Welcome to DualEntry’s documentation. This is the home for accountants, controllers, and finance teams who use DualEntry to run their day-to-day work - from setting up your chart of accounts to closing the books each month.Documentation Index
Fetch the complete documentation index at: https://docs.dualentry.com/llms.txt
Use this file to discover all available pages before exploring further.
Browse by section
Core Financials
The general ledger, accounts payable and receivable, cash management, and the month-end close.
Revenue Recognition
ASC 606 contract management, allocations, SSP, change orders, and revenue reporting.
Reporting and Analytics
Standard financial statements, custom report builder, flux reporting, dashboards, and aging reports.
Platform Configuration
Multi-entity, multi-currency, multi-book, approval workflows, roles and permissions, and budgeting.
AI and Automation
The AI Accounting Copilot, anomaly detection, automated categorization, and OCR document upload.
Integrations
Stripe, Salesforce, HubSpot, banking, payroll, and data warehouse connections - plus building your own.
Start here
If you’re new to DualEntry, work through these in order:- First week with DualEntry - a tutorial that takes you from a fresh tenant to a posted journal entry.
- Key concepts - the model behind DualEntry: entities, books, periods, and how transactions flow.
- Migrating from another system - switching from NetSuite, or from QuickBooks or Xero.