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Oval - Accounting for Salesforce

By Audit9 - Salesforce AI + Data

Native, scalable and secure Accounting designed for Salesforce

No Ratings
Starting at £20   GBP/user/month

Discounts available for nonprofits

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Industries
Horizontal Product
High Tech
Professional Services
Business Need
Finance
Integration
Accounting
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

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.

  • Accounting Agent Actions for Agentforce

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Platform Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials
Additional Requirements
Please contact us at hello@ovalaccounting.com to discuss your Salesforce Accounting requirements.

App Details

Version
Oval Accounting/Summer '25 (v1.34) 1.34.0
Listed On
01/09/2020
Latest Release
06/17/2025
Supported 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
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: 81
Custom Tabs: 29
Custom Apps: 2
Lightning Components
Global: 5
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.
1.19.0
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.
09/01/2021

Additional Details

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

Need help?

Audit9 - Salesforce AI + Data

Newcastle-upon-Tyne, United Kingdom

Standard support (Email & web) First response: 1 business day (UK Business Hours) Target resolution: 5 business days Premium support (Phone, email & web; addtl cost) First response: 12 hours (UK Business Hours) Target resolution: 2 business days

Support Phone+44 (0) 191 259 4684
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