Approval Workflow Software

Approval controls, tailored to you

Custom workflows, granular permissions, and rich audit trails keep your processes secure and organized.

Intercompany journal entry in DualEntry approval workflow awaiting senior controller approval

Set up precise controls and workflows

Approval workflow rule in DualEntry requiring two approvers when an amount exceeds 10,000 USD

Customizable workflows

Tailor approvals to your needs. Create multi-step workflows with conditional logic, ensuring thorough review processes for critical transactions.

Assigning roles, supervisors, and financial policies to users in DualEntry approval workflow software

Granular permissions

Set custom roles and permissions so you can effortlessly scale user management across your org. Make changes any time.

Period locking controls

Secure your financial close. Lock AR, AP, and all GL transaction types per entity, maintaining data integrity throughout accounting periods.

Locking A/P and A/R subledgers for August in DualEntry approval workflow software
Bill pending approval in DualEntry with two approvers signed off in the approval workflow

Staged transactions

Junior staff and AI can create records in a pending state while senior accountants handle final posting, ensuring a robust review process.

Audit-ready records

Keep comprehensive, traceable records with DualEntry's archived state. Transactions are traceable and undeletable, meeting strict audit requirements.

Record menu in DualEntry approval workflow with audit trail, version history, and source document options

Automate anomaly detection and audit prep

Audit sampling card in DualEntry approval workflow showing 78 percent testing progress

Real-time testing insights

Get instant visibility into control testing. Auditors can run tests and share feedback directly in DualEntry.

Software subscription spend chart in DualEntry with AI explaining a prepaid expense spike for approval review

Advanced audit options

Access a compliance dashboard for detailed metrics and efficient audits. Drill down for in-depth analysis or ask AI to investigate.

DualEntry approval workflow alert flagging a bill whose vendor does not match the assigned PO vendor

AI anomaly identification

DualEntry AI continuously monitors for anomalies and risks, so you can take action against control issues before they escalate.

Reviewer comment in DualEntry approval workflow asking to verify a London office invoice

Cross-functional alignment

Collaborate better with a unified control framework. Share updates in one place for greater visibility and clearer communication.

Safeguard your data and track every change

Two factor authentication and IP access checks securing DualEntry approval workflow software

Multi-layered authentication

MFA, IP-address restrictions, and SAML-based single sign-on protects against unauthorized access and maintains your data’s integrity.

Selecting a role and accounts receivable policy for a user in DualEntry approval workflow software

Role-based access

Define access levels for different users to make sure that team members can only interact with the data and functions needed for their roles.

Recent activity log in DualEntry approval workflow tracking uploads and quantity edits by accountants

Activity tracking

DualEntry logs all activity on customer records and associated transactions, recording user actions, IP addresses, and timestamps.

Flagged journal entry in DualEntry approval workflow held for review over potential discrepancies

Strong security measures

Stay ahead of potential threats with regular, automated security and vulnerability scans. Emerging risks are instantly flagged to you.

Period lock record in DualEntry approval workflow showing controller, entity, and timestamp details

Audit trails

Automated audit trails track modifications to workflows, scripts, system settings, and master data changes, giving you full visibility.

Invoice version history in DualEntry showing timestamped edits by each accountant

Version history

Easily review all changes made to any record in DualEntry. Get a chronological view of the edits and the team members who made them.

Make informed decisions with real-time insights

Monitor real-time activity metrics and execution status on our dynamic compliance dashboard. Drill down in a few clicks to analyze business processes and user activity.

Task completion dashboard in DualEntry with approval workflow progress by assignee and urgency

Powerful, customizable
approval workflow software

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Archived state
With DualEntry's audit-ready archived states, all transactions are traceable and undeletable
Not supported
Not supported
Not supported
Real-time testing insights
Get instant visibility into testing status. Auditors can execute testing plans directly within DualEntry and deliver immediate feedback on control performance and areas for improvement
Not supported
Not supported
Not supported
AI anomaly detection
DualEntry AI continuously monitors for anomalies and potential risks
Not supported
Not supported
Not supported
Real-time threat monitoring
DualEntry monitors for anomalies and emerging risks in real time
Requires SuiteApp
Not supported
Not supported
IP address restrictions
IP-address restrictions prevent DualEntry access from unrecognized IP addresses
Not supported
Not supported
SAML single sign-on
Requires integration
Not supported
Multifactor authentication (MFA)
Requires integration
Not supported
Custom approval workflows
Create custom, multi-step workflows with conditional logic, tiered approvals, and logs of every approval step
Requires third-party
Staged transactions
Enable junior staff and AI to create records in a pending state, leaving senior accountants responsible for final posting
Limited – no formal staging
Activity logs
DualEntry captures and logs all activity on customer records and associated transactions, including user actions, IP addresses, and timestamps
Requires enablement
Not supported
Role-based access controls
Implement precise security controls with customizable user roles. Customizable access levels ensure that every employee can only access the data and functions necessary for their roles
Period locking
Lock AR, AP, and all GL transaction types per entity, maintaining data integrity throughout accounting periods
Audit trails
DualEntry keeps detailed logs of all system customizations, master-data changes, and modifications to workflows, scripts, and system settings
Version history
Easily review all changes made to any record, with a chronological view of modifications and the team members who made them
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What is approval workflow software?

Approval workflow software automates the process of requesting, giving, or receiving approval on repetitive tasks, documents, or other processes within an organization. This means creating custom, multi-step workflows with conditional logic, tiered approvals, and logging every approval step.

What is the best approval workflow software?

The best approval workflow software isn't just about routing a request or sending a nudge for approval to a stakeholder. It's about business process management automation by streamlining business operations by enforcing financial controls, maintaining audit integrity, and keeping your business safe without unwanted risks. This means using software like DualEntry, which has enterprise-level security features. These include role-based access controls, multifactor authentication, SAML single sign-on, activity logs, version history, and audit trails. You get full transparency at every step.

What is the difference between workflow and approval process?

A workflow is the full sequence of steps a task follows from start to finish—from entering an invoice to routing it, booking it and, finally, reporting on it. An approval process is just one part of that workflow. This is where designated stakeholders handle reviews and sign-offs.

What types of approval can I automate with DualEntry?

With DualEntry, you can automate all your financial approvals, from purchase order approvals and vendor payments to journal entries, budget changes, and intercompany allocations. You can set up custom workflows by role, currency threshold, entity, or department. And with real-time monitoring, you can see what’s happening at any given moment.

Does DualEntry support multi-level and sequential approvals?

Yes, DualEntry supports multi-level and sequential approvals. You can build your own custom workflows using conditional logic along with tiered approvers and entity-specific rules. DualEntry’s secure system logs every step automatically, creating a complete audit trail, so complete visibility and accountability are assured.

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