One home for all entities, reports, and metrics
Have a full overview of your business' financials in one place: your DualEntry dashboard. Track your numbers in real time and drill down into transactions in a couple of clicks.
As your enterprise grows, DualEntry scales. Add more users, entities, and currencies at any time without losing speed or accuracy.
Timely, accurate reporting with real-time consolidation
Always-on insights
View consolidated and entity-specific financials with instant dashboard insights. Skip double-counting with automated eliminations, and calculate metric rows for figures like group gross margin and operating income.
Customizable intercompany reports
Create tailored reports with advanced analytics for strategic planning. Schedule report delivery and auto-generate key financial statements, including intercompany AP/AR reports.
Intuitive, self-service interface
Access real-time data and detailed drilldowns without IT support. View multiple company files side by side, and run combined reports to boost your reporting accuracy.
| Feature |  |  |  |  |
|---|---|---|---|---|
Drill downs | ||||
Multi-entity & multi-currency tracking | Requires Intercompany add-on | Requires separate files; no consolidation | ||
Drag-and-drop personalization | Requires BI (SAC/HANA) | Limited widgets only | ||
Embed reports into dashboard | Requires SAC/BI tools | Not supported | ||
Role-based dashboards | Not supported | |||
Export to XLS, PDF, PNG | Partial (no chart PNG) | |||
Multidimensional analysis | Limited; needs add-on | Only Class/Location | ||
Invoice management | ||||
Excel integration | Requires ODBC setup | |||
Live cash-flow insights | Requires BI/dashboard tools | Only static views | ||
AI insights | Not supported | Not supported | Not supported | |
AI-generated summaries | Not supported | Not supported | Not supported | |
AI flux analysis | Not supported | Not supported | Not supported | |
Dashboard integrations | Limited (ODBC third-party) | Limited (ODBC) | Requires BI integration |
Accounting Dashboards FAQ
What is a dashboard in accounting?
An accounting dashboard is a real-time visualization of your company’s key finance metrics. It works by pulling data from your accounting tools like your general ledger and visualizing them. An accounting dashboard is a really valuable tool for accounting and finance teams as they can check metrics in real time and make important decisions.
What are the three types of dashboards in accounting?
The three types of dashboards in accounting are:
Operational dashboards. These dashboards are used to monitor daily activity metrics like cash flow, AP/AR, and bank balance.
Strategic dashboards. Strategic dashboards are used to visualize higher level KPIs like revenue growth, margins, and show a business performance in a specific time.
Analytical dashboards. Analytical dashboards help finance teams to analyze trends, variances, and history and are used for insight and planning.
What is a bookkeeping dashboard?
A bookkeeping dashboard is a visualization board of your company’s financial activity and health presenting key metrics like transactions, bank reconciliations, accounts payable, and receivable. It is used by bookkeepers to stay on top and monitor routine tasks, catch errors early, and keep the books clean and up to date.
What should a financial dashboard include?
A strong financial dashboard should include:
Drill-downs – Drill down as deep as you need to analyze suspicious transactions.
Multi-entity and multi-currency tracking – View key metrics across subsidiaries and filter by entity or currency.
Live cash flow insights – Monitor your cash status in real time..
Role-based dashboards – Customizable dashboards based on team members' roles.
Drag-and-drop personalization – Add, remove, or rearrange tiles and view your financial data as you prefer
AI-generated summaries & flux analysis – 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.
Embedded reports – Embed custom reports into your personalized dashboard view for quick reference
What kinds of accounting dashboards does DualEntry provide?
With DualEntry you can build all kinds of accounting dashboards and track metrics like: like cash flow, working capital, liquidity, accounts receivable ratio, inventory turnover and more. Any dashboard you create or choose is fully customizable with drag-and-drop layouts, role-based views, embedded reports, and real-time data.
Can I build custom dashboards in DualEntry without code?
Yes, with DualEntry you build custom dashboards without writing a single line of code. Just drag, drop, and create a layout to fit your team’s workflow. Change metrics, add filters and create custom views based on roles and departments.
Does DualEntry support real-time data updates?
Yes, all DualEntry dashboards get updated in less than 200 ms. Whether you're reviewing cash flow, consolidations, or audit trails, your data is always updated.
Can I share dashboards with other teams or leadership?
Yes DualEntry lets you share dashboards with exactly the right people using role-based access. You can create tailored views for different roles like finance, execs, or department leads—each with the metrics and permissions needed.