Accounting Seed

Start running finance where your teams already work. Open Salesforce, install Accounting Seed, and connect it to Opportunities, Cases, and custom objects so activity flows straight into the ledger. Import your opening balances, vendors, customers, and products with provided templates, map your chart of accounts, and lock down access with profiles and permission sets. Build role-based dashboards for CFO, controller, and AP clerk to track cash, margins, and approvals in real time. From day one, you’ll post entries, schedule recurring journals, and close periods without exporting data to spreadsheets.

Turn selling into cash with a guided quote-to-cash path. Convert an Opportunity to a sales order, reserve stock, and auto-issue inventory when you ship. Generate invoices from shipments or milestones, email them with payment links, and let the system apply receipts to open items. Use bank feeds to match deposits and fees in minutes, not hours. Collections run on rules—dunning emails, call lists, and promise-to-pay tracking—so AR stays current. If you recognize revenue over time, set schedules on lines or contracts and let the engine handle deferrals and ASC 606 timing. Multi-currency postings use daily rates, and gains/losses roll up automatically.

Control spend with a clean procure-to-pay workflow. Team members submit purchase requests with budgets in view. Approvers greenlight in Slack or mobile, then POs go to vendors. Receive goods, flag variances, and 3-way match before the invoice posts. Capture bills via OCR, route them for signoff, and push batch payments by ACH, wire, or check. Track early-pay discounts, 1099s, and withholding at the vendor level. Expenses are painless: snap a receipt on mobile, auto-categorize from card feeds, and enforce policy before reimbursement. Keep an eye on cash with rolling forecasts, liquidity KPIs, and bank reconciliations that actually reconcile on the first pass.

Manage work and funding with the same system. Spin up projects from templates with phases, tasks, and rate cards; capture time and expenses; track WIP and committed costs; and bill T&M, fixed-fee, or milestone. See profitability by project, customer, or region. Nonprofits tag funds and grants, enforce restrictions, and automate allocations. Manufacturers create work orders, use BOMs and routings, backflush components, and roll standard or actual cost through to COGS, including landed cost. Maintain a fixed asset register with depreciation and disposals. Run multi-entity books with intercompany eliminations and consolidated reporting. Close faster with checklists, scheduled allocations, and audit-ready logs. Design statements and dashboards in Lightning, schedule PDFs to stakeholders, and invite your CPA to collaborate securely.