Financial Reports

Accounting Seed makes it simple to pull together the core accounting reports and financial statements you need without any additional plugins or software.

Turnkey Financial Reports

Accounting Seed offers turnkey (standard) reports, which provide a way to communicate information using official records that document the financial activities of your business, person, or other entity. With the click of a button, your report can be generated with drill-down capabilities directly to source transactions. Reports can include options, such as the ability to suppress rows with zero amounts, sub types and/or report subtitles, as well as report rounding. For your convenience, financial reports are easily exportable to PDF and/or an Excel spreadsheet. The following turnkey (standard) reports are available:

  • Profit & Loss
  • Profit & Loss versus Budget
  • Balance Sheet
  • Trial Balance
  • Cash Flow Statement
  • Ledger Inquiry

 

Profit and Loss Turnkey Report from Accounting Seed

Custom Financial Reports

Custom financial reports provide the ability to create unique reports, which allows you to control all of the ways information is presented to your team or external parties. You can quickly and easily get started with a custom report by creating a Financial Statement Definition. From there, the custom report can be user-defined with columns and rows, as well as calculations. Custom reports are easily exportable to PDF and/or an Excel spreadsheet.

Add custom calculations and formatting to present and highlight key information. Custom financial reports include the following features:

  • Comparative of budget to actual
  • Budget to budget
  • Actual to actual
  • Year-to-date reporting
  • Month-to-date reporting
  • Custom calculations on any row
  • Custom calculations on any column
  • Report on relative accounting periods

G-Connector

Through the use of the Salesforce G-Connector Add On for Google Sheets, Accounting Seed users can now create dynamic and robust financial reports in Google Sheets that can be customized and updated easily.

Users can build highly customized financial reports using their own rows and columns, arranged, sorted, and formatted in any manner that suits their needs. Subtotals and totals can be placed in any row or column and both dollar and percent changes can be calculated.  

 

Reporting in Accounting Seed has been a big time-saver. We now can create reports on the fly.  

David Fisher

CFO, Demountable Concepts

Key Benefits

  • The ledger inquiry tool allows users to quickly investigate general ledger accounts for one or multiple periods.

  • Drill down further into a specific project, variable, period, product, and/or account.

  • Users can build highly customized financial reports through Google Sheets by using G-Connector.

Accounting Seed’s Features

Modernize your accounting processes and embrace the unique way you do business with Accounting Seed’s core accounting features.

Transform Your Business Now

Exploring options and want to see if Accounting Seed is a good fit for your organization?

Lets explore how Accounting on Salesforce can be a big win for your business. We’d love to learn more about what you’re trying to accomplish—and why.

Together, let’s see how Accounting Seed can help.

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