Make an impact by shifting from admin to analysis. Spend less time on manual work and spreadsheets and help guide the business forward with accurate insights. Automating tasks such as AR and AP, capturing invoice details using AI, and leveraging Agents to tackle tedious tasks can save hundreds of hours and thousands of dollars each month.
Accounting automation software streamlines accounting processes and improves financial management by cutting manual tasks. With accounting on Salesforce, your working from a single system across sales and finance. This enables you to automate many time-consuming processes, such as accounts payable, accounts receivable, and financial reporting— reducing errors, and providing you with more accurate and timely financial data.
Save time associated with data entry, invoicing, payments, and reconciliation.
Reduce errors and inaccuracy associated with manual work.
Enable better, faster decision making with access to real-time information.
Support growth and scale as volume increases without the need for additional staff.
Cut monthly close cycles by 50% or more by having clean, actionable financials.
Get better visibility into your cash position by eliminating delays with AR and AP.
Move away from from scorekeeping and shift to strategy with more time to evaluate data.
Reduce the risk of fraud and error prone tasks by centralizing processes.
Maximize efficiency, lower your costs, and fully automate your customer payment process—from the time a payment is made through reconciliation.
Strengthen internal controls, reduce risk of fraud and error, and save time and money by automating the vendor payment process—all within one platform.
Available with AP Automation, AI Invoice Capture extracts and predicts details from vendor invoices and turns them into ready-to-review payables.
Let AI assistants support you by automating the repetitive, accelerating the critical, and answering the urgent. From paying bills, to collections to general ledger queries - Agents are here to help!
Cut out the manual activities that are prone to error and inaccuracy and embrace the power of automation in your accounting processes. Our software can give you the edge you need with:
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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