DualEntry Close Management
DualEntry Close Management: A controlled, cross-system close module for multi-entity finance teams. Ranked #8 of 30 in Financial Close Software by our editors (8.4/10); pricing: Pricing on request; best for teams needing controlled, cross-system close.
At a glance
- Editor score8.4 / 10
- PricingPricing on request
- Best forTeams needing controlled, cross-system close
- Free planNo
- Approval workflowsYes
- Founded2024 · New York, United States
- Facts checked20 Sep 2026
Where it wins
- Close checklists combine tasks, attachments, notes, and sign-offs
- Reconciliations, tie-outs, approvals, locks, and audit history work together
- Connects with banks, accounting, CRM, AP, AR, HRIS, BI, and tax systems
Where it doesn't
- Pricing requires contacting sales
- There is no free plan or free trial
- Advanced planning, allocations, and SAML require the Ultra plan
Our verdict on DualEntry Close Management
DualEntry Close Management is a financial close module within DualEntry’s AI-native ERP. It is designed for mid-market and enterprise finance teams managing multiple entities, currencies, and accounting workflows. Finance users can create close checklists, assign tasks, attach documentation, add review notes, track reconciliations, complete sign-offs and tie-outs, monitor balance changes, and lock periods. The product is available on web, Windows, macOS, and through an API, with native ERP connectivity and integrations spanning banks, accounting systems, CRM, AP, AR, HRIS, BI, and tax.
Control and auditability are central to the workflow. Account reconciliations provide reviewer visibility, while configurable approval workflows, timestamped version history, audit trails, and period locking support a documented close process. Task-status views can be filtered by entity and book, helping teams monitor work across a multi-entity environment. AI-assisted reconciliation and anomaly detection add review support, but the product’s main value is the combination of structured tasks, evidence, approvals, and accounting controls rather than a narrow reconciliation tool.
The plan structure scales by entity count and advanced capability. DualEntry includes unlimited users, transactions, classifications, and currencies, up to three entities, all core accounting features, and limited revenue recognition modules. DualEntry Plus raises the limit to 20 entities and adds an entity add-on and multi-currency consolidation. DualEntry Ultra adds unlimited entities, advanced revenue recognition, financial planning, dynamic allocations, and SAML authentication. Pricing uses a contact-sales model, and there is no free plan or free trial. Teams needing controlled close operations across systems should consider DualEntry; smaller teams seeking self-serve pricing or a free starting tier should look elsewhere.
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DualEntry Close Management pricing
All 3 DualEntry Close Management plans and prices →
DualEntry Close Management fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Task dependencies | Not verified |
| Approval workflows | Yes |
| Audit trail | Yes |
| Multi-entity close | Yes |
| Recurring templates | Not verified |
| ERP connectivity | Native |
| Deployment | Cloud, Desktop |
| Platforms | Web, Windows, macOS |
| Compliance & security | SOC 2, GDPR, PCI DSS, SSO/SAML, 2FA |
| Support | Email, Live chat, Phone · 24/7 |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 13,000+ integrations: banks, accounting systems, CRM, AP, AR, HRIS … See all → |
| Pricing | Pricing on request (source) |
| Website | dualentry.com |
| Facts checked | 20 Sep 2026 |
DualEntry Close Management integrations
DualEntry Close Management lists 13,000+ integrations on its own site — the 8 named here are the ones its pages call out.
- banks
- accounting systems
- CRM
- AP
- AR
- HRIS
- BI
- tax
See all DualEntry Close Management integrations →
Alternatives to DualEntry Close Management
- FloQastA mature close platform for teams that need control across accounting and compliance.9.3
- Trintech CadencyDeep reconciliation and close workflows for complex, multi-entity finance teams.9.1
- Aico Financial Close PlatformA broad close platform for finance teams coordinating complex, ERP-diverse processes.8.9
See all DualEntry Close Management alternatives →
DualEntry Close Management vs the competition
- DualEntry Close Management vs FloQast
- DualEntry Close Management vs Trintech Cadency
- DualEntry Close Management vs Aico Financial Close Platform
- DualEntry Close Management vs Maxima
- DualEntry Close Management vs Stacks Financial Close
- DualEntry Close Management vs Oracle Cloud EPM Financial Consolidation and Close
Compare DualEntry Close Management with any tool side by side →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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