Financial Reporting Software
Multidimensional reporting and analytics
Slice, extract, and present your data just how you like it. Report in real time across all entities, and uncover new insights with AI.
Create reports that match your business logic
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Custom report designs
Dive into granular transaction analysis and tailored views of your financial data. Create department-specific R&D expense reports, conduct month-over-month vendor comparisons, and spot missing accruals in minutes.
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Dynamic reporting
Drag-and-drop your way to the ideal custom reports. Turn standard income statements into targeted analyses by project, region, or entity. Isolate revenue accounts or combine operating expenses for more focused analysis.
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Flexible accounting periods
Adapt reporting periods with custom accounting calendars. Whether you run on a standard calendar year or a 4-4-5 reporting schedule, easily generate consolidated views and calculate KPIs like gross margin and operating income.
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Airtight data control
Maintain data integrity with period-end controls and comprehensive tracking. Period locking blocks unauthorized changes during reporting periods. Detailed audit trails ensure transparency.
Unlock advanced analytics
Multidimensional analysis
Map performance across unlimited custom dimensions. Connect organizational characteristics to transactions for granular analysis of revenue, margins, and operational metrics across divisions, territories, channels, and product lines.
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Automated metrics
Calculate operating margins and core metrics with flexible account groupings. Set and forget these recurring calculations, putting manual spreadsheet edits in the past.
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Smooth Excel integration
Explore your financial data through DualEntry's native Excel integration. Build dynamic models with custom formulas. Access detailed line-item data and coding details for precise month-end reconciliation.
Flux analysis
Set up automated flux analysis with custom thresholds and assignment workflows. Automate recurring, period-specific reports, complete with due dates and detailed variance explanations.
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Get insights that go beyond the numbers
AI analysis
Leverage AI-generated analysis and forecasting to enhance your team’s accuracy and strategic planning. Uncover patterns and predict future performance so you can make informed, confident decisions.
Granular reporting
Achieve precision with custom categories and AI-powered report generation. Use custom filters to drill reports down to the most granular level, unlocking deep insights that are specific to your enterprise’s needs.
Risk assessment
Accurately assess financial risks with AI-driven insights into period-over-period trends and adjustments to line items. Access real-time analysis of key metrics – from profitability to annual recurring revenue – to ensure compliance.
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 without navigating multiple reports.
AI narratives
Transform raw financial data into compelling business stories with DualEntry AI’s narrative creation. Seamlessly integrate financial statements, visualizations, and explanatory text to provide stakeholders with thorough, context-rich reports.
Simplify 1099 reporting
Streamline 1099 compliance with end-to-end vendor management and reporting. Automate W-9 collection, track completion, and centralize vendor details. Set custom rules for 1099-NEC and 1099-MISC to identify qualifying transactions and get accurate reports year-round.
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Model future scenarios with confidence
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Enhanced scenario planning
Model strategic changes with powerful what-if analyses. Simulate market shifts and cost structures, and create multiple scenarios for new products, delivery methods, and customer-base expansions.
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Detailed cost analysis
Understand what's really driving your costs and allocate resources in the smartest way. Analyze cost relationships and assess the impact of regulatory changes on interest rates, shipping costs, and insurance.
Version history
Easily review all changes made to any financial record in DualEntry. See a chronological list of modifications and the team members who made them, along with IP addresses and timestamps.
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Legacy ERPs weren’t built for real-time reporting.
DualEntry is.
| Feature |  |  |  |  |
|---|---|---|---|---|
| AI cost analysis DualEntry AI automatically identifies cost-saving opportunities | Not available | Not available | Not available | |
| AI risk assessment Accurately assess financial risks with AI-driven insights into period-over-period trends and adjustments to line items | Not available | Not available | 3rd-party required | |
| 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 available | Not available | 3rd-party required | |
| AI insights DualEntry AI automatically generates insightful visualizations and narratives from your data, highlighting key trends, measures, and points of interest | Not available | Not available | 3rd-party required | |
| 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 available | Not available | 3rd-party required | |
| 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 available | Not available | 3rd-party required | |
| 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 | 3rd-party required | 3rd-party required | ||
| 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 | Not available | |||
| Flexible accounting periods Adapt reporting periods to match your business structure with custom accounting calendars | Not available | |||
| Activity logs DualEntry captures and logs all activity on customer records and associated transactions, including user actions, IP addresses, and timestamps | 3rd-party required | |||
| 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 | 3rd-party required | |||
| 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 | 3rd-party required | |||
| 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 | ||||
| Custom report builder Create department-specific R&D expense reports, conduct month-over-month vendor comparisons, and identify missing accruals within minutes | ||||
| 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 | ||||
| Period locking Period locking blocks unauthorized modifications during critical reporting periods | ||||
| Audit trails DualEntry keeps detailed logs of all system customizations, master-data changes, and modifications to workflows, scripts, and system settings |
