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AI-Native Accounting on Salesforce

Accounting that moves as fast as your business

Overview

Run your accounting and process customer and vendor payments within a single Salesforce-native system with multi-entity general ledger, quote-to-cash management, and AI-enabled payment and workflow automation.

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See How AI-Native Accounting on Salesforce Works

  • Goodbye connectors and sync tools. Eliminate the need for costly integrations—and silos of mismatched information—with a 100% Salesforce-native accounting solution that shares the same database as your CRM.

  • Automated AR and AP. Save thousands of dollars and hundreds of hours with embedded AR and AP that reduces time spent on monthly reconciliations from hours to minutes, streamlines bill paying, and optimizes spend through automation.

  • Multi-dimensional, dynamic reporting When your CRM and accounting apps share the same platform and data, reporting across the organization—from sales to operations to finance—is possible right out of the box.

Manage your entire lead-to-ledger with a fully native accounting solution on Salesforce. Achieve meaningful results such as: - 75% off your monthly close process - Automation of AR, AP, invoicing and bank reconciliation - $80K+ cost savings in integrations Accounting Seed serves all industries, including nonprofits, software, professional services, higher education, insurance, retail, construction, and more! KEY FEATURES: - 100% Salesforce-native - Embedded AI and automation - AI-Invoice capture & OCR - AR, AP, GL, and Banking, - Multi-National, Multi-Currency, Multi-Company, Multi-Level Consolidations, and Multi-Dimensional Chart of Accounts - Custom reporting, financial analytics, and dashboard tools - Payment proposals and auto application of credit notes - Embedded AR and AP payments - Hard and soft close of Accounting Periods - Reversible journal entries for accruals - Connects to thousands of banks and credit card companies to easily batch import/match transactions - Create billings from Salesforce opportunities, sales orders, timecards, or expense reports - Automate creation of billings with recurring billing templates

Categories

Business Needs
Finance
Enterprise Resource Planning
Accounting
Industries
Horizontal Product
Professional Services
Nonprofit
Personas
Business Operations Manager
Data Analyst
Executive
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Multiple Currencies
Managed Package

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