Financial Workflow Software
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 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 & rules
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 classifications 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
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.
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+ 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.
Financial Workflow Software FAQ
What is a financial workflow?
A financial workflow is a system with a sequence of steps for handling financial tasks. This workflow includes things like: data flow, task assignment on each step, quality control and permission levels.
What is the best financial workflow software?
The best financial workflow software is the one you can customize to match your business financial workflow needs and you can easily change when your workflow change. The last thing you want to do is to buy financial workflow software that needs hours from your engineering team every time you want to change your workflows.
Which financial workflows can I automate with DualEntry?
With DualEntry you can automate all of your financial workflows including: Accounts Payable, Account Reconciliation, Fixed Asset Management, Inventory Management, Financial Statement Generation, Revenue Recognition, Expense Categorization, Data Validation, and Period-End Rollover.
Can I build custom workflows with DualEntry?
Absolutely! Creating custom workflows is in DualEntry’s DNA. You can create custom, multi-step workflows with conditional logic, tiered approvals, and logs of every approval step so you know every time who did what when and why.