Approval Workflow Software
Approval controls, tailored to you
Set up precise controls and workflows
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Customizable workflows
Tailor approvals to your needs. Create multi-step workflows with conditional logic, ensuring thorough review processes for critical transactions
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Granular permissions
Set custom roles and permissions so you can effortlessly scale user management across your org. Make changes any time.
eriod locking controls
Secure your financial close. Lock AR, AP, and all GL transaction types per entity, maintaining data integrity throughout accounting periods.
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Staged transactions
Junior staff and AI can create records in a pending state while senior accountants handle final posting, ensuring a robust review process.
Audit-ready records
Keep comprehensive, traceable records with DualEntry’s archived state. Transactions are traceable and undeletable, meeting strict audit requirements.
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Automate anomaly detection and audit prep
Real-time testing insights
Get instant visibility into control testing. Auditors can run tests and share feedback directly in DualEntry.
Advanced audit options
Access a compliance dashboard for detailed metrics and efficient audits. Drill down for in-depth analysis or ask AI to investigate.
AI anomaly identification
DualEntry AI continuously monitors for anomalies and risks, so you can take action against control issues before they escalate.
Cross-functional alignment
Collaborate better with a unified control framework. Share updates in one place for greater visibility and clearer communication.
Safeguard your data and track every change
Multi-layered authentication
MFA, IP-address restrictions, and SAML-based single sign-on protects against unauthorized access and maintains your data’s integrity.
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Role-based access
Define access levels for different users to make sure that team members can only interact with the data and functions needed for their roles.
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Activity tracking
DualEntry logs all activity on customer records and associated transactions, recording user actions, IP addresses, and timestamps.
Make informed decisions with real-time insights
Monitor real-time activity metrics and execution status on our dynamic compliance dashboard. Drill down in a few clicks to analyze business processes and user activity.
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Approval workflow software FAQ
Approval workflow software automates the process of requesting, giving, or receiving approval on repetitive tasks, documents, or other processes within an organization. This means creating custom, multi-step workflows with conditional logic, tiered approvals, and logging every approval step.
The best approval workflow software isn’t just about routing a request or sending a nudge for approval to a stakeholder. It’s about business process management automation by streamlining business operations by enforcing financial controls, maintaining audit integrity, and keeping your business safe without unwanted risks. This means using software like DualEntry, which has enterprise-level security features. These include role-based access controls, multifactor authentication, SAML single sign-on, activity logs, version history, and audit trails. You get full transparency at every step.
A workflow is the full sequence of steps a task follows from start to finish—from entering an invoice to routing it, booking it and, finally, reporting on it. An approval process is just one part of that workflow. This is where designated stakeholders handle reviews and sign-offs.
With DualEntry, you can automate all your financial approvals, from purchase order approvals and vendor payments to journal entries, budget changes, and intercompany allocations. You can set up custom workflows by role, currency threshold, entity, or department. And with real-time monitoring, you can see what’s happening at any given moment.