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%
Quickbooks Online By Tally Integrations
Tally brings QuickBooks Online billing, accounts receivable and payment management directly into Salesforce. Sales, finance and operations teams automate accounting transactions, collect or record payments and track balances without leaving Salesforce. BILLING AUTOMATION Create QuickBooks invoices, estimates, sales receipts, purchase orders, bills, refunds and recurring invoices. Use Salesforce Flow to generate transactions automatically, such as invoicing when an opportunity closes. ACCOUNTS RECEIVABLE Track open, paid, partially paid and overdue invoices, record full, partial or multi-invoice payments, send reminders and download invoice PDFs. PAYMENTS Accept credit card and ACH payments, and record cash, check, wire and external payments, individually or through Flow automation. SYNC Keep QuickBooks Online and Salesforce synchronized across customers, products, invoices, estimates, sales receipts, purchase orders, payments, balances, classes, tax rates and statuses. A Product Sync Health dashboard tracks products. Tally is more than a QuickBooks connector. It is a Salesforce billing, payment, receivables and accounting automation platform for QuickBooks Online.
Top keywords
- payments6×3.92%
- quickbooks5×3.27%
- salesforce5×3.27%
- invoices4×2.61%
- automation3×1.96%
- billing3×1.96%
- record3×1.96%
- sales3×1.96%
