AI-native financial reporting software that gets your data out of spreadsheets and into one real-time view
Use your data to drive strategy with DualEntry’s customizable platform for reporting and analytics. Automate real-time reports for all your entities, and uncover new perspectives with AI.
Get instant, detailed insights
Map your performance across unlimited custom dimensions. Analyze revenue, margins, and metrics across divisions, territories, channels, and product lines, quickly and without spreadsheets.
Get answers that cut through the complexity. Custom categories and AI-powered reporting help you analyze data at granular level.
Test strategic changes in seconds, without guesswork. DualEntry’s what-if analyses cover market shifts and cost structures so you can create scenarios for new products, delivery methods, and more.
Understand what's really driving your costs. Make smarter allocations by analyzing cost relationships and understanding how regulatory changes can have an impact on shipping costs, interest rates and insurances.
Explore your financial data through DualEntry's native Excel integration. Build custom models and quickly drill down to every detail for easy, accurate reconciliation.
Go beyond the numbers with DualEntry AI
Automated metrics
Tracking metrics shouldn’t involve hours of spreadsheet maintenance. Set and forget recurring calculations for operating margins and other KPIs.
Flux analysis
Set up automated flux analysis with custom thresholds and assignment workflows. Automate recurring, period-specific reports featuring due dates and detailed variance explanations.
AI analysis
Enhance your team’s accuracy and strategy with AI analysis tools that spot trends and forecast performance. No more manual modeling and reporting.
AI narratives
Turn raw financial data into compelling business stories. DualEntry quickly combines financial statements, visualizations, and explanatory text to give stakeholders context-rich reports without taking time out of your team’s day.
AI risk assessment
Get instant, AI-driven risk insights into period-over-period trends and compliance gaps across profitability, ARR, and more.
Slice and present data your way with fast, customizable reports
Create custom, granular reports in minutes, not hours.
DualEntry’s budgeting and planning software gives you full freedom with flexible reporting periods. Whether you work to a standard calendar year or a 4-4-5 reporting schedule, get consolidated views and instantly calculate KPIs like gross margin and operating income.
Turn standard income statements into targeted analyses by project, region, or entity. Isolate revenue accounts or combine operating expenses for more focused analysis.
Create department-specific R&D expense reports, conduct month-over-month vendor comparisons, and spot missing accruals in minutes.
Simplify compliance with automated audit controls
Protect your data with period-end controls and detailed tracking. Period locking blocks unauthorized changes during reporting periods. Automatically captured audit trails keep all your records transparent, with built-in audit automation software.
Automate compliance with automatic W-9 collection and streamlined 1099 reporting.
Set custom rules for 1099-NEC and 1099-MISC to spot qualifying transactions, keeping your reports accurate.
Why high-performing teams choose DualEntry
for financial reporting
For controllers
Speed up the close with automated consolidations and real-time dashboards. DualEntry’s general ledger software updates account balances instantly and handles audit prep, cutting out manual reconciliations and keeping you compliant—so you never feel like you’re playing catch-up.
For FP&A managers
Stop spending hours exporting spreadsheets. Update forecasts and conduct variance analysis in seconds. Accurate and shareable insights are at your fingertips on DualEntry in minutes, not days.
For CFOs
DualEntry pulls together your most important metrics—including ARR, runway, and profit margins—through powerful multi-entity accounting software that consolidates data across subsidiaries in real time.
For RevOps teams
Tired of mismatched numbers between Finance and Marketing slowing you down? With unified dashboards and synced data sources, your CAC and payback metrics are always aligned. Automated alerts keep everyone on the same page, helping your GTM teams act faster and debate less.
For accountants
Get quick answers without digging through endless ERP reports. DualEntry’s ready-made templates and intelligent data cleanup let you pull detailed reports on revenue, churn, margins, and more—so you deliver insights quickly and effortlessly.
Legacy ERPs weren’t built for real-time reporting.
DualEntry is.
| Feature |  |  |  |  |
|---|---|---|---|---|
| AI cost analysis DualEntry AI automatically identifies cost-saving opportunities | Not available | Not available | Not available | |
| AI risk assessment Accurately assess financial risks with AI-driven insights into period-over-period trends and adjustments to line items | Not available | Not available | 3rd-party required | |
| AI flux analysis Track and analyze balance changes with automated variance detection and threshold monitoring. DualEntry AI automatically identifies fluctuations between periods – whether month-over-month, quarter-over-quarter, or year-over-year | Not available | Not available | 3rd-party required | |
| AI insights DualEntry AI automatically generates insightful visualizations and narratives from your data, highlighting key trends, measures, and points of interest | Not available | Not available | 3rd-party required | |
| AI-generated interactive summaries Get high-level report snapshots with direct links to granular data through customizable dashboard widgets. Enable team members to monitor their key financial metrics through personalized summary views | Not available | Not available | 3rd-party required | |
| AI narratives Transform raw financial data into compelling business stories with DualEntry AI’s narrative creation. Integrate financial statements, visualizations, and explanatory text to provide stakeholders with thorough, context-rich reports | Not available | Not available | 3rd-party required | |
| Scenario planning Test the impact of strategic changes through detailed what-if analyses, and model multiple scenarios for new product launches, delivery method alterations, and customer-base expansions | 3rd-party required | 3rd-party required | ||
| Automated metric calculations Calculate operating margins and core metrics using DualEntry’s flexible account groupings. Set and forget these recurring calculations, eliminating the need for manual Excel work | Not available | |||
| Flexible accounting periods Adapt reporting periods to match your business structure with custom accounting calendars | Not available | |||
| Activity logs DualEntry captures and logs all activity on customer records and associated transactions, including user actions, IP addresses, and timestamps | 3rd-party required | |||
| Multidimensional analysis Map performance across unlimited custom dimensions to reveal hidden insights, and conduct granular analysis of revenue, margins, and operational metrics across divisions, territories, channels, and product lines | 3rd-party required | |||
| 1099 reporting support Streamline 1099 compliance with DualEntry’s end-to-end vendor management and reporting system, which automates W-9 collection, tracks completion status, and maintains vendor details in a centralized database. Export 1099 data to Excel files, and configure custom rules for 1099-NEC and 1099-MISC forms | 3rd-party required | |||
| 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 | ||||
| Custom report builder Create department-specific R&D expense reports, conduct month-over-month vendor comparisons, and identify missing accruals within minutes | ||||
| Excel integration Maintain live connections to your financial data through DualEntry’s native Excel integration. Create and share dynamic models with custom formulas, while accessing detailed line-item data and coding details | ||||
| Period locking Period locking blocks unauthorized modifications during critical reporting periods | ||||
| Audit trails DualEntry keeps detailed logs of all system customizations, master-data changes, and modifications to workflows, scripts, and system settings |
