Accounting software for IT & Salesforce admins
Bring accounting, customer data, and sales activity together on Salesforce. Accounting Seed gives IT and Salesforce teams a shared foundation for connected workflows, controlled access, and finance processes that can adapt as the business grows.
One Salesforce environment
Bring customer, sales, and accounting records into one Salesforce environment. Reduce the separate synchronization work between Salesforce and accounting, while supporting the external connections your business still needs.
Give finance access to the right information and give IT a clearer view of how work moves between teams. Build workflows around the systems, responsibilities, and review steps that keep your business running.
Access, connections, and configuration
Use Salesforce permission sets and field-level access to align accounting capabilities with each person's responsibilities. Define access with finance as the team evolves.
Use supported integrations for banking, payments, tax, and other financial work. Extend connections through Accounting Seed's API when your process calls for it.
Tailor fields, page layouts, reports, and approval workflows in Salesforce. Give admins familiar tools to support changing finance requirements.
Connected AI for finance
Give finance conversational help through the AI Assistant, pre-built skills for repeatable tasks, and Accounting Agents for collections, bill pay, and general ledger work. Your team can start with ready-made workflows on the Salesforce data it already manages.
Hosted MCP also connects tools such as ChatGPT or Claude to live Accounting Seed data. Finance can ask questions and use accounting tools from its preferred AI, with actions governed by the user’s Salesforce permissions and recorded in an audit trail.
The app is very easy to customize, and we were able to get exactly what we wanted.
Emily Tam Borrego Solar
Book a demoFrequently asked questions
Accounting Seed's native accounting and customer records share the Salesforce platform, removing the need for a separate sync between those records. Other business systems may still need integrations based on the information and workflows you want to connect.
Accounting Seed uses Salesforce permissions, including permission sets and field-level access. Configure access with finance so users can work with the records and actions their responsibilities require.
Yes. Supported integrations cover areas such as payments, banking, tax, and spend management. APIs also support custom connections. The right approach depends on the external application and the workflow you need.
Yes. Hosted MCP connects compatible AI assistants to live Accounting Seed data and tools for receivables, payables, the general ledger, and inventory. Each connection follows the authorizing user’s Salesforce permissions. Review your AI provider’s terms for how it handles data after access, including training and retention.
Yes. Accounting Seed supports installation in a Salesforce sandbox. Use it to validate the configuration and work through accounting scenarios with finance before rolling changes out to users.
See how Accounting Seed can fit your environment and give IT, Salesforce admins, and finance a stronger way to work together.