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AI Accounting Agents

By Accounting Seed

Let AI do the busy work with Accounting Agents on Salesforce

No Ratings
Paid Add-On Required  

Payment required for external services or products

Agentforce ContentsAgentforce Contents
Actions: 31
Subagents: 11
Agents: 3
MCP Servers: 1
Industries
Horizontal Product
Professional Services
Nonprofit
Business Need
Enterprise Resource Planning
Accounting
Time & Expense
Requires
Agentforce
AppExchange Partner Products
Compatible With
Revenue Cloud
Financial Services Cloud
Nonprofit Solutions

Skip the costly integrations needed to use AI across business functions; with the 100% Salesforce-native accounting your system is instantly AI-ready

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Agentforce
AppExchange Partner Products
To use this solution, you need this AppExchange partner product.
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Revenue Cloud
Financial Services Cloud
Nonprofit Solutions
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
Accounting Seed Agents/ver 0.8 0.8.0
Listed On
12/23/2025
Latest Release
12/23/2025
Agentforce ContentsAgentforce Contents
Actions
Actions are how agents get information and perform tasks.
Subagents
A subagent is a job an agent can do.
Agents
Agents use context to complete tasks on their own.
MCP Servers
MCP servers securely connect your Agentforce agent to additional resources.
Actions: 31
Subagents: 11
Agents: 3
MCP Servers: 1
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
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
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.6.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
12/22/2025

Additional Details

Seamlessly link finance to every department in your organization when you power your front and back office with AI-powered Salesforce-native accounting. KEY AGENT FEATURES: Collections Agent - Smart Invoice Analysis: Query unpaid or overdue billings by customer, amount, or age with natural language commands - Automated Collections: Send overdue notices and billing reminders automatically - Payment Predictions: Identify at-risk payments based on past behavior Bill Pay Agent - Aging Intelligence: Instantly query payable due dates to prioritize payments effectively - Discount Optimization: Identify and suggest payables eligible for early payment discounts - Duplicate Detection: Find and flag potential duplicate payables before they're paid - Payment Proposals: Build and submit comprehensive payment proposals for approval General Ledger Agent - Intelligent Querying: Dig deep into G/L account activity using everyday language. - Flexible Posting Control: Post and unpost records with simple commands, maintaining full audit trails.

Need help?

Accounting Seed

Columbia, MD, USA

To quickly access all help options—including logging a case or booking a support call—visit and bookmark: www.accountingseed.com/support.

Support Phone(410) 995-8406
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