DualEntry Treasury Management Software
AI-powered treasury management for real-time cash flow insights and seamless financial operations.
Executive Summary
DualEntry offers AI-powered treasury management software designed to provide real-time insights into cash flow, streamline financial operations through seamless integrations, and ensure live two-way data synchronization. The platform leverages artificial intelligence to automate up to 90% of manual finance tasks, enabling businesses to process significantly more transactions with greater efficiency and migrate in as little as 24 hours. Beyond basic automation, DualEntry's solution integrates with over 200 accounting systems and 13,000+ banks across 60 countries, facilitating comprehensive financial data aggregation. It supports custom API integrations and connectivity with CRMs, ensuring a unified view of financial data. The software is built with robust security and compliance, including SOC 2, GDPR, CCPA, PCI, and SSL certifications, along with AES-256 encryption, to safeguard sensitive financial information. The platform aims to transform accounting work by providing predictive revenue forecasts, dynamic revenue waterfall charts, and ongoing compliance support, making it a strategic tool for modern finance teams seeking clarity and faster decision-making.
Use Cases
- Achieving real-time cash flow visibility and accurate forecasting.
- Automating manual treasury and accounting tasks to improve efficiency.
- Integrating financial data from diverse banks and accounting systems into a single platform.
- Ensuring continuous compliance with financial regulations and security standards.
- Generating predictive revenue forecasts and comprehensive financial reports for strategic planning.
Features
Visibility
- Real-time Cash Flow Visibility: Gain immediate insights into your cash position and movements across all integrated accounts.
- Dynamic Revenue Waterfall Charts: Visualize revenue recognition and forecasting with interactive waterfall charts.
Intelligence
- AI-Powered Task Automation: Automate up to 90% of manual finance tasks, including data entry and reconciliation.
- Predictive Revenue Forecasting: Generate accurate revenue forecasts based on historical data, customer behavior, and market trends.
- Strategic Financial Insights: Leverage AI to transform complex financial data into actionable insights for strategic decision-making.
Technical Specifications
- Architecture
- RESTful API for server-to-server communication
- Deployment
- SaaS
- API Available
- Yes
Integrations
- Accounting Systems
- Banks
- CRMs
Security & Compliance
Certifications: SOC 2, CCPA, SSL, PCI, GDPR
Encryption: AES-256 encryption
Pricing
- Starting Price
- Contact sales
- Target Customer
- Mid-Market,Enterprise
About DualEntry
DualEntry offers an AI-native ERP platform designed to replace legacy accounting systems and scale with businesses from mid-market to IPO. It automates accounting and financial operations, handling billions of transactions monthly for modern finance teams.