Approval WorkflowS

Approval controls, tailored to you

Customizable workflows, granular permissions, and detailed audit trails keep your financial operations secure, efficient, and always audit-ready.

13,000+ native integrations

Set up precise controls and workflows

Customizable workflows

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

Granular permissions

Set custom roles and permissions so you can effortlessly scale user management across your org. Make changes any time.

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 reports in local or foreign currencies, tailored to meet the needs of your subsidiaries, headquarters, or parent companies. DualEntry offers multi-book reporting and quick drill-downs for real-time insights, supporting GAAP and IFRS compliance.

Period-locking controls

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

Stay audit-ready and compliant as your business grows

Real-time testing insights

Monitor control effectiveness with instant visibility into testing status. Auditors can execute testing plans in DualEntry – no other software needed – and share instant feedback on control performance and areas to improve.

Advanced audit options

Access a detailed compliance dashboard with detailed activity metrics. Conduct internal audits and investigations easily, with drill-downs for deeper analysis of user activity and transaction history.

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 they become real problems.

Cross-functional alignment

Boost collaboration between Finance, Accounting, and Audit teams with a unified control framework. DualEntry platform improves visibility for all users, encouraging accountability and clear, traceable communication.

Keep your financial data safe and track every change

Multi-layered authentication

MFA, IP-address restrictions, and SAML-based single sign-on protects against unauthorized access and maintains your data’s integrity.

Role-based access

Define access levels for different users to make sure that team members can only interact with the data and functions needed for their roles.

Activity tracking

DualEntry logs all activity on customer records and associated transactions, recording user actions, IP addresses, and timestamps.

Strong security measures

Stay ahead of potential threats with regular, automated security and vulnerability scans. Emerging risks are instantly flagged to you.

Audit trails

Automated audit trails track modifications to workflows, scripts, system settings, and master data changes, giving you full visibility.

Version history

Easily review all changes made to any record in DualEntry. Get a chronological view of the edits and the team members who made them.

Make informed decisions with real-time insights

Use DualEntry’s dynamic compliance dashboard to view live activity metrics, control-execution status, and testing progress. Drill down to review specific business processes and user activity patterns in depth.

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

Approval workflow software FAQ

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.