DualEntry typical implementation process:
Initial Consultation & Planning: DualEntry assigns a dedicated CPA to work with your team and define your business’s key metrics, needs, and priorities. Together, you create a tailored implementation roadmap, focusing on system setup and what must be migrated or configured for your entities.
Data Migration: DualEntry handles migration from your previous platforms (e.g., QuickBooks, Xero, Sage Intacct, NetSuite, MS Dynamics). Migrations are secured with automated two-way syncs and continuous backups. Typical migration times: 48 hours from QuickBooks/Xero, 2 weeks from Sage Intacct, 3 weeks from NetSuite, 4 weeks from MS Dynamics.
System Configuration: The platform is set up for your specific requirements—multi-entity structure, custom fields, dashboards, GL classifications, approval workflows, and integration with your essential business tools and banks (over 200 integrations and 13,000+ bank connections included in all plans).
User Training: Once initial configuration and migration are complete, DualEntry provides team training sessions, led by CPAs and engineers. Training covers core operations, transaction processing, and custom reporting. On-demand training is available for deeper skill-building, and sessions can be scheduled with just 3 days’ notice.
Testing & Validation: Key workflows, integrations, and data transfers are tested to ensure accuracy. Real data is run through the platform to validate the setup and catch any issues before the system goes live.
DualEntry offers a high level of customization to fit the specific needs of diverse and complex organizations. Here are key data points showing how DualEntry can be tailored to individual business requirements:
Unlimited Custom Fields and Classifications: You can configure your general ledger with unlimited, nested classifications and custom fields. This makes it easy to capture granular, organization-specific data points for advanced reporting or compliance.
Custom Approval Workflows: DualEntry enables the setup of tailored, multi-stage approval controls for procurement, payables, and other workflows. Approval processes can be mapped precisely to your team’s hierarchy or compliance needs.
Role-Based Permissions and Security: The platform supports role and entity-specific permissions, allowing you to assign detailed access and segregation of duties based on department, geography, or function. Custom roles can be defined for each user or group.
Custom Dashboards and Reporting: Build dashboards with custom views and metrics for different users, departments, or management layers. Reports can be fully customized by project, region, cost center, or any chosen field, giving insights tailored to your organizational structure and KPIs.
Personalized Workflow Automation: DualEntry’s AI enables you to automate recurring tasks (journal entries, reconciliation, approvals, etc.) according to your rules, policies, or industry practices. Automation adapts to your specific workflow, reducing manual work.
Chart of Accounts Flexibility: The platform allows unlimited and nested GL classifications, letting you design a chart of accounts and dimensional tagging structure to precisely match your business model, products, or compliance standards.
Custom Document Templates: Invoices, purchase orders, and other financial documents can be customized with your branding, layout, and required data fields to fit your external and internal communication needs.
Integration Ecosystem and API: DualEntry integrates natively with over 200 business software tools and 15,000+ bank connections. If you need more, the open API can be used to build bespoke integrations that automate unique data flows or connect legacy systems.
Personalized Dashboards and UI Elements: Organize interface elements, modules, and analytics according to each user’s job function or preference, increasing productivity and focus for every team member.
Multi-Entity and Multi-Currency Adaptability: Manage subsidiaries, branches, and currencies with individualized settings for each. Configure unique approval chains, workflows, and reports for each entity as structure or scale changes.
Custom Periods and Reporting Calendars: DualEntry lets you set bespoke accounting periods (e.g., 4-4-5 calendar) or non-standard fiscal year cycles for compliance or management reporting by entity.
Audit & Compliance Customization: Establish custom period locks, audit trails, compliance dashboards, and control testing routines to support sector-specific audit, regulatory, or internal governance requirements.
Dynamic User Experience: Interface layout, workflow shortcuts, and dashboard widgets can be tailored for optimal efficiency per user role or location.
DualEntry provides training and support to ensure new users can adopt the platform efficiently and confidently:
Personalized Onboarding: Every new client is matched with a dedicated CPA from DualEntry who works closely to define the organization’s metrics, implementation roadmap, and system setup. This personalized support helps teams get up to speed quickly and ensures DualEntry is configured to each business’s unique needs.
Inclusive Implementation and Training: Implementation—including data migration and system configuration—is included in every DualEntry subscription. Once migration is complete, DualEntry’s CPAs conduct live team training sessions covering transaction processing, custom reporting, and workflow navigation. Additionally, on-demand training sessions can be scheduled with as little as three days’ notice, and every session includes both a CPA and an engineer.
On-Demand Resources and Fast Support: Users benefit from on-demand training and the ability to request focused, dedicated support directly through the DualEntry dashboard. Comprehensive support is available seven days a week, provided by experienced, US-based CPAs to answer operational or technical questions and clarify new features.
Knowledge Transfer and Ongoing Education: DualEntry prioritizes long-term client self-sufficiency through knowledge sharing, proactive team education, and continuous training opportunities as new features or workflows are rolled out.
DualEntry employs a multi-layered approach to data security, combining industry-leading technology, strict compliance, and user-level controls:
Encryption Protocols: All data is protected with AES-256 encryption at rest and TLS 1.2+ for data in transit, ensuring that information is secure during storage and while being transferred across networks.
Access Controls: Role-based access controls allow precision in granting permissions, while multi-factor authentication (2FA) is required for agents and administrators. Support for SSO and SAML further strengthens authentication.
Compliance Standards: DualEntry is continually audited and certified for SOC 2 Type I/II, SOX, IFRS/GAAP, GDPR, CCPA, and a wide range of regional privacy and data protection laws, demonstrating its global compliance posture.
Audit Trails & Activity Logging: The platform logs all user activities, approvals, sign-offs, and changes within the system, making it easy to trace, monitor, and support audit readiness and compliance.
Network & Cloud Security: DualEntry’s infrastructure employs multi-layered network segmentation, DMZs, redundant backups, disaster recovery protocols, and ongoing penetration testing by top security firms. Automated vulnerability scans and a formal change management system further reduce risks.
AI Data Protection: All data processed by DualEntry’s AI features is covered by SOC 2 privacy controls and zero data retention—your data is never used to train outside models, nor stored beyond processing. AI features comply fully with GDPR, CCPA, and global privacy regulations.
Physical, Organizational & Administrative Controls: DualEntry enforces strong organizational policies, staff training in data security, comprehensive privacy policies, and layered administrative controls for business continuity and incident response.
High Availability & Data Redundancy: Service availability is supported by network redundancy, rigorous backups, and disaster recovery plans—tested regularly to meet the requirements of NIST and PICERL frameworks, ensuring data continuity in any scenario.
Update Management Process:
Agile Release Cycle: New features and improvements are developed and released using Agile methodologies, enabling rapid, incremental enhancements based on user feedback and evolving needs.
Automatic, Cloud-Based Deployment: As a fully cloud-native platform, DualEntry deploys all updates centrally, so every customer benefits from the latest features, bug fixes, and compliance improvements immediately—there’s no action required from user IT teams.
Quality Assurance: Updates are tested in sandbox environments before general release, ensuring stability and data integrity.
User Communication: Major releases and new tools are highlighted via email, in-app notifications, LinkedIn, and product videos. Release notes detail the changes, and customers have direct access to support and CPA-led training for any new workflows.
DualEntry’s policy on data ownership and portability centers on giving customers full control, transparency, and access to their information at all stages of the relationship:
Full Customer Data Ownership: All data entered into or generated by DualEntry—including transactions, custom fields, documents, and reports—remains entirely the property of the customer. DualEntry acts strictly as a technology provider and does not claim ownership over any client data.
No Retention After Cancellation: Once a customer cancels their DualEntry plan, they have the ability to restore all data to their own servers. DualEntry does not retain customer data after cancellation, supporting absolute data privacy and eliminating risks of vendor lock-in.
Easy, Secure Data Export: Customers can export their data at any time during the subscription, ensuring that information is always accessible for backup, migration, or compliance needs. Data export procedures are secure, comprehensive, and free of additional charges.
No Vendor Lock-In: DualEntry’s policy and open API design empower users to access, migrate, or remove all their data easily. The company’s approach ensures organizations remain agile and independent, able to leave the system without barriers.
Compliance With Privacy Laws: The platform’s data handling is fully compliant with GDPR, CCPA, and similar regulations, guaranteeing the right to access, correct, export, or delete personal and company data as required by law.
Automatic Renewal: DualEntry subscriptions are managed digitally and generally come with automated billing and renewal terms. After your initial term (often monthly or annually), the subscription will renew automatically for another identical period unless you actively cancel before the renewal date.
Renewal Schedule and Management: Renewal terms and schedules are managed directly in your account, with no need for manual reminders. You can monitor and adjust your renewal and billing preferences from your DualEntry dashboard or by contacting support.
Notification of Renewal: Users typically receive reminders of upcoming renewals, allowing time to review billing or make changes before the new term begins.
Adjusting Subscription: You can upgrade, downgrade, or modify your subscription plan (add/remove features or users) before the next renewal; any such change is reflected in the following billing cycle. DualEntry does not require long-term lock-ins—subscriptions are flexible and can be adjusted as organizational needs change.
Price Changes: If there are changes to plan pricing or terms, DualEntry will typically notify customers ahead of the renewal date, giving you an opportunity to cancel or accept the updated terms before renewal.
Cancel Anytime: You can cancel your DualEntry subscription at any time with no penalties or hidden fees. Cancellation is initiated by contacting DualEntry support (typically via email or your account dashboard).
No Cancellation Penalty: There is no fee for ending your contract early. You will retain access to the software until the end of your current paid billing cycle; no refunds are generally issued for partial months or unused portions.
Service Termination: After you cancel, your access will cease at the end of the current term. DualEntry is also free to suspend or terminate service at its discretion, such as for breach of terms or non-payment.
Data Export and Portability: You have the right to export all of your data before service ends, ensuring no vendor lock-in. Once your subscription terminates, DualEntry will not retain your data beyond the required period and will offer secure data export procedures.
DualEntry meets a set of compliance standards designed for modern, multi-entity, and growth-oriented organizations:
SOC 2 Certified: DualEntry is SOC 2 AICPA certified, demonstrating rigorous controls over the security, availability, processing integrity, confidentiality, and privacy of customer data.
GDPR Compliant: The platform is fully compliant with the EU’s General Data Protection Regulation (GDPR), supporting strong privacy rights such as data ownership, portability, and the right to erasure.
CCPA Compliant: DualEntry meets all requirements of California’s Consumer Privacy Act (CCPA), ensuring consumer data privacy and transparency for US-based customers.
IFRS/GAAP Compliance: The system is designed to comply with International Financial Reporting Standards (IFRS) and US Generally Accepted Accounting Principles (GAAP), supporting accurate, audit-ready financial management.
AES-256 Encryption at Rest & SSL/TLS in Transit: All data is encrypted with AES-256 when stored and protected via SSL/TLS during transmission, ensuring high-level security against unauthorized access.
PCI Compliance: The platform’s payment and financial data handling aligns with PCI (Payment Card Industry) security standards, safeguarding payment information.
SOX Compliance Support: DualEntry provides compliance-ready controls, audit trails, and reporting to assist publicly traded clients and those seeking IPO-readiness with Sarbanes-Oxley (SOX) requirements.
Comprehensive Security Audits: DualEntry’s systems are regularly audited for compliance and security, covering all aspects of their infrastructure, workflows, and data management.
