Salesforce Accounting

How to do accounting from Salesforce

Tired of seeing inaccurate financial data? Wasting time inputting multiple entries into different systems? Do you wish your accounting systems could interact with your CRM? If you already have all of your sales and customer records in Salesforce CRM, don’t you want your accounting records on the same platform?

Is your company still using spreadsheets for accounting?
Download 12 Reasons You Should Stop Using Spreadsheets for Financial Reporting

Certinia Accounting is a comprehensive financial system that is natively built on the Salesforce CRM. By integrating your accounting systems into Salesforce, many of your tasks are automated and easier to use. The two applications form a complete CRM to accounting solution in the Salesforce environment with efficiency and scalability.

  • Save time and reduce errors by eliminating duplicate data entry in the finance and sales departments
  • Create invoices from Salesforce opportunities with just one click
  • Set credit terms both globally and by every customer account
  • Automatically calculate payments to invoices based on document references and amounts

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Salesforce Accounting Software – Watch Demo

Streamline, simplify, and automate your financial operations on the Salesforce platform. Certinia Financial Management gives you a flexible general ledger, automated billing processes, and brilliant intelligence all in one place.

Better Together: Certinia Accounting and Salesforce

Because the Certinia Accounts shares the same account object as Salesforce CRM, your opportunity to cash process is efficient, accurate and optimizes cash flow. Invoices are created accurately the first time and posted in real-time where you have complete visibility to your customer’s standings in a single location.

A Salesforce Accounting integration should be easy, and we’re here to help you. There’s no need for expensive third-party integration or IT support. With our seamless integration, you just click and connect. Learn more about accounting on Salesforce today by downloading our datasheet.

Are you in need of Salesforce accounting software?

Master customer record

Imagine everyone – sales, finance, service delivery, support, and beyond – inputting and having real-time access to all the customer information that matters most. Every conversation, every transaction, every request, and every documented customer interaction can be accessible from one place. Instead of waiting days or even weeks for teams to be in sync, everyone from sellers to accountants can do their work with the same view of critical customer data. Companies like digital media giant FCR media are calling these 360° views “game-changing.”

Superior customer service

With a single record, you see everything that’s happening across the customer journey in real-time. Customer-facing staff can answer any question and provide immediate, high-quality support. At the same time, financial leaders gain a wealth of data with which to develop strategic insight into things like pricing adjustments, contract amendments, service delivery tracking, and more – all of which lead to amazing customer service.

Unparallelled efficiency and accuracy

With a master customer record, you can generate an invoice straight from a sales opportunity. You only have to manage one customer dataset, so reporting is easy and accurate. And with just one system of record, you’ll also simplify compliance processes and production of audit trails. By using a master customer record in this way, organizations like Methods have seen a 40% reduction in back office costs.

Anticipate customer needs

The more you know about your customers, the better you can anticipate what they’ll want from you next. This not only saves your business time, money, and resources, but it’s also a great way to develop new products and services to better serve your customers.