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

Stop rebuilding budgets manually and refocus on strategy. Get real-time visibility and automate planning and reporting with DualEntry.

Budget planning: from weeks of work to automated workflows

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.

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.

Create custom, drillable reports in seconds

Get automated BvA reports at the end of each month. Compare actuals to any plan.

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. 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.

Keep your financial and operational data in sync across teams

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.

Why high-performing teams choose DualEntry's
budget management software

For FP&A managers and directors

No more losing hours to reconciliation, manual roll-forwards, adjustments to headcount assumptions, or updates to spend plans. Use DualEntry’s AI and automations to put your usual manual tasks on autopilot and adjust forecasts in minutes instead of days.

For controllers

Keep your forecasts and actuals perfectly aligned with real-time syncing between your GL and forecast models. DualEntry automates data flow between accounting and planning, so you can give FP&A clean numbers without delays—and cut down on month-end stress. Never worry about version control issues or last-minute surprises disrupting your close again.

CFOs and VPs of Finance

For your next board meeting, present clear budgets backed by live data and intuitive scenario modeling. Instead of scrolling through spreadsheets and systems, quickly get AI-powered insights on runway, burn, and cost drivers in one place, plus drill-down views with clean audit trails to defend every number.

What is budgeting and planning software?

Budgeting and planning software is an advanced tool used by finance teams to help them build accurate forecasts, manage spend, and align business goals with financial strategy. Budgeting and planning software is like an evolution of spreadsheets, offering real-time collaboration and automated workflows. These advanced features allow finance teams to explore “what-if” scenarios and make data-driven decisions to reach their goals.

It also connects seamlessly with financial reporting software to ensure your budgets and forecasts roll up into live, audit-ready reports.

What is the best budgeting and planning software?

The best budgeting and planning software should not only be able to assist you in creating a budget or handling basic planning—it should be the foundation of your entire financial strategy. Good budgeting and planning software should equip you with all the functionality you need to plan, adjust, and report in real time. Automated workflows, dynamic budget-process templates, AI-based cash-flow forecasting, and real-time forecasting are essential if you want to be one step ahead of your competition.

Is Excel a budgeting software?

Excel was a decent budgeting tool around 20 years ago—but for modern finance teams, it now creates more problems than it solves. With Excel there are no audit trails and no easy collaboration methods, which leads to no confidence in the end numbers. High-growth companies need something faster, smarter, and built to scale. DualEntry offers these benefits in a single platform, plus allows for full control and transparency at every step.

How is DualEntry different from legacy FP&A tools?

Legacy FP&A tools and forecasting software weren’t built for today’s fast-paced growth environment. They’re clunky, siloed, and require armies of consultants just to get set up. DualEntry is different. It’s implemented in under 4 weeks—not months—and it's easy to use, with AI features for teams who need to move fast.

What kinds of planning does DualEntry support?

DualEntry supports every kind of planning style needed by high-growth finance teams. You can build dynamic budget templates, create interactive reports, track financial performance in real time, and automate variance analysis. Our integrated cost allocation software also ensures expenses are assigned correctly across entities and departments, making your plans more accurate and audit-ready.

See the full power of DualEntry in 30 minutes