---
title: DualEntry Reviews
meta_title: 'DualEntry Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 123 reviews by the users' company size, role or industry
  to find out how DualEntry works for a business like yours.
aggregate_rating:
  rating_value: 4.9
  review_count: 123
  scale: '5'
date_modified: '2026-08-07'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# DualEntry Reviews
**Vendor:** DualEntry  
**Category:** [Accounting Software](https://www.g2.com/categories/accounting)  
**Average Rating:** 4.9/5.0  
**Total Reviews:** 123
## About DualEntry
DualEntry is the AI-native ERP that helps finance teams achieve more in less time. With powerful automations, it takes manual work out of everything from everyday accounting, AR/AP, and revenue management to tax handling, financial reporting, and audit prep. DualEntry is built for global, multi-entity, multi-currency operations. It’s designed to scale with business from mid-market to IPO and beyond, adapting to a company’s specific needs – no matter how complex. 𝗕𝘂𝗶𝗹𝘁 𝗯𝘆 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗳𝗼𝗿 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗗𝘂𝗮𝗹𝗘𝗻𝘁𝗿𝘆 𝗼𝗳𝗳𝗲𝗿𝘀: • Multi-entity consolidation across global subsidiaries • Multi-currency support, covering 180 local currencies in 240 countries, with live FX rates • Automated intercompany eliminations and journal-entry posting • Custom workflows and granular access controls • Role-based, real-time dashboards • Audit-ready financials with SOX, SOC 2, and GDPR compliance • A flexible, complete GL that you can tailor to you with unlimited nestable classifications and custom feeds • Real-time insights and drillable, multi-dimensional reporting across entities • 13,000+ bank connections covering 60+ countries • 200+ free, seamless integrations across CRM, AP, AR, and more Automate your workflows end-to-end with DualEntry, and grow your business without adding to your headcount. Schedule a personalized demo now.



## DualEntry Pros & Cons
**What users like:**

- Users value the **ease of use** of DualEntry, benefiting from automated workflows and powerful integrations for efficient tracking. (318 reviews)
- Users value the **smooth handling of thousands of transactions** , ensuring performance even during high-volume processing. (272 reviews)
- Users highlight the **efficiency** of DualEntry in handling high-volume transactions smoothly and reliably. (256 reviews)
- Users value the **powerful integrations** of DualEntry, enhancing accuracy and efficiency in financial tracking. (235 reviews)
- Users appreciate the **time-saving automation** of DualEntry, allowing teams to focus on strategic decision-making. (231 reviews)
- Users appreciate the **intuitive interface** of DualEntry, making navigation and complex tasks effortless for everyone. (228 reviews)
- Users value the **automation capabilities** of DualEntry, significantly enhancing efficiency and accuracy in financial management. (204 reviews)
- Users value the **user-friendly interface** of DualEntry, enhancing efficiency in accounting and financial decision-making. (191 reviews)
- Users value the **automated reporting** of DualEntry, enhancing accuracy and saving valuable time for decision-making. (170 reviews)
- Users appreciate the **easy integrations** of DualEntry, enhancing efficiency across various accounting workflows and software. (159 reviews)

**What users dislike:**

- Users find that **improvement is needed** in onboarding guidance and customization options for a better experience. (116 reviews)
- Users note the **missing mobile app** and lack of onboarding tools, making the initial experience challenging. (92 reviews)
- Users express frustration with **limited customization** options in DualEntry, impacting their ability to personalize the experience. (91 reviews)
- Users find the interface **not user-friendly** , as it lacks guidance and onboarding tools for newcomers. (84 reviews)
- Users find the **learning difficulty** with DualEntry challenging due to insufficient guidance for new users. (83 reviews)
- Users experience a challenging **learning curve** with DualEntry, needing better guidance and resources for new features. (75 reviews)
- Complex Interface (56 reviews)
- Not Intuitive (54 reviews)
- Limited Functionality (51 reviews)
- Users experience **integration issues** with niche tools, leading to setup challenges and potential data errors in workflows. (49 reviews)

## DualEntry Reviews
  ### 1. Scalable

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consumer Services | Enterprise (> 1000 emp.)

**Reviewed Date:** June 07, 2025

**What do you like best about DualEntry?**

What impressed me the most was the dashboard capabilities, user friend interface and his capability for interoperability and because of that also the platform itself can also easily customize according to customer business needs.

**What do you dislike about DualEntry?**

Though I feel that the dualentry is powerful finance accounting system, I must say that it would be a perfect fit to compete a software similar to quikbooks or it may above and beyond on that kind of software but on my point of view not on the level of ERP like Netsuite, Sage, Acumatica, unit4, Zip etc. for the reason many modules are not yet available to be classified the software as an ERP environment, there are features is not yet available for flexibility for example there is no requisition on order2Cash features on medium and big company the order2cash usually start on requisition, the workflow is more on approval rather than business process workflow. May prone to error on selecting a company when recording a transaction and many more.

**What problems is DualEntry solving and how is that benefiting you?**

Easy to understand,Scalability and integration with other software like banking, forex rate exchange and
 many other functionalities that may customize.

**Official Response from Jeselle Sande Bernasor:**

> Hi,

Thanks for sharing your thoughtful feedback!

I’m glad to hear you’re enjoying the dashboard, the easy-to-use interface, and the flexibility to adapt the platform to different business needs. It’s great to know the integrations and customization options are helping your workflow.

I also appreciate your insights about the current module coverage and workflows. Feedback like this helps guide our improvements as we continue to grow the platform.

Thanks for being part of our community!

Jess – Customer Success Manager, DualEntry | The #1 AI ERP

  ### 2. Dual Entry helps  reduce manual entry in my Accounting Journey

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ailyn D. | Accounting Associate / Bookkeeper, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 14, 2025

**What do you like best about DualEntry?**

you can absolutely do fast phase in reporting.

**What do you dislike about DualEntry?**

As I tried to use the Dual Entry , I have not encounter any difficulties

**What problems is DualEntry solving and how is that benefiting you?**

It helps minimize manual errors , easily tracks discrepancies , and automates time consuming tasks.

**Official Response from Jeselle Sande Bernasor:**

> Hi Ailyn,

Thanks for sharing your thoughtful feedback!

We're thrilled to hear that DualEntry’s fast reporting and ability to reduce manual work are helping you save time and track discrepancies with ease.

Thanks again for being a part of our community!

Jess – Customer Success Manager, DualEntry | The #1 AI ERP

  ### 3. Good financial handling software for small size or mid size company

**Rating:** 4.5/5.0 stars

**Reviewed by:** Suraj Parkash T. | Freelance, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 01, 2025

**What do you like best about DualEntry?**

It has transparent pricing unlike other ERP systems which apply some hidden charges. And it is also a cost effective product

**What do you dislike about DualEntry?**

DualEntry has some limitations like integration of an open API is not available. May be they can add that feature too.

**What problems is DualEntry solving and how is that benefiting you?**

DualEntry is a platform which integrates many features like Accouting, billing, reporting, finances of the company. And all are mapped so correctly which helps me track things and reduce time.

**Official Response from Bruno Bašić:**

> Hi Suraj,  

Thank you so much for taking the time to share your experience with DualEntry! We're thrilled to hear that you've found value in our transparent pricing model and cost-effective platform that brings together accounting, billing, reporting, and financial management into one streamlined solution.  

We also appreciate your feedback on adding open API integration. Insights like yours are incredibly important as we continue to evolve and improve the experience for all our users. 

Thanks again for being a part of our community!  

Bruno – Customer Success Manager, DualEntry | The #1 AI ERP

  ### 4. Blown away with the integrations

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Civil Engineering | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 21, 2025

**What do you like best about DualEntry?**

I just love all the integrations available. We use Ramp for spend management and Rippling for our HR needs. Being able to integrate both these services this easily with DualEntry was a huge plus for us. I'd recommend it to anyone looking to move beyond basic accounting software and automate time-consuming tasks.

**What do you dislike about DualEntry?**

I don't have anything in particular that I don't like.

**What problems is DualEntry solving and how is that benefiting you?**

It automated boring and time-consuming tasks and made focusing on the important work possible.

**Official Response from Bruno Bašić:**

> Hi Toni, 

Thank you so much for taking the time to share your experience with DualEntry!   We're thrilled to hear that you've found value in the automation of time-consuming tasks that lets you focus on more important work. 

We also appreciate your positive note that there’s nothing in particular you’d change. Insights like yours are incredibly important as we continue to evolve and improve the experience for all our users.

Thanks again for being a part of our community! 

Bruno - Customer Success Manager, DualEntry | The #1 AI ERP

  ### 5. Interesting System

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 02, 2025

**What do you like best about DualEntry?**

How I like the system is like it has all accounting software needed. all functions are very easy to use

**What do you dislike about DualEntry?**

well not so dislike but I think the design team can enhance more color pallete for the system.

**What problems is DualEntry solving and how is that benefiting you?**

Sorting all transactions like journals, invoices and many more. it helps me more to work effectively

**Official Response from Jeselle Sande Bernasor:**

> Hi Mary,

Thanks for sharing your thoughtful feedback!

We’re thrilled to hear that you find DualEntry complete, easy to use, and helpful in giving you all the accounting functions you need in one place.

We also appreciate your suggestion about enhancing the color palette and we’ll keep this in mind as we continue improving the design.

Thanks again for being a part of our community!

Jess – Customer Success Manager, DualEntry | The #1 AI ERP

  ### 6. A Potential Accounting System for Diversified Businesses

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ian Jade M. | Superintendent, Accounting, Enterprise (> 1000 emp.)

**Reviewed Date:** July 07, 2025

**What do you like best about DualEntry?**

I like that it initiates to test their program to outsiders

**What do you dislike about DualEntry?**

So much potential that is not yet implemented such as taxes.

**What problems is DualEntry solving and how is that benefiting you?**

I am an accountant and used different type of system throughout my career such as Quickbooks, Xero and SAP. I
think it has big potential.

**Official Response from Jeselle Sande Bernasor:**

> Hi Ian,

Thanks for sharing your thoughtful feedback!

It’s great to know you value DualEntry’s approach to allowing broader testing and feedback from users outside the organization.

We also appreciate your insights on areas like tax features that you’d love to see added and we’ll consider this as we grow the platform.

Thanks again for being a part of our community!

Jess – Customer Success Manager, DualEntry | The #1 AI ERP

  ### 7. Great functionalities and neat reports.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 12, 2025

**What do you like best about DualEntry?**

DualEntry is almost like quickbooks, but easy to use and neat reporting format. I like how the charts presented in the dashboard as well as the format of the reports.

**What do you dislike about DualEntry?**

he system could have an import templates where in the user can just generate bank statements and upload everything to the system.

**What problems is DualEntry solving and how is that benefiting you?**

DualEntry is helpful for financial reporting.

**Official Response from Jeselle Sande Bernasor:**

> Hi,

Thanks for sharing your thoughtful feedback!

I’m glad to hear you’re enjoying DualEntry’s clean reports and easy-to-read dashboard. It’s great that the layout is helping make your financial reporting smoother.

I also appreciate your suggestion about adding import templates for bank statements. That’s helpful, and we’ll keep it in mind as we continue improving the platform.

Thanks for being part of our community!

Jess – Customer Success Manager, DualEntry | The #1 AI ERP

  ### 8. DualEntry has an impressive features and a user-friendly interface.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Deej F. | HR Professional, Enterprise (> 1000 emp.)

**Reviewed Date:** June 13, 2025

**What do you like best about DualEntry?**

I was impressed with the smooth and light interface of Dual Entry. Given the fact that it is web based. You
can access it anywhere and anytime. You can also access it through mobile which is helpf
ul in cases. Last
thing, it is user friendly. One would easily navigate the tool with ease without being lost.

**What do you dislike about DualEntry?**

There's not much really. Hopef
ully when issues/challenges arise, their Customer Service will be on time for a
24/7 for assistance.

**What problems is DualEntry solving and how is that benefiting you?**

Helpful in migrating our payroll files and other employee data.

**Official Response from Jeselle Sande Bernasor:**

> Hi Deej,

Thanks for sharing your thoughtful feedback!

I’m glad to hear you’re enjoying DualEntry’s smooth, lightweight interface and the flexibility of being able to access it anytime, even on mobile. It’s great to know navigation feels easy and intuitive for you.

I also appreciate your note about timely customer support. That’s helpful feedback, and we’ll keep it in mind as we continue improving the experience.

Thanks for being part of our community!

Jess – Customer Success Manager, DualEntry | The #1 AI ERP

  ### 9. Smart. Precise. Accurate.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 24, 2025

**What do you like best about DualEntry?**

With dual entry, you always see the full picture—what the company has, what it owes, and how everything fits together. It keeps things clear, balanced, and makes your reporting way more reliable.

**What do you dislike about DualEntry?**

Honestly, no issues here—everything runs pretty smoothly

**What problems is DualEntry solving and how is that benefiting you?**

With this type of approach you get a clear, complete view of your finances, making tax time less stressful

**Official Response from Bruno Bašić:**

> Hi Karlo,

Thank you so much for taking the time to share your experience with DualEntry! We're thrilled to hear that you've found value in our clear and balanced approach to financial reporting, which helps you always see the full picture and improves reporting accuracy.

We also appreciate your positive feedback that everything is running smoothly. Insights like yours are incredibly important as we continue to evolve and improve the experience for all our users.

Thanks again for being a part of our community!

Bruno – Customer Success Manager, DualEntry | The #1 AI ERP

  ### 10. The Interfaces I Looked at were easy to use and  Intuitive. I am impressed with the fixed assets.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mark J. | Tasking Expert, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 02, 2025

**What do you like best about DualEntry?**

After further review I am more impressed with the way Fixed Assets are handled.

**What do you dislike about DualEntry?**

The interface from the Cost side needs improvement.

**What problems is DualEntry solving and how is that benefiting you?**

DualEntry is making the accounting software more user-friendly and more intuitive to enable more people to use it.

**Official Response from Jeselle Sande Bernasor:**

> Hi Mark,

Thanks for sharing your thoughtful feedback!

I’m glad to hear you’re impressed with how DualEntry handles fixed assets. It’s great to know that part of the system is working well for you.

I also appreciate your note about improving the cost-side interface. Feedback like this is really helpful as we continue refining the platform.

Thanks for being part of our community!

Jess – Customer Success Manager, DualEntry | The #1 AI ERP

  ### 11. Initial Review of DualEntry’s Tester Program Walkthrough

**Rating:** 5.0/5.0 stars

**Reviewed by:** Prince Priya  T. | Accounts Payable Executive, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 08, 2025

**What do you like best about DualEntry?**

Having prompts or error highlights appear during entry is a strong feature for both speed and
accuracy

**What do you dislike about DualEntry?**

If the video is silent or lacks narration, adding a voiceover or subtitles would enhance
accessibility and understanding.

**What problems is DualEntry solving and how is that benefiting you?**

the biggest benefit is the efficiency and accuracy it brings. Tasks that would normally take hours—like validating
large sets of journal entries or reconciling intercompany transactions—can now be handled much faster and with
greater confidence

**Official Response from Jeselle Sande Bernasor:**

> Hi Prince,

Thanks for sharing your thoughtful feedback!

We’re thrilled to hear that DualEntry’s prompts and error highlights help boost both speed and accuracy while you work.

We also appreciate your suggestion about adding voiceovers or subtitles to videos and we’ll keep this in mind as we continue improving accessibility.

Thanks again for being a part of our community!

Jess – Customer Success Manager, DualEntry | The #1 AI ERP

  ### 12. User Friendly Dual Entry

**Rating:** 5.0/5.0 stars

**Reviewed by:** Waverly B. | Chief Operations Officer, Enterprise (> 1000 emp.)

**Reviewed Date:** July 07, 2025

**What do you like best about DualEntry?**

Having a Feature of Importation recording in accounting which is very rare to see on different Accounting Software like Quickbooks online and Xero App.

**What do you dislike about DualEntry?**

Not about dislike but still need to review if really can cater big businesses.

**What problems is DualEntry solving and how is that benefiting you?**

Not a problem but rather a solution to an integration of importation transactions to one system that helps ease the usage specially to an industry having import / export business.

**Official Response from Jeselle Sande Bernasor:**

> Hi Waverly,

Thanks for sharing your thoughtful feedback!

I’m happy to hear the importation recording feature has been especially useful for your work, particularly in import and export processes. It’s great that it helps keep everything in one place.

I also appreciate your note about checking how well the platform scales for larger businesses. That’s helpful feedback, and we’ll keep it in mind.

Thanks for being part of our community!

Jess – Customer Success Manager, DualEntry | The #1 AI ERP

  ### 13. DualEntry system review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Karen S. | Accounting Supervisor, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 05, 2025

**What do you like best about DualEntry?**

User friendly and easy access to all modules, especially on the modules used. The modules are well defined.

**What do you dislike about DualEntry?**

We need to improve the customer support, so as to support the client's requests.

**What problems is DualEntry solving and how is that benefiting you?**

easy access to all modules, report preparation, integration with other system

**Official Response from Jeselle Sande Bernasor:**

> Hi Karen,

Thanks for sharing your thoughtful feedback!

I’m glad to hear you find DualEntry user-friendly and that the modules are easy to access and clearly defined. It’s great to know this helps with reporting and integrations in your workflow.

I also appreciate your note about improving customer support. That’s valuable feedback, and we’ll keep it in mind as we continue enhancing the experience.

Thanks for being part of our community!

Jess – Customer Success Manager, DualEntry | The #1 AI ERP

  ### 14. A very reliable finance automation that helps me alot in managing time

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lesterr d. | Accounting staff, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 05, 2025

**What do you like best about DualEntry?**

Dual enty was easy to use and helps me alot in fixing financial aspect and financial reporting

**What do you dislike about DualEntry?**

actually i dont dislike dual entry because it helps me alot.

**What problems is DualEntry solving and how is that benefiting you?**

Accounting cycle and financial aspect of companies

**Official Response from Jeselle Sande Bernasor:**

> Hi Lesterr,

Thanks for sharing your thoughtful feedback!

I’m really glad to hear that DualEntry has been easy for you to use and helpful in managing your financial tasks and reporting. It’s great to know the platform is supporting your accounting work.

Thanks again for being a part of our community!

Jess – Customer Success Manager, DualEntry | The #1 AI ERP

  ### 15. Real time snapshot of key financial metrics

**Rating:** 5.0/5.0 stars

**Reviewed by:** Liliana P. | Founder, President &amp; Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 28, 2025

**What do you like best about DualEntry?**

 Real time dashboard provides an excellent overview of key financial indicators with an easy way to drill down. Another great aspect of the software is an easy integration with a number of systems, such as Rippling, Bill.com to name just few. Clean and intuitive interface, easy to use. 

**What do you dislike about DualEntry?**

 There is no mobile application (just yet).

**What problems is DualEntry solving and how is that benefiting you?**

It offers seamless management of intercompany transactions without manual switching and record of separate transactions. Reduces time and errors.

**Official Response from Jeselle Sande Bernasor:**

> Hi Liliana,

Thanks for sharing your thoughtful feedback!

I’m happy to hear the real-time dashboard, smooth integrations, and clean interface are making your work easier and more efficient. It’s great to know the platform is reducing manual steps and errors for you.

Thanks as well for mentioning the mobile app. That’s helpful feedback, and we’ll keep it in mind as we continue improving.

Thanks again for being a part of our community! 

Bruno – Customer Success Manager, DualEntry | The #1 AI ERP

  ### 16. An ideal fit for companies and who want to learn about business analytics.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Omar M. | Data Analyst and BI Developer , Small-Business (50 or fewer emp.)

**Reviewed Date:** June 01, 2025

**What do you like best about DualEntry?**

It covers all aspects from general dashboard to accounting details and reporting. It is easy-to-use and easy-to-understand.

**What do you dislike about DualEntry?**

It needs to make some customization for every user.

**What problems is DualEntry solving and how is that benefiting you?**

It is giving nice summary about execution and financial planning.

**Official Response from Jeselle Sande Bernasor:**

> Hi Omar,

Thanks for sharing your thoughtful feedback!

I’m glad to hear that DualEntry’s dashboard, accounting features, and reports feel easy to use and give you a clear view of your financial information. It’s great to know the platform is helping with both execution and planning.

I also appreciate your note about adding more customization options. That’s helpful feedback, and we’ll keep it in mind as we continue improving.

Thanks again for being a part of our community! 

Jess – Customer Success Manager, DualEntry | The #1 AI ERP

  ### 17. An all-around ERP for a growing business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeric B. | Senior Business Development Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 19, 2025

**What do you like best about DualEntry?**

Ease of Use, Easy to implement, a lot of integration possibilities

**What do you dislike about DualEntry?**

Pricing would be nice if it can have promotions

**What problems is DualEntry solving and how is that benefiting you?**

The fragmented modules from legacy systems.

**Official Response from Jeselle Sande Bernasor:**

> Hi Jeric,

Thanks for sharing your thoughtful feedback!

I’m glad to hear that DualEntry’s ease of use, simple implementation, and strong integration options are working well for you. It’s great to know it’s helping streamline what used to be fragmented across older systems.

I also appreciate your note about pricing and promotions. That’s helpful feedback, and we’ll keep it in mind.

Thanks again for being a part of our community!

Jess – Customer Success Manager, DualEntry | The #1 AI ERP

  ### 18. DualEntry is an intuitive, all-in-one productivity software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Eileen Z. | Accountant, Enterprise (> 1000 emp.)

**Reviewed Date:** June 12, 2025

**What do you like best about DualEntry?**

DualEntry is an intuitive, all-in-one productivity software that’s incredibly easy to use, offering a clean interface for accounting/financial management. It includes crucial segments, making it ideal for business use. Frequently used components are seamlessly integrated, streamlining workflows effortlessly.

**What do you dislike about DualEntry?**

The AI querying capabilities for reports and transactions are still evolving

**What problems is DualEntry solving and how is that benefiting you?**

AI querying capabilities for reports would save me significant time and reduce errors in managing finances

**Official Response from Jeselle Sande Bernasor:**

> Hi Eileen,

Thanks for sharing your thoughtful feedback!

We’re glad to hear that DualEntry’s simple interface and unified tools make day to day financial management easier and more productive for you.

We also appreciate your feedback on the AI query feature and we’ll keep this in mind as we continue building out smarter reporting.

Thanks again for being a part of our community!

Jess – Customer Success Manager, DualEntry | The #1 AI ERP

  ### 19. Next big thing in Accounting software game

**Rating:** 5.0/5.0 stars

**Reviewed by:** Calvin Joseph T. | Accounting staff, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 03, 2025

**What do you like best about DualEntry?**

DualEntry has a user-friendly interface enabling smooth access.

**What do you dislike about DualEntry?**

Tool Guides on how to use each features of the software will make your experience easier.

**What problems is DualEntry solving and how is that benefiting you?**

Invoicing and bookeeping functions are made easier

**Official Response from Bruno Bašić:**

> Hi Calvin,

We're glad to hear the user-friendly interface is helping make your day-to-day tasks smoother. We also appreciate your suggestion about adding more tool guides. 

Feedback like this helps us keep improving the onboarding and overall user experience.

Bruno – Customer Success Manager, DualEntry | The #1 AI ERP

  ### 20. Automation

**Rating:** 5.0/5.0 stars

**Reviewed by:** Cherieleanne G. | Sr. AR Business Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** June 12, 2025

**What do you like best about DualEntry?**

User Friendly
Automation efficiency
Data accuracy

**What do you dislike about DualEntry?**

None yet so far. Everything seems to be perfectly fine

**What problems is DualEntry solving and how is that benefiting you?**

Spot checking of duplicate entries

**Official Response from Jeselle Sande Bernasor:**

> Hi Cherieleanne,

Thanks for sharing your thoughtful feedback!

We’re glad to hear that DualEntry’s simplicity, automated processes, and reliable data handling help you stay organized and quickly spot duplicate entries.

We also appreciate your feedback and are happy to know the experience has been smooth.

Thanks again for being a part of our community!

Jess – Customer Success Manager, DualEntry | The #1 AI ERP

  ### 21. accurate financial tracking

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 25, 2025

**What do you like best about DualEntry?**

Clear audit trails. Customer support. Unlike other software, proper training is required before using it.

**What do you dislike about DualEntry?**

None so far. I just need to use and explore the software.

**What problems is DualEntry solving and how is that benefiting you?**

With proper training it is easy to use.

**Official Response from Jeselle Sande Bernasor:**

> Hi,

Thanks for sharing your thoughtful feedback!

I’m glad to hear you’re finding the clear audit trails and customer support helpful, and that the training has made it easier to get started with the system.

Thanks again for being a part of our community!

Jess – Customer Success Manager, DualEntry | The #1 AI ERP

  ### 22. DualEntry - ERP for all business needs

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rutvij U. | Sr. SDET, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 23, 2025

**What do you like best about DualEntry?**

Ease of use, integration to many critical third party like Avalara, BambooHR

**What do you dislike about DualEntry?**

Some navigation is little bit complicated to understand and follow

**What problems is DualEntry solving and how is that benefiting you?**

accounting needs, banking * financial management

**Official Response from Bruno Bašić:**

> Hi Rutvij, 

Thank you so much for taking the time to share your experience with DualEntry! We're thrilled to hear that you've found value in its ease of use and seamless integrations with essential tools like Avalara and BambooHR. 

We also appreciate your constructive feedback on navigational complexity. Insights like yours are incredibly important as we continue to evolve and improve the experience for all our users. 

Thanks again for being a part of our community!

Bruno – Customer Success Manager, DualEntry | The #1 AI ERP

  ### 23. Amazing Features of DualEntry

**Rating:** 5.0/5.0 stars

**Reviewed by:** Crestalyne M. | Cash Operation Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 30, 2025

**What do you like best about DualEntry?**

I liked in DualEntry because it can integrate to Bill.com and Gusto Payroll which is my primary tool in Accounting.

**What do you dislike about DualEntry?**

So far i dont have the reason to dislike DualEntry

**What problems is DualEntry solving and how is that benefiting you?**

The features of integration of a lot of payment and third party tools especially in Accounting.

**Official Response from Bruno Bašić:**

> Hi Crestalyne,

Thank you for sharing your experience!

We’re so glad to hear that DualEntry’s integrations with Bill.com and Gusto Payroll are helping streamline your accounting workflows. Seamless connectivity is a core focus for us—we want your favorite tools to work better together. It’s great to know we’re hitting that mark.

It’s also encouraging to hear that nothing stands out as a downside so far. We’ll keep working to ensure DualEntry continues delivering both reliability and innovation across your day-to-day processes.

Thanks again for being a part of our community!

Bruno – Customer Success Manager, DualEntry | The #1 AI ERP




## DualEntry Discussions
  - [Whats the best ERP for Professional Services?](https://www.g2.com/discussions/whats-the-best-erp-for-professional-services) - 1 comment, 1 upvote

- [View DualEntry pricing details and edition comparison](https://www.g2.com/products/dualentry/reviews?page=3&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-07+10%3A24%3A44+-0500&secure%5Bsession_id%5D=469f2a58-ab4b-47e7-bf68-3c669f8eba00&secure%5Btoken%5D=0b73c3029f4cf721d737bbc21d5a6be89f25f5b5d8cf5344b7ce39c85ee06d86&format=llm_user)
## DualEntry Integrations
  - [Avalara](https://www.g2.com/products/avalara/reviews)
  - [BambooHR](https://www.g2.com/products/bamboohr/reviews)
  - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews)
  - [Brex](https://www.g2.com/products/brex/reviews)
  - [Deel Payroll](https://www.g2.com/products/deel-payroll/reviews)
  - [Gusto](https://www.g2.com/products/gusto-gusto/reviews)
  - [Gusto](https://www.g2.com/products/gusto/reviews)
  - [HubSpot](https://www.g2.com/products/webdew-hubspot/reviews)
  - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews)
  - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews)
  - [Microsoft OneDrive for Business](https://www.g2.com/products/microsoft-onedrive-for-business/reviews)
  - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews)
  - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews)
  - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews)
  - [NetSuite](https://www.g2.com/products/invalid-unclaimed-netsuite/reviews)
  - [NetSuite](https://www.g2.com/products/netsuite-netsuite/reviews)
  - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews)
  - [Paypal](https://www.g2.com/products/paypal123/reviews)
  - [QUIC Cloud](https://www.g2.com/products/quic-cloud/reviews)
  - [QuickBooks](https://www.g2.com/products/fourlane-quickbooks/reviews)
  - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews)
  - [Ramp](https://www.g2.com/products/ramp/reviews)
  - [Ramp](https://www.g2.com/products/ramp-financial-ramp/reviews)
  - [RAMP](https://www.g2.com/products/shanrohi-technologies-pvt-ltd-ramp/reviews)
  - [Ramp](https://www.g2.com/products/ramp-software-ltd-ramp/reviews)
  - [Revenue Hub](https://www.g2.com/products/revenue-hub/reviews)
  - [Rippling](https://www.g2.com/products/rippling/reviews)
  - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews)
  - [Salesforce](https://www.g2.com/products/next-consult-salesforce/reviews)
  - [Salesforce](https://www.g2.com/products/prudent-consulting-salesforce/reviews)
  - [SAP](https://www.g2.com/products/sap/reviews)
  - [Snowflake](https://www.g2.com/products/snowflake/reviews)
  - [Stripe](https://www.g2.com/products/stripe-agentic-workflow-stripe/reviews)
  - [Tableau](https://www.g2.com/products/tableau/reviews)
  - [Vertex](https://www.g2.com/products/vertex-inc-vertex/reviews)
  - [Vertex](https://www.g2.com/products/vertex/reviews)
  - [Workday](https://www.g2.com/products/workday-workday/reviews)
  - [Xero](https://www.g2.com/products/xero/reviews)

## DualEntry Features
**Expense Reports**
- Ease of Creating Expense Reports
- Bank / Credit Card Integration
- Smart Categorization
- Digital Receipt Management
- Employee Reimbursement
- Currency Conversions
- Corporate Card
- Credit Card Management

**General Ledger**
- Journal Entries
- Tags / Dimensions
- Audit Trail

**Billing and Payments**
- Payment Terms
- Personalized Billing
- Custom Pricing

**Billing**
- Automation
- Consolidation
- Adjustments
- Blacklisting

**Data Management**
- Data Import
- Data Consolidation
- Data Validation

**Revenue Recognition**
- Revenue Types
- Revenue Allocation
- Reclassification
- Compliance
- Scheduling
- Revenue Recognition

**Analytics**
- Reports
- Dashboard
- Web Analytics
- Campaign Tracking
- Customer Demographics
- Predictive Analytics

**Planning**
- Processes
- Contracts
- Content
- Requisition

**Data Management**
- Consolidation
- Classification
- External Sources
- Integration
- Cleaning

**Data Sources**
- Internal
- External
- Consolidation

**Invoice Management**
- Capture
- Supplier Portal
- Repository

**Invoice Generation**
- Templates
- Digital Invoices
- Recurring Invoices

**Payment Processing**
- Encryption
- Credit Card Processing
- Mobile Payments
- Digital Wallet Integration
- Debit/Credit Card Processing
- Online Payments
- Partial Payments
- In-Person Payments

**Cash Flow Management**
- File Exports
- Income and Expenses
- Track Cash Flow

**Accounting**
- Chart of Accounts
- AP Automation
- AR Automation
- Journal Entries
- Tags & Dimensions
- Cash Management
- Payment Batches
- Payments Scheduling
- Payment Settlements
- Payment Methods

**Accounting **
- Chart of Accounts
- AP Automation
- AR Automation
- Order Entry
- Tags & Dimensions
- Cash Management
- Payment Batches
- Payments Scheduling
- Payment Settlements
- Payment Methods
- Warehouse Management
- eCommerce Management
- Financial Management
- Stock Management
- Order Management
- Supply Chain Management
- Distribution Management
- Supplier Management
- Project Management
- Import/Export Management
- Inventory Management
- Invoice Management
- Shipping Management
- Returns Management
- Sales Order Management

**Accounting**
- AP Automation
- AR Automation
- Audit Trail
- Budgeting / Forecasting
- Collections Automation
- Financial Statements
- Invoice Customization
- Journal Entries
- Monitor Cash Positions
- Multi-Entity / Consolidation
- Payment Processing
- Recognition Rules
- Reconciliations
- Tags / Dimensions
- Payments Scheduling
- Payment Batches
- Payment Settlements 
- Payment Methods
- Business Process Automation
- Sales Automation
- Marketing Automation

**Accounting**
- Chart of Accounts
- AP Automation
- AR Automation
- Journal Entries
- Tags & Dimensions
- Cash Management
- Project Accounting
- Fixed Assets
- Payment Batches
- Payments Scheduling
- Payment Settlements
- Payment Methods
- Inventory Management
- Change Order Management
- Task Management
- Budget Management
- Project Planning/Scheduling
- Resource Scheduling

**RFP Generation**
- Customizable Templates
- RFX
- Versioning
- Questions Library
- Document Templates

**Reconciliation**
- Consolidation
- Management
- Accounting
- Built-in Accounting
- Compliance Management
- Task Management
- Tax Management
- Cash Flow Management
- Financial Consolidation & Close Management

**Financial management**
- General Ledger
- Accounts Payable and Receivable
- Budgeting

**Platform Basics **
- Data Extraction
- Contract Comparisons

**Order Management**
- Opportunities
- Order History
- Upsell & Cross-sell
- Renewals

**Tracking**
- Sales Tax
- VAT
- GST
- Exemptions
- Adjustments
- Localization
- Consumer Use Tax

**Functionality**
- Lease Audit
- Financial Management
- Portfolio Administration
- Critical Date Alarms
- Cash Flow Management
- Accounting
- Document Management
- Invoice Management
- Contract/License Management
- Audit Management
- Portfolio Management
- Compliance Management
- Tax Management
- Purchase Order Management
- Contact Management
- Fixed Asset Management
- Asset Lifecycle Management

**Reporting**
- Status
- Customer Credit
- History
- Sales Tax Management
- Activity Dashboard
- Customer Statements

**Data Management**
- Updating
- Data cleansing
- Integration

**Reconciliation - Financial Reconciliation**
- Automation
- Bank Statements
- Exceptions
- Algorithms

**Tax Forms - Professional Tax Software**
- Federal Tax 
- State Tax

**Payment processing - Merchant of Record**
- Automation
- Cross Border

- Payment Options
- Multi-Currency
- Reconciliation
- Chargeback

**Usage Metering  - Usage-based billing Software**
- Metering engine
- Data extraction/ingestion
- Analytics/reporting
- Rating Engine

**Purchase Requisition and Approval Workflow - Procurement Orchestration**
- Notifcations
- Workflows
- Purchase Orders

**Agentic AI -  Accounts Payable (AP) and Spend Analysis**
- Decision Making

**Agentic AI - Education ERP**
- Cross-system Integration

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Agentic AI - Expense Management**
- Autonomous Task Execution
- Cross-system Integration

**Agentic AI - Project-Based ERP**
- Autonomous Task Execution
- Decision Making

**AI Assistant - Accounting**
- AI Accounting Assistant

**Travel Management**
- Ease of Booking
- Itinerary Management
- Trip Notifications
- Advanced Integrations
- Online Booking
- Credit Card Management
- Booking Management
- User Management
- Restriction Management
- Reservations Management
- Reimbursement Management
- Vendor Management
- Travel Management
- Promotions Management
- Workflow Management
- Receipt Management
- Supplier Management
- Compliance Management
- Policy Management
- Invoice Management
- Real-Time Notifications
- Third-Party Integrations
- Timesheet Management
- Invoice Management
- Reimbursement Management
- Real-Time Notifications

**Accounts Receivable**
- Invoice Customization
- AR Automation
- Collections Automation

**Revenue Recognition**
- Usage Tracking
- Deferred Revenue
- Revenue Accrual

**Dunning**
- Collections
- Dispute Management
- Escalation

**Reporting Structure**
- Reporting Hierarchy
- Report Templates
- Report Types

**Revenue Performance**
- Customer Performance
- Contract Performance
- Revenue KPIs
- Pricing & Discounting
- Offering
- Dynamic Pricing

**Administration**
- Data Storage
- A/B Testing
- Integrations

**Execution**
- Sourcing
- Purchasing
- Invoicing
- Procurement Management
- Order Management

**Analytics**
- Benchmarking
- KPIs
- Compliance
- Errors

**Analysis**
- KPIs
- Compliance
- Dashboards

**Invoice Processing**
- Matching
- Payments
- Workflows
- Tax Compliance
- Recurring Payments

**Invoice Processing**
- Approvals
- Batch Processing
- Consolidation
- Match Invoices

**Administration**
- Reporting & Analytics
- E-commerce Integration
- Processing Fees
- POS Integration
- Omnichannel
- Levels 1 & 2
- Level 3
- Payment Gateway Integration
- ACH Payment Processing
- Cryptocurrency Processing

**Cash Flow Forecasting**
- Historical Data
- Reforecast
- Forecast Types
- Rolling Forecasts
- AI

**Inventory**
- Inventory Tracking
- Inventory Costing
- Product Master
- Inventory Forecasting
- Integrations
- Sales Forecasting

**Inventory & Warehouse**
- Inventory Tracking
- Inventory Costing
- Product Master
- Inventory Forecasting
- Integrations

**Back Office**
- Allocation
- Asset Register
- Lean Management
- Maintenance
- Organization Management
- Payroll
- Portfolio Mix
- Purchase Orders
- Requisition
- Shift Scheduling
- Sourcing
- Status
- Time & Attendance Tracking
- Warranty Management
- Inventory Management
- Support Ticket Management
- Calendar Management
- Financial Management
- Client Management
- Workflow Management
- Time Off Management
- Training Management
- Employee Management
- Vendor Management
- Supply Chain Management
- Payroll Management
- Compliance Management
- Document Management
- Communication Management
- Warehouse Management
- Enterprise Asset Management
- Sales Management
- Project Management
- Distribution Management
- Marketing Management
- Resource Scheduling

**Project Management**
- Project Maps
- Baselining / KPIs
- Project Budgeting
- Workflow
- Cost Tracking
- Risk Analysis
- Resource Management
- Time & Expense Tracking
- Multiple Projects
- Approval Workflow

**RFP Distribution**
- Due Date Tracking
- Analysis
- Selection
- Progress Tracking
- Milestone Tracking
- Time & Expense Tracking
- Status Tracking

**Reporting**
- Report Types
- Standard
- Custom

**Billing**
- Billing Automation
- Payments
- Electronic Payments

**Artificial Intelligence Capabilities**
- Text Analytics
- NLP
- OCR

**Products & Plans**
- Packages
- Multi-part Deals
- Plan Changes
- Bundles
- Sales Tax Management
- Alerts/Notifications
- Customizable Reports

**Integrations**
- Integrations

**Integration**
- Real Estate
- ERP System

**Integrations**
- Accounting
- ERP
- CPM

**Analysis**
- KPIs
- Dashboards
- Segmentation
- Revenue Optimization 

**Audit - Financial Reconciliation**
- Accuracy
- Compliance
- Reporting
- Audit Trail

**Data management - Professional Tax Software**
- Data Import
- Data Export
- Data Import/Export

**Tax management - Merchant of Record**
- Automated tax calculation
- Standard compliance
- Tax reporting

**Bill Generation - Usage-based billing Software**
- Templates
- Digital Billing
- Usage Billing

- Carrier Access Billing
- Customizable Billing
- Recurring/Subscription Billing

**Supplier Management - Procurement Orchestration**
- Tracking
- Onboarding
- Database

**Accounts Payable**
- AP Automation
- Payment Processing
- Purchase Orders
- Invoice Processing
- Purchase Order Management
- ACH Payment Processing
- Electronic Payments

**Revenue Optimization**
- At-Risk Customers
- Offer Optimization
- Customer Churn
- Revenue Forecasting

**Performance**
- Packages
- Discounts
- Plan Changes

**Standard Analytics**
- Standard KPIs
- Standard Reports
- Financial Statements
- Drill Down

**Revenue Optimization **
- Forecasting
- Promotion Programs
- Pricing Optimization
- Re-evaluation

**Analytics**
- Visibility
- Performance
- Spend
- Financial Reporting

**Analytics**
- Due Dates
- Benchmarking
- KPIs

**Analytics**
- Due Dates
- Cashflow
- KPIs
- Payment Tracking

**Analytics**
- Variance Analysis
- Reports
- Forecast Comparison
- Forward Looking

**Warehousing**
- Locations
- Multi-Warehouse
- Third-Party

**Purchasing**
- Demand
- Purchase Orders
- In Transit
- Receiving

**Front Office**
- ATP
- Checkout Process
- Configuration Rules
- Contact & Account Management
- Customer Portal
- Field Service Booking
- Field Service Dispatch
- Product & Price List Management
- Product Catalog
- Promotions and Discounts
- Quote & Order Management
- Returns / Refunds
- Storefront Design Tools
- Territory & Quota Management
- Tickets
- Visual Configuration
- HR Management
- Task Management
- Customizable Fields
- Purchase Order Management

**Sales & Marketing**
- Customer Master
- Order History
- Credit Limits
- Pricing & Discounts
- Proposals

**Submissions**
- Collaboration
- Knowledge Base
- Review
- Reporting
- Document Review

**Closing Process**
- Audit
- Journal Entries
- Distribution

**Payment Options**
- Multi-Currency
- Self Service Portal

**Reporting**
- Customized Reports
- Report Exporting
- Bank Reconciliation

**Contract Data**
- Data Import
- Data Export
- Custom Reporting
- Clause Identification and Mapping

**Pricing**
- Standard Price
- Discounts
- Optimization

**Recovery**
- Historical payments
- Overpayments

**Remittance**
- Returns
- Notifications
- Global/Cross Borders
- Analytics

**Automation**
- Reporting
- Lease Data
- Ad hoc Reporting

**Transactions**
- Credits
- Invoices
- Partial Payments

**Generative AI**
- AI Text Generation

**Integrations - Financial Reconciliation**
- Accounting
- Inventory
- ERP
- Banking

**Tax filing - Professional Tax Software**
- E-filing
- eSignatures
- Calculation

**Security and Compliance - Merchant of Record**
- AML-KYC
- Secure SLC
- PCI-DSS
- Encryption and tokenization

**Bill Processing - Usage-based billing Software**
- Consolidation

- Batch Invoicing

- Management

- Billing & Invoicing
- Compliance Management
- Discount Management
- Price/Margin Management
- Sales Tax Management
- User Management
- Order Management
- Subscription Management
- Service Request Management
- Contract/License Management
- Billing Rate Management

**Spend Management - Procurement Orchestration**
- Analysis
- Visibility

**Agentic AI - Subscription Analytics**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Decision Making

**Additional Functionality**
- K-12
- For Schools
- Billing & Invoicing
- Sales Tax Management
- Contact Management
- For Higher Education
- Activity Dashboard
- Financial Analysis
- Accounts Payable
- Communication Management
- Financial Management
- Generative AI
- Cash Management
- Expense Tracking
- Purchasing & Receiving
- Payment Processing
- Third-Party Integrations
- Reminders
- Fee Management
- Refund Management
- Payroll Management
- Real-Time Reporting
- Tax Calculation
- Discount Management
- Budgeting/Forecasting
- Fund Accounting
- AI Copilot
- Financial Aid Management
- Data Import/Export
- Grant Management
- Purchase Order Management
- Invoice Processing
- Tuition Management

**Client Invoicing**
- Invoice Creation and Delivery
- Electronic Payments
- Project Accounting / Revenue Recognition
- Biometric Recognition
- Optical Character Recognition

**Custom Analytics**
- Dashboards
- Custom KPIs
- Custom Reports
- Self Service
- Multiple Entities

**Integration**
- ERP and Accounting
- Sales and Marketing
- Quote-to-Cash
- APIs
- Accrual Accounting

**Integration**
- Accounting
- Payment Integration
- ERP
- ERP integration

**Integration**
- Accounting
- Payments
- ERP
- Account Sync

**Purchasing**
- Demand
- Purchase Orders
- In Transit
- Purchasing & Receiving

**Sales & Marketing**
- Customer Master
- ATP
- Order History
- Returns
- Credit Limits
- Pricing & Discounts

**Integration**
- Breadth of Partner Applications
- Data Import and Export Tools
- Integration APIs
- Productivity Tools
- Real-Time Data
- Collaboration Tools
- Data Analysis Tools

**HR**
- Payroll
- Workforce Management
- Time & Attendance

**Financial Data Transfer**
- Data Transfer
- Data Exchange
- Reporting
- Access
- Integration

**RFP Response**
- Bid Management
- Content Library
- Access
- Automation
- Export
- Import
- Knowledge Library
- Compliance Management
- Purchase Order Management
- Audit Management
- Supplier Management
- Workflow Management
- Content Management
- Requirements Management
- Vendor Management
- Document Management
- Requisition Management
- Contact Management
- User Management
- Inventory Management
- Template Management
- Task Management
- Catalog Management

**Security**
- POS Verification

**Reporting**
- Dimensions
- Deferred Revenue
- Revenue Recognition

**Revenue Management**
- Automation
- Consolidation
- Adjustments
- Billing Types
- Recurring/Subscription Billing

**AP Data Processing**
- Workflows
- Transparency
- Controls

**Operational**
- Regulatory Compliance
- Accessibility

**Workflows**
- Approvals
- Bank Reconciliation

**Generative AI**
- AI Text Summarization

**User Permissions and Security - Financial Reconciliation**
- Access
- Authentication
- Encryption
- Regulations

**Reporting - Professional Tax Software**
- Tax Planning

**Administration - Merchant of Record**
- E-commerce Integration
- Reporting & Analytics
- Customer support

**Integration - Usage-based billing Software**
- Accounting
- Payments

- ERP

- Electronic Payments

**Compliance and Risk Management - Procurement Orchestration**
- Risk Assessment
- Compliance
- Audits

**Agentic AI -  Procure to Pay**
- Multi-step Planning
- Autonomous Task Execution
- Proactive Assistance

**Agentic AI - E-Commerce Analytics**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making

**Agentic AI - Sales Tax and VAT Compliance**
- Autonomous Task Execution
- Natural Language Interaction

**Generative AI - Expense Management**
- Image-to-Text
- Text Generation
- Text Summarization

**Additional Functionality**
- Generative AI
- Integration Management
- Vendor Management
- Contract Lifecycle Management
- Budgeting/Forecasting
- Compliance Management
- AI Copilot
- Inventory Management

**Additional Functionality**
- Productivity Tools
- Point of Sale (POS)
- Revenue Management
- Cash Flow Management
- Multiple Data Sources
- Recommendations
- Alerts/Notifications
- Billing Rate Management
- KPI Monitoring
- Inventory Control
- Billing & Invoicing
- Inventory Management
- Self Service Portal
- Behavior Tracking
- Status Tracking
- Generative AI
- Drag & Drop
- Booking Management
- Multi-Channel Management
- Financial Management
- Electronic Payments
- Performance Metrics
- Promotions Management
- Price/Margin Management
- Real-Time Updates
- Trend Analysis
- For Airlines
- Visual Analytics
- Purchasing & Receiving
- Reporting/Analytics
- Multi-Currency
- Order Management
- Sales Reports
- Financial Analysis
- Quotes/Estimates
- Third-Party Integration
- For Hospitality Industry
- Competitive Analysis
- Dashboard
- Historical Trend Analysis
- Discount Management
- Inventory Tracking
- Customer Management
- Yield Management
- Compliance Management
- Invoice Management
- AI Copilot
- Recurring/Subscription Billing
- User Management
- Price and Cost Calculations
- Financial Reporting
- Contract/License Management
- Customizable Rules
- Transaction Monitoring
- Cost Tracking
- Workflow Management
- Transaction History
- Activity Dashboard
- Expense Tracking

**Additional Functionality**
- Secure Data Storage
- API
- Credit Card Processing
- Access Controls/Permissions
- Policy Management
- Multi-Currency
- Invoice Management
- Cash Flow Management
- AI Copilot
- User Management
- Document Management
- Exemption Management
- Address Validation
- Accounting
- Audit Management
- For eCommerce
- Client Portal
- Document Templates
- Tax Calculation
- Generative AI
- Data Import/Export
- Tax Compliance
- Real-Time Data
- Tax Filing
- Audit Trail
- Transaction Tracking
- Taxability Verification
- Electronic Payments
- Activity Dashboard
- Workflow Automation

**Additional Functionality**
- Audit Trail
- Secure Data Storage
- AI Copilot
- Approval Process Control
- Data Import/Export
- Duplicate Detection
- Expense Claims
- Budgeting/Forecasting
- Customizable Fields
- Spend Control
- Customizable Templates
- Access Controls/Permissions
- Reporting & Statistics
- Automated Receipt Matching
- Mobile Receipt Upload
- Billable & Non-Billable Hours
- Financial Analysis
- Categorization/Grouping
- Single Sign On
- Activity Dashboard

**Additional Functionality**
- For Telecommunications Industry
- Reporting & Statistics
- Customer History
- Activity Dashboard
- Alerts/Notifications
- Service Provisioning
- Multi-Currency
- Self Service Portal
- Pre-Paid Service
- Product Catalog
- Generative AI
- Configurable Workflow
- Payment Processing
- Call Data Records(CDR)
- API
- Flexible Rate Tables
- Audit Trail
- Customer Accounts
- CRM
- AI Copilot
- For Internet Service Providers (ISP)
- Post-Paid Service
- ACH Payment Processing

**Other Functionality**
- Inventory Tracking / Ordering
- Inventory Pricing and Costing
- Inventory Reporting
- Multi-Entity / Consolidation
- Recognition Rules
- Reconciliations
- Payroll
- Time and Expense
- Cost Tracking
- Time Tracking
- Status Tracking
- Budget Tracking

**Sales & Marketing**
- Customer Master
- ATP
- Order History
- Returns
- Credit Limits
- Pricing & Discounts

**Manufacturing**
- WIP
- Work Orders
- MRP
- BOM
- MPS
- Shop Floor

**Logistics**
- Centralized Inventory Database
- In Transit
- Inventory Forecasting
- Inventory Pricing and Costing
- Inventory Reporting
- Inventory Tracking / Ordering
- Picking Methods
- Picking Planning
- Receiving
- Shipping Options
- Manufacturing Planning

**Procurement**
- Requisitions
- Purchase Orders
- Subcontractor Management
- Project Procurement
- Supplier Management
- Purchase Order Management
- Bid Management

**Platform**
- Accounting integration
- E-commerce Integration

**Integration**
- Payments
- Accounting
- CRM & Sales

**Integration and Support - Professional Tax Software**
- Electronic Payments
- Client Portal
- Tax Advisor
- Mobile App

**Workflow Automation - Procurement Orchestration**
- Routing
- Configuration
- Approvals

**Agentic AI  - RFP**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Third-Party Integrations

**Agentic AI -  Cash Flow Management**
- Autonomous Task Execution

**Agentic AI - Financial Reconciliation**
- Autonomous Task Execution

**Agentic AI - Lease Accounting**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Proactive Assistance
- Decision Making
- Accounting Integration
- Third-Party Integrations
- Forecasting
- Budgeting/Forecasting

**Agentic AI - Subscription Billing**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Third-Party Integrations
- Accounting Integration

**Agentic AI - Invoice Management**
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance

**Agentic AI - Accounts Receivable Automation**
- Autonomous Task Execution

**Agentic AI - Financial Analysis**
- Cross-system Integration
- Decision Making

**AI - Financial Close**
- Autonomous Task Execution
- Compliance
- Reconciliation
- Data Collection
- Analysis

**Additional Functionality**
- Generative AI
- Data Import/Export
- Billing & Invoicing
- Financial Analysis
- API
- Search/Filter
- Multi-Location
- Amortization Schedule
- Alerts/Notifications
- Customizable Reports
- Document Storage
- Customizable Fields
- Dashboard Creation
- AI Copilot
- For Equipment Leases
- Audit Trail
- Transaction History
- Expense Tracking
- Critical Date Alerts
- Payment Tracking
- Reporting/Analytics
- Reporting & Statistics
- Alerts/Escalation
- Reminders
- Mobile Access
- Activity Dashboard
- Currency Conversion
- Configurable Workflow
- General Ledger
- Multi-Currency

**Additional Functionality**
- For Telecommunications Industry
- Reporting & Statistics
- Customer History
- Activity Dashboard
- Alerts/Notifications
- Service Provisioning
- Multi-Currency
- Self Service Portal
- Pre-Paid Service
- Product Catalog
- Generative AI
- Configurable Workflow
- Payment Processing
- Call Data Records(CDR)
- API
- Flexible Rate Tables
- Audit Trail
- Customer Accounts
- CRM
- AI Copilot
- For Internet Service Providers (ISP)
- Post-Paid Service
- ACH Payment Processing
- Data Import/Export
- Real-Time Analytics
- Client Portal
- Email Reminders
- Customizable Branding
- Mobile Access
- Tax Calculation
- Bank Reconciliation
- Transaction History
- Contact Database
- Credit Card Processing
- Customizable Fields
- Real-Time Data
- Invoice Processing
- PCI Compliance
- Multiple Payment Options

**Additional Functionality**
- Refund Management
- Compliance Management
- Communication Management
- Accounting
- Document Management
- Client Management
- Document Storage
- Digital Signature
- Billing & Invoicing
- Reporting & Statistics
- Tax Management
- Approval Process Control
- Third-Party Integrations
- Time Tracking
- Property Tax Management
- AI Copilot
- Invoice Processing
- Access Controls/Permissions
- Task Management
- Alerts/Notifications
- Audit Management
- Generative AI
- Reminders
- Customizable Templates
- Bank Reconciliation
- For Tax Practices
- Workflow Management
- ACH Payment Processing
- Due Date Tracking
- Status Tracking
- Multi-Currency
- Taxation & Assessment
- Mobile Access
- Receipt Management
- Activity Dashboard
- Tax Compliance
- API
- Tax Forms

**Additional Functionality**
- Data Synchronization
- Transaction Monitoring
- Purchasing & Receiving
- Contactless NFC
- Offline Access
- Electronic Signature
- PCI Compliance
- Credit Card Management
- Fraud Detection
- SSL Security
- Mobile Access
- Generative AI
- Returns Management
- Discount Management
- Reminders
- Barcode/Ticket Scanning
- Reporting & Statistics
- Recurring/Subscription Billing
- Compliance Management
- Transaction History
- Mobile Card Reader
- Sales Tax Management
- Customer Database
- Receipt Management
- Customizable Branding
- Invoice Management
- Cash Management
- Remote Access/Control
- Multi-Location
- Sales Trend Analysis
- CRM
- Gift Card Management
- Sales Reports
- AI Copilot
- Multiple Payment Options
- Loyalty Program
- Status Tracking
- Alerts/Notifications
- Activity Dashboard
- Expense Tracking
- Data Security
- Payment Links
- API
- Payment Fraud Prevention
- Payment Reconciliation
- Data Import/Export
- Search/Filter
- Real-Time Data
- Billing & Invoicing

**Additional Functionality**
- Alerts/Notifications
- API
- Version Control
- Collaboration Tools
- Projections
- RFP Responding
- Approval Process Control
- Proposal Generation
- Electronic Signature
- AI Copilot
- Activity Dashboard
- Access Controls/Permissions
- Automatic Formatting
- RFP Creation
- Audit Trail
- Customizable Reports
- Document Storage
- Generative AI
- Configurable Workflow
- Quotes/Estimates

**Additional Functionality**
- Third-Party Integration
- Reporting/Analytics
- Audit Trail
- Visual Analytics
- Income & Balance Sheet
- Profit/Loss Statement
- Financial Reporting
- Generative AI
- Multi-Currency
- Alerts/Notifications
- Accounting Integration
- General Ledger
- Multi-Country
- Dashboard
- AI Copilot
- Cost Database
- Financial Templates
- Checklists
- Receivables Ledger
- Multiple Projects
- Accounts Receivable
- Accounts Payable
- Budgeting/Forecasting

**Mobile**
- Receipt Capture
- Mileage Tracking
- Travel Itinerary and Flight Status Updates
- Expense Tracking
- Real-Time Updates

**Reporting & Analytics**
- Financial Statements
- Custom Reporting
- Budgeting / Forecasting
- Dashboards
- Financial Reporting
- Activity Dashboard

**Platform**
- Embedded AI / Machine Learning
- Complex Approval Workflow
- Generative AI

**Assembly**
- BOM
- Kitting
- Disassembly

**Quality Management**
- Inspections
- Rework
- Waste
- Defects

**Platform**
- Customization
- Internationalization
- Output Document Generation
- Performance and Reliability
- User, Role, and Access Management
- Workflow Capability
- Mobile Access

**Content Management**
- Document Management
- Collaboration
- Taxonomy
- Contract Creation
- Subcontracts
- Costs
- Procurement Management

**Agentic AI - Procurement Orchestration**
- Autonomous Task Execution

**Agentic AI - Subscription Management**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Decision Making
- Accounting Integration
- Third-Party Integrations
- Multi-Language

**AI - Accounts Receivable**
- Generative
- Responses
- Predictive Analytics

**Additional Functionality**
- Billing & Invoicing
- Data Visualization
- Customizable Fields
- Revenue Recognition
- Cancellation Management
- Real-Time Data
- Search/Filter
- Summary Reports
- Contact Database
- CRM
- Customer Profiles
- Generative AI
- Client Portal
- API
- Customer Database
- Access Controls/Permissions
- Tax Management
- ACH Payment Processing
- Usage Tracking/Analytics
- Data Import/Export
- Product Catalog
- Discount Management
- Revenue Management
- Invoice Management
- Reporting & Statistics
- Customizable Branding
- Billing Rate Management
- Customizable Templates
- AI Copilot
- Real-Time Analytics
- Multi-Currency
- Invoice Processing
- Self Service Portal
- Subscription Plan Management
- Order Management
- Customer Accounts
- Activity Dashboard
- Real-Time Reporting
- Credit Card Processing
- Reminders
- Dunning Management
- Subscription Management
- Enrollments/Onboarding

**Additional Functionality**
- Reporting & Statistics
- Customizable Reports
- Generative AI
- Expense Tracking
- Data Import/Export
- Real-Time Data
- User Management
- ACH Payment Processing
- Invoice Processing
- Billing & Invoicing
- Alerts/Notifications
- AI Copilot
- Contact Database
- Aging Tracking
- Purchase Order Management
- Audit Trail
- Discount Management
- General Ledger
- Document Management
- Receivables Ledger
- Recurring/Subscription Billing
- Multi-Currency
- Workflow Management
- Credit Card Processing
- Task Management
- Customizable Templates
- Forecasting
- Cash Flow Management
- Self Service Portal
- Reminders
- Check Processing
- Receipt Management
- Overpayment Processing
- Financial Management
- Third-Party Integrations
- Payment Collection
- Approval Process Control
- API
- Profit/Loss Statement

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Performance and Reliability
- Output Document Generation
- Mobile Access

**Administration**
- PCI Regulation Compliant

**Logistics **
- Picking & Packing
- Packaging
- Shipping
- Routing
- Tracking
- Cost Tracking

**Distribution**
- Picking & Packing
- Shipping
- Tracking

**Production**
- BOM
- Defects
- Identify Demand
- Inspections
- Manage Resources
- MPS
- MRP
- Production Plans
- Rework
- Shop Floor
- Waste
- WIP

**Analytics**
- Earned Value
- Project Optimization
- ROI and Forecasting

**Administration**
- Business Tool Integration
- Workflow
- Automated Reminders
- Policy Compliance Management
- User, Role, and Access Management
- Timesheet Management
- Payroll Management
- Employee Management
- Invoice Management
- Calendar Management
- Workflow Management
- Task Management
- Mobile Access
- Mobile Access
- Workflow Management

**Integration**
- Data Import and Export Tools
- Integration APIs
- Breadth of Partner Applications
- Collaboration Tools
- Third-Party Integrations
- Accounting Integration

**HR**
- Payroll
- Workforce Management
- Time & Attendance
- Workflow Management

**HR**
- Payroll
- Workforce Management
- Time & Attendance

**Reporting & Analytics**
- Custom Reporting
- Dashboards
- Integration
- Activity Dashboard

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Additional Functionality**
- Gantt/Timeline View
- AI Copilot
- Collaboration Tools
- Revenue Recognition
- File Sharing
- Data Import/Export
- Mobile Access
- Project Costing
- Multi-Currency
- Reporting/Analytics
- Activity Dashboard
- Quotes/Estimates
- Billing & Invoicing
- Bill of Materials

**Platform**
- Reporting
- APIs / Integration
- Internationalization
- Performance and Reliability
- Mobile User Support
- Offline
- Accounting Integration
- QuickBooks Integration
- Real-Time Reporting
- Third-Party Integrations
- Payroll Integration
- Accounting Integration

**Cash Flow**
- Track Cash Flow
- Income and Expenses
- File Exports

**Generative AI **
- AI Text Generation
- AI Text Summarization

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Budgeting & Forecasting**
- Budgeting / Forecasting
- Data Import
- Versioning
- Historical Data

**Agentic AI - ERP Systems**
- Decision Making

**Agentic AI - Discrete ERP**
- Cross-system Integration
- Natural Language Interaction
- Decision Making

**Agentic AI - Distribution ERP**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning

**Additional Functionality**
- Data Import/Export
- Reminders
- AI Copilot
- Performance Metrics
- Accounting
- Billing & Invoicing
- Point of Sale (POS)
- Quotes/Estimates
- Customizable Templates
- Reporting & Statistics
- Customizable Branding
- Drag & Drop
- Access Controls/Permissions
- CRM
- Integrated Business Operations
- Multi-Location
- Bills of Material
- Reporting/Analytics
- Customizable Reports
- Visual Analytics
- Business Intelligence

**Additional Functionality**
- Barcode Recognition
- Multi-Currency
- Accounting
- Quotes/Estimates
- API
- Document Storage
- Customizable Fields
- Data Import/Export
- CRM
- Real-Time Reporting
- Order Processing
- Customizable Reports
- Reporting & Statistics
- Access Controls/Permissions
- Barcoding/RFID
- Activity Dashboard
- Inventory Optimization
- Real-Time Data
- Barcode/Ticket Scanning
- Bills of Material
- Real-Time Analytics
- AI Copilot

**Revenue**
- Revenue Types
- Revenue Allocation
- Scheduling

**Payroll**
- Direct Deposit
- Check/W-2 Printing
- Tax Calculation
- Reporting and Dashboards

**Risk**
- Analysis
- Identification
- Scoring

**AI**
- Data Extraction
- Invoice Processing
- Expense Management
- Fraud Detection
- Tax Compliance
- Support Chatbots
- Bank Reconciliations
- Report Generation
- Customizable Alerts
- Predictive Analytics
- Receipt Management
- Workflow Management
- Payroll Management
- Sales Tax Management
- Audit Management
- Tax Management
- Fixed Asset Management
- Reporting/Analytics
- Order Management
- Sales Order Management
- Cash Flow Management
- Cash Management
- Real-Time Data
- Vendor Management
- Credit Card Processing
- Financial Consolidation & Close Management
- Transaction Management

**Recovery**
- Recoup
- Reporting

**Mobile Applications - Accounting**
- Cloud Integration
- Notifications
- UI
- Offline
- Expense Tracking
- Invoice Management
- Compliance Management
- Inventory Tracking
- Inventory Management
- Financial Management
- Activity Tracking
- Document Management
- Compliance Tracking
- Notes Management

**Audit**
- Filters
- Post Audits
- Overpayments
- Duplicates

**Agentic AI - Accounting**
- Autonomous Task Execution

**Additional Functionality**
- Multi-Location
- Generative AI
- Accounts Payable
- Fund Accounting
- Quotes/Estimates
- Approval Process Control
- AI Copilot
- Chart of Accounts
- Project Accounting
- Encryption
- Accounts Receivable
- Recurring/Subscription Billing
- Billing & Invoicing
- Reminders
- Multi-Currency
- Access Controls/Permissions
- Income & Balance Sheet
- Data Security
- General Ledger
- Currency Conversion
- Customizable Templates
- Accounting
- Estimating
- Reporting & Statistics
- Financial Analysis
- Transaction History
- Expense Claims
- Document Storage
- SSL Security
- Categorization/Grouping
- Automatic Billing
- Purchasing & Receiving
- Customer Database
- For Distributors
- Bills of Material
- Financial Data Protection
- Inventory Control
- AI/Machine Learning
- Mobile App
- Client Portal
- For CPA Firms
- Remote Access/Control
- Cash Flow Analysis
- Performance Metrics
- Multi-Company
- For Small Businesses

**Fraud**
- Vendor Checks
- Data Generation
- Monitoring

**Agentic AI - AP Automation**
- Autonomous Task Execution
- Proactive Assistance
- Decision Making

**Additional Functionality**
- Data Import/Export
- Invoice Management
- Online Banking
- 1099 Preparation
- Generative AI
- Receipt Management
- AI Copilot
- Fraud Detection
- Duplicate Payment Alert
- Document Management
- Compliance Management
- Inventory Management
- Check Writing
- Mobile Access
- Audit Trail
- Reporting/Analytics
- Multi-Currency
- Status Tracking
- Activity Dashboard
- Cash Management
- Alerts/Notifications
- Billing & Invoicing
- Vendor Management
- Anomaly Detection
- API
- ACH Payment Processing
- Invoice Processing
- Aging Tracking
- Supplier Management
- General Ledger
- Expense Tracking
- Bank Reconciliation
- Workflow Management
- Customizable Reports
- Approval Process Control
- Electronic Funds Transfer
- Purchase Order Reconciliation
- Financial Management
- Workflow Automation

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