As businesses scale and strive for greater efficiency, accounting automation becomes not just a convenience—but a necessity. Platforms like Salesforce paired with Accounting Seed offer powerful tools to streamline financial operations, improve accuracy, and drive smarter decision-making. But even with best-in-class tools, many businesses stumble during implementation. Why? Because automation isn’t just about installing software—it’s about transforming workflows and aligning teams.
Here are the most common mistakes businesses make when adopting accounting automation with Salesforce and Accounting Seed—and how to avoid them.
1. Treating Automation Like a Plug-and-Play Solution
The Mistake:
Some businesses expect Accounting Seed to “just work” out of the box, with little to no customization or planning.
Why It’s a Problem:
Every business has unique workflows, chart of accounts, revenue recognition needs, and reporting requirements. Failing to tailor the setup means you risk underutilizing the platform—or worse, introducing errors.
How to Avoid It:
Invest in discovery and planning. Work with a certified Salesforce and Accounting Seed consultant to map out your existing processes and identify what should (and shouldn’t) be automated. Use Accounting Seed’s customization tools and Salesforce’s native flexibility to design a solution that fits your business.
2. Ignoring Data Quality Before Migration
The Mistake:
Rushing to migrate financial data into Accounting Seed without first cleaning it up.
Why It’s a Problem:
Bad data in = bad data out. Inaccurate legacy data can create reconciliation nightmares and erode confidence in the new system.
How to Avoid It:
Audit your data before migration. Consolidate duplicate accounts, verify vendor/customer info, and archive outdated records. Run test migrations in a sandbox environment to catch any issues early.
3. Overlooking Integration Opportunities
The Mistake:
Not integrating other Salesforce-native or third-party apps that could enhance automation (like billing, expense management, or inventory tools).
Why It’s a Problem:
Accounting doesn’t live in a silo. If your sales team is using Salesforce CPQ or your operations team uses a separate inventory system, disconnected data can lead to redundant work and human error.
How to Avoid It:
Take advantage of the Salesforce ecosystem. Accounting Seed integrates seamlessly with other native apps and can also connect to external platforms using APIs or middleware like MuleSoft or Zapier. Make integration a priority from day one.
4. Failing to Train the Team
The Mistake:
Assuming users will figure it out as they go, or relying only on technical documentation.
Why It’s a Problem:
Automation only works if the humans behind it understand what’s changing and why. A lack of training leads to user frustration, inconsistent workflows, and resistance to adoption.
How to Avoid It:
Invest in onboarding and ongoing training. Use Accounting Seed’s learning resources, schedule regular internal training sessions, and provide clear documentation for your custom workflows. Make it easy for users to ask questions and provide feedback.
5. Not Setting Up Proper Controls and Workflows
The Mistake:
Skipping out on approval processes, audit trails, or access controls.
Why It’s a Problem:
Automation can introduce risks if not implemented with governance in mind. Errors or unauthorized changes could go unnoticed, leading to compliance issues or financial inaccuracies.
How to Avoid It:
Use Salesforce’s robust permission sets, approval processes, and audit features. In Accounting Seed, enable key controls like period locks, workflow approvals, and user-level permissions to ensure compliance and accuracy.
6. Focusing Only on the Short-Term
The Mistake:
Implementing accounting automation with a “just fix today’s problem” mindset.
Why It’s a Problem:
Short-term fixes might work now but could become bottlenecks as your business grows. You might outgrow your processes faster than expected.
How to Avoid It:
Think about scale. Will your current setup work when you double revenue or expand into new markets? Design flexible, scalable workflows in Salesforce and Accounting Seed that can evolve with your business.
Accounting automation with Salesforce and Accounting Seed is a game-changer—but only when done right. By avoiding these common mistakes, you’ll save time, reduce frustration, and unlock the true power of financial automation.
Whether you’re just starting or fine-tuning an existing setup, remember: automation is a journey, not a destination. Plan strategically, invest in your team, and don’t be afraid to call in expert help when you need it. If you have any remaining questions, ask us here – we look forward to hearing from you!