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Oval - Accounting for Salesforce

Native, scalable and secure Accounting designed for Salesforce

Overview

Lightweight and flexible accounting engine designed for Salesforce. Easy customisation by Salesforce point-and-click tools. Available now on the Salesforce AgentExchange; improve efficiency & accuracy with AI-powered Agentforce Accounting Agent Actions.

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See How Oval - Accounting for Salesforce Works

  • SALESFORCE ACCOUNTING ENGINE Unified Ledger, robust accounting engine based on double-entry bookkeeping principles. Multiple entity (e.g. corporate structures), multiple currency (per-entity) and multi-dimensional (e.g. projects, strategic) accounting.

  • SEAMLESS INTEGRATION Built for customisation and extension using the point-and-click configuration tools provided by Salesforce. Standards-based APIs and Platform Actions are provided for data integrations.

  • DESIGNED FOR SALESFORCE Designed to blend with existing Salesforce features to ensure a seamless user experience. 100% native, scalable and secure; data never leaves the Salesforce instance. Architected by a Salesforce Certified Technical Architect/CTA.

  • REAL-TIME REPORTING Measure performance and track exceptions in real-time and project the impact of changing business conditions. Oval implements a dynamic calculation model which ensures that balances and financial measures are accurate in the moment.

  • SPRING '25 HIGHLIGHTS ✔ Agentforce Accounting Agent Actions.

Oval Accounting is a lightweight and flexible accounting solution designed for the Salesforce platform. Available now on the Salesforce AgentExchange; improve efficiency and accuracy with AI-powered Agentforce Accounting Agent Actions. Oval provides an accounting engine which is optimised for customisation by Salesforce point-and-click tools, to align with your requirements, and for integration use cases such as the conversion of CRM records to coded journals for ERP. At the core Oval is a robust, unified ledger accounting engine based on double-entry bookkeeping principles with advanced multi-* features. Key features: - Standards-based APIs & Platform Actions - Multi-* Entity, Currency & Dimensional Accounting - Accounting Journals - Financial Transactions - Financial Year & Period Close - Tax Rules & Tax Reporting - Bank Reconciliation (Bank Rules) - Revenue Recognition - Real-time Reporting (Financial 360) for Customers & Suppliers

Categories

Business Needs
Finance
Integration
Accounting
Industries
Horizontal Product
High Tech
Professional Services
Personas
Administrator
Business User
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.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Native App
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Sales Programs
Managed Package
Lightning App Builder
Salesforce Mobile

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