MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Oval - Agentforce Accounting Agent Actions

By Audit9 - Salesforce AI + Data

Improve Efficiency and Accuracy with Accounting Agents

No Ratings
Starting at £10   GBP/user/month

Discounts available for nonprofits

Industries
Horizontal Product
Financial Services
High Tech
Business Need
Accounting
Requires
Agentforce

Oval Accounting Agent Actions empower Agentforce Agents to improve Salesforce Accounting efficiency and accuracy.

Highlights

ACCOUNTING AGENTS + Agents can convert a Salesforce CRM record (Opportunity) to a Sales Invoice. + Agents can generate Documents (Sales Invoice PDF). + Agents can send Documents to a Contact via email.

FUTURE USE CASES + Streamlined categorisation (mapping) of CRM data to Accounting entities. + Bank reconciliation. + Tax calculation.

Provider Details

Audit9 - Salesforce AI + Data
Newcastle-upon-Tyne, United Kingdom
Social Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
Pledge 1%
Founded
2012
Website
Email
Phone
+44 (0) 191 259 4684

Audit9 is a consultancy specialising in AI and data services for the Salesforce platform. We support organisations implementing Salesforce AI capabilities, including Agentforce and Einstein Generative AI, with services covering design, implementation and testing. Our work is informed by practical delivery experience, including multiple Agent listings on the AgentExchange, and delivered by UK-based Salesforce-certified AI specialists. Audit9 also provides custom AI development services, including extending Agentforce functionality or integrating external large language models (LLMs) into Salesforce workflows, aligned with security and governance requirements. Strong data foundations are critical to both Salesforce success and effective AI. Audit9 supports data quality, governance, and integration to help ensure Salesforce data is reliable and fit for purpose. Audit9 is the developer of clearMDM (Enterprise-Grade Master Data Management) and OneMerge (Data Deduplication), two data quality applications listed on the Salesforce AppExchange that support scalable data stewardship using human and Agentforce-enabled workflows.

Pricing Details

You must pay to use this solution. Discounts are available for nonprofits.

Launch pricing offers early adopters access to the initial set of Agent Actions at a reduced cost. As the Accounting Agent concept and capabilities evolve, pricing will update for new customers to reflect the additional value.

Launch Pricing

£10 GBP/user/month

Free trial available for 5 days

Lowest Starting Price

More From This Provider

clearMDM – Salesforce Native Data Quality
by Audit9 - Salesforce AI + Data
Go beyond deduplication to deliver trusted, governed customer data that powers Customer 360, Agentforce & Data 360. Establish a Golden Record & connected hierarchies across sources & maintain the “best version” of each customer as data changes over time.

Audit9 - Salesforce AI + Data
by Audit9 - Salesforce AI + Data
Audit9 provides Salesforce AI and data services, helping organisations address data challenges and implement Agentforce and Einstein Generative AI with confidence.

OneMerge Free Edition - Salesforce Duplicate Management
by Audit9 - Salesforce AI + Data
Salesforce finds duplicates. OneMerge Free Edition resolves them. Extend Salesforce Duplicate Management with scheduled merge automation to create clean, unified Salesforce data. 100% native and secure.

OneMerge - Salesforce Duplicate Management Automation
by Audit9 - Salesforce AI + Data
Most deduplication tools create work. OneMerge removes it. Extend Salesforce Duplicate Management with merge automation, merge rules and Agentforce-powered capabilities (optional). Create clean, unified, AI-ready Salesforce data. 100% native and secure.