Salesforce unlocks the door to opportunities for better customer relationships and engagement. Businesses working on Salesforce might face difficulties in handling income, expenses, cash flow, and profitability as it is not an accounting software. However, Salesforce has several integration options to help you.
There are several Salesforce accounting solutions available that make financial work a breeze. These solutions offer a range of promising features that can automate the process of data entry, financial reporting, and more. Overall, the integration will help to streamline the financial process from sales to the general ledger.
If you are looking for the best accounting software that integrates with Salesforce, this blog will help you out.
5 Best Accounting Software for Salesforce
As there are various Salesforce accounting software available, it is crucial to know which is better for your business. Before making any decision, you can read about the top 5 accounting software for Salesforce.
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Sage Intacct
Sage Intacct allows businesses to use Salesforce to track their finances. It is ideal for small to mid-sized businesses that want to keep accounts organized. Also, it is known as the most flexible and scalable Salesforce accounting software.
Benefits
Sage Intacct is integrated with Salesforce and the integration is done by Sage itself on Salesforce. This allows businesses to get started in a few clicks. It involves essential functions such as accounts payable & receivable, order management, quick and easy access to accounts, etc. It allows access to fixed asset management and inventory management tools.
Sage accounting software that integrates with Salesforce also eliminates the need for manual data entry tasks. It provides tailored solutions across accounting & CPA firms, hospitality, financial services, healthcare, etc. It offers multi-currency options for businesses in all sectors.
Sage Intacct has an interface that some people may find difficult to use. However, they get used to it with time, and it becomes easy to use for them. However, there is a setback of Sage Intacct is that its chart of accounts is not customizable.
QuickBooks
QuickBooks is a simple, easy-to-use Salesforce accounting software. This software allows tracking of business expenses and income. It organizes financial data by eliminating the need for manual data entry. When it comes to small to scalable businesses, Quickbooks is the best accounting software for Salesforce.
Features
QuickBooks and Salesforce integration allow small businesses to manage inventory in real-time. It auto updates whether new stock comes in or sells the stock. Also, it provides a low stock alert to help you stock for success.
Quickbooks allows businesses to easily connect their eCommerce account to QuickBooks. It will enable them any time access to balance sheets, profit and loss, cash flow statements, etc.
This software provides multiple device access that helps businesses to access their account through any device. Quickbooks offers different plans such as Simple Start, Essential, Plus, and Advanced. So, businesses can check which plans suit their needs.
Certinia Formerly FinancialForce
Certinia, formerly known as FinancialForce was the first accounting software developed on Salesforce. It offers complete financial management features such as budgeting, accounting, etc. Furthermore, it provides CRM, ERP, and accounting capabilities in one place.
Features
Certinia streamlines the financial and operational process. As with Salesforce, this software comes with the same user interface, data model, and security features. It integrates easily with Salesforce products making it flexible. Apart from this, it offers a set of features for supply chain management, human resources, project management, etc.
Certinia provides comprehensive spreadsheets with filter options and a customizable dashboard. Organizations can target and track business operations with this feature and optimize for better performance. Furthermore, it helps to improve cash flow, keep projects profitable, and drive employee & customer satisfaction.
NetSuite
NetSuite is a highly flexible cloud-based accounting software. It helps businesses to manage their operations, customer relationships, and finances. Also, it is an ERP solution that integrates with Salesforce. It offers solutions to small & mid-sized businesses and enterprises.
Features
NetSuite salesforce integration helps companies that require features like complex inventory management and multi-department collaboration. The integration allows businesses to access their financial data in real time and make data-driven decisions. Also, it enables companies to take advantage of reporting abilities and manage all financial operations.
NetSuite accounting software that integrates with Salesforce allows customization options. It allows businesses to adjust the system as per their needs. Also, NetSuite Salesforce accounting software is scalable. Therefore, it doesn’t need additional resources since its system can handle the increased workload.
Accounting Seed
Accounting Seed is one the best accounting software for Salesforce small to medium-sized businesses. It is a cloud-based, flexible accounting software that includes ERP features. Furthermore, it is suitable for companies looking for an all-around accounting system with ERP and can integrate with Salesforce.
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Features
Accounting Seed is a native Salesforce accounting solution. Its app is available on AppExchange as well. Even though this is developed on Salesforce, it can work as an independent application. Apart from this, it offers a wide range of features such as multi-currencies, tracking & recording expenses, invoicing, billing, etc.
It helps businesses create projects, time tracking, payroll, inventory management, and automate business reports. Also, the reports can be created and easy to access through the dashboard. Along with this, the financial dashboard allows customization.
Users transitioning from the other accounting software may find it challenging to get used to Accounting Seal. However, people who are familiar with Salesforce will probably not find issues in running this solution.
These are the top 5 accounting software programs for Salesforce that businesses can prefer as per their requirements.
Final Words
As business processes go more digitally, businesses should give more attention to financial operations to reduce the error chances. It is why companies looking for Salesforce integration services to manage CRM and accounting work together. This will allow them to manage estimates and invoices. So, this blog has mentioned the top 5 accounting software for Salesforce. It will help to understand the features and characteristics of each solution. Furthermore, it will lead them to prefer the software that matches their requirements.
