Budget, plan, and report on one view of your DualEntry actuals.
Connect DualEntry with Drivetrain to bring your actuals into one model, so you spend less time assembling data and more time driving the business.
How Drivetrain connects with DualEntry
Connect with a DualEntry API key
Your DualEntry admin creates a view-only API key that Drivetrain uses to read your ledger.
Sync each transaction line
Every transaction line arrives with its company and classifications, so you plan the way you book.
Stay current with each sync
Drivetrain rereads your whole DualEntry ledger on each sync, so reversals and corrections show up in your actuals.
Integration specs
- Integration type
- Native
- Sync frequency
- As frequent as you want
- Backfill
- Full history
- Multiple DualEntry companies
- Supported
- Granularity
- Transactional level
Last Verified: Nov 2026
About DualEntry
DualEntry is the agentic AI ERP that automates accounting, so finance teams can focus on running the business. Its suite spans the general ledger, receivables, payables, cash management, revenue recognition, fixed assets, and close management, with multi-entity consolidation across unlimited subsidiaries.
Turn DualEntry actuals into budgets, forecasts, and board reports
[ 01 ]
Plan on DualEntry and your other systems in one model
Drivetrain syncs your DualEntry ledger into the same model as the headcount and pipeline from your other operational systems. Each forecast then starts from current numbers, not from exports pasted into a spreadsheet.
Move a planned hire from Q2 to Q3, and your P&L and cash forecast change with it, next to your DualEntry actuals.
[ 02 ]
Start planning soon after your DualEntry go-live
Drivetrain connects to DualEntry with an API key from your admin, so planning setup can start as soon as your books are live.
The first sync brings in each month you have closed so far, so your first budget starts from real actuals. Your next board report shows budget vs. actuals from the same model.
[ 03 ]
Give each department head their own budget vs. actuals
Drivetrain brings in the department classification on each DualEntry transaction line, so each department head opens budget vs. actuals for their own team. You choose who sees which department.
After you close the month, your head of sales checks what is left of the Q4 travel budget without waiting for finance to send a file.
[ 04 ]
Consolidate every DualEntry company into one set of group financials
Drivetrain brings in each DualEntry line with its company and the parent hierarchy, so your group P&L and balance sheet build from every subsidiary in one model.
Before you sign off the month, you compare each subsidiary's actuals with its own plan, next to the group total.
Tools commonly connected alongside DualEntry
CRM
SalesforceCRM
HubSpotCRM
HRIS
RipplingHRIS and payroll
BambooHRHRIS and payroll
Billing and warehouse
SnowflakeBilling and warehouse
StripeBilling and warehouse
How does Drivetrain connect to DualEntry?
With an API key, over DualEntry's API. Drivetrain reads your ledger directly with a key that can only view records, so there is no file to export.
Who on our team needs to be involved to connect DualEntry to Drivetrain?
A DualEntry admin, to create the API key. Your customer success manager at Drivetrain adds the key and runs the first sync with you, so your engineers are not involved.
What data does Drivetrain sync from DualEntry?
Drivetrain syncs your ledger and the transactions behind it, at the level of each transaction line.
Ledger: Journal entries, intercompany journal entries, and your chart of accounts.
Receivables and payables: Invoices, bills, purchase orders, sales orders, payments, credits, refunds, deposits, and prepayments.
Lists: Companies, customers, vendors, items, and classifications.
Other records: Contracts and usage records, fixed assets and depreciation schedules, recurring templates, bank transfers, cash sales, and direct expenses.
Can we budget by our DualEntry classifications in Drivetrain?
Yes. Your classification values, such as department, location, project, or product line, come across with your ledger. You budget, forecast, and report by them in Drivetrain the same way you report by them in DualEntry.
How do actuals in Drivetrain update when an entry is reversed or corrected in DualEntry?
On the next sync. Each sync rereads your whole DualEntry ledger, so reversals and correcting entries change your actuals in Drivetrain. Your approved budget stays as it is.
How often does Drivetrain sync DualEntry data?
On the schedule you set, or on demand. Run a sync right after you close the month, and your budget vs. actuals includes that month.
See Drivetrain and DualEntry in action
