Accounting on Salesforce
Seamlessly link finance to every department in your organization when you connect your front and back office with Salesforce-native accounting. Achieve meaningful results such as: - Faster time to close - Real-time insights - Elimination of manual processes Accounting Seed serves all industries, including nonprofits, software, professional services, higher education, high tech, insurance, retail, construction, financial services, and more! KEY FEATURES: - 100% Salesforce-native - Complete accounting core: AR, AP, GL, and Banking, - Multi-National, Multi-Currency, Multi-Company, Multi-Book, Multi-Level Consolidations, and Multi-Dimensional Chart of Accounts - Custom reporting, financial analytics, and dashboard tools - Payment proposals and auto application of credit notes - Embedded AR and AP payments - Hard and soft close of Accounting Periods - Reversible journal entries for accruals - Connects to thousands of banks and credit card companies to easily batch import/match transactions - Create billings from Salesforce opportunities, sales orders, timecards, or expense reports - Automate creation of billings with recurring billing templates
Top keywords
- accounting4×2.52%
- ap2×1.26%
- ar2×1.26%
- billings2×1.26%
- close2×1.26%
- credit2×1.26%
- financial2×1.26%
- salesforce-native2×1.26%
- services2×1.26%
CarryTheOne Accounting Integrations (e-conomic, FreshBooks, KashFlow, Xero)
Does your organization spend hours every month creating invoices manually for opportunities? There is a better way: With CarryTheOne's connector your opportunities, including customer information, are imported automatically into your accounting application, saving your organisation time for more productive tasks. Once up and running, your opportunities will be imported almost instantly when they reach your desired trigger stage (e.g. ‘Closed Won’). Selection of Features • Import process runs automatically • Invoices are intelligently matched to existing customer records; if no record is found, a new customer record is created on-the-fly. •Option to define payment methods (using a custom field) for different invoice handling depending on the method used • Automatically match items ordered with items in your accounting application (where supported) and create items where necessary • Automatically generates credit notes for opportunities (optional and configurable) • Worldwide tax support including Sales Tax, US State Tax, VAT, GST, PST and HST • Multiple options to handle tax • Multiple currency support For a full list of features please see our website.
Top keywords
- automatically4×2.42%
- opportunities4×2.42%
- tax4×2.42%
- customer3×1.82%
- items3×1.82%
- accounting2×1.21%
- accounting application2×1.21%
- application