AI-native financial reporting software that gets your data out of spreadsheets and into one real-time view

Use your data to drive strategy with DualEntry’s customizable platform for reporting and analytics. Automate real-time reports for all your entities, and uncover new perspectives with AI.

Get instant, detailed insights

Map your performance across unlimited custom dimensions. Analyze revenue, margins, and metrics across divisions, territories, channels, and product lines, quickly and without spreadsheets.

Get answers that cut through the complexity. Custom categories and AI-powered reporting help you analyze data at granular level.

Test strategic changes in seconds, without guesswork. DualEntry’s what-if analyses cover market shifts and cost structures so you can create scenarios for new products, delivery methods, and more.

Understand what's really driving your costs. Make smarter allocations by analyzing cost relationships and understanding how regulatory changes can have an impact on shipping costs, interest rates and insurances.

Explore your financial data through DualEntry's native Excel integration. Build custom models and quickly drill down to every detail for easy, accurate reconciliation.

Go beyond the numbers
with DualEntry AI

Automated metrics

Tracking metrics shouldn’t involve hours of spreadsheet maintenance. Set and forget recurring calculations for operating margins and other KPIs.

Flux analysis

Set up automated flux analysis with custom thresholds and assignment workflows. Automate recurring, period-specific reports featuring due dates and detailed variance explanations.

AI analysis

Enhance your team’s accuracy and strategy with AI analysis tools that spot trends and forecast performance. No more manual modeling and reporting.

AI narratives

Turn raw financial data into compelling business stories. DualEntry quickly combines financial statements, visualizations, and explanatory text to give stakeholders context-rich reports without taking time out of your team’s day. 

AI risk assessment

Get instant, AI-driven risk insights into period-over-period trends and compliance gaps across profitability, ARR, and more. 

Slice and present data your way with fast, customizable reports

Create custom, granular reports in minutes, not hours.

Have full freedom with flexible reporting periods. Whether you work to a standard calendar year or a 4-4-5 reporting schedule, get consolidated views and instantly calculate KPIs like gross margin and operating income.

Turn standard income statements into targeted analyses by project, region, or entity. Isolate revenue accounts or combine operating expenses for more focused analysis.

Create department-specific R&D expense reports, conduct month-over-month vendor comparisons, and spot missing accruals in minutes.

Simplify compliance with automated audit controls

Protect your data with period-end controls and detailed tracking. Period locking blocks unauthorized changes during reporting periods. Automatically captured audit trails keep all your records transparent.

Automate compliance with automatic W-9 collection and streamlined 1099 reporting.

Set custom rules for 1099-NEC and 1099-MISC to spot qualifying transactions, keeping your reports accurate.

Why high-performing teams choose DualEntry
for financial reporting

For controllers

Speed up the close with automated consolidations and real-time dashboards. DualEntry updates account balances instantly and handles audit prep, cutting out manual reconciliations and keeping you compliant—so you never feel like you’re playing catch-up.

For FP&A managers

Stop spending hours exporting spreadsheets. Update forecasts and conduct variance analysis in seconds. Accurate and shareable insights are at your fingertips on DualEntry in minutes, not days.

For CFOs

DualEntry pulls together your most important metrics—including ARR, runway, and profit margins—across entities, cutting out last-minute hunts for numbers and letting you concentrate on strategy.

For RevOps teams

Tired of mismatched numbers between Finance and Marketing slowing you down? With unified dashboards and synced data sources, your CAC and payback metrics are always aligned. Automated alerts keep everyone on the same page, helping your GTM teams act faster and debate less.

For accountants

Get quick answers without digging through endless ERP reports. DualEntry’s ready-made templates and intelligent data cleanup let you pull detailed reports on revenue, churn, margins, and more—so you deliver insights quickly and effortlessly.

Legacy ERPs weren’t built for real-time reporting.
DualEntry is.

Feature
AI cost analysis
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AI risk assessment
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3rd-party required
AI flux analysis
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3rd-party required
AI insights
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3rd-party required
AI-generated interactive summaries
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3rd-party required
AI narratives
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3rd-party required
Scenario planning
3rd-party required
3rd-party required
Automated metric calculations
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Flexible accounting periods
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Activity logs
3rd-party required
Multidimensional analysis
3rd-party required
1099 reporting support
3rd-party required
Role-based access controls
Custom report builder
Excel integration
Period locking
Audit trails

What are the 4 types of financial reporting?

Balance sheet
The balance sheet is a snapshot of your company’s financials at a specific time. The balance sheet shows all assets, liabilities, and equity. In essence, what your company owns and owes.

Income statement
The income statement report is used by finance teams to track revenue, expenses, and net income at a specific timeframe.

Cash flow statement
The cash flow statement shows your finance team how cash moves in and out of the business. This is analyzed by operations, investing, and financing.

Statement of shareholder equity
This statement explains changes in equity during a given period. This includes retained earnings, stock issuance, and dividends.

Is Excel a financial reporting system?

While Excel is widely used for financial reporting, it’s not a dedicated financial reporting system.Many teams still rely on spreadsheets to build reports, track metrics, and close the books, especially in the early stages of a business.

A true financial reporting system does way more than Excel. It pulls live numbers directly from your ERP system, automates calculations, and ensures consistency across reports. Modern, AI-driven financial reporting software like DualEntry goes even further by combining real-time data with AI-driven insights—so you can safely predict what comes next.

What is the best financial reporting software?

The best financial reporting software depends on your company's and financial team's needs.

But no matter the needs, you should definitely look for a financial reporting software with real-time data, clean audit trails, and flexible reporting options.

For mid-market finance teams, DualEntry is the best option because it offers many features legacy ERPs and financial reporting software don't have. Live reports across AP, AR, cash flow, and the general ledger, with custom dashboards, AI-powered insights, and role-based views are just a few of the features that make DualEntry stand out.

How is DualEntry different from traditional financial reporting tools?

Most reporting tools just show you what happened. DualEntry goes a step further by helping you understand why it happened and what to do next.

You still get the essentials all other financial reporting software options offer: a custom report builder, period locking, Excel integration, and full 1099 support. But DualEntry has an added layer of intelligence that traditional tools can’t match, including:

AI-generated summaries that explain the numbers

AI flux and cost analysis to spot unexpected variances

Scenario planning for “what if” forecasting

Multidimensional views to slice performance by department, region, or product

Automated metric tracking so key KPIs are always up to date

AI risk assessment to flag issues early, before it’s time to close

Everything runs in real time, with role-based access, activity logs, and full audit trails, so you’re always ready for board reviews or audits.

See the full power of DualEntry in 30 minutes