DualEntry Business Intelligence
Reporting, dashboards, analytics, and data visualisation capabilities built into the ERP platform for operational and strategic decision-making.
DualEntry provides solid business intelligence functionality covering most mid-market requirements. It is not a core differentiator, but it handles standard workflows effectively.
The business intelligence scope DualEntry ships, grouped as the product itself organises it.
AI Accounting Copilot4
A conversational assistant, opened via a command bar shortcut, that answers plain-language questions against live ledger data, drafts journal entries from descriptions, and explains account variances. It works read-only until a user explicitly posts a drafted entry, and every interaction is logged for audit.
- Natural-Language Ledger QueryingAnswers plain-language questions about balances, entries, and spend by querying live ledger data and returning drillable result tables.
- AI-Drafted Journal EntriesTurns a plain-text description into a proposed multi-line journal entry that respects the chart of accounts and required dimensions, left for the user to review and post.
- AI Variance NarrationDuring close, generates a written explanation of an unusual account movement by identifying which underlying transactions drove the change.
Will DualEntry meet your ai accounting copilot needs? Build your requirements and perform a full analysis.
Build my requirements →Standard Financial Statements3
Generates the balance sheet, income statement, cash flow statement, and statement of stockholders' equity from GL data, with entity/period/dimension filters, prior-period or budget comparisons, drill-down to transactions, and multi-entity consolidation.
- Core Four StatementsProduces the balance sheet, income statement, indirect-method cash flow statement, and statement of stockholders' equity from GL data.
- Statement Drill-Down & ConsolidationLets a user click any statement line to see its underlying transactions, and runs a statement across multiple entities with automatic intercompany elimination.
Will DualEntry meet your standard financial statements needs? Build your requirements and perform a full analysis.
Build my requirements →Custom Report Builder3
Builds tabular or summary reports from chosen dimensions and measures with filters, multi-level grouping, budget/prior-period comparisons, calculated columns, and scheduled delivery.
- Dimension/Measure Report DesignBuilds a tabular or summary report by choosing which dimensions define its rows and which measures (debit, credit, net, balance, variance) define its columns.
- Report Sharing & Scheduled DeliveryShares a saved report as view-only or editable, and schedules it for automated daily, weekly, or monthly delivery as PDF or Excel.
Will DualEntry meet your custom report builder needs? Build your requirements and perform a full analysis.
Build my requirements →Dashboards3
Assembles metric, chart, and report tiles into a single-, two-, or three-column dashboard with configurable auto-refresh and view/edit sharing by user, role, or organization.
- Metric, Chart & Report TilesPlaces metric tiles (with period-over-period change), chart tiles (bar/line/pie from a saved report), and report tiles (embedded tables) onto a dashboard.
- Dashboard Sharing & EmbeddingShares a dashboard with specific users, roles, or the whole organization as view-only or editable, or embeds it externally via an authenticated iframe.
Will DualEntry meet your dashboards needs? Build your requirements and perform a full analysis.
Build my requirements →Exporting & Report Groups3
Exports individual reports as CSV, Excel, or PDF, and bundles saved reports into ordered report groups that run together as a combined PDF or zip, optionally on a recurring email schedule.
- Report Export FormatsExports a report as CSV, Excel, or PDF, processing large exports asynchronously and keeping completed files for 30 days.
- Report Group Packaging & SchedulingBundles several saved reports into an ordered group that runs as one combined PDF or zip, optionally on a recurring email schedule.
Will DualEntry meet your exporting & report groups needs? Build your requirements and perform a full analysis.
Build my requirements →Flux Analysis4
Compares each account's current balance to a prior-period, year-over-year, or budget baseline, flags variances that breach configurable materiality thresholds, and captures reviewer commentary (with AI-drafted explanation suggestions) for the flagged accounts.
- Baseline Variance CalculationComputes each account's dollar and percentage change against a prior-period, year-over-year, or budget baseline.
- Materiality Threshold ConfigurationFlags a variance as material based on configurable dollar and/or percentage thresholds that can differ by statement type or account.
- Variance Commentary & AI ExplanationsCaptures reviewer commentary on flagged variances, with an AI-drafted explanation suggestion the reviewer can edit before submitting.
Will DualEntry meet your flux analysis needs? Build your requirements and perform a full analysis.
Build my requirements →Aging Reports3
Ages open AR/AP documents into configurable buckets by due or document date, estimates bad-debt allowances by bucket, and groups/drills down by customer, vendor, or dimension.
- Configurable Aging Buckets & Reference DateAges open invoices/bills into configurable buckets, measured from either the due date or the document date.
- Bad-Debt Allowance EstimationEstimates a bad-debt allowance by applying a configurable percentage to each aging bucket.
Will DualEntry meet your aging reports needs? Build your requirements and perform a full analysis.
Build my requirements →Multi-Entity Consolidation5
Organizes companies into a parent-child hierarchy, each with its own books, and consolidates them on demand with configurable intercompany eliminations and currency translation into the parent currency.
- Intercompany TransactionsPosts balanced intercompany journal entries or cross-company invoice/bill lines that auto-generate matching receivable/payable sides.
- Elimination Rules & Consolidated ReportingConfigures which intercompany account pairs eliminate, then produces on-demand consolidated reports showing entity contributions and eliminations.
- Currency Translation for ConsolidationTranslates a child entity's financials into the parent currency using the current-rate or temporal method, posting the resulting adjustment to equity.
- Company Record ManagementLists and retrieves the company (legal entity) records that make up the tenant's entity hierarchy.
Will DualEntry meet your multi-entity consolidation needs? Build your requirements and perform a full analysis.
Build my requirements →Other capabilities2
Will DualEntry meet your other capabilities needs? Build your requirements and perform a full analysis.
Build my requirements →The DualEntry Evaluation Kit
An independent assessment of DualEntry — strengths, gaps and real pricing — plus a requirements template you can score its business intelligence against alongside every other system on your shortlist.
DualEntry Evaluation Kit
2026 Edition · PDF guide + XLSX template
ERP Research
- Buyer's guide (PDF): DualEntry independently assessed — where it is strong, where it is not, and what it actually costs
- Requirements template (XLSX): weight your requirements and score vendors side by side
- Structured by module, so business intelligence sits alongside the rest of your scope
- The questions to put to the vendor and to implementation partners
DualEntry Evaluation Kit
DualEntry add-ons & integrations
Extend DualEntry with best-of-breed software that integrates with it:
Business Intelligence — strength by vendor
| Vendor | Strength | Best for | Starting price | Implementation | Actions |
|---|---|---|---|---|---|
 | ★★★ strong | Mid-market and standardised enterprises wanting fast time-to-value | $180/user/mo | 3–6 months | |
| ★★★ strong | Large, complex enterprises needing deep customisation and controlled upgrades | Custom | 6–18 months | |
 | ★★★ strong | Fast-growing mid-market companies wanting unified cloud ERP | $99/user/mo | 4–9 months | |
 | ★★★ strong | Large enterprises moving from on-premise Oracle to cloud | Custom | 9–18 months | |
 | ★★★ strong | Mid-to-large companies in the Microsoft ecosystem | $50/user/mo | 6–14 months | |
 | ★★★ strong | Service companies and nonprofits needing deep financial management | Custom | 3–6 months | |
 | ★★★ strong | Large enterprises wanting industry-specific cloud ERP | Custom | 9–18 months | |
 | ★★★ strong | People-centric organisations needing unified HR + finance | Custom | 6–12 months |
Evaluating business intelligence on DualEntry
What to put in front of the vendor before you commit.
- 1Self-service report building (no IT dependency)
- 2Real-time vs batch reporting
- 3Integration with Power BI, Tableau, or Looker
- 4Embedded AI and predictive analytics
- 5Mobile dashboard access
DualEntry starts at a custom quote with a typical total cost of Not publicly disclosed and a 4–12 weeks implementation.
Full DualEntry pricing breakdown →Need help evaluating DualEntry business intelligence?
Tell us what you need it to do and we'll help you work out whether DualEntry is the right fit — and which partners have done it before.
DualEntry Business Intelligence FAQ
Does DualEntry flag unusual account variances automatically?
Yes — Flux Analysis compares each account's current balance to a prior-period, year-over-year, or budget baseline, flags variances breaching configurable materiality thresholds, and captures reviewer commentary with AI-drafted explanation suggestions.
Can DualEntry consolidate financials across multiple entities?
Yes — Multi-Entity Consolidation organizes companies into a parent-child hierarchy, each with its own books, and consolidates them on demand with configurable intercompany eliminations and currency translation into the parent currency.
What standard financial statements does DualEntry produce?
DualEntry generates the balance sheet, income statement, cash flow statement, and statement of stockholders' equity from GL data, with entity/period/dimension filters, prior-period or budget comparisons, and drill-down to underlying transactions.
Does DualEntry support self-service reporting for non-finance users?
Self-service analytics is one of DualEntry's rated-moderate areas — reporting and drill-down exist, but distribution and access controls for sharing reports broadly are comparatively thinner. Confirm current sharing and permissioning options directly with DualEntry.
Other DualEntry modules
Explore DualEntry by industry & company size
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OverviewDualEntry Review 2026: Pricing, Modules & Fit
DualEntry is an AI-native accounting platform for mid-market to pre-IPO finance teams, quote-only pricing, 4-12 week go-live. See modules, limits, NetSuite fit.
OverviewDualEntry Review 2026: Pricing, Modules & Fit
DualEntry is an AI-native accounting platform for mid-market to pre-IPO finance teams, quote-only pricing, 4-12 week go-live. See modules, limits, NetSuite fit.
ModulesDualEntry Finance & Accounting
DualEntry Finance & Accounting capabilities and review.