Approval Workflow

Approval controls, tailored to you

DualEntry offers customizable workflows, granular permissions, and comprehensive audit trails, ensuring your financial operations are secure, efficient, and continuously audit-ready.

13,000+ native integrations

Precise, custom controls and workflows

Robust approval workflows and advanced user management, tailored to your needs. DualEntry keeps you in control – and gives you extra peace of mind.

Customizable workflows

Tailor approvals to your needs. Create multi-step workflows with conditional logic, ensuring thorough review processes for critical transactions.

Granular permissions

Assign precise access levels. Define custom roles and permissions, allowing you to scale user management across your organization effortlessly.

Period locking controls

Secure your financial close. Lock AR, AP, and all GL transaction types per entity, maintaining data integrity throughout accounting periods.

Advanced reporting capabilities

Access detailed financial reports in local or foreign currencies, tailored to meet the needs of your enterprise’s subsidiaries, headquarters, or parent companies. DualEntry offers multi-book reporting and drill-down capabilities for real-time insights, supporting compliance with GAAP or IFRS standards.

Period locking controls

Secure your financial close. Lock AR, AP, and all GL transaction types per entity, maintaining data integrity throughout accounting periods.

Fortify your financial integrity

DualEntry’s integrated controls and automations make compliance smoother and real-time visibility a reality. Stay audit-ready as your business evolves.

Real-time testing insights

Monitor control effectiveness with instant visibility into testing status. Auditors can execute testing plans within DualEntry – with no need for other software – and deliver immediate feedback on control performance and areas for improvement.

Advanced audit options

Leverage a robust compliance dashboard with detailed activity metrics. Conduct internal audits and investigations efficiently, with drill-down capabilities for in-depth analysis of user activities and transaction histories.

AI anomaly identification

Identify and address control issues swiftly – without manual work. DualEntry AI continuously monitors for anomalies and potential risks, so you can take action before issues escalate.

Cross-functional alignment

Foster collaboration between Finance, Accounting, and Audit teams with a unified control framework. DualEntry platform enhances visibility for all users and encourages accountability and clearer communication.

Enhance your financial agility in multiple currencies

Naviate international markets with precision. Leverage multi-currency tools, live bank feeds, automated journal adjustments, and real-time insights.

Role-based access

Implement precise security controls with customizable user roles and permissions. Define access levels for different users, ensuring that employees only interact with the data and functions necessary for their roles.

Activity tracking

Keep clear audit trails as DualEntry captures and logs all activity on customer records and associated transactions, including user actions, IP addresses, and timestamps.

Multi-layered authentication

Fortify your system's defenses. DualEntry’s multifactor authentication, IP address restrictions, and SAML-based single sign-on protects against unauthorized access and maintains your data’s integrity.

Audit trails

Keep detailed logs of all system configurations, customizations, and master data changes. DualEntry’s flexible audit trail capabilities track modifications to workflows, scripts, and system settings, giving you full visibility.

Detailed version history

Keep track of every change in your financial records. Easily review all changes made to any record in DualEntry, which presents a chronological view of modifications and the team members who made them.

Strong security measures

Stay ahead of potential threats with regular, automated security and vulnerability scans. DualEntry monitors for anomalies and emerging risks in real time so you can address security concerns proactively.

Make informed decisions with real-time insights

Use DualEntry’s dynamic compliance dashboard to view real-time activity metrics, control execution status, and testing progress. Drill down in a few clicks to review specific business processes and user activity patterns in depth, supporting you to make data-driven decisions and maintain robust financial governance.

Powerful, customizable
approval workflow software

Feature
Archived state
With DualEntry's audit-ready archived states, all transactions are traceable and undeletable
Not supported
Not supported
Not supported
Real-time testing insights
Get instant visibility into testing status. Auditors can execute testing plans directly within DualEntry and deliver immediate feedback on control performance and areas for improvement
Not supported
Not supported
Not supported
AI anomaly detection
DualEntry AI continuously monitors for anomalies and potential risks
Not supported
Not supported
Not supported
Real-time threat monitoring
DualEntry monitors for anomalies and emerging risks in real time
Requires SuiteApp
Not supported
Not supported
IP address restrictions
IP-address restrictions prevent DualEntry access from unrecognized IP addresses
Not supported
Not supported
SAML single sign-on
Requires integration
Not supported
Multifactor authentication (MFA)
Requires integration
Not supported
Custom approval workflows
Create custom, multi-step workflows with conditional logic, tiered approvals, and logs of every approval step
Requires third-party
Staged transactions
Enable junior staff and AI to create records in a pending state, leaving senior accountants responsible for final posting
Limited – no formal staging
Activity logs
DualEntry captures and logs all activity on customer records and associated transactions, including user actions, IP addresses, and timestamps
Requires enablement
Not supported
Role-based access controls
Implement precise security controls with customizable user roles. Customizable access levels ensure that every employee can only access the data and functions necessary for their roles
Period locking
Lock AR, AP, and all GL transaction types per entity, maintaining data integrity throughout accounting periods
Audit trails
DualEntry keeps detailed logs of all system customizations, master-data changes, and modifications to workflows, scripts, and system settings
Version history
Easily review all changes made to any record, with a chronological view of modifications and the team members who made them
Show more

Approval workflow software FAQ

Visit the help center

What is approval workflow software?

Approval workflow software automates the process of requesting, giving, or receiving approval on repetitive tasks, documents, or other processes within an organization. This means creating custom, multi-step workflows with conditional logic, tiered approvals, and logging every approval step.

What is the best approval workflow software?

The best approval workflow software isn't just about routing a request or sending a nudge for approval to a stakeholder. It's about business process management automation by streamlining business operations by enforcing financial controls, maintaining audit integrity, and keeping your business safe without unwanted risks. This means using software like DualEntry, which has enterprise-level security features. These include role-based access controls, multifactor authentication, SAML single sign-on, activity logs, version history, and audit trails. You get full transparency at every step.

What is the difference between workflow and approval process?

A workflow is the full sequence of steps a task follows from start to finish—from entering an invoice to routing it, booking it and, finally, reporting on it. An approval process is just one part of that workflow. This is where designated stakeholders handle reviews and sign-offs.

What types of approval can I automate with DualEntry?

With DualEntry, you can automate all your financial approvals, from purchase order approvals and vendor payments to journal entries, budget changes, and intercompany allocations. You can set up custom workflows by role, currency threshold, entity, or department. And with real-time monitoring, you can see what’s happening at any given moment.

Does DualEntry support multi-level and sequential approvals?

Yes, DualEntry supports multi-level and sequential approvals. You can build your own custom workflows using conditional logic along with tiered approvers and entity-specific rules. DualEntry’s secure system logs every step automatically, creating a complete audit trail, so complete visibility and accountability are assured.

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