Financial Close Management Software
Make the close seamless
Close faster with time-saving AI automations, smoother team collaboration, and full visibility of your progress toward month end.
Handle your numbers with confidence
Assured accuracy
DualEntry's smart automations—including integrated sign-offs, tie-outs, and balance-change alerts—keep your reporting comprehensive and accurate.
Automatic, tracked reconciliation
Put inaccuracies and manual work in the past by letting DualEntry AI automate reconciliation. You can quickly track who’s reconciled which account and when, and review all related files.
Period locking
Keep reconciliation schedules and their associated documents protected with period locking. In just a few clicks, secure your folders to prevent accidental adjustments.
See everything in real time, in one space
Close checklist
Real-time close checklists keep everyone on track. Assign tasks, and let your team update progress with attachments, notes, and sign-offs—all visible to the group.
Review notes
Add notes to checklists or reconciliations for clearer team communication. Resolve issues, then reuse notes later for reviews or audits.
Instant overview
See task statuses in real time. Filter by entity or person to visualize workloads. Spot bottlenecks fast and reassign resources to close on time.
| Feature |  |  |  |  |
|---|---|---|---|---|
Real-time task overview | Not supported | Not supported | Requires add-on (Close Management & Consolidation SuiteApp) | |
Close checklist | Not supported | Not supported | ||
Review notes | Not supported | Not supported | ||
Integrated sign-offs & tie-outs | Not supported | Via third-party integration | Requires add-on (Account Reconciliation module) | |
Balance-change alerts | Not supported | Via third-party integration | Requires add-on (Account Reconciliation module or FloQast) | |
Automated, tracked reconciliation | Limited (manual for most accounts) | Partial (manual for most accounts) | Requires add-on (Account Reconciliation module) | |
Period locking |
Financial Close Management Software FAQ
What is financial close software?
Financial close software is a software that helps you manage and automate your close process. Some of the closing steps that can be automated are:
- Update Accounts Payable
- Reconcile Accounts
- Review Fixed Assets
- Review Stock and Inventory
- Organize Financial Statements
- Review Expense and Revenue Accounts
- Validate All Data
- Set the Stage for the Next Period
You should keep in mind that not all financial close management software can handle all these tasks. Only AI native ERP with advanced close features like DualEntry can automate all these tasks and streamline your closing process.
What is the best software for financial close management?
The best software for financial management should fit the rest of your accounting stack seamlessly and help you speed up the close process.Some features that help with this and you should look when choosing a close management software are: Automated Accounts Payable Capture, Real-Time Account Reconciliation, Fixed Asset Tracking & Depreciation, Inventory Reconciliation, Automated Financial Statement Generation, Revenue & Expense Automation, Data Validation Engine, Next-Period Setup & Rollover
What software is needed to manage financial records?
To manage financial records you either need a financial close management software, or an ERP with advanced financial close automation features and automation. The best solution is going with an ERP like DualEntry as you will have all your accounting processes in one place and you won’t have to worry about integrations and jumping from one software to another.
How does DualEntry automates the close process?
DualEntry automates the close process by offering tasks like: Integrated sign-offs and tie-outs, Balance-change alerts, Automated, tracked reconciliation, Period locking, Close checklist, Review notes, Real-time task overview