Expert Integrations for Salesforce Platform Accounting

At augeō we help optimize our client’s accounting functions and remodel Salesforce into an ERP, saving them time and money. All augeō clients go through a discovery and inspection process so that we can learn the flow of your business and the obstacles you face. From there, we collaborate with your key stakeholders to create a plan of action, routing you through one or more of our work teams depending on the results of our initial analysis. Below we’ll review three ways in which we can work with you.

1.  You’re looking for a new accounting solution that works well with Salesforce.

We work with Accounting Seed, which is a native Salesforce accounting solution. It is the first step to transforming Salesforce into a wholly-integrated Enterprise Resource Management system that uses accounting in service of your clients and your business goals.

Routing:

  • To Salesforce Consulting for any necessary updates to support the accounting functions
  • To Accounting Consulting for implementation of Accounting Seed

 

2.  Your Accounting Seed instance needs repair and/or management.

Our Accounting Consulting team will perform a health check of your accounting system, which we call a System Scorecard. Following the directives of the scorecard, we will repair errors and fully optimize the system for the future.

Routing:

  • To Accounting Consulting for repairs, optimization, and improvement
  • To Outsourced Accounting department for ongoing services as desired

 

3.  You are searching for an expert-level accounting firm to manage your financial operations on Accounting Seed.

We will deliver to you fully outsourced accounting, provided by a team of our highly-vetted accountants. Your team will be led by a fractional controller, with strategic financial advice from a veteran CFO as needed.

Routing:

  • Through Accounting Consulting for onboarding
  • To our Outsourced Accounting department for ongoing services
  • To a fractional Chief Financial Officer for on-demand strategic counsel if requested and as needed

 

At augeō we are more than a licensed reseller and implementation partner of Accounting Seed. Our clients gain access to a team that includes expert-level Salesforce consultants, deeply knowledgeable project accountants, and professional CFO-level strategists for a variety of industries. Interested in hearing how we can help streamline your accounting processes on Salesforce? Contact us!

Share this:

augeō: augment, grow, increase, magnify

Join forces with augeō. See more, clearly.

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

Ready when you are