
Automated Accounting as a Strategic Growth Engine
For many organizations, accounting is still viewed as a necessary back-office function—focused on closing the books, staying compliant, and keeping the lights on. But in
Salesforce should power your process, not bog it down. We refine your workflows, boost automation, and deliver a system your team can count on every day.
Our goal is straightforward. We help you make Salesforce easier to use, easier to trust, and easier to maintain.
Businesses partner with us because they need more than configuration. They want clarity, accounting‑driven logic, and practical support that actually improves their day‑to‑day operations.
You get:
Many companies come to us after struggling with problems such as:
If you’re facing any of these, our team can stabilize your system and guide you toward a more reliable setup.
For companies using, or moving to, Accounting Seed, this is where our work becomes especially impactful. Our team has years of real‑world experience with Salesforce and Accounting Seed.
We integrate your business processes with Salesforce and Accounting Seed and can provide ongoing support through our Fractional Accounting Services to ensure your accounting operations stay strong and reliable.
We keep things simple and practical.
01. Discovery
We learn how your business works and what problems you want to solve.
02. System Review
We assess your current Salesforce setup, including workflows, data, and accounting structure.
03. Build or Cleanup
We fix issues, redesign processes, and automate where it makes sense.
04. Testing and Training
Your team gets a system that works and knows how to use it.
05. Ongoing Support
If needed, we continue supporting your team with accounting and Salesforce updates.
You don’t need to start over. augeō will align Salesforce and Accounting Seed to your business processes and accounting process.
augeō will make it happen!
Yes. This is our niche. It’s where our accounting and Salesforce experience overlap.
You get practical support that connects sales, operations, and finance. This means cleaner data, better reporting, and processes that match how your accounting works.
Yes. We focus on consistent, easy-to-maintain automation that reduces manual work while keeping your system stable and predictable.
Absolutely. Most of our projects focus on cleaning up environments that weren’t configured by accountants.

For many organizations, accounting is still viewed as a necessary back-office function—focused on closing the books, staying compliant, and keeping the lights on. But in

Financial accuracy and operational efficiency can determine whether your business scales—or stalls. Yet many organizations still rely on spreadsheets, paper trails, and disconnected systems to

Accounting teams have been stuck balancing two realities: rising expectations for real-time financial intelligence and the limits of manual, disconnected processes. Spreadsheets, siloed systems, and
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Barbara has over 20 years of accounting experience with various businesses and provides exceptional support to improve efficiency. Barbara’s experience includes payroll and benefits accounting for multiple large clients, implementing and process-improving various projects. She also provides client support from years of construction accounting experience for small to mid-sized businesses. Barbara is familiar with various platforms, can grasp financials quickly, and provides effective input from the beginning.
On a day-to-day basis, Barbara manages the daily accounting functions including the month-end close process, preparation of accurate financial statements, and building a partnership with each client.
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Tori has over 20 years of accounting experience with various businesses. She is a motivational leader by example who excels in training and mentoring all levels. Tori was a key contributor to “Business of the Year” awarded by the Arkansas Business Magazine. She implemented SOP and automated accounting procedures at Ponderosa Petroleum, as their Finance Controller. Additionally, she led the implementation and training of the Spanish Izaro ERP platform solution.
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Melissa has 17 years of accounting experience with most of her time spent in a Controller role for a large Investment Bank where she managed the month-end close, quarterly and annual reporting, controls implementation, and process improvement in a team environment. She has also had 3 years of project implementation experience, and some experience with smaller businesses, handling tax preparation and payroll. Melissa is also a Certified Public Accountant.
On a day-to-day basis, Melissa is the Controller for several augeo clients and also manages the Accounting Program product for all of augeo.
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Justin became a Controller at augeō in 2022 after spending 10 years of working in finance at a small nonprofit hospital in Michigan. During his time at the hospital, he was able to help identify new revenue growth and implement better financial reporting resulting in 500k in annual provider reimbursement.
Justin graduated from Davenport University with his MBA in Accounting in 2010. He has prior system implementation experience on an international level and
On a day-to-day basis, Justin works directly with clients as a controller providing financial support and working on process improvements.
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