AI-native budgeting and planning software that cuts out manual work

Speed up budgeting with ready-to-use approval workflows and automatic task tracking. See every update as teams review and approve. No extra steps needed.

To cut out manual work, budget templates in DualEntry automatically adjust when your chart of accounts does, reflecting live GL data and accounting segment changes.

Gather info faster with custom templates and automatic reminders for stakeholders. Track progress and improve communication with @mentions and dedicated dashboards.

Build detailed financial models using any mix of categories, like location, product, or expense. DualEntry automatically calculates projections for revenue, operating costs, capital expenditures, and headcount.

Match revenue forecasts to your enterprise's goals with driver-based models for every business unit. Make accurate sales forecasts by pulling in data from finance, sales, and service teams.

Generate up-to-the-minute forecasts in just a few clicks. Get accurate projections based on your actual performance data, not outdated assumptions.

See how actuals compare to forecasts in real time with instant cash flow and balance-sheet updates. Spot variances right away and adjust forecasts to stay on track.

Use advanced tools to forecast cash flow with precision, supported by our ERP’s cash flow management software. DualEntry AI looks at past and current data—including AR/AP aging—to spot trends and compare forecasts to actuals. Customize your views and factor in everything from funding to planned spending.

Analyze how spending and funding plans affect your finances. Compare forecasts to actual bank transactions, spot differences, and fine-tune forecasts using real-time and historical data.

Improve your forecasting accuracy with predictive analytics. DualEntry AI learns from your past cash-flow information to continuously improve inflow projections and optimize liquidity.

Get automated BvA reports at the end of each month. Compare actuals to any plan—board-approved budgets, updated forecasts, or anything in between.

Track budget variances across the whole company or by department, automatically. Build top-down and department-level BvAs to ensure you’re always in control.

Link income statements, balance sheets, and cash flow statements using GAAP logic, powered by DualEntry’s financial reporting software. Choose direct or indirect cash flow methods, and easily adapt to industry-specific needs.

Create tailored dashboards with DualEntry’s drag-and-drop capabilities. Drill down your views for detailed budget-versus-actuals variance analysis.

Connect finance teams and operational managers in one place. Access real-time financial data and reporting insights 24/7, boosting transparency and informed decision-making across departments.

Set granular permissions that decide what every team member can see and edit. DualEntry's precise access levels ensure data security and simplify later audits.

Annotate financial reports and drill down to transaction-level details during business reviews for immediate insights. Stakeholders can ask questions directly within charts and tables, facilitating real-time discussion and deeper analysis.

Keep everyone on the same page as financial and operational data syncs automatically across your business. Any change updates all reports and dashboards instantly, so you always see your income, expenses, and overall position in real time.