Fast, accurate fulfillment: AI-native order management software
Automate invoicing, recurring orders, pricing, revenue recognition, and more to get time back for strategic work. Track your order lifecycle as it happens with live insights.
Achieve 10x more in less time with automated orders and invoicing
Enter orders into DualEntry once, and only once. Order details consistently auto-populate wherever you need them, from fulfillment to billing and revenue accounting.
Get invoices automatically generated from orders, and automatically converted from pro-forma to final invoices upon payment.
Set up automated recurring transactions at your desired frequency: daily, weekly, or monthly. No more manual work.
Keep your numbers accurate with flexible subtotaling. DualEntry automatically calculates discounts and charges in connection to order-related documents.
DualEntry AI cuts out manual work—without cutting corners
Payment matching: Payments are automatically matched to orders and invoices, keeping you reporting-ready without manual work.
Tax handling: DualEntry automatically calculates and applies sales taxes across jurisdictions, so you can stay compliant, worry-free, as your business scales.
Dunning: DualEntry AI analyzes your payment history to tailor dunning strategies for each account, prioritizing follow-ups and flagging issues before they can impact cash flow. No more time-consuming emails.
Revenue recognition: DualEntry AI simplifies complex revenue recognition with scheduling templates, and automates deferred-revenue tracking from AR and Order Entry sales transactions.
Create custom invoices, workflows,and pricing strategies in minutes
Report in real time and access a library of pre-built reports, from standard financial statements to tailored analytics, that you can customize in minutes.
Put an end to repetitive tasks with report automation. DualEntry AI generates recurring reports and shares them with your chosen stakeholders, teams, and property managers.
Quickly drill down into lease data and use advanced analytics like roll-forwards, trends, and AP reports tailored for ASC 842 and IFRS 16.
Bring your tax and CRM data together without toggling between systems
Get your teams out of silos and into one integrated system. DualEntry’s native, two-way connections are set up in seconds without the need for IT support.
Integrate leading tax-management and CRM tools, including Avalara Tax, Salesforce and Hubspot, to simplify tax compliance and improve customer relationships.
All your data is synced in real time. No manual refreshing or spreadsheet imports required.
Don’t wait for month end:
track your order cycle in real time
Monitor live fulfillment, sales, and inventory metrics on one real-time dashboard, making it easier to spot your most profitable products and customers.
Drill into order and sales data in one click. Get instant profitability insights by product, customer, territory, and sales rep to pick up on lucrative buying patterns.
Track your order cycle across multiple entities and countries in real time, without toggling between tabs. Quotes, orders, invoices, returns, and memos are automatically stored in one place for a solid audit trail.
Why high-performing teams choose DualEntry for order management
Automate routine finance tasks
For finance teams: DualEntry’s native integrations with your tax and CRM tools help you eliminate silos. Every customer detail, tax calculation, and order metric appears in real time, in one place.
Get real-time reports & insights
For CFOs: Access a single source of truth for orders, no matter how many entities and currencies you deal with or how complex your billing cycles are. DualEntry automates order workflows and lets you track every step in real time, making fulfillment faster and decision-making simpler.
Centralize portfolio management
For AR managers: DualEntry AI connects payments to invoices instantly and sends reminders for overdue accounts. You can focus on scaling, not manual payment matching or tedious follow-ups.
Manage multiple entities
For revenue teams: Handle subscriptions and renewals seamlessly by setting up usage-based contracts, recurring transactions, and custom pricing models in minutes. No duplicate entry. No missed renewals. No manual calculations.
Manage multiple entities
For controllers: DualEntry keeps every order, invoice, and payment in sync, so there are no more surprises, information-chasing, or spreadsheet-searching at month end.
from an Order Management
Software Without the Extra
Charges
| Feature | DualEntry | NetSuite ERP | Dynamics 365 ERP | Sage Intacct | Tooltip Text |
|---|---|---|---|---|---|
| ai payment matching automation | Match payments with AI | ||||
| AI dunning | By analyzing customer payment behaviors and historical data, DualEntry customizes dunning strategies for each account, determining the optimal timing and content for reminders and escalations | ||||
| Dynamic price modeling | Develop pricing models that suit your business needs, such as fixed fee-based, usage-based, or contracted quantity pricing | ||||
| Automated revenue recognition | Automate the tracking of deferred revenue from AR and Order Entry sales transactions | ||||
| Automatic sales tax calculation | DualEntry automatically calculates and applies appropriate sales taxes across jurisdictions | ||||
| Convert pro-forma invoices | Automatically convert pro-forma invoices into final invoices | ||||
| Customizable workflows | Use pre-built templates for quotes, invoices, returns, shipping documents, and more, or drag-and-drop to design custom workflows and complex approval hierarchies | ||||
| Automatic invoice generation | Automatically generate invoices from orders | ||||
| Automated recurring orders | Maximize operational efficiency by scheduling transactions to occur at your desired frequency – whether daily, weekly, or monthly | ||||
| Customizable pricing strategies | Set up flexible pricing schedules for specific customer segments or individuals. Customize based on time periods, products, or product lines | ||||
| CRM integrations | Seamlessly integrate with your CRM | ||||
| Single-entry automation | Only enter order details once. When added to DualEntry, order details are automatically populated wherever you need them, from fulfilment to billing to revenue accounting | ||||
| Live dashboard insights | View live insights in one place with DualEntry’s unified dashboard. Monitor key metrics across order fulfillment, sales performance, inventory management, and more | ||||
| Real-time order overview & sharing | See real-time data of your entire order cycle in a centralized location. Quickly create and manage quotes, sales orders, back orders, invoices, returns, and credit/debit memos – all easily sharable via email | ||||
| Automated subtotaling | DualEntry instantly calculates discounts and charges in connection to order-related documents | ||||
| Tax-service integrations |
Safe, accessible data, always
SOC 2
Ensures data security, availability, integrity, confidentiality, and privacy.
GDPR Ready
Fully compliant with GDPR for safe and secure data use.
AES 256 Encryption
Protecting your data with industry-leading AES 256-bit encryption.
SSL Secure
Ensuring encrypted and secure connections for safe data transmission.
CCPA Compliant
Fully compliant with CCPA for consumer data privacy and protection.
An Order management software (OMS) is a software finance teams use to automate the complete order lifecycle. From purchase to fulfillment to revenue recognition, an OMS tracks and automates everything. With features like real-time visibility into order capture and status and revenue, it is an essential tool for finance teams to close the books faster, sync data across systems, and cut out manual errors.
You need an order management software because it keeps everything in sync and ready for audits, so you can scale operations without more hires or wasting time on repetitive manual tasks. Without it your finance team will risk losing time on tasks that can be automated, like reconciling sales data, resolving fulfillment problems, and fixing revenue errors.
You should choose an order management software that will give you full visibility into spend, integrate seamlessly with your current accounting toolset, and automates vendor payments, approvals, and invoicing. It should also make month-end close way quicker, prevent unauthorized or duplicate spend, and keep compliance simple.
The essential features an order management software should have are: single-entry automation, customizable workflows, automatic invoice generation, payment matching, convert pro-forma invoices, automated recurring orders, customizable pricing strategies, dynamic price modeling, automated revenue recognition and live dashboard insights.
The benefits of a Cloud-based order management software is that it offers real-time visibility into order processing, inventory, customer service, and revenue from anywhere, on any device. But more than anything is that it grows with you, keeps the data in sync across teams, and streamlines your close with always-on audit trails and automation.
You should choose DualEntry ERP as it is the only order management system that uses AI to automate the entire order-to-revenue process. From matching POs, invoices, and payments in real time with no manual effort to making month-end close quicker, preventing unauthorized or duplicate spend. Thanks to its features you get instant insights, automatic reconciliations, and built-in controls that scale along with your business.
DualEntry automates invoicing and revenue recognition by automatically generating invoices based on order data, applying the right terms, and syncing everything to your ledger in real time (<200ms response time). This way revenue recognition is handled automatically, whether it’s point-in-time or over time, so you stay compliant all time.
Yes, you can automate both workflows and pricing . DualEntry's distributed order management system lets you customize approval workflows, billing rules, and pricing logic to match your business needs. No templates or IT tickets: just fast, flexible configuration that scales as you do.
DualEntry was built for multi-entity, multi-currency complexity. It does it by centralizing purchase orders across entities, applying the right exchange rates automatically, and consolidating everything into a single, audit-ready view without manual work or reconciliation delays.