Family Offices & Investment Firms

Financials that move as fast as your portfolio

Key Features

Built for the complexity you actually deal with

Multi-entity

Multi-Entity Management

Every fund, management company, and holding entity in one platform. No siloed books or manual reconciliation.

consolidations

Consolidated Reporting

One view across your entire structure. Drill into any entity.

intercompany tax

Intercompany Taxes

Every cross-entity transaction gets the correct tax treatment, on both sides of the ledger. Audit-ready without extra work.

Invoice

One Bill,
Multiple Entities

A single invoice split and coded across your fund structure automatically.

bill

Billbacks

Charge expenses back to the right fund or entity easily and accurately.

“Thanks to DualEntry, we’re able to deal with all the nuances of our $140-million revenue business with a finance team of just one person.”

Victor Cardenas
CEO, Slash
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