Principal Solutions Consultant
About the job
- Experience in audit/public accounting and/or in-house finance at a technology or high-growth company.
- Understanding of end-to-end accounting operations, including close, journal entries, approvals, reconciliations, multi-entity accounting, reporting, and controls.
- Depth in multiple complex accounting areas, such as revenue recognition, inventory, foreign exchange, leases, and consolidation.
- Experience with the CFO systems stack, including ERP, billing, payroll, banking, accounts payable/accounts receivable, financial planning and analysis, and business intelligence, and ability to map workflows across tools.
- Comfort in technical conversations about integrations, APIs, data imports and migrations, security, and architecture trade-offs.
- At least 2 years of experience in Solutions Consulting or an adjacent customer-facing role.
- Translate complex accounting workflows into clear product solutions for CFOs and Controllers.
- Lead discovery calls to diagnose prospect pain points in close processes, ERP limitations, and integration requirements.
- Run product demos tailored to each prospect’s workflows, data, and success criteria.
- Own technical objections across integrations, data migration, security, and reporting.
- Build proof-of-concepts and demo environments for different verticals.
- Partner with Product and Engineering to prioritize the roadmap using customer insights.
- Create and standardize demo assets, playbooks, and technical collateral to train future hires.
- Expertise in ASC 606.
- CPA.
- Hands-on experience with NetSuite, SAP, Oracle, Workday, or QuickBooks Enterprise migrations.
- Familiarity with data transformation, ETL, data modeling, and SQL.
- Experience designing API integrations or working with middleware tools.
- Prior leadership or mentorship experience building Solutions or Implementation teams.
About the company
I provide an AI-powered ERP platform for mid-sized companies to manage finance and accounting. It is a cloud-based SaaS that automates reconciliations, reporting, compliance, and multi-entity accounting, with real-time dashboards and anomaly detection, and it can migrate data in 24 hours without external consultants. It differs from traditional ERPs by offering rapid deployment and multi-entity support for firms that have outgrown lightweight tools, avoiding slow, heavy legacy systems. Its goal is to help mid-sized businesses run their finance and accounting more smoothly and gain clear, real-time financial insights through an adaptable upgrade path.
Company Size
51-200
Company Stage
Series A
Total Funding
$96M
Headquarters
New York City, New York
Founded
2024
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Simplify's Take
What believers are saying
- October 2025 funding raised $90M from Lightspeed, Khosla, and GV, funding aggressive expansion.
- Expensify launched a DualEntry integration in 2026, signaling ecosystem validation and shared customers.
- DualEntry’s June-August 2026 releases added Copilot, Bank Connections API, and migration improvements.
What critics are saying
- NetSuite, Sage, and QuickBooks already own migrations; August 2026 release notes name them.
- Finance systems demand perfect accuracy; a single mapping error creates restatements and churn.
- Trust Center claims SOC 1/2, but any security incident destroys CFO confidence fast.
What makes DualEntry unique
- DualEntry sells AI-native ERP migrations in 24 hours, versus months-long NetSuite implementations.
- It supports 13,000+ native integrations and $100B processed, per DualEntry’s 2026 materials.
- Its embedded copilot, bank-match, and multi-entity tools automate close workflows end-to-end.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Paid Vacation
Paid Holidays
Commuter Benefits
Remote Work Options
Company Equity
Relocation Assistance
Home Office Stipend
Phone/Internet Stipend
Professional Development Budget
Growth & Insights and Company News
6 month growth
26%1 year growth
26%2 year growth
-30%DualEntry, an AI-native ERP for finance teams, has launched Tasks, a workspace that puts accounting work, approvals, exceptions, and AI agents in one place. The New York company announced the product on October 13, 2026. Agents, exceptions, alerts, and notifications can create tasks automatically, giving teams a live view of what needs action. Agents can also handle recurring work such as chasing overdue invoices, coding transactions, preparing finance updates, and coordinating approvals, with an audit trail. "If an agent has enough context to do the work itself, it can handle that in the background, tee up the result, and bring you in when judgment or approval is actually needed," said co-founder Santiago Nestares. Because Tasks sits inside the ERP, it reduces the need for separate close trackers and manual checklists. It is available now to DualEntry customers.
Expensify launches native integration with DualEntry, the ai-native ERP built for mid-market companies. Expensify, Inc. 2 mins read The new two-way integration syncs expenses, corporate card spend, and reimbursements directly into DualEntry SAN FRANCISCO-BUSINESS WIRE- Expensify, Inc. (Nasdaq: EXFY), the easiest way to manage expenses, travel, and corporate cards, today announced a direct integration with DualEntry, the AI-native ERP built for multi-entity, multi-currency finance teams. With the integration, businesses running DualEntry can connect Expensify in minutes for an automatic, two-way sync: * DualEntry's chart of accounts syncs into Expensify as categories, classifications as tags, and tax rates if available * Out-of-pocket expenses post back to DualEntry as vendor bills * Company card spend posts as direct expenses to the right accounts * Reimbursements and card transactions stay in sync automatically "Finance teams shouldn't spend their time exporting CSVs between the tools that run their business," said Nick Tooker, Head of Partnerships at Expensify. "DualEntry is exactly the kind of partner we build for: AI-native, moving fast, and serious about mutual customers." The partnership pairs two platforms built on the same conviction: that AI belongs in the back office. DualEntry brings AI-first accounting; Expensify brings AI-powered expense management used by more than 15 million people worldwide. Together they give growing companies an accounting stack that works the way modern teams do: real-time, automated, and multi-entity from day one. "Most teams can't close until the expense reports come in, and then someone has to re-key them," said Santiago Nestares, cofounder of DualEntry. "Now, those expenses land in DualEntry already coded to the right department and project. That's one less thing standing between our customers and a daily close." About Expensify Expensify is the easiest way to do your expenses, travel, and corporate cards. Built for businesses of all sizes and trusted by 15 million members worldwide, Expensify is a top-rated app across G2, TrustRadius, Capterra, and more. Learn more at use.expensify.com. About DualEntry DualEntry is the AI ERP built for modern finance teams. It brings your entire finance operation into one platform, including general ledger, AP, AR, revenue recognition, multi-entity consolidation, reporting, budgeting, and more, while AI automates the accounting work behind the scenes. With NextDay Migration, companies can move their full historical financial data from systems like NetSuite, QuickBooks, Sage, and SAP into DualEntry in just 24 hours, down to the transaction and attachment level. Teams can see their real data working in a live DualEntry sandbox before committing, with $0 implementation fees and an in-house, CPA-led implementation team. Once live, DualEntry automates workflows across reconciliations, journal entries, transaction categorization, consolidations, reporting, and month-end close. With 13,000+ connections and infrastructure built for multi-entity, multi-currency businesses, DualEntry gives growing companies the power of a full ERP without the cost, complexity, and months-long implementation of legacy systems. Contact details:
Payhawk transforms how finance teams work with new agentic Playbooks. The Fall '26 Edition further enhances Payhawk's AI Office of the CFO and introduces Playbooks: ready-made procedures that handle recurring finance tasks inside Claude and ChatGPT, reducing manual work for finance teams. Customers can also access all Payhawk data from their preferred AI platform using an MCP, and use the new Implementation Agent to go live in just a few hours. September 15, 2026 03:58 ET | Source: Payhawk LONDON, Sept. 15, 2026 (GLOBE NEWSWIRE) - Payhawk, the AI-native spend management platform, today released its Fall '26 Edition, Prompt your finance, which enables finance teams to run their recurring work through Claude, ChatGPT or whichever AI assistant they already use. The edition also adds an Implementation Agent to Payhawk's AI Office of the CFO suite that configures Payhawk for new customers in hours, while continuing to enhance controls and processes for maximum efficiency and savings after go-live. "The Implementation Agent acts as your private financial consultant, and early customers have gone live in under an hour. We're starting with onboarding and..." "The enhancements between Payhawk and Claude proved to be highly effective in our operational setup. It saves significant time, provides dynamic reporting,..." "Speaking to hundreds of CFOs this year, I realised that while enterprise software companies are racing to deliver MCP integrations focused on reading and..." "The Implementation Agent acts as your private financial consultant, and early customers have gone live in under an hour. We're starting with onboarding and..." Playbooks work inside the AI assistants finance teams already use, such as Claude or ChatGPT, and act on live Payhawk data through the Payhawk MCP, a secure connection that applies each user's permissions. The Playbooks are ready-made procedures that execute a finance job from start to finish. Each one covers a specific job for a specific role and knows what to check, what to ignore, and what a good result looks like. The library spans tasks such as closing the books, chasing receipts, controlling budgets, calculating cash on hand across entities, cleaning up suppliers, preparing for an audit, and getting ready for a supplier renewal. Teams can add their own. "The enhancements between Payhawk and Claude proved to be highly effective in our operational setup. It saves significant time, provides dynamic reporting, and simplifies data access. The AI-driven capabilities have become an important part of our day to day productivity," said Daniel Raffl, Cost Manager at TechnoAlpin. "Speaking to hundreds of CFOs this year, I realised that while enterprise software companies are racing to deliver MCP integrations focused on reading and reporting data, they are missing the real opportunity: building AI that acts, not just reads. Finance teams need more than another reporting layer. They expect AI to do real work for them by running end to end processes. That is why we took things to the extreme and built Payhawk to act and perform common tasks every finance team executes each month, saving them time and money," said Hristo Borisov, Co-founder & CEO of Payhawk. As part of this release, Payhawk is also introducing its new Implementation Agent, which helps finance teams implement the system in hours rather than days. The agent establishes a new benchmark for SaaS implementation by connecting customers' preferred ERP and HR systems, importing their data, and configuring workflows, policies, and processes to meet their specific needs. It also leverages insights shared with Payhawk's pre-sales team to understand each customer's objectives from day one. The Implementation Agent will support all major Payhawk integrations, including Oracle NetSuite, Microsoft Dynamics, Sage, Xero, DATEV, and QuickBooks, as well as recently announced integrations with SAP, Pennylane, Rillet, Campfire, and DualEntry. "The Implementation Agent acts as your private financial consultant, and early customers have gone live in under an hour. We're starting with onboarding and implementation, but the longer-term opportunity is continuous improvement. By learning from how customers use the system, the agent will optimise their setup over time and proactively recommend changes that make finance operations even more efficient," said Martin Reindl, General Manager & SVP Customer Success at Payhawk. The Fall '26 Edition is now live for Payhawk customers. Playbooks are available through the Payhawk MCP and in the Payhawk portal. Payhawk will demonstrate the edition in a live webinar on 29 September. Details and registration: https://payhawk.com/editions/fall-2026. About Payhawk Payhawk is an AI-native spend management platform that orchestrates global money across Bills, Cards, Expenses, Travel, and Procurement for maximum control, automation and savings. It provides a global money account on top of your ERP combined with agents enforcing rules, policies, and budgets on every payment while giving employees an effortless spending experience. Headquartered in London with offices across Europe and the US, Payhawk helps companies grow faster in 33+ countries. Media Contact
A report from Contrary Research. Discover DualEntry's founding story, product, business model, and an in-depth analysis of the business.