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Built 100% Native on the Salesforce Platform
Unify Your CRM and Finance
ACCOUNTING SOFTWARE TO

Experience Dramatic Increases In Revenues, Productivity and Profits  Transform the way you work and become a real-time business.

Faster Order-2-Cash Process

Quickly convert opportunities to orders or invoices, automatically send invoice payment reminders and allocate customer payments to your bank accounts, all from within Salesforce.

A Single 360 Degree View

A single set of data for sales, ordering, billing and finance means information flows faster to the people who need it, without the need to manage multiple systems.

Real Time Analytics

Blend sales and finance data in the same screens your user use today and create custom reports or dashboards to view real-time analytics of your key performance metrics.

All The Tools Your Business Needs for Accounting in Salesforce CRM

Familiar Salesforce user interface

Time Sheet Recording

Purchase Orders and Purchase Invoice Processing

Expense Claim Management

General Ledger and Accounting Transactions

Sales Orders, Sales Invoices and Monthly Statements

Built 100% Native on the Force.com Platform

Familiar Salesforce user interface

Access From Any Web Browser

Salesforce Chatter Ready

Available from your mobile

All Your Data in Salesforce

Customise layouts and screens

Secure Online Accounting

Access your accounts from within Salesforce, customise your chart of accounts, manage your financial ledgers, perform transactions with customers and suppliers.

Bank Accounts

Manage multiple bank accounts, transfer funds between accounts, receive payments from customers or pay suppliers. View balances in reports and dashboards.

Sales Invoices

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.

Sales Orders

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.

Purchase Orders

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.

Expense Claims

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.

Time Sheets

Help your employees track time with time sheets. Allocate time against opportunities. Approve time sheets or use salesforce workflow for approvals.

Reporting

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.

VAT Returns

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.

Financial Dashboards

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

Streamline your end to end business processes, increase staff productivity and be more collaborative, social and mobile, 100% native on the Salesforce platform.
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