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Dreamforce 2025 was buzzing with one clear message: AI isn’t just a trend anymore—it’s become the essential tool shaping how modern businesses operate.
From Salesforce’s vision of the “agentic enterprise” to new layers of automation built directly into the platform, it’s clear the next era of business success will depend on three things: clean data, a unified platform, and AI.
Here are our top three takeaways from Dreamforce 2025 and what they mean for finance teams today.
1. Welcome to the age of agentic enterprise
Dreamforce introduced the concept of the agentic enterprise—where humans and AI agents work side by side to handle both repetitive tasks and decision-driving insights.
For finance teams, this means AI can help:
- Recognize patterns in cash flow or expenses before issues arise
- Recommend actions like when to prioritize certain payments
- Learn from data across your business to improve forecasting
AI agents are stepping into the role of digital helpers, assisting accountants and CFOs move from reaction mode to proactive strategy.
But here’s the catch: agents can only perform as well as the data and systems that power them. And that’s where a unified platform comes in.
2. A unified platform unlocks AI success
One of the loudest themes from Dreamforce: AI can’t thrive in silos.
When your accounting, sales, and operations data live in separate systems, your AI can’t see the full picture. That’s why Salesforce and its ecosystem partners—like Accounting Seed—continue to emphasize the value of one connected platform.
A unified system means your AI agents have access to:
- Contextual data from across your business
- Real-time visibility into transactions and performance
- A single source of truth for every financial decision
When accounting lives on Salesforce, AI agents already have everything they need to provide smarter insights and perform automated tasks without middleware or manual data transfers.
3. The evolving role of the Salesforce Admin in the age of AI
Another key theme at Dreamforce: AI is redefining the role of the Salesforce and IT Admin.
Admins are being tasked with a new way of thinking and are going even deeper into shaping a company’s data strategy. Dreamforce emphasized that in order for AI to be successful, the admin must think “platform” vs “tools.” With AI becoming embedded across the Salesforce ecosystem, admins are taking on a more strategic role by enabling tools that can:
- Detect anomalies or risks before they escalate
- Deliver predictive insights that guide smarter decisions
- Empower finance and operations teams with real-time intelligence
The admin’s job is evolving from system management to data stewardship and AI enablement. As we talked about in our recent webinar with Salesforce Ben, the companies running accounting on Salesforce will see a shift that is even more powerful. Admins are now at the center of bringing AI-driven insights directly into the finance function and beyond.
Looking ahead
Dreamforce 2025 reinforced what we’ve known all along: the future of accounting belongs to teams that embrace AI, automation, and unified data.
If your accounting platform already lives on Salesforce, you’re in a prime position to take advantage of this new era where agents handle the busy work, and finance leaders focus on strategy.
Stay tuned for more from our team as we continue to roll out accounting AI Agents, built natively on Salesforce, to help finance teams move from reactive to proactive.
See Accounting Seed in action
See how accounting on Salesforce can eliminate the need for costly integrations—and silos of mismatched information—by sharing the same database as your CRM.
