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%
Criminal Checker - Instant criminal & eviction check from any salesforce object
Powered by Thomson Reuters CLEAR, Criminal Checker brings KYC, KYB, AML screening and criminal background checks right into Salesforce. All these checks are done completely as per your current workflows, without using any external portals or doing manual follow-ups. You can view criminal records, OFAC and global sanctions lists, UCC filings checks, Secretary of State verifications, and ownership data in a single place. Each result has documentation, auditing, and sourcing information to ensure compliance teams act with confidence. Criminal Checker continuously monitors for any criminal activity, AML risks, or sanctions hits which could have occurred after the initial check. Upon detecting any changes, it automatically creates a case in Salesforce for review. Criminal Checker stores all of its data encrypted and safely within Salesforce and scales easily across teams, regions, and regulatory needs. All data collected is stored safely and securely in Salesforce using encryption methods, both at rest and in transit. As such, the app’s scalable architecture allows for seamless expansion across teams, geographically dispersed locations and regulatory environments.
Top keywords
- criminal6×3.51%
- salesforce4×2.34%
- checker3×1.75%
- checks3×1.75%
- criminal checker3×1.75%
- data3×1.75%
- teams3×1.75%
- aml
