AR integrations
Data & BI integrations
HRIS integrations
Build your own API access
Integrated sign-offs
Automated tie-outs
Automated balance-change alerts
Automated reconciliation
Period locking
Custom close checklist
View all tasks' progress in real time, in one overview
Dynamic, personalized, real-time dashboard with global visibility
Precise forecasting
Automated cash positioning
Automated payment and balance tracking
Automated reconciliation
Secure data management, incl. encrypted connections for bank transfers
Multi-currency capability
Multi-entity capability
Multi-book capability
AI auto journal posting
AI cash insights
AI bank matching
AI anomaly detection
AI bank-statement parser
15k+ native integrations
Cash-flow forecasting
Scenario and variance analysis
AI insights/forecasting
180+ native currencies supported
240+ countries supported
Live exchange rates
Automated recurring invoice generation
Automated sales order to invoice conversion
Automated credit limit enforcement
Automated GL and AR ledger posting
Automated tax calculation
Automated sales commission calculation
Automated realized and unrealized gains calculation
Automated realized and unrealized losses calculation
Multi-company consolidation across different base currencies
Customer mapping
Invoice and customer drill-downs
Batch invoicing
Automated payment reminders
Automated overdue charges calculation
Automated write-offs
Invoice customization
Recurring fee management and automation
Real-time, role-based dashboards
Configurable AR reports
Forecasting
AR aging reports
AI payment matching
AI collections management
AI product classification
AI deferred revenue tracking
AI dunning management
15,000+ native integrations
Complete audit trails
Automated approval workflows
Role-based access controls
Multi-jurisdictional tax compliance
Automated revenue recognition and allocations
Multi-entity management
Quote-to-cash automation
Unrealized Gain revaluatons
Realized Gain Revaluations
Matching Gain Revaluations
Currencies
Countries & Territories
Live bank feeds
Integrated sign-offs
Automated tie-outs
Balance-change alerts
Automated reconciliation
Period locking
AI-powered close checklist
Review notes
Configurable dashboards with easy drill-downs
Bank matching
Transaction creation
Automated bank fees
Automated reconciliation
Transaction categorization
Automated distribution
OCR reading
Bulk import
Automated expense management
Copilot
Self-service support
Document extraction and analysis
Predictive insights and forecasting
Automated report generation
Real-time risk assessment
Anomaly and fraud detection
Close checklist
KPI tracking
Customizable, multi-step approval workflows
Role-based access controls
Complete audit trails
Period locking
Staged transactions
Archived state
Real-time testing status overview
Detailed activity metrics
Role-based dashboards
Anomaly detection
MFA
IP address restrictions
SAML single sign-on
Activity logs
Version history
Real-time threat and security monitoring
Tax handling for 13,000+ jurisdictions
Global VAT and GST compliance
Handle both in-country and cross-border transactions
Generate country-specific tax returns
Generate cross-border reports
Editable templates for tax returns and reports
Automated validation of company details (including tax registration numbers)
Real-time tax rates
Automated capture of VAT
Zip+4 accuracy
Automated exception handling
AI payment matching
AI collections management
AI product classification
AI consolidated invoicing
AI deferred revenue tracking
AI recurring invoice preparation
AI dunning management
Logging of tax rate changes
Support for intra-EU trades
3PL support
Support for reverse charges
Manual override of customers' default tax zones
Partial and reverse-charge VAT handling
Sales tax, use tax, and witholding-tax handling
Flexible tax rate configurations
Automatic validation of customer and vendor VAT details
Multi-currency support
Multi-entity support
Seamless, native integrations with leading tax service providers
Custom taxability rules
Granular access controls
Audit trails
Automated tax data collection
REST API
Bank Feeds
Native integraitons
IFRS/GAAP compliant
SOC Type II certified
ISO 27001 certified
SSL compliant
GDPR compliant
CCPA compliant
AES 256 at rest and in transit
HTTPS/TLS encryption protocols
DSS Level 1 security at data centers
Backup power and HVAC systems at data centers
Access controls, security staff, and intrustion-detection systems at data centers
Customizable passwords with three security tiers
Multi-factor authentication, including native authentication, SSO, SAML, and JWT
Role-based controls
Approval controls
Audit logs
Multi-layered network architecture, including DMZs
Continuous vulnerability scanning
Change logging
Penetration testing
Bug bounty program
Cloud resources inventory
Regional mirroring
Multiple layers of redundancy
Incident-response framework adherence, including NIST and PICERL
SOC 2-compliant AI data handling
RAG technique executed for improved AI model accuracy
GDPR- and CCPA-compliant AI data privacy
Data sanitization
Employee legal and security training
Employee performance audits
ISO 27001-compliant employee vetting
Compulsory employee NDAs
AI automated depreciation
AI copilot
AI automated lease accounting
AI asset tracking
AI auto-fill
4562 and 4797 reporting
Roll-forward reporting
Real-time analytics and inventory overview
Sandbox
Advanced User Roles
8 predefined roles to quickly onboard new employees
Multicurrency
Multi-entity
CTA Adjustment
Elimination Entries
Transaction Limit
Response time
Manage 1099 contractors
Advanced pricing rules
Unlimited subsidiaries, legal entities, and business units
Automatic elimination entry posting
Configurable, nested allocation schedules
Intercompany invoicing and opposing-bill creation
Real-time consolidation locally and globally
180+ currencies supported
International transaction posting in both local and standard currencies
Live exchange rates
Historical and average exchange rates
Continuous subsidiary-level or consolidated reporting
Multi-treatment accounting capability
Intercompany AR/AP netting
Automated local compliance adjustments for tax, audit, and data security
IFRS compliance
GAAP compliance
Automated cumulative transaction adjustments
13,000+ secure, real-time bank connections in 60+ countries
24/7 monitoring of connection integrity
CRM integrations
AP integrations
AR integrations
Data & BI integrations
HRIS integrations
Build your own API access
Integrated sign-offs
Automated tie-outs
Automated balance-change alerts
Automated reconciliation
Period locking
Custom close checklist
View all tasks' progress in real time, in one overview
Dynamic, personalized, real-time dashboard with global visibility
Precise forecasting
Automated cash positioning
Automated payment and balance tracking
Automated reconciliation
Secure data management, incl. encrypted connections for bank transfers
Multi-currency capability
Multi-entity capability
Multi-book capability
AI auto journal posting
AI cash insights
AI bank matching
AI anomaly detection
AI bank-statement parser
15k+ native integrations
Cash-flow forecasting
Scenario and variance analysis
AI insights/forecasting
180+ native currencies supported
240+ countries supported
Live exchange rates
Automated recurring invoice generation
Automated sales order to invoice conversion
Automated credit limit enforcement
Automated GL and AR ledger posting
Automated tax calculation
Automated sales commission calculation
Automated realized and unrealized gains calculation
Automated realized and unrealized losses calculation
Multi-company consolidation across different base currencies
Customer mapping
Invoice and customer drill-downs
Batch invoicing
Automated payment reminders
Automated overdue charges calculation
Automated write-offs
Invoice customization
Recurring fee management and automation
Real-time, role-based dashboards
Configurable AR reports
Forecasting
AR aging reports
AI payment matching
AI collections management
AI product classification
AI deferred revenue tracking
AI dunning management
15,000+ native integrations
Complete audit trails
Automated approval workflows
Role-based access controls
Multi-jurisdictional tax compliance
Automated revenue recognition and allocations
Multi-entity management
Quote-to-cash automation
Unrealized Gain revaluatons
Realized Gain Revaluations
Matching Gain Revaluations
Currencies
Countries & Territories
Live bank feeds
Integrated sign-offs
Automated tie-outs
Balance-change alerts
Automated reconciliation
Period locking
AI-powered close checklist
Review notes
Configurable dashboards with easy drill-downs
Bank matching
Transaction creation
Automated bank fees
Automated reconciliation
Transaction categorization
Automated distribution
OCR reading
Bulk import
Automated expense management
Copilot
Self-service support
Document extraction and analysis
Predictive insights and forecasting
Automated report generation
Real-time risk assessment
Anomaly and fraud detection
Close checklist
KPI tracking
Customizable, multi-step approval workflows
Role-based access controls
Complete audit trails
Period locking
Staged transactions
Archived state
Real-time testing status overview
Detailed activity metrics
Role-based dashboards
Anomaly detection
MFA
IP address restrictions
SAML single sign-on
Activity logs
Version history
Real-time threat and security monitoring
Tax handling for 13,000+ jurisdictions
Global VAT and GST compliance
Handle both in-country and cross-border transactions
Generate country-specific tax returns
Generate cross-border reports
Editable templates for tax returns and reports
Automated validation of company details (including tax registration numbers)
Real-time tax rates
Automated capture of VAT
Zip+4 accuracy
Automated exception handling
AI payment matching
AI collections management
AI product classification
AI consolidated invoicing
AI deferred revenue tracking
AI recurring invoice preparation
AI dunning management
Logging of tax rate changes
Support for intra-EU trades
3PL support
Support for reverse charges
Manual override of customers' default tax zones
Partial and reverse-charge VAT handling
Sales tax, use tax, and witholding-tax handling
Flexible tax rate configurations
Automatic validation of customer and vendor VAT details
Multi-currency support
Multi-entity support
Seamless, native integrations with leading tax service providers
Custom taxability rules
Granular access controls
Audit trails
Automated tax data collection
REST API
Bank Feeds
Native integraitons
IFRS/GAAP compliant
SOC Type II certified
ISO 27001 certified
SSL compliant
GDPR compliant
CCPA compliant
AES 256 at rest and in transit
HTTPS/TLS encryption protocols
DSS Level 1 security at data centers
Backup power and HVAC systems at data centers
Access controls, security staff, and intrustion-detection systems at data centers
Customizable passwords with three security tiers
Multi-factor authentication, including native authentication, SSO, SAML, and JWT
Role-based controls
Approval controls
Audit logs
Multi-layered network architecture, including DMZs
Continuous vulnerability scanning
Change logging
Penetration testing
Bug bounty program
Cloud resources inventory
Regional mirroring
Multiple layers of redundancy
Incident-response framework adherence, including NIST and PICERL
SOC 2-compliant AI data handling
RAG technique executed for improved AI model accuracy
GDPR- and CCPA-compliant AI data privacy
Data sanitization
Employee legal and security training
Employee performance audits
ISO 27001-compliant employee vetting
Compulsory employee NDAs
AI automated depreciation
AI copilot
AI automated lease accounting
AI asset tracking
AI auto-fill
4562 and 4797 reporting
Roll-forward reporting
Real-time analytics and inventory overview
Sandbox
Advanced User Roles
8 predefined roles to quickly onboard new employees
Multicurrency
Multi-entity
CTA Adjustment
Elimination Entries
Transaction Limit
Response time
Manage 1099 contractors
Advanced pricing rules
Unlimited subsidiaries, legal entities, and business units
Automatic elimination entry posting
Configurable, nested allocation schedules
Intercompany invoicing and opposing-bill creation
Real-time consolidation locally and globally
180+ currencies supported
International transaction posting in both local and standard currencies
Live exchange rates
Historical and average exchange rates
Continuous subsidiary-level or consolidated reporting
Multi-treatment accounting capability
Intercompany AR/AP netting
Automated local compliance adjustments for tax, audit, and data security
IFRS compliance
GAAP compliance
Automated cumulative transaction adjustments
13,000+ secure, real-time bank connections in 60+ countries
24/7 monitoring of connection integrity
CRM integrations
AP integrations
AR integrations
Data & BI integrations
HRIS integrations
Build your own API access
Integrated sign-offs
Automated tie-outs
Automated balance-change alerts
Automated reconciliation
Period locking
Custom close checklist
View all tasks' progress in real time, in one overview
Dynamic, personalized, real-time dashboard with global visibility
Precise forecasting
Automated cash positioning
Automated payment and balance tracking
Automated reconciliation
Secure data management, incl. encrypted connections for bank transfers
Multi-currency capability
Multi-entity capability
Multi-book capability
AI auto journal posting
AI cash insights
AI bank matching
AI anomaly detection
AI bank-statement parser
15k+ native integrations
Cash-flow forecasting
Scenario and variance analysis
AI insights/forecasting
180+ native currencies supported
240+ countries supported
Live exchange rates
Automated recurring invoice generation
Automated sales order to invoice conversion
Automated credit limit enforcement
Automated GL and AR ledger posting
Automated tax calculation
Automated sales commission calculation
Automated realized and unrealized gains calculation
Automated realized and unrealized losses calculation
Multi-company consolidation across different base currencies
Customer mapping
Invoice and customer drill-downs
Batch invoicing
Automated payment reminders
Automated overdue charges calculation
Automated write-offs
Invoice customization
Recurring fee management and automation
Real-time, role-based dashboards
Configurable AR reports
Forecasting
AR aging reports
AI payment matching
AI collections management
AI product classification
AI deferred revenue tracking
AI dunning management
15,000+ native integrations
Complete audit trails
Automated approval workflows
Role-based access controls
Multi-jurisdictional tax compliance
Automated revenue recognition and allocations
Multi-entity management
Quote-to-cash automation
Unrealized Gain revaluatons
Realized Gain Revaluations
Matching Gain Revaluations
Currencies
Countries & Territories
Live bank feeds
Integrated sign-offs
Automated tie-outs
Balance-change alerts
Automated reconciliation
Period locking
AI-powered close checklist
Review notes
Configurable dashboards with easy drill-downs
Bank matching
Transaction creation
Automated bank fees
Automated reconciliation
Transaction categorization
Automated distribution
OCR reading
Bulk import
Automated expense management
Copilot
Self-service support
Document extraction and analysis
Predictive insights and forecasting
Automated report generation
Real-time risk assessment
Anomaly and fraud detection
Close checklist
KPI tracking
Customizable, multi-step approval workflows
Role-based access controls
Complete audit trails
Period locking
Staged transactions
Archived state
Real-time testing status overview
Detailed activity metrics
Role-based dashboards
Anomaly detection
MFA
IP address restrictions
SAML single sign-on
Activity logs
Version history
Real-time threat and security monitoring
Tax handling for 13,000+ jurisdictions
Global VAT and GST compliance
Handle both in-country and cross-border transactions
Generate country-specific tax returns
Generate cross-border reports
Editable templates for tax returns and reports
Automated validation of company details (including tax registration numbers)
Real-time tax rates
Automated capture of VAT
Zip+4 accuracy
Automated exception handling
AI payment matching
AI collections management
AI product classification
AI consolidated invoicing
AI deferred revenue tracking
AI recurring invoice preparation
AI dunning management
Logging of tax rate changes
Support for intra-EU trades
3PL support
Support for reverse charges
Manual override of customers' default tax zones
Partial and reverse-charge VAT handling
Sales tax, use tax, and witholding-tax handling
Flexible tax rate configurations
Automatic validation of customer and vendor VAT details
Multi-currency support
Multi-entity support
Seamless, native integrations with leading tax service providers
Custom taxability rules
Granular access controls
Audit trails
Automated tax data collection
REST API
Bank Feeds
Native integraitons
IFRS/GAAP compliant
SOC Type II certified
ISO 27001 certified
SSL compliant
GDPR compliant
CCPA compliant
AES 256 at rest and in transit
HTTPS/TLS encryption protocols
DSS Level 1 security at data centers
Backup power and HVAC systems at data centers
Access controls, security staff, and intrustion-detection systems at data centers
Customizable passwords with three security tiers
Multi-factor authentication, including native authentication, SSO, SAML, and JWT
Role-based controls
Approval controls
Audit logs
Multi-layered network architecture, including DMZs
Continuous vulnerability scanning
Change logging
Penetration testing
Bug bounty program
Cloud resources inventory
Regional mirroring
Multiple layers of redundancy
Incident-response framework adherence, including NIST and PICERL
SOC 2-compliant AI data handling
RAG technique executed for improved AI model accuracy
GDPR- and CCPA-compliant AI data privacy
Data sanitization
Employee legal and security training
Employee performance audits
ISO 27001-compliant employee vetting
Compulsory employee NDAs
AI automated depreciation
AI copilot
AI automated lease accounting
AI asset tracking
AI auto-fill
4562 and 4797 reporting
Roll-forward reporting
Real-time analytics and inventory overview
Sandbox
Advanced User Roles
8 predefined roles to quickly onboard new employees
FAQ

Everything you need to know

Do I have to pay for implementation?

No – implementation is included in all plans, and we don’t start charging you until DualEntry is live and ready for your team to use. We don’t believe in charging by the hour and making money through implementation – we’re as eager to get you to success as you are.

Can I upgrade/downgrade my plan?

Yes, you can upgrade or downgrade anytime via your DualEntry member settings. Otherwise, contact us.

Can I add more users to my plan?

Yes, you can add more users to any plan for $50 per additional user per month. You can have unlimited users on DualEntry and, with 13 pre-defined user roles to choose from, you can onboard new employees seamlessly. This cost will be added to your monthly subscription.

Do you offer a free trial?

No, we currently don’t offer a free trial. We invest substantial resources into our CPA-led implementation teams getting your enterprise set up on DualEntry within four weeks. This implementation period won’t cost you a cent: we only start billing you when DualEntry is live and ready for your team to use. Learn more about implementation here.

I’m a DualEntry user and I need help. How can I get support?

Go to your DualEntry dashboard, click on ‘Support’, and we’ll connect you to a CPA from our Support team. We’re ready to support you 7 days a week via dedicated Slack channel or by phone call, video call, email, or live chat.

Do you offer trainings?

So you can get the most out of DualEntry, we offer on-demand training with a DualEntry CPA and DualEntry Engineer on every call with your team. A training session can be scheduled with a minimum of 3 days’ notice. Contact us to set one up.

How do I know if I need DualEntry Plus or DualEntry Ultra?

DualEntry Plus gives you the tools to seamlessly consolidate data across multiple entities and test changes without modifying live data. In addition, you get access for five more team members and benefit from the security and comfort of single sign-on.

DualEntry Ultra supports your enterprise with all complex financial needs so you can scale faster, operating efficiently and compliantly. Store and analyze any data type or volume, and benefit from improved, smoother integration.

How do you protect your customers’ data?

DualEntry is built with security at every step, backed by highly reliable Tier-1 data centers to provide world-class security. We are SOC 2, PCI, CCPA, and SSL certified, with AES-256 encryption and full IFRS/GAAP compliance. Our applications, systems, and network are comprehensively audited. Read more about how we’re committed – and certified – to keep data secure for you and your customers.

Do I need to download software to use DualEntry?

No – it’s all in the cloud. Access DualEntry from anywhere.

Can I integrate DualEntry with other applications or systems?

Yes, DualEntry has 15,000+ native bank connections and integrations included with every plan. You don't need to pay for additional integration services or integration consultants. If you have something else in mind, our open API offers full extendability and customization possibilities.

Compare DualEntry plans

DualEntry
DualEntry
DualEntry
Monthly subscription term
Users included
5
10
10
Option to add additional users
Transactions per year
Up to 1 million
Unlimited
Unlimited
Multicurrency
Multi-entity
CTA Adjustment
Elimination Entries
Transaction Limit
Response time
Manage 1099 contractors
Advanced pricing rules
Unlimited subsidiaries, legal entities, and business units
Automatic elimination entry posting
Configurable, nested allocation schedules
Intercompany invoicing and opposing-bill creation
Real-time consolidation locally and globally
180+ currencies supported
International transaction posting in both local and standard currencies
Live exchange rates
Historical and average exchange rates
Continuous subsidiary-level or consolidated reporting
Multi-treatment accounting capability
Intercompany AR/AP netting
Automated local compliance adjustments for tax, audit, and data security
IFRS compliance
GAAP compliance
Automated cumulative transaction adjustments
13,000+ secure, real-time bank connections in 60+ countries
24/7 monitoring of connection integrity
CRM integrations
AP integrations
AR integrations
Data & BI integrations
HRIS integrations
Build your own API access
Integrated sign-offs
Automated tie-outs
Automated balance-change alerts
Automated reconciliation
Period locking
Custom close checklist
View all tasks' progress in real time, in one overview
Dynamic, personalized, real-time dashboard with global visibility
Precise forecasting
Automated cash positioning
Automated payment and balance tracking
Automated reconciliation
Secure data management, incl. encrypted connections for bank transfers
Multi-currency capability
Multi-entity capability
Multi-book capability
AI auto journal posting
AI cash insights
AI bank matching
AI anomaly detection
180+ native currencies supported
240+ countries supported
Live exchange rates
Automated recurring invoice generation
Automated sales order to invoice conversion
Automated credit limit enforcement
Automated GL and AR ledger posting
Automated tax calculation
Automated sales commission calculation
Automated realized and unrealized gains calculation
Automated realized and unrealized losses calculation
Multi-company consolidation across different base currencies
Customer mapping
Invoice and customer drill-downs
Automated payment reminders
Automated overdue charges calculation
Automated write-offs
Invoice customization
Recurring fee management and automation
Real-time, role-based dashboards
Configurable AR reports
Forecasting
AR aging reports
AI payment matching
AI collections management
AI product classification
AI deferred revenue tracking
AI dunning management
15,000+ native integrations
Complete audit trails
Automated approval workflows
Role-based access controls
Multi-jurisdictional tax compliance
Automated revenue recognition and allocations
Multi-entity management
Quote-to-cash automation
Unrealized Gain revaluatons
Realized Gain Revaluations
Matching Gain Revaluations
Currencies
Countries & Territories
Live bank feeds
Integrated sign-offs
Automated tie-outs
Balance-change alerts
Automated reconciliation
Period locking
AI-powered close checklist
Review notes
Configurable dashboards with easy drill-downs
Bank matching
Transaction creation
Automated bank fees
Automated reconciliation
Transaction categorization
Automated distribution
OCR reading
Bulk import
Automated expense management
Copilot
Self-service support
Document extraction and analysis
Predictive insights and forecasting
Automated report generation
Real-time risk assessment
Anomaly and fraud detection
Close checklist
KPI tracking
Customizable, multi-step approval workflows
Role-based access controls
Complete audit trails
Period locking
Staged transactions
Archived state
Real-time testing status overview
Detailed activity metrics
Role-based dashboards
Anomaly detection
MFA
IP address restrictions
SAML single sign-on
Activity logs
Version history
Real-time threat and security monitoring
Tax handling for 13,000+ jurisdictions
Global VAT and GST compliance
Handle both in-country and cross-border transactions
Generate country-specific tax returns
Generate cross-border reports
Editable templates for tax returns and reports
Automated validation of company details (including tax registration numbers)
Real-time tax rates
Automated capture of VAT
Zip+4 accuracy
Automated exception handling
AI payment matching
AI collections management
AI product classification
AI consolidated invoicing
AI deferred revenue tracking
AI recurring invoice preparation
AI dunning management
Logging of tax rate changes
Support for intra-EU trades
3PL support
Support for reverse charges
Manual override of customers' default tax zones
Partial and reverse-charge VAT handling
Sales tax, use tax, and witholding-tax handling
Flexible tax rate configurations
Automatic validation of customer and vendor VAT details
Multi-currency support
Multi-entity support
Seamless, native integrations with leading tax service providers
Custom taxability rules
Granular access controls
Audit trails
Automated tax data collection
REST API
Bank Feeds
Native integraitons
IFRS/GAAP compliant
SOC Type II certified
ISO 27001 certified
SSL compliant
GDPR compliant
CCPA compliant
AES 256 at rest and in transit
HTTPS/TLS encryption protocols
DSS Level 1 security at data centers
Backup power and HVAC systems at data centers
Access controls, security staff, and intrustion-detection systems at data centers
Customizable passwords with three security tiers
Multi-factor authentication, including native authentication, SSO, SAML, and JWT
Role-based controls
Approval controls
Audit logs
Multi-layered network architecture, including DMZs
Continuous vulnerability scanning
Change logging
Penetration testing
Bug bounty program
Cloud resources inventory
Regional mirroring
Multiple layers of redundancy
Incident-response framework adherence, including NIST and PICERL
SOC 2-compliant AI data handling
RAG technique executed for improved AI model accuracy
GDPR- and CCPA-compliant AI data privacy
Data sanitization
Employee legal and security training
Employee performance audits
ISO 27001-compliant employee vetting
Compulsory employee NDAs
Feature here
AI automated depreciation
AI copilot
AI automated lease accounting
AI asset tracking
AI auto-fill
4562 and 4797 reporting
Roll-forward reporting
Real-time analytics and inventory overview
Sandbox
Advanced User Roles
8 predefined roles to quickly onboard new employees
Multicurrency
Multi-entity
CTA Adjustment
Elimination Entries
Transaction Limit
Response time
Manage 1099 contractors
Advanced pricing rules
Unlimited subsidiaries, legal entities, and business units
Automatic elimination entry posting
Configurable, nested allocation schedules
Intercompany invoicing and opposing-bill creation
Real-time consolidation locally and globally
180+ currencies supported
International transaction posting in both local and standard currencies
Live exchange rates
Historical and average exchange rates
Continuous subsidiary-level or consolidated reporting
Multi-treatment accounting capability
Intercompany AR/AP netting
Automated local compliance adjustments for tax, audit, and data security
IFRS compliance
GAAP compliance
Automated cumulative transaction adjustments
13,000+ secure, real-time bank connections in 60+ countries
24/7 monitoring of connection integrity
CRM integrations
AP integrations
AR integrations
Data & BI integrations
HRIS integrations
Build your own API access
Integrated sign-offs
Automated tie-outs
Automated balance-change alerts
Automated reconciliation
Period locking
Custom close checklist
View all tasks' progress in real time, in one overview
Dynamic, personalized, real-time dashboard with global visibility
Precise forecasting
Automated cash positioning
Automated payment and balance tracking
Automated reconciliation
Secure data management, incl. encrypted connections for bank transfers
Multi-currency capability
Multi-entity capability
Multi-book capability
AI auto journal posting
AI cash insights
AI bank matching
AI anomaly detection
AI bank-statement parser
15k+ native integrations
Cash-flow forecasting
Scenario and variance analysis
AI insights/forecasting
180+ native currencies supported
240+ countries supported
Live exchange rates
Automated recurring invoice generation
Automated sales order to invoice conversion
Automated credit limit enforcement
Automated GL and AR ledger posting
Automated tax calculation
Automated sales commission calculation
Automated realized and unrealized gains calculation
Automated realized and unrealized losses calculation
Multi-company consolidation across different base currencies
Customer mapping
Invoice and customer drill-downs
Batch invoicing
Automated payment reminders
Automated overdue charges calculation
Automated write-offs
Invoice customization
Recurring fee management and automation
Real-time, role-based dashboards
Configurable AR reports
Forecasting
AR aging reports
AI payment matching
AI collections management
AI product classification
AI deferred revenue tracking
AI dunning management
15,000+ native integrations
Complete audit trails
Automated approval workflows
Role-based access controls
Multi-jurisdictional tax compliance
Automated revenue recognition and allocations
Multi-entity management
Quote-to-cash automation
Unrealized Gain revaluatons
Realized Gain Revaluations
Matching Gain Revaluations
Currencies
Countries & Territories
Live bank feeds
Integrated sign-offs
Automated tie-outs
Balance-change alerts
Automated reconciliation
Period locking
AI-powered close checklist
Review notes
Configurable dashboards with easy drill-downs
Bank matching
Transaction creation
Automated bank fees
Automated reconciliation
Transaction categorization
Automated distribution
OCR reading
Bulk import
Automated expense management
Copilot
Self-service support
Document extraction and analysis
Predictive insights and forecasting
Automated report generation
Real-time risk assessment
Anomaly and fraud detection
Close checklist
KPI tracking
Customizable, multi-step approval workflows
Role-based access controls
Complete audit trails
Period locking
Staged transactions
Archived state
Real-time testing status overview
Detailed activity metrics
Role-based dashboards
Anomaly detection
MFA
IP address restrictions
SAML single sign-on
Activity logs
Version history
Real-time threat and security monitoring
Tax handling for 13,000+ jurisdictions
Global VAT and GST compliance
Handle both in-country and cross-border transactions
Generate country-specific tax returns
Generate cross-border reports
Editable templates for tax returns and reports
Automated validation of company details (including tax registration numbers)
Real-time tax rates
Automated capture of VAT
Zip+4 accuracy
Automated exception handling
AI payment matching
AI collections management
AI product classification
AI consolidated invoicing
AI deferred revenue tracking
AI recurring invoice preparation
AI dunning management
Logging of tax rate changes
Support for intra-EU trades
3PL support
Support for reverse charges
Manual override of customers' default tax zones
Partial and reverse-charge VAT handling
Sales tax, use tax, and witholding-tax handling
Flexible tax rate configurations
Automatic validation of customer and vendor VAT details
Multi-currency support
Multi-entity support
Seamless, native integrations with leading tax service providers
Custom taxability rules
Granular access controls
Audit trails
Automated tax data collection
REST API
Bank Feeds
Native integraitons
IFRS/GAAP compliant
SOC Type II certified
ISO 27001 certified
SSL compliant
GDPR compliant
CCPA compliant
AES 256 at rest and in transit
HTTPS/TLS encryption protocols
DSS Level 1 security at data centers
Backup power and HVAC systems at data centers
Access controls, security staff, and intrustion-detection systems at data centers
Customizable passwords with three security tiers
Multi-factor authentication, including native authentication, SSO, SAML, and JWT
Role-based controls
Approval controls
Audit logs
Multi-layered network architecture, including DMZs
Continuous vulnerability scanning
Change logging
Penetration testing
Bug bounty program
Cloud resources inventory
Regional mirroring
Multiple layers of redundancy
Incident-response framework adherence, including NIST and PICERL
SOC 2-compliant AI data handling
RAG technique executed for improved AI model accuracy
GDPR- and CCPA-compliant AI data privacy
Data sanitization
Employee legal and security training
Employee performance audits
ISO 27001-compliant employee vetting
Compulsory employee NDAs
AI automated depreciation
AI copilot
AI automated lease accounting
AI asset tracking
AI auto-fill
4562 and 4797 reporting
Roll-forward reporting
Real-time analytics and inventory overview
Sandbox
Advanced User Roles
8 predefined roles to quickly onboard new employees
Multicurrency
Multi-entity
CTA Adjustment
Elimination Entries
Transaction Limit
Response time
Manage 1099 contractors
Advanced pricing rules
Unlimited subsidiaries, legal entities, and business units
Automatic elimination entry posting
Configurable, nested allocation schedules
Intercompany invoicing and opposing-bill creation
Real-time consolidation locally and globally
180+ currencies supported
International transaction posting in both local and standard currencies
Live exchange rates
Historical and average exchange rates
Continuous subsidiary-level or consolidated reporting
Multi-treatment accounting capability
Intercompany AR/AP netting
Automated local compliance adjustments for tax, audit, and data security
IFRS compliance
GAAP compliance
Automated cumulative transaction adjustments
13,000+ secure, real-time bank connections in 60+ countries
24/7 monitoring of connection integrity
CRM integrations
AP integrations
AR integrations
Data & BI integrations
HRIS integrations
Build your own API access
Integrated sign-offs
Automated tie-outs
Automated balance-change alerts
Automated reconciliation
Period locking
Custom close checklist
View all tasks' progress in real time, in one overview
Dynamic, personalized, real-time dashboard with global visibility
Precise forecasting
Automated cash positioning
Automated payment and balance tracking
Automated reconciliation
Secure data management, incl. encrypted connections for bank transfers
Multi-currency capability
Multi-entity capability
Multi-book capability
AI auto journal posting
AI cash insights
AI bank matching
AI anomaly detection
AI bank-statement parser
15k+ native integrations
Cash-flow forecasting
Scenario and variance analysis
AI insights/forecasting
180+ native currencies supported
240+ countries supported
Live exchange rates
Automated recurring invoice generation
Automated sales order to invoice conversion
Automated credit limit enforcement
Automated GL and AR ledger posting
Automated tax calculation
Automated sales commission calculation
Automated realized and unrealized gains calculation
Automated realized and unrealized losses calculation
Multi-company consolidation across different base currencies
Customer mapping
Invoice and customer drill-downs
Batch invoicing
Automated payment reminders
Automated overdue charges calculation
Automated write-offs
Invoice customization
Recurring fee management and automation
Real-time, role-based dashboards
Configurable AR reports
Forecasting
AR aging reports
AI payment matching
AI collections management
AI product classification
AI deferred revenue tracking
AI dunning management
15,000+ native integrations
Complete audit trails
Automated approval workflows
Role-based access controls
Multi-jurisdictional tax compliance
Automated revenue recognition and allocations
Multi-entity management
Quote-to-cash automation
Unrealized Gain revaluatons
Realized Gain Revaluations
Matching Gain Revaluations
Currencies
Countries & Territories
Live bank feeds
Integrated sign-offs
Automated tie-outs
Balance-change alerts
Automated reconciliation
Period locking
AI-powered close checklist
Review notes
Configurable dashboards with easy drill-downs
Bank matching
Transaction creation
Automated bank fees
Automated reconciliation
Transaction categorization
Automated distribution
OCR reading
Bulk import
Automated expense management
Copilot
Self-service support
Document extraction and analysis
Predictive insights and forecasting
Automated report generation
Real-time risk assessment
Anomaly and fraud detection
Close checklist
KPI tracking
Customizable, multi-step approval workflows
Role-based access controls
Complete audit trails
Period locking
Staged transactions
Archived state
Real-time testing status overview
Detailed activity metrics
Role-based dashboards
Anomaly detection
MFA
IP address restrictions
SAML single sign-on
Activity logs
Version history
Real-time threat and security monitoring
Tax handling for 13,000+ jurisdictions
Global VAT and GST compliance
Handle both in-country and cross-border transactions
Generate country-specific tax returns
Generate cross-border reports
Editable templates for tax returns and reports
Automated validation of company details (including tax registration numbers)
Real-time tax rates
Automated capture of VAT
Zip+4 accuracy
Automated exception handling
AI payment matching
AI collections management
AI product classification
AI consolidated invoicing
AI deferred revenue tracking
AI recurring invoice preparation
AI dunning management
Logging of tax rate changes
Support for intra-EU trades
3PL support
Support for reverse charges
Manual override of customers' default tax zones
Partial and reverse-charge VAT handling
Sales tax, use tax, and witholding-tax handling
Flexible tax rate configurations
Automatic validation of customer and vendor VAT details
Multi-currency support
Multi-entity support
Seamless, native integrations with leading tax service providers
Custom taxability rules
Granular access controls
Audit trails
Automated tax data collection
REST API
Bank Feeds
Native integraitons
IFRS/GAAP compliant
SOC Type II certified
ISO 27001 certified
SSL compliant
GDPR compliant
CCPA compliant
AES 256 at rest and in transit
HTTPS/TLS encryption protocols
DSS Level 1 security at data centers
Backup power and HVAC systems at data centers
Access controls, security staff, and intrustion-detection systems at data centers
Customizable passwords with three security tiers
Multi-factor authentication, including native authentication, SSO, SAML, and JWT
Role-based controls
Approval controls
Audit logs
Multi-layered network architecture, including DMZs
Continuous vulnerability scanning
Change logging
Penetration testing
Bug bounty program
Cloud resources inventory
Regional mirroring
Multiple layers of redundancy
Incident-response framework adherence, including NIST and PICERL
SOC 2-compliant AI data handling
RAG technique executed for improved AI model accuracy
GDPR- and CCPA-compliant AI data privacy
Data sanitization
Employee legal and security training
Employee performance audits
ISO 27001-compliant employee vetting
Compulsory employee NDAs
AI automated depreciation
AI copilot
AI automated lease accounting
AI asset tracking
AI auto-fill
4562 and 4797 reporting
Roll-forward reporting
Real-time analytics and inventory overview
Sandbox
Advanced User Roles
8 predefined roles to quickly onboard new employees
Multicurrency
Multi-entity
CTA Adjustment
Elimination Entries
Transaction Limit
Response time
Manage 1099 contractors
Advanced pricing rules
Unlimited subsidiaries, legal entities, and business units
Automatic elimination entry posting
Configurable, nested allocation schedules
Intercompany invoicing and opposing-bill creation
Real-time consolidation locally and globally
180+ currencies supported
International transaction posting in both local and standard currencies
Live exchange rates
Historical and average exchange rates
Continuous subsidiary-level or consolidated reporting
Multi-treatment accounting capability
Intercompany AR/AP netting
Automated local compliance adjustments for tax, audit, and data security
IFRS compliance
GAAP compliance
Automated cumulative transaction adjustments
13,000+ secure, real-time bank connections in 60+ countries
24/7 monitoring of connection integrity
CRM integrations
AP integrations
AR integrations
Data & BI integrations
HRIS integrations
Build your own API access
Integrated sign-offs
Automated tie-outs
Automated balance-change alerts
Automated reconciliation
Period locking
Custom close checklist
View all tasks' progress in real time, in one overview
Dynamic, personalized, real-time dashboard with global visibility
Precise forecasting
Automated cash positioning
Automated payment and balance tracking
Automated reconciliation
Secure data management, incl. encrypted connections for bank transfers
Multi-currency capability
Multi-entity capability
Multi-book capability
AI auto journal posting
AI cash insights
AI bank matching
AI anomaly detection
AI bank-statement parser
15k+ native integrations
Cash-flow forecasting
Scenario and variance analysis
AI insights/forecasting
180+ native currencies supported
240+ countries supported
Live exchange rates
Automated recurring invoice generation
Automated sales order to invoice conversion
Automated credit limit enforcement
Automated GL and AR ledger posting
Automated tax calculation
Automated sales commission calculation
Automated realized and unrealized gains calculation
Automated realized and unrealized losses calculation
Multi-company consolidation across different base currencies
Customer mapping
Invoice and customer drill-downs
Batch invoicing
Automated payment reminders
Automated overdue charges calculation
Automated write-offs
Invoice customization
Recurring fee management and automation
Real-time, role-based dashboards
Configurable AR reports
Forecasting
AR aging reports
AI payment matching
AI collections management
AI product classification
AI deferred revenue tracking
AI dunning management
15,000+ native integrations
Complete audit trails
Automated approval workflows
Role-based access controls
Multi-jurisdictional tax compliance
Automated revenue recognition and allocations
Multi-entity management
Quote-to-cash automation
Unrealized Gain revaluatons
Realized Gain Revaluations
Matching Gain Revaluations
Currencies
Countries & Territories
Live bank feeds
Integrated sign-offs
Automated tie-outs
Balance-change alerts
Automated reconciliation
Period locking
AI-powered close checklist
Review notes
Configurable dashboards with easy drill-downs
Bank matching
Transaction creation
Automated bank fees
Automated reconciliation
Transaction categorization
Automated distribution
OCR reading
Bulk import
Automated expense management
Copilot
Self-service support
Document extraction and analysis
Predictive insights and forecasting
Automated report generation
Real-time risk assessment
Anomaly and fraud detection
Close checklist
KPI tracking
Customizable, multi-step approval workflows
Role-based access controls
Complete audit trails
Period locking
Staged transactions
Archived state
Real-time testing status overview
Detailed activity metrics
Role-based dashboards
Anomaly detection
MFA
IP address restrictions
SAML single sign-on
Activity logs
Version history
Real-time threat and security monitoring
Tax handling for 13,000+ jurisdictions
Global VAT and GST compliance
Handle both in-country and cross-border transactions
Generate country-specific tax returns
Generate cross-border reports
Editable templates for tax returns and reports
Automated validation of company details (including tax registration numbers)
Real-time tax rates
Automated capture of VAT
Zip+4 accuracy
Automated exception handling
AI payment matching
AI collections management
AI product classification
AI consolidated invoicing
AI deferred revenue tracking
AI recurring invoice preparation
AI dunning management
Logging of tax rate changes
Support for intra-EU trades
3PL support
Support for reverse charges
Manual override of customers' default tax zones
Partial and reverse-charge VAT handling
Sales tax, use tax, and witholding-tax handling
Flexible tax rate configurations
Automatic validation of customer and vendor VAT details
Multi-currency support
Multi-entity support
Seamless, native integrations with leading tax service providers
Custom taxability rules
Granular access controls
Audit trails
Automated tax data collection
REST API
Bank Feeds
Native integraitons
IFRS/GAAP compliant
SOC Type II certified
ISO 27001 certified
SSL compliant
GDPR compliant
CCPA compliant
AES 256 at rest and in transit
HTTPS/TLS encryption protocols
DSS Level 1 security at data centers
Backup power and HVAC systems at data centers
Access controls, security staff, and intrustion-detection systems at data centers
Customizable passwords with three security tiers
Multi-factor authentication, including native authentication, SSO, SAML, and JWT
Role-based controls
Approval controls
Audit logs
Multi-layered network architecture, including DMZs
Continuous vulnerability scanning
Change logging
Penetration testing
Bug bounty program
Cloud resources inventory
Regional mirroring
Multiple layers of redundancy
Incident-response framework adherence, including NIST and PICERL
SOC 2-compliant AI data handling
RAG technique executed for improved AI model accuracy
GDPR- and CCPA-compliant AI data privacy
Data sanitization
Employee legal and security training
Employee performance audits
ISO 27001-compliant employee vetting
Compulsory employee NDAs
AI automated depreciation
AI copilot
AI automated lease accounting
AI asset tracking
AI auto-fill
4562 and 4797 reporting
Roll-forward reporting
Real-time analytics and inventory overview
Sandbox
Advanced User Roles
8 predefined roles to quickly onboard new employees