Finance and accounting reporting

Financial reporting & analysis

Stop waiting around for the information you need to support critical decisions. Don't waste time matching up spreadsheets from multiple systems to figure out why your CRO and CFO's numbers don't align. Get the reliable, real-time insights you need from sale to revenue with a unified accounting solution built on Salesforce.

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Cash balance $0M 1% vs prior month

Outstanding AR $0M 12% vs prior month

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Trusted financial insights across every dimension

From opportunity to billing and revenue—gain a complete 360-degree view of your business. Easily spot trends by having immediate access to critical information at your fingertips to make more informed decisions you can trust.

Using Salesforce dashboards, your financial reports can be easily created, customized, and shared. Break down organizational silos and report on sales, operations, and financial data, knowing your numbers will tie out to one consistent answer. View financial reports to evaluate critical metrics such as cash flow, profitability, and revenue, while maintaining compliance with external reporting requirements. Support efficient decision-making without delays or data concerns.

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Financial reporting & analysis

What are the benefits of financial reporting on Salesforce?

Decisions you can trust

Make confident decisions with access to accurate, timely data.

Real-time insight

Gain rapid access to important performance data and make faster decisions.

A single source of truth

Report across sales, operations, and finance with one shared data set.

Move toward a zero-day close

Work toward a same-day close by closing the books in days vs. weeks and report to stakeholders without delay.

Customizable dashboards

Easily set up and modify dashboards and reports to fit your needs.

Cross functional reporting

Report, share, and collaborate on performance across the business without discrepancy.

Cash flow visibility

Instantly report on and measure your AR, AP, and payroll coverage.

Access deeper trends

Go beyond profit and loss with Financial Analytics and make strategic decisions with advanced visual dashboards.

Get our guide to better financial data

Financial data is the engine that powers every business decision—learn how to start with a solid foundation to power your business decisions.

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I can create customizable reports in Accounting Seed that my owners want to see. No longer am I exporting to Excel and spending hours reformatting everything. I can now go to my managers with confidence, and know the data and reports I’m providing are consistent and accurate.

JeaNae Remala LionHeart Critical Power Specialists

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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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