How to do accounting from Salesforce

Salesforce Accounting: An all-inclusive solution

Tired of seeing inaccurate financial data? Wasting time inputting multiple entries into different systems? Do you wish your accounting systems could interact with your CRM? If you already have all of your sales and customer records in Salesforce CRM, don’t you want your accounting records on the same platform?

Well you’re in luck, FinancialForce Accounting is a comprehensive financial system that is natively built on the Salesforce CRM. By integrating your accounting systems into Salesforce, many of your tasks are automated and easier to use. The two applications form a complete CRM to accounting solution in the Salesforce environment with efficiency and scalability.

  • Save time and reduce errors by eliminating duplicate data entry in the finance and sales departments
  • Create invoices from Salesforce opportunities with just one click
  • Set credit terms both globally and by every customer account
  • Automatically calculate payments to invoices based on document references and amounts

FinancialForce Accounting Datasheet

In need of Salesforce accounting software? Explore our solution to learn more.

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Better Together: FinancialForce Accounting and Salesforce

Because the FinancialForce Accounts shares the same account object as Salesforce CRM, your opportunity to cash process is efficient, accurate and optimizes cash flow. Invoices are created accurately the first time and posted in real time where you have complete visibility to your customer’s standings in a single location.

A Salesforce Accounting integration should be easy, and we’re here to help you. There’s no need for expensive third-party integration or IT support. With our seamless integration, you just click and connect. Learn more about accounting on Salesforce today by downloading our datasheet.