REDUCTION IN REPORTING TIME
VIEW OF CLIENT DATA
DISJOINTED ACCOUNTING SOFTWARE
Over the past 10 years, Redkite has been on an exciting transformational journey aimed at eliminating a disjointed technology infrastructure. The team’s original accounting system wasn’t cloud-based and had limited reporting functionality. But the biggest problem was a lack of integration with Salesforce. To complicate matters, the solution couldn’t scale to support Redkite’s high transaction volume. It became critical to find an accounting platform native to Salesforce that could grow with Redkite and enhance the way teams captured, reported on, and analyzed financial data across the organization.
GLOBAL PROJECTS IN FULL COLOR
with real-time data
Using FinancialForce, Redkite teams can access financial data from anywhere and leverage dynamic dashboards to track the entire customer and donor lifecycle.
Streamlining finance workflows
A seamless integration between FinancialForce and Salesforce gives Redkite teams a convenient, one-stop-shop for managing all CRM and accounting workflows.
Now, Redkite’s Director of Finance can access records and handle approvals on-the-go. By eliminating mundane data-entry tasks, finance can focus on delivering better services to customers and donors.
FINANCIAL CLARITY AND TRANSPARENCY
After streamlining its back-end processes, Redkite reduced its finance operations overhead by 9%. Teams can now easily manage and track all finance-related data from approval to payment—in one place.
“Because we’re delivering information in real-time with FinancialForce, our management team is better positioned for strategic decision-making.”
General Manager, Finance and Operations
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