Experience Dramatic Increases In Revenues, Productivity and Profits Transform the way you work and become a real-time business.
All The Tools Your Business Needs for Accounting in Salesforce CRM
Built 100% Native on the Force.com Platform
Secure Online Accounting
Access your accounts from within Salesforce, customise your chart of accounts, manage your financial ledgers, perform transactions with customers and suppliers.
Manage multiple bank accounts, transfer funds between accounts, receive payments from customers or pay suppliers. View balances in reports and dashboards.
Easily create sales invoices from opportunities in one click and email them to your customer. Customize the sales invoice layouts to suit your needs and reflect your corporate branding.
Track your customer purchases with Sales Orders by converting opportunities in one click and automatically adding all products to the Sales Order. Track the dispatch of your goods and quickly convert orders to Sales Invoices.
Warehouse and Stock Management
Manage multiple Warehouses and locations to track both inbound and outbound stock movements as well as receive goods in against purchase orders or dispatch those on Sales Orders, all in the familiar Salesforce interface.
Reminders and Statements
Schedule automated email reminders for overdue invoices. Send customers monthly account statements to ease your cash collection process.
Raise purchase orders against suppliers, approve using workflow rules and email to vendors. Confirm goods have been received and approve purchase orders for payment.
Purchase Invoice Processing
Convert purchase orders to supplier invoices or enter new supplier invoices. Attach copies of the supplier invoice image to the record. Once your happy goods have been received approve the supplier invoice for payment.
Manage business expenses and reimburse employees. Attach images of receipts to expense claims. Approve expense claims and generate PDFs of claims. Track expenses against accounts and opportunities in Salesforce.
Help your employees track time with time sheets. Allocate time against opportunities. Approve time sheets or use salesforce workflow for approvals.
A range of standard reports are available to you including Profit & Loss, Balance Sheet and Trial Balance as well as a range of other reports to help you get an insight into your business. Use the powerful Salesforce report writer to create your own custom reports.
Your VAT returns are automatically generated, saving you hours of work. Save VAT returns and reconcile VAT transactions. Produce a VAT report to help you complete your VAT submission to HMRC.
You Instantly see your bank balances, Profit &Loss statement, aged debtors, creditors or any type of data in your dashboards. Create custom dashboards to include your key performance indicators.
Mobile Device Support
Access your data from any device at any time including iPhone, Blackberry, Windows Mobile and iPad.
Find Out How We Can Help You Transform Your Order-2-Cash and Procure-2-Pay Processes
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