Intuitive planning and budgeting
Shift from manual processes to strategic analysis with automated tools built for modern finance teams.
Automate your entire budget-planning cycle
Save your team manual work and accelerate your budgeting processes with automated workflows and real-time data synchronization.
Automated workflows
Accelerate budgeting cycles with prebuilt approval workflows and automated task tracking. DualEntry streamlines review processes across departments while giving you full visibility of every task’s progress.
Dynamic budget templates
Update budget templates automatically with live GL data and accounting segment changes. Your templates adapt instantly to structural changes in the chart of accounts – no human intervention needed.
Real-time forecasting
Generate up-to-the-minute forecasts in just a few clicks. DualEntry delivers accurate projections based on your actual performance data, not outdated assumptions.
Stakeholder input
Scale your information-gathering process with customizable templates and automated stakeholder notifications. Track input status through dedicated dashboards and foster accountability with ‘@’ mentions and reminders.
Automated variance analysis
Set up automated BvA reporting that updates at month-end. Compare current performance against any version of your plan – from board-approved budgets to adjusted forecasts.
Multi-level budget control
Monitor budgets at both company-wide and department level with automated variance tracking. Create top-down and department-level BvAs for comprehensive budget control across your enterprise.
Handle complex scenarios with confidence
Create accurate financial models across multiple dimensions while monitoring real-time performance against your business objectives.
Advanced modeling
Build sophisticated financial models across any combination of dimensions – from location and customer to product and expense categories. DualEntry automatically calculates projections for revenue, operating costs, capital expenditures, and headcount.
Driver-based forecasting
Align revenue forecasts with your enterprise’s objectives using driver-based models across all business units. For comprehensive planning accuracy, create sales forecasts that reflect input from finance, sales, and service teams.
Easy performance tracking
Monitor actual performance against forecasts in real time, with automatic updates to cash flow and balance-sheet projections. Track variances instantly to adjust forecasts and maintain alignment with your business’ goals.
Forecast for growth
From your real-time cash position to your path to growth, DualEntry equips you with powerful forecasting analytics. Make data-driven predictions, estimate the impact of future spends, and compare forecasts to actuals at a granular level.
Comprehensive cash-flow forecasting
Leverage advanced forecasting tools to project cash flows accurately. DualEntry AI analyzes your historical and current data, including AR/AP aging reports, to predict trends and compare forecasts to actuals. Get personalized forecast views and incorporate multiple data points – from funding sources to planned expenditures.
Scenario and variance analysis
Perform detailed analyses to estimate the impact of planned expenditures and funding sources. Compare forecasts to actual bank transactions, analyze variances, and refine forecasts using real-time and historical data.
Predictive AI insights
Enhance forecasting accuracy with predictive analytics. DualEntry AI learns from your historical cash-flow information to continuously improve inflow projections and optimize liquidity.
Improve stakeholder collaboration
Connect teams, share insights, and drive engagement with DualEntry’s unified platform, made for cross-functional collaboration.
Centralized collaboration
Connect finance teams and operational managers in one place, making data collection easier. Access real-time financial data and reporting insights 24/7, boosting transparency and informed decision-making across departments.
Adjustable access controls
Set granular permissions that determine viewing and editing rights for each stakeholder. DualEntry’s precise access levels maintain data security while encouraging cross-functional information sharing.
Interactive reporting
Annotate financial reports and drill down to transaction-level details during business reviews for immediate insight generation. Stakeholders can ask questions directly within charts and tables, facilitating real-time discussion and deeper analysis.
Get 360-degree financial visibility
Turn consolidated data into actionable insights with DualEntry's flexible, automation-powered reporting tools.
Centralized intelligence
Maintain one source of truth with DualEntry’s automatic sync of financial and operational data across your enterprise. Changes instantly reflect across all reports and dashboard views, providing real-time visibility of income, expenses, and your current business position.
Integrated statements
Connect income statements, balance sheets, and cash-flow statements using GAAP-derived logic. Support both direct and indirect cash flow methods while maintaining flexibility for industry-specific requirements.
Custom dashboards
Create tailored dashboards in minutes with DualEntry’s drag-and-drop capabilities. Drill down your dashboard views for detailed budget-versus-actuals variance analysis.