See Accounting Seed in action
Get a close-up view of how accounting on Salesforce can eliminate the need for costly integrations—and silos of mismatched information—by sharing the same database as your CRM.
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Get everything you need for streamlined accounting. Plus, you'll have access to advanced features—like AR and AP Automation—to simplify your financial transactions, ensuring timely, accurate financial management.
| Essential features | |
|---|---|
| Salesforce native Goes beyond integration by being a no-code Salesforce native solution—providing a unified platform for managing financial data. | Provides a true single source of truth |
| General ledger Manages and records all your financial transactions with ability to track on both accrual and cash basis. | |
| Accounts receivable / Accounts payable Handles tracking of money owed to and by the business. | |
| Billing & invoicing Facilitates the sending of bills and invoices to clients. | |
| Bank reconciliation Manages bank transactions and reconciles bank statements. | |
| Compliance management & audit trail Keeps records of changes and transactions for auditing purposes. | |
| Real-time data—no sync needed All accounting and financial data is kept natively inside Salesforce—no syncing needed. | |
| Custom reports & dashboards Offers real-time, fully customizable reports and dashboards for better insights. | Real-time & fully customizable |
| Document management Organizes and stores documents efficiently for easy access and management. | |
| Role-based access control Ensures secure access to financial data based on user roles and permissions. | |
| Data security Ensures the protection and confidentiality of financial data using Salesforce's security framework. | Leverages Salesforce's world-class security |
| Advanced features | |
| Multi-entity organizations Enables streamlined financial management across multiple business entities, facilitating easy consolidation, reporting, and inter-entity transactions. | Manage finances across multiple entities with ease |
| Multi-currency organizations Provides comprehensive support for transactions in multiple currencies, including automatic exchange rate conversions and simplified multi-currency financial reporting. | Simplify global payments with multi-currency support |
| Project accounting Tracks revenue, expenses, and time for projects, ensuring accurate accounting. | Track revenue, expenses, & time |
| AR Automation Automates the accounts receivable process, from invoice generation to payment collection and reconciliation, enhancing cash flow and reducing administrative workload. | Simplify receivables and collections |
| AP Automation Streamlines accounts payable by automating invoice capture, approval workflows, and payments, reducing manual efforts and improving payment accuracy. | Automate invoice processing and payments |
| Multi-book Accounting Cash or accrual basis accounting—do either or both; whichever best suits your organization. | Track transactions under cash, accrual, or both |
| Orders & inventory Efficiently manage your inventory levels and process orders from purchase to delivery, ensuring accurate stock counts and timely order fulfillment. | Manage orders and track inventory levels |
| Financial Analytics Visually tell the story of your organization and gain deeper insights into your data. | Unlock deeper business insights |
| AI Accounting Agents | |
| Collections Agent Ensure faster payments and healthier cash flow | |
| Bill Pay Agent Optimize cash flow, capture discounts, and eliminate costly payment errors | |
| General Ledger Agent Query transactions, automate posting, and close the books faster | |
| Support Agent Get instant answers, best practices, and step-by-step guidance | |
| Additional benefits | |
| Designed to scale Easily adapts to growing business needs, ensuring scalability. | Easily adapts to your growing business needs |
| Dedicated customer support Offers personalized support through a dedicated Customer Success Manager. | Hands-on support for guidance and problem resolution |
| In-app assistance Learn 24/7 with AI powered asnwers, task lists, and walk-throughs. | Learn 24/7 with AI help from Copilot. |
| Knowledge Base Extensive technical articles available via continuously updated product Knowledge Base. | Extensive technical articles |
| Works with all industries Versatile enough to cater to the financial management needs of various industries. | |
| Cloud-based Offers the flexibility and accessibility of cloud-based financial management. | |
| Integrations | |
| Avalara Facilitates compliance with tax regulations and laws, with pre-built Avalara integration for tax reporting. | |
| Sola Allows you to securely accept credit card, debit card, ACH, and various electronic payment for AR Automation. | |
| Edenred Pay Allows payment of expenses through the AP Automation solution. | |
| Plaid Enables secure direct bank connections and data synchronization. | |
| Stripe Facilitates secure transactions via credit card, debit card, and multiple electronic payment forms. | |
| Salesforce connectors Includes connectors for Salesforce Nonprofit (NPSP) & Field Service Lighting (FSL) for enhanced functionality. | Including Salesforce Nonprofit & Field Service Lighting |
| Additional integrations Discover our comprehensive list of Accounting Seed integrations. | Browse all integrations → |
Get a close-up view of how accounting on Salesforce can eliminate the need for costly integrations—and silos of mismatched information—by sharing the same database as your CRM.
Olivier Marnac, CMO at Zenconnect