Accounting Seed Offers Exclusive Accounting Platform for Salesforce
Salesforce.com users who need convenience and easy to use accounting systems can turn to Accounting Seed, the premiere accounting application developed exclusively for Salesforce®.
It’s a native platform that exists on Salesforce, ties into the CRM, and lets you seamlessly integrate your accounting with sales orders, inventory control, and billing. Essentially, once you close an opportunity on Salesforce, Accounting Seed takes over and manages the ordering, invoicing, and financial details.
Our team at Accounting Seed recently partnered with Envestnet® | Yodlee® in order to provide a 360 degree view of finances to our users. This integration provides users with direct access to all their financial accounts, including banks, credit cards, and credit unions. Our users can import financial transactions directly into the Accounting Seed platform, map them to the existing vendors in our application, and streamline the entire process to make it as efficient as possible.
The benefit of working with Envestnet | Yodlee is that it’s easier for our customers to keep track of all their transactions in one place without data entry. Any deposit, withdrawal, check, ACH payment, or credit card transaction is imported into Accounting Seed, which automates both entry and reconciliation.
As a result, this helps companies cut down on accounting resources by not dealing with integrations between sales, contracting, and accounting. Since Accounting Seed is built exclusively for Salesforce, you can easily customize the accounting application and add your own data tables, workflow engine, approval processes, and other custom fields.
In the future, we hope to make Accounting Seed accessible to foreign currency transactions. We also want to expand on our Envestnet | Yodlee integration. Right now, you can import transactions, but we’re going to make it easier to match existing transactions you’ve created in the system to the imported transactions. Transaction matching will make a seamless banking process, and let accounting staff more easily reconcile entries made within the system to those made outside the system.
While Accounting Seed can work for nearly any Salesforce user, we focus primarily on small to medium-sized companies with five or more employees and $1 million to $50 million in revenue per year. To see how Accounting Seed can help bring your company’s accounting system into Salesforce, please visit our website for more information.
To learn more about how you can leverage the Envestnet | Yodlee Aggregation API to access 16,000 global financial data sources and develop innovative financial apps, visit the developer portal.