Insurance accounting software
Accounting built to support compliance, streamline billing, and simplify financial operations for insurance organizations on Salesforce.
Accounting software to help minimize risk
Whether you're underwriting a new plan or helping a client file a claim, insurance accounting software like Accounting Seed can help. Create efficiency and accuracy by generating quotes for clients in the same environment you use to manage key accounts. Follow policyholder records through to billing, claims, and receivables. Effectively manage your company’s compliance and security protocols for the heavily regulated insurance industry. And with seamless integration into policy, billing, and claims systems, you can more efficiently run your back office.
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 performance—without costly integrations.
Features for insurance accounting
Finance tools tailored to the needs of insurance teams
Regulatory compliance & reporting
Stay audit-ready with configurable reports and a detailed audit trail. Accounting Seed helps meet regulatory standards because it inherits the same compliance benefits as the Salesforce platform itself.
Premium and claims tracking
Use Salesforce-native tools to configure tracking for policy premiums, claims payouts, and related financial activity. Accounting Seed gives you a flexible platform to support transparency and accuracy in your insurance workflows.
Commission management
Customize commission tracking and automate payouts to brokers and agents using the AP Automation functionality. Support accuracy and reduce manual work across complex compensation models.
Multi-entity and multi-currency support
Consolidate financial data across locations, departments, or business units. Accounting Seed supports streamlined reporting across diverse operational structures.
Built to adapt as your company grows
Whether you’re a regional insurance broker or a multi-entity provider, Accounting Seed adapts as your business evolves. Customize workflows, connect seamlessly with your Salesforce CRM, and maintain operational flexibility—without starting from scratch.
Ready to modernize your insurance accounting?
Join insurance organizations that are simplifying their financial operations with Accounting Seed. Automate core processes, gain better visibility, and keep your data connected across teams—all on Salesforce.
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FAQs
What is insurance accounting software?
Insurance accounting software helps organizations manage financial operations related to policy premiums, claims, commissions, and regulatory compliance. It’s designed to support accuracy in reporting, simplify workflows, and integrate with the systems insurers use to manage client relationships, billing, and claims.
Accounting Seed brings these capabilities together in one flexible platform built natively on Salesforce. It helps insurance teams automate accounting, manage multi-entity structures, and maintain audit-ready financials—while connecting seamlessly with your CRM and reporting tools.
Can Accounting Seed help us manage agent commissions?
Yes. Many insurance organizations use Accounting Seed’s Accounts Payable and automation tools to calculate and manage agent commissions. You can create custom workflows that match your compensation structure and automate repetitive processes.
How does Accounting Seed support compliance?
Accounting Seed enables detailed audit trails, customizable reporting, and strict role-based permissions—essential tools for meeting the compliance standards of the insurance industry. Its native integration with Salesforce helps ensure data consistency across systems.
Does it support multi-entity and multi-currency insurance operations?
Absolutely. Accounting Seed supports multi-entity and multi-currency accounting, making it a strong fit for insurance organizations with multiple agencies, lines of business, or global operations.
Does Accounting Seed support premium and claims tracking?
Out of the box, Accounting Seed does not include a dedicated policy or claims module. However, because it’s built on Salesforce, you can configure objects and workflows to track financial data related to premiums and claims—while integrating with your core insurance systems.
How much is Accounting Seed?
Accounting Seed offers affordable, flexibly-priced software. Its scalable pricing adapts to the size of an organization. Flexible options based on factors like number of users, ledgers, and extensions allow the software to be tailored to fit your needs and budget.
When we close a billing, all the information from the opportunity in Salesforce goes to Accounting Seed to know when and how the revenue should be scheduled so there is no room for error. As soon as a billing is closed and posted, all the revenue is immediately scheduled without any manual creation. It just happens and is a huge time-saver.
Justin Meyer Co-founder & CEO, JumpRope
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