GoldFinch Accounting: Salesforce Native Financial Management
Salesforce native accounting that works with your ERP
Overview
Salesforce native accounting software for professional services firms, nonprofits, and multi-entity organizations. Manage GL, AP, AR, banking, billing, and reporting with GoldFinch ERP or your existing ERP.
Accounting Native to Salesforce Manage financial records directly in Salesforce with shared security, approvals, reporting, and customer context.
General Ledger and Financial Reporting Support multi-dimensional accounts, recurring journals, audit trails, financial statements, budgets, and drill-through reporting.
Accounts Payable and Receivable Manage vendor invoices, approvals, payments, customer billing, collections, credits, deposits, and prepayments.
Multi-Entity and Multi-Currency Manage multiple companies, ledgers, intercompany transactions, eliminations, consolidations, currency revaluations, and exchange-rate differences.
AI Invoice Automation Extract invoice data, validate vendors and purchase order information, create draft transactions, and route exceptions for review.
Flexible ERP Connections Pair GoldFinch Accounting with GoldFinch ERP or connect to the industry-specific ERP your organization already uses, such as Rootstock ERP.
GoldFinch Accounting brings general ledger, accounts payable, accounts receivable, banking, fixed assets, financial reporting, and multi-entity accounting directly onto Salesforce. Finance teams work with financial and customer data on the same platform used to manage sales, clients, donors, projects, and programs. Use GoldFinch Accounting with Salesforce CRM, pair it with GoldFinch ERP, or connect it with another ERP your organization chooses to retain, such as Rootstock ERP. Designed for professional services firms, service-oriented nonprofits, and organizations managing multiple companies, currencies, or accounting ledgers.
Categories
- Business Needs
- FinanceAccountingTime & Expense
- Industries
- ManufacturingProfessional ServicesNonprofit
- Personas
- Business Operations ManagerBusiness UserExecutive
- FeaturesNo 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.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Sales ProgramsSupports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn MoreManaged 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.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyAgentforceMultiple CurrenciesPerson AccountsSalesforce ShieldSales ProgramsManaged PackageLightning App BuilderSalesforce Mobile