Accounting software for financial services
Customizable, cloud-based, and built to streamline your business needs.
Streamline your financial advisory business
Whether you're helping clients with their investment strategy or advising on retirement distribution requirements, Accounting Seed can help. Easily guage the financial health of all your client's accounts and manage your book of business more efficiently with a fully connected front and back office. Expedite financial processes and automate essential functions like billing with simple click-through steps while gaining control over how you collect and manage financial data.
Simplify your business operations with one platform to manage CRM and Accounting. Cut manual tasks and accelerate cash flow while giving sales, operations, and finance a real-time view of business performance—without costly integrations.
Features for financial services
Accounting software built for the modern financial firm
Custom financial reporting
Flexible, multi-dimensional reporting that lets you decide formatting and allows you to analyze finances in a way that fully addresses the specific needs of your business.
reduce challenges
Multi-currency
Whether for clients or different parts of your business, your accounting system needs to have the ability to handle multiple currencies and easily report on results across multiple dimensions.
streamline processes
Security & compliance
Built on Salesforce, Accounting Seed ensures your data is protected with enterprise-grade security, encryption, and access controls. Stay secure and compliant with robust, built-in features.
keep data secure
Accounting automation
By automating your AR and AP tasks, you can save up to 23 hours per week, reduce errors, and create efficiencies for your team.
save more time
Effective financial insight and management
Enhanced efficiency
Automate tasks, close the books fast, expedite core financial processes, and focus your time on more strategic activities for your clients.
Real-time reporting
Easily gauge the financial health of all your clients' accounts, make faster data-backed decisions, and manage your book of business more efficiently.
One source of truth
Forget having to flip through various programs, tabs, or spreadsheets. Manage multiple ledgers and billing cycles without ever leaving the platform.
I have been able to create so many automations, reports, dashboards—you name it. All of which allow us to perform accounting tasks in a snap. Things that took days now take an hour.
Monica Bunch Founder, SiFer Consulting
Read the success storyExplore resources
Essential Accounting Features for Financial Services
The Ultimate Guide
to Accounting on Salesforce
See Accounting Seed in action
See how the right accounting software helps financial services companies streamline tasks and focus more on strategic growth.
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