10 Best accounting software for Salesforce businesses

1

FinancialForce

Ease of use: FinancialForce is a highly customizable option, just like Salesforce. Users already familiar with Salesforce will have an advantage in learning to implement FinancialForce. FinancialForce is powerful and complex, but it comes with good training in the form of webinars, videos, and a community platform. FinancialForce also offers two levels of “Success Plans,” an add-on subscription designed to help users succeed with the software, just as the name suggests.

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2

Sage Intacct

Mid-sized to large organizations, which are Sage Intacct’s target market, need to know that their accounting platform is secure and helps them with compliance, including GAAP. User-level permissions ensure that employees only have access to what they need. One of Sage Intacct’s best features is its audit trail functionality, which tracks every action taken on every transaction in the database. Not only does it show who made the change, but also what was changed—and what it was before the change. Sage Intacct Collaborate also helps with creating strong audit trails because the messages sent back and forth are stored permanently and can be retrieved if there’s ever a question about why something was done a particular way.

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3

Accounting Seed

A double-entry accounting solution, Accounting Seed includes a customizable general ledger that is easy to configure, and order transactions are automatically posted to it. Accounting Seed provides an invoicing workflow that covers billing, cash receipts, and payment collection. The invoicing feature—also customizable—allows billing by subscription and setting billing to recur. Integration with Avalara enables tax rate functionality, and Stripe is built into Accounting Seed to accept payments via ACH or credit cards easily. The software can manage accounts payable, credit cards, purchase orders, and inventory, along with cash disbursements. Integration with Salesforce allows the user to take advantage of ERP. Accounting Seed also allows fund and project accounting for those organizations that need these specialized functions.

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4

QuickBooks Online

QuickBooks Online can handle digital receipts and limits the need to enter bank transactions. In addition, it can assign deposit accounts, and recognize expense categories and expense withdrawal accounts. Integrated with Salesforce, QuickBooks Online provides many automation features, such as recurring invoices and payment reminders, bill payments, and journal entries. Machine learning means that QuickBooks Online remembers and applies transaction categories. Rules can be set up easily, and QuickBooks Online provides lots of customizable workflows.

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5

Oracle NetSuite

Ease of use: NetSuite can take a little effort to learn, but users often point to the free NetSuite course at the CloudFoundation for learning to use the software effectively. NetSuite is a powerhouse, so users should expect to put in some effort; however, the payoff can be big once everyone has adjusted. Once mastered, NetSuite makes many everyday processes easier, and provides excellent reporting and analytical functionality. Pulling information about operations, HR, and marketing into a central platform eases the overall management burden and promotes efficiency, as well. Most users recommend finding a good Value Added Reseller (VAR) to work with when implementing NetSuite. As a cloud-based solution, NetSuite is easy to access and use from anywhere.

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6

Xero

For those in need of support to get up and running with Xero or continue to develop skill with the software, Xero provides excellent training and guides. Xero Central on Xero’s website offers a wealth of support and learning materials to help users succeed with the software. The discussion boards for users provide even more insight. Users who need to complete accounting tasks on the go will appreciate the official customizable mobile app, which enables most of the major bookkeeping functions, including invoicing and billing management and bank reconciliation. The mobile app dashboard features real-time cash flow and profit and loss information. In addition, Xero is one of the few software options that provide Apple Watch access.

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7

FreshBooks

The FreshBooks menu includes double-entry accounting, strong invoicing features, payment collection options, and expense tracking. Although payment collection is available through FreshBooks’ software, it can also be completed via Stripe. Trial balance and balance sheets are also FreshBooks features. International Salesforce users will find its multi-currency support useful. Salesforce users may also appreciate FreshBooks’s strong contact management tools and team features. Project management includes the ability to manage multiple projects. Although expense tracking is strong in FreshBooks, the software doesn’t provide built-in accounts payable functionality. Payroll requires integration with a third-party app.

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8

Acumatica

User-defined roles and permissions in Acumatica ERP limit access to data and increase security. Plus, sensitive data can be encrypted, and site security policies can be set up and enforced. By default, Acumatica ERP is HIPAA and PCI compliant, and it is built to ensure compliance with many other protocols, as well. For example, Acumatica ERP integrates with Avalara Sales Tax software for sales tax compliance, which is essential for many Salesforce companies.

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9

Versa Cloud ERP

Key features: Versa Cloud ERP doesn’t directly integrate with Salesforce; however, its accounting module, VersAccounts, does. VersAccounts’ API integration is a standard two-way connection with Salesforce, allowing information to flow back and forth between the two products. Then, information within VersAccounts can flow out to the other modules in Versa Cloud ERP.

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10

Wave Financial

Automation features that are triggered in Wave with the Salesforce integrations include new customer records and invoice creation. In the opposite direction, Wave can trigger record updates in Salesforce when specific actions have been taken. In addition, Wave includes automatic bank feeds and a streamlined reconciliation process. Wave also handles bulk transaction uploads easily and provides automatic reminders for bills and invoices.

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