Cut reporting time by 70% with AI-powered financial analytics software
Replace static data and spreadsheets with real-time analytics tools that get as granular as you need. One unified platform for cross-entity tracking, board-ready reports, and intelligent forecasting.
One real-time, automated hub for all analytics needs
A unified overview
Review revenue, margins, and operational metrics across divisions, territories, channels, and product lines in one place.
Multidimensional analysis
Map performance across unlimited custom dimensions. Personalize trend graphs for different GL accounts and view rolling 12-month trends for a better understanding of your finances.
Flux analysis
Automate flux analysis with custom thresholds and assignment workflows. Put recurring, period-specific reporting – with due dates and detailed variance explanations – on autopilot.
Quick drill-downs
Drill into transaction-level details in clicks, without opening up endless tabs or making manual exports.
Excel integration
Bring Excel data on board painlessly through native integration, and build dynamic models with custom formulas. Access line-item data and coding details that make reconciliation more precise.
Let AI flag critical changes and explain what's driving your variance patterns
Risk assessment
Assess financial risks with AI-driven insights into period-over-period trends, cash flow statements and line-item edits. Get real-time analysis of key metrics—from profitability to annual recurring revenue—to support compliance.
AI variance detection
DualEntry AI automatically scans transactional data, detects variance drivers, and proposes explanations for your review. Critical fluctuations are immediately flagged based on your chosen thresholds, like month-over-month, quarter-over-quarter, or year-over-year.
Trend analysis
Compare current and prior-period explanations to spot emerging patterns. DualEntry AI generates automated reports based on materiality so you have quick access to account trends and can pick out potential risks and opportunities faster.
Get board-ready reports and shareable insights in a few clicks
AI narratives
Use AI narratives to turn raw data into detailed business stories. DualEntry brings together financial statements, visualizations, and explanatory text to give stakeholders context-rich reports.
Live, shareable overviews
Track role-relevant financial metrics through personalized dashboards and summary views. Plus, cut bottlenecks by giving selected stakeholders direct access to transaction-level details and variance information within DualEntry.
On-demand reporting
Save time on meeting prep by creating real-time, high-level report snapshots on demand – including direct links to the granular data behind them.
Easy export
Transfer everything to Excel (or any other document format) when you need to share flux analysis reports externally. No need to worry about losing your data integrity or formatting.
Get board-ready reports and shareable insights in a few clicks
Cost analysis with AI
Understand what's really driving your costs and allocate resources in the smartest way with AI-powered cost analysis. Review cost relationships and see how regulatory changes impact interest rates, shipping costs, insurance, and more.
What-if analyses
Model strategic changes with powerful what-if analyses. Simulate market shifts and cost structures. Create multiple scenarios for new products, delivery methods, and customer-base expansions.
Powerful forecasting
Boost your responsiveness with frequent forecasting and shortened planning cycles. Update rolling forecasts with a click to quickly adapt to internal changes or market shifts.
AI insights
Improve your team’s accuracy and strategic financial planning with AI-generated insights. Uncover patterns and predict future performance so you can make informed, confident decisions.
Everything you need from
a financial analytics software
without the extra charges
| Feature |  |  |  |  |
|---|---|---|---|---|
| AI flux analysis Track and analyze balance changes with automated variance detection and threshold monitoring. DualEntry AI automatically identifies fluctuations between periods – whether month-over-month, quarter-over-quarter, or year-over-year | Not supported | Not supported | ||
| AI-generated interactive summaries 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 | Not supported | Not supported | ||
| AI insights DualEntry AI automatically generates insightful visualizations and narratives from your data, highlighting key trends, measures, and points of interest | Not supported | 3rd-party integration needed
(e.g., SAC/PowerBI) | ||
| AI risk assessment Accurately assess financial risks with AI-driven insights into period-over-period trends and adjustments to line items | Not supported | Not supported | ||
| AI cost analysis DualEntry AI automatically identifies cost-saving opportunities | Not supported | Not supported | ||
| AI narratives Transform raw financial data into compelling business stories with DualEntry AI’s narrative creation. Integrate financial statements, visualizations, and explanatory text to provide stakeholders with thorough, context-rich reports | Not supported | Not supported | ||
| Scenario planning Test the impact of strategic changes through detailed what-if analyses, and model multiple scenarios for new product launches, delivery method alterations, and customer-base expansions | Manual budgeting only | Available via Planning module | ||
| 1099 reporting support Streamline 1099 compliance with DualEntry’s end-to-end vendor management and reporting system, which automates W-9 collection, tracks completion status, and maintains vendor details in a centralized database. Export 1099 data to Excel files, and configure custom rules for 1099-NEC and 1099-MISC forms | Requires 3rd-party SuiteApp
(e.g. Sovos) | |||
| Activity logs DualEntry captures and logs all activity on customer records and associated transactions, including user actions, IP addresses, and timestamps | Limited to Audit Trail only | Partial — Change log only | ||
| Custom report builder Create department-specific R&D expense reports, conduct month-over-month vendor comparisons, and identify missing accruals within minutes | QBAR requires setup | |||
| Flexible accounting periods Adapt reporting periods to match your business structure with custom accounting calendars | Fixed to 12 months | |||
| Period locking Period locking blocks unauthorized modifications during critical reporting periods | Closing Date mechanism | |||
| Multidimensional analysis Map performance across unlimited custom dimensions to reveal hidden insights, and conduct granular analysis of revenue, margins, and operational metrics across divisions, territories, channels, and product lines | Class/Location only | |||
| Automated metric calculations Calculate operating margins and core metrics using DualEntry’s flexible account groupings. Set and forget these recurring calculations, eliminating the need for manual Excel work | Basic KPIs only | |||
| Excel integration Maintain live connections to your financial data through DualEntry’s native Excel integration. Create and share dynamic models with custom formulas, while accessing detailed line-item data and coding details | ||||
| 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 | ||||
| Audit trails DualEntry keeps detailed logs of all system customizations, master-data changes, and modifications to workflows, scripts, and system settings |
