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
Custom report designs
Dive into granular transaction analysis and tailored views of your financial data with DualEntry’s report builder. Create department-specific R&D expense reports, conduct month-over-month vendor comparisons, and identify missing accruals within minutes.
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.
Flexible accounting periods
Adapt reporting periods to match your business structure with custom accounting calendars. Whether you operate on a standard calendar year or a 4-4-5 reporting schedule, generate consolidated views and calculate KPIs like gross margin and operating income.
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.
Automated metrics
Calculate operating margins and core metrics with DualEntry’s flexible account groupings. Set and forget these recurring calculations and put manual spreadsheet edits in the past.
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 customizable thresholds and assignment workflows. Automate recurring, period-specific reports, complete with due dates and detailed variance explanations.
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.
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 generate accurate reports year-round.
Model future scenarios with confidence
Enhanced scenario planning
Model strategic changes with powerful what-if analyses. Simulate market shifts and cost structures. Create multiple scenarios for new products, delivery methods, and customer-base expansions.
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
Keep track of every change in your financial records. Easily review all changes made to any record in DualEntry. See a chronological list of modifications and the team members who made them, along with IP addresses and timestamps.