AI-Native Accounting on Salesforce
Accounting that moves as fast as your business
Overview
Run your ERP, accounting, and payments within a single Salesforce-native system with multi-entity general ledger, quote-to-cash management, embedded AI, agents, full MCP integration, payment and workflow automation.
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 finance and 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 - Salesforce Hosted MCP connection - 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
- FinanceEnterprise Resource PlanningAccounting
- Industries
- Horizontal ProductProfessional ServicesNonprofit
- Personas
- Business Operations ManagerData AnalystExecutive
- FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce 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 MoreMultiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- Native AppNo LimitsLightning ReadyAgentforceMultiple CurrenciesManaged PackageLightning App Builder