Customize your financial workflows

From granular data management to advanced tax configurations, discover accountant-designed features that simplify the way you work.

Tailor everything to your needs

Bespoke data management

Use custom fields, tabs, and reports to structure and analyze company-specific information. Create personalized workflows to ensure every task is handled the way you need.

Multi-dimensional accounting

Optimize your chart of accounts with multi-dimensional structures that reduce complex account combinations. Categorize transactions in a way that matches your business logic.

Automated workflows

Set and forget adaptable, automated workflows that free your accounting team from manual work. Simplify data retrieval, computations, and other repetitive tasks.

Flexible data integration

Bring your data together exactly how you need it. Use simple tags to organize everything from transactions to daily operations, making it easy to find patterns and create reports that tell your story.

Role-based access

Set up granular access controls with adjustable permissions for individual user roles. DualEntry makes it easier to separate duties and follow the principle of least authority.

Multi-entity mastery

Seamlessly switch between your global companies and branches, whether they represent distinct legal entities or operate under a shared legal structure.

Report with flexibility

Seamless period management

Set custom financial cycles—monthly, bi-monthly, annual, or bespoke. Manage financial periods independently for each entity, and post to closed periods when needed.

Multidimensional analysis

Use unlimited reporting dimensions to analyze financial data by product lines, departments, or custom segments. Drill down to the most granular level for deep analysis of any dimension.

Custom reports

With AI's help, quickly create tailored, shareable reports covering single or multiple entities. Save time by making templates for your frequently used report types.

Role-based reporting

Create role-specific reports and control who sees them with precise permissions. Generate documents in multiple formats—including HTML, PDF, Excel, and Word—for easy sharing by email.

Dynamic data visualization

Present data with executive-tailored reports and intuitive dashboards for quick KPI assessment. Instantly export to Excel, or connect to Power BI and other leading analytics platforms.

Custom invoicing

Create and distribute invoices in multiple formats. Make it personal by adding your branding, company details, and custom messages to documents.

Link up your tech stack
in seconds

Connect your banks

Centralize your payments with 13,000+ secure, real-time bank connections, covering 60+ countries.

Connect your apps

Unite all parts of your business with 200+ native integrations for your full tech stack, covering HRIS, AP, AR, and more.

Stay secure

DualEntry’s integrations keep your data safe, with 24/7 monitoring of connection integrity.

Handle taxes your way

Comprehensive tax configurations

Handle multiple tax types, including sales, use, withholding, VAT, and reverse VAT. Create custom tax rates with specific periods and thresholds. Calculate taxes flexibly—by line item or total value.

Adaptive tax reporting

Customize tax parameters for any jurisdication. Generate detailed summary reports and extract granular tax information for individual tax jurisdictions. Compile your data in any format required by tax authorities for accurate, compliant filings.

Flexible depreciation management

Save time with pre-configured depreciation schedules, or develop custom models. DualEntry supports diverse depreciation methods, including ACRS, straight-line, declining balance, and sum of years' digits.