Accounting core

Financial reporting & dashboards

Get answers and insights in half the time

Run reports across any dimension. Compare results side by side. Save custom views and change filters and groupings in seconds. Welcome to financial reporting designed for how finance teams actually work.

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Financial analysis without the need to export to spreadsheets

Reporting from Accounting Seed enhances how finance teams interact with their data. Instead of running static reports and exporting to Excel for analysis, you can slice, filter, and compare your financial data instantly—all within Accounting Seed.

Generate P&L statements by region with each region in its own column. Compare balance sheets across multiple periods side by side. Drill into trial balances by department, project, or any custom dimension. When you save a report, your filters and groupings are preserved, making month-end or ad-hoc reporting as simple as updating the date range.

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Eliminate reporting roadblocks, accelerate financial insights

Multi-dimensional analysis

Run reports across any business dimension—region, department, project, product line, or custom fields.

Side-by-side comparisons

View financial results in columns or rows. Compare regions, periods, or business units at a glance. See the complete picture without re-running or switching between reports.

Saved report configurations

Save reports with all filters, groupings, and layouts preserved. Run monthly reports in seconds. Ensure consistency across your team's reporting.

Real-time flexibility

Adjust filters and groupings without re-running reports. Add or remove columns instantly. Explore your data dynamically as questions arise.

Enterprise-grade performance

Handle large data volumes without system limits. Process complex multi-dimensional queries quickly. Scale your reporting as your business grows.

The essential reporting you rely on

A full set of financial reports such as trial balance, profit and loss, balance sheet, cash flow statement, and general ledger report—all with drill-down capability

Point and click creation of custom financial statements with user-defined rows, columns, and calculations

Actual to actual, actual to budget, or budget to budget comparison of any accounting period

Formatting abilities for financial statements with blank rows, indent, percentages, and underline

Ledger inquiry tool to research underlying transactions based on user-defined criteria

From static reports to dynamic insights

Work the way you think

Start with predefined reports or create custom views with point-and-click simplicity
Adjust parameters directly in your report without re-running—just select and deselect fields as needed
Drill down into details instantly to understand what's driving your numbers

Analyze without limits

Compare multiple dimensions side by side—regions, departments, projects—all in one view
Save report configurations with all your filters and groupings preserved
Handle complex data structures without hitting system limits or exporting to Excel
Access insights whenever you need them—no waiting for period closes

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A reporting experience unlike any other

Traditional accounting solutions force you to pick parameters and re-run reports for every change, Accounting Seed reporting puts control at your fingertips. Select and deselect fields directly in your report. Filter dynamically. Group instantly.

This isn't just an improvement—it's a fundamentally different approach to financial reporting that gives you the flexibility of Excel with the power of a native ERP system.

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Measurable impact on your finance operations

Save hours every close

Eliminate manual report creation and Excel manipulation. Run your standard monthly reports in minutes, not hours.

Accelerate decision-making

Get answers instantly without waiting for report re-runs. Spot trends and anomalies with side-by-side comparisons.

Ensure accuracy

Remove manual Excel work that introduces errors. Maintain consistent report definitions across your team.

Scale without limits

Handle growing transaction volumes and complexity. Add new dimensions without rebuilding reports.

The Accounting Seed reporting advantage

Connect financial performance to your entire business

Built on the Salesforce platform, Accounting Seed Financial Reporting inherits enterprise-grade security, scalability, and integration capabilities. Your financial data lives alongside your CRM data, enabling unified reporting across your entire business.

Customer relationships and pipeline
Project delivery and resource utilization
Revenue operations and forecasting
Any custom objects in your Salesforce org

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Ready to eliminate reporting roadblocks?

Get the reporting experience finance teams deserve.

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Financial Analytics

Visually tell the story of your business to gain even deeper insights into your organization's data.

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