Connect Finance to Salesforce for Better Reporting

Is your data connected across sales, operations, and finance for a complete view of your business performance—using one centralized system? Utilize the power of your existing Salesforce CRM with Accounting Seed—built natively on Salesforce to have your sales and finance teams on the same platform. 

Common challenges from organizations struggling with their financial processes

  • Their system does not integrate with Salesforce
  • No visibility across departments
  • Ample potential for mistakes/errors 
  • Data integrity issues

The solution is quite simple and some of the results include the ability to:

  • keep more data in Salesforce for better reporting, automation, and customization 
  • scale to support company expansion 
  • have all operational systems on the Salesforce platform 
  • customize and automate features that can be used across Salesforce and Accounting Seed 
  • easily connect to 3rd party apps, payroll processors, and expense reporting software using Salesforce integration resources.

 

Why connecting finance across your entire business simply makes sense

Leverage the same data across multiple functions to eliminate middleware and manual data reconciliation while eliminating added cost and inefficiency. 

✓ No costly integrations 

✓ Single database infrastructure 

✓ Consolidated data model 

✓ Unsurpassed security & compliance 

✓ Access to Salesforce innovation 

✓ Create reports built from data across the Salesforce platform 

✓ Configure user interfaces, create custom objects and build automated processes with “Clicks Not Code” 

✓ Establish granular & flexible user permissions

 

When it comes to being “native,” the ROI is clear

Lower Total Cost of Ownership (TCO): No need to spend considerable money hiring developers to build and maintain integrations. 

Salesforce-native infrastructure: No specialized knowledge needed to tailor the software; use clicks—not code—to create custom apps and workflows. 

Open Connection to Salesforce-native Tools and Apps: Take advantage of best-of-breed solutions thanks to integration with thousands of other Salesforce-native solutions on AppExchange. 

NO MORE:  

Rekeying duplicate data  

Time spent exporting and reconfiguring reports  

Paying for third-party middleware to bridge software  

Manual reconciliation  

Waiting for systems to sync  

Errors due to human error

 

Accounting Seed brings your team a complete accounting solution in a native Salesforce environment—driving operational efficiency and faster revenue realization. Contact us if you’re ready to see how you can gain clear financial insights to run your whole business!

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Make the most out of your Salesforce investment by adding Accounting Seed. The result: a total enterprise resource planning system.

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