Customizable, compliant approval workflow software, powered by AI
Handle approvals your way with DualEntry’s automated, flexible flows. Granular permissions, audit trails, and live tracking keep everything transparent.
Skip approval bottlenecks with smart, scalable workflows
Tailor approvals using multi-step workflows with conditional logic. Ensure careful review processes for critical transactions.
Set precise access controls with custom roles and permissions that can be scaled as your team grows.
Secure your financial close with period locking. Lock accounts receivable, accounts payable, and all GL transaction types per entity to ensure data integrity.
Set up staged transactions to let junior staff—or DualEntry AI—create records in a pending state. Senior accountants can then handle final posting.
Keep detailed, transparent records with DualEntry’s archived state. All transactions are traceable and undeletable, making it easier to meet strict audit needs.
Collaborate better by unifying your teams’ work. Everybody can share updates in one place for more visibility and clearer communication.
Use live dashboards for a role-specific overview of approvals—whether you’re a team member needing a quick overview of to-dos, or a manager wanting to track statuses and workflows in real time, getting as granular as needed.
Automate anomaly detection and audit prep
Get instant visibility into control testing. Auditors can run tests and share feedback directly in DualEntry.
Access your compliance dashboard for detailed metrics and more efficient audit prep. Drill down for in-depth analysis or ask AI to investigate.
Take action against control issues before they can escalate with AI anomaly detection. DualEntry constantly monitors for anomalies and risks and flags them up in real time.
Keep clear audit trails as DualEntry captures and logs all activity on customer records and associated transactions, including user actions, IP addresses, and timestamps.
Keep your data secure and track every change
Set precise permissions and keep a strict segregation of duties with role-based access controls. You choose who can initiate transactions, approve changes, and access sensitive data.
Strengthen security with multifactor authentication, IP-address restrictions, and SAML-based single sign-on to protect your data.
Keep track of every change in your financial records. Easily review all changes made to any record in DualEntry. See a chronological list of modifications and the team members who made them.
Stay ahead of potential threats with regular, automated security and vulnerability scans. DualEntry monitors for outliers and emerging risks in real time so you can address security concerns straight away.
Who uses DualEntry’s
workflow approval software?
For accountants and AP specialists
Stop chasing approvals across emails and spreadsheets with our preconfigured accounts payable automation software that auto-route based on department, amount, or entity. With DualEntry you get enhanced compliance with real-time visibility into each approval step. You can speed up your close and further enhance transparency with built-in comments and attachments, giving you full context.
For controllers
Build custom approval rules by account type, department, or threshold so every transaction’s properly documented and authorized. Set role-based permissions easily, and get audit-ready approval logs tied to every transaction, so you can maintain control and team accountability without feeling like you’re micro-managing.
For CFOs and VPs of Finance
Always have full context behind the expenses you approve with a smart system that surfaces the info you need, quickly, in one place—no need to chase your team for supporting docs. Click into your DualEntry dashboard for real-time insights into pending, in-progress, and overdue requests, and keep track of approval history for more transparency both at the investor and audit side.
Powerful, customizable
approval workflow software
| Feature |  |  |  |  |
|---|---|---|---|---|
| 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 |
