Multidimensional reporting and analytics
Slice, extract, and present your data exactly how you like it. Benefit from real-time reporting across all your entities, and generate new insights with AI.
Reporting that matches your business logic
Build sophisticated reports with tools that support multi-entity consolidation, custom hierarchies, automated calculations, and more.
Custom report designs
Unlock granular transaction analysis and customizable views of your financial data with DualEntry’s report builder. Create department-specific R&D expense reports, conduct month-over-month vendor comparisons, and identify missing accruals within minutes.
Dynamic reporting
Configure reports with intuitive drop-down controls and drag-and-drop functionality. Transform standard income statements into targeted analyses by project, region, or entity, with the ability to isolate revenue accounts or combine operating expenses for focused analysis.
Flexible accounting periods
Adapt reporting periods to match your business structure with custom accounting calendars. Whether you operate on a standard calendar year or a 4-4-5 reporting schedule, generate consolidated views and calculate KPIs like gross margin and operating income.
Airtight data control
Maintain data integrity with period-end controls and comprehensive tracking categories. Lock dates block unauthorized modifications during critical reporting periods, while detailed audit trails ensure accuracy and traceability.
Unlock advanced analytics
Access real-time insights and multidimensional analysis tools through DualEntry’s unified, customizable dashboard.
Multidimensional analysis
Map performance across unlimited custom dimensions to reveal hidden insights. Connect organizational characteristics to transactions for granular analysis of revenue, margins, and operational metrics across divisions, territories, channels, and product lines.
Automated metrics
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.
Smooth 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 for month-end reconciliation.
Flux analysis
Set up automated flux analysis with customizable thresholds and assignment workflows. Create period-specific reports that execute automatically, complete with due dates and detailed variance explanations.
Insights that go beyond the numbers
AI analysis
Leverage AI-generated analysis and forecasting to enhance your team’s accuracy and strategic planning. Uncover patterns and predict future performance so you can make informed, confident decisions.
Granular reporting
Achieve precision with custom categories and AI-powered report generation. Use custom filters to drill reports down to the most granular level, unlocking deep insights that are specific to your enterprise’s needs.
Risk assessment
Accurately assess financial risks with AI-driven insights into period-over-period trends and adjustments to line items. Access real-time analysis of key metrics – from profitability to annual recurring revenue – to ensure compliance.
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 without navigating multiple reports.
AI narratives
Transform raw financial data into compelling business stories with DualEntry AI’s narrative creation. Seamlessly integrate financial statements, visualizations, and explanatory text to provide stakeholders with thorough, context-rich reports.
AI analysis
Leverage AI-generated analysis and forecasting to enhance your team’s accuracy and strategic planning. Uncover patterns and predict future performance so you can make informed, confident decisions.
Granular reporting
Achieve precision with custom categories and AI-powered report generation. Use custom filters to drill reports down to the most granular level, unlocking deep insights that are specific to your enterprise’s needs.
Risk assessment
Accurately assess financial risks with AI-driven insights into period-over-period trends and adjustments to line items. Access real-time analysis of key metrics – from profitability to annual recurring revenue – to ensure compliance.
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 without navigating multiple reports.
AI narratives
Transform raw financial data into compelling business stories with DualEntry AI’s narrative creation. Seamlessly integrate financial statements, visualizations, and explanatory text to provide stakeholders with thorough, context-rich reports.
Simplify 1099 reporting
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. Configure custom rules for both 1099-NEC and 1099-MISC forms to automatically identify qualifying transactions and generate accurate reports throughout the year.
Model future scenarios with confidence
Make financial planning more collaborative with DualEntry’s powerful modeling capabilities and streamlined, cross-functional workflows.
Enhanced scenario planning
Test the impact of strategic changes through detailed what-if analyses that account for market shifts and changing cost structures. Easily model multiple scenarios for new product launches, delivery method alterations, and customer base expansions.
Detailed cost analysis
Gain granular visibility into cost drivers and optimize resource allocation across your organization. Analyze relationships between cost objects while proactively assessing the impact of regulatory changes on interest rates, shipping costs, and insurance premiums.
Collaborative workflows
Enable seamless multi-author contribution with role-based permissions and real-time edit tracking. Monitor report progress with DualEntry’s comprehensive audit trails, and maintain version control through structured review cycles.