Smarter, faster, more accurate allocations
Simplify asset, cost, and revenue allocations while saving time and uncovering fresh insights.
Replace tedious manual corrections and post-period adjustments
Dynamic allocations
Automate cross-entity and cross-dimensional distributions. DualEntry pulls source balances and generates journal entries with your preferred calculation methods, ensuring accurate allocations for departments, products, and projects.
AI 3-way matching
Save time with fast 3-way matching of payments, remittances, and invoices. DualEntry pulls details from multiple sources, matches them to invoices, and posts payments accurately. Discrepancies are automatically flagged for review.
Cross-entity scheduling
Schedule recurring allocations across multiple entities in a few clicks. DualEntry automates intercompany allocations, ensuring timely, accurate distribution of shared costs and revenues.
Recurring allocation templates
Handle recurring allocations seamlessly with customizable, automated allocation templates. Whenever needed, generate repeat allocations precisely and efficiently. No need to redefine calculations every time.
Automated remittance follow-ups
Activate automated follow-up emails for missing remittance information. Your AI copilot will proactively request details from customers, so your team can focus on more valuable work than follow-ups.
Make data-driven decisions
Allocation impact analysis
Compare allocation methods and visualize their effects instantly. Assess the impact of different allocation strategies with before-and-after views. No manual calculations or Excel required.
Live, tailored dashboards
Track incoming payments and remittances in real time. Your dashboard's comprehensive, real-time overviews keep you ahead of cash-flow fluctuations.
KPI tracking
Focus on crucial metrics with up-to-date KPIs for auto-allocated payments, unapplied cash, allocations by user, and more. Continuously monitor and improve your cash-allocation performance.
Custom allocation reports
Create shareable reports at any time, tailored to your needs: from standard reports on allocated payments and unapplied cash to fully customized analyses.
Detailed audit trails
Drill down from allocation journal entries to source data effortlessly. For less pain during future audits, trace every allocation back to its origin with a single click.
Collaborate with ease
Break down silos by shifting internal discussions directly into allocation forms. Keep a complete record of all conversations, ensuring transparent communication and a seamless information flow.