Accounting software on Salesforce
4/5 (11 avaliações)Accounting Seed is a complete ERP solution and accounting software built on, and fully integrated with, Salesforce.com for complete sales, order and financial management. The three core components of Accounting Seed are General Ledger, Project Accounting and Enterprise Resource Planning. The General Ledger features includes full accrual accounting with a a sub-account structure that allows for 4 separate segments. This component enables you to manage projects and project tasks within the same ledger. You can also generate financial reports and statements, reconcile bank accounts, and manage accounts payable and cash disbursements. You can further manage your cash flow by setting up recurring billing, creating PDF invoices and printing checks.
Accounting Seed provides comprehensive project accounting, allowing you to measure project profitability against multiple budgets. Time cards with flexible variables allow you to manage project resources and associated expenses. Built-in expense reporting, scheduled revenue recognition and multiple billing assets depending on types of work, further allow you to manage project-associated costs and profits.
The Enterprise Resource Planning features included in Accounting Seed enable you to better manage inventory and sales orders. You can manage inventory levels and reserve inventory across a number of warehouses and locations. You can also covert opportunities to sales orders, creating custom, lite manufacturing or construction orders. You can also use the app to manage Customer Returns (RMAs), as well as installed assets.
Vantagens
My favorite feature is being able to Clone repeat transactions; vendor invoices and journal entries. The Bank Reconciliation is a breeze. Submitting a Ticket for assistance is very convenient. I get an email within a few hours with a solution.
Desvantagens
My least favorite features are the Financial Reports and AccountingSeed-created Forms. The reports we run are very different than what AccountingSeed offers. We've found a way to make it work by exporting to Excel, updating fields, adding/deleting, etc. Another feature is the various forms that AccountingSeed created for us; Purchase Order, Packing List and Billing. When we first started using AccountingSeed we found out they didn't have Sales Orders (order confirmations). We had to purchase another App (Conga) who created the Sales Order form for us. I'm currently working on a new Purchase Order template with Conga. The issue I have with the Billing form is that is says Billing. A lot of our customers comment, asking for the Invoice number. It's just a terminology issue; billing vs invoice. We will be creating our own Invoice template with Conga as well.
Vantagens
Our company has a small amount of employees who all work from home. Accounting Seed is great because it allows all of us to have immediate access to the data and information at all times, and is much more powerful and customizable than QBO. And of course the integration with Salesforce goes without saying -everything is in one place. It is so simple to close an Opportunity, and create a Purchase Order and everything that follows with just a few clicks of some buttons.
Desvantagens
Some features are very complicated and tedious to set-up and implement, like customizing Financial Reports and setting up a Budget for example. The Knowledge Base is helpful to a point, but doesn't seem straight forward at times. Also, the cost per user is too high. We are paying for the convenience of having everything in the cloud rather than the value of the actual product.
Hi, Donna. Thank you so much for your review of Accounting Seed. We always appreciate the feedback from our customers. I'm glad to hear you have found value in Accounting Seed and our native connection to Salesforce.
Regarding setting up budgets and customizing reports, these tasks can certainly take time. I'd be happy to connect you with a product consultant if you would like any assistance or direction. Please feel free to reach out to me at [email protected] or 443.825.0646. Happy to help ensure your success with Accounting Seed!
Best,
Shannon Cochran
In my opinion, AS orders & inventory would work best for medium-size business, mainly because of the cost of implementation and maintenance. We found that the Software was not easy to use out of the box: lot's of extra steps, intermediate screens, and extra data entry. We had to customize a lot (to auto-populate fields, build workarounds, improve reporting) to get it to work for us. Luckily, we were able to secure a knowledgeable consultant. Once implemented, though, it has been working well. Very customizable, lots of possibilities for automation, works seamlessly with Salesforce. We would recommend it for companies who already have a Salesforce Consultant on staff, preferably a developer who's familiar with Accounting.
Vantagens
Accounting Seed makes it possible to pull comprehensive reports, pulling your CRM, inventory, and accounting data, all in one place, very customizable, lots of possibilities for automation, scalable, if you are growing
Desvantagens
Needed extensive customizations to be able to handle large volumes of billing, will use a lot of your salesforce data storage, archiving is possible, but will halt all your running balance type reports like daily bank account balances, etc.
Vantagens
Because it is small, the CEO often provides customer support. It overlays onto SalesForce (more or less). It was cost-effective compared to other options.
Desvantagens
This is a small company so the software has some pretty significant limitations. It was very difficult for us to adapt to use via SalesForce, and had a lot of accounting quirks that we had to develop workarounds for (not because of issues on our end, but because of flaws in the software). Customer service was slow to respond and was--more often than not--helpful. Much of the software could not be modified or edited by our team to better meet our needs, which made it unwieldy to work with more often than not.
The system overall is a fabulous product that goes far beyond the functionality of other accounting solutions, such as: Microsoft Dynamics Great Plains, Sage, Quickbooks, Servman, Aljex, and Epicor.
Vantagens
Accounting Seed is intuitive, has internal controls, an audit trail, produces all financial statements including a Statement of Cash Flows, a full general ledger, has exemplary customer support, and combined with Salesforce applications, provides for complete and comprehensive financial reporting
Desvantagens
There are some minor issues with the application, but nothing that prevented me from using it. For example, I would like to see the company name and logo on the financial statements.
$200/organization/month (Billed Annually: $2,400/year), plus a per user cost shown below
Financial Suite User: $25/user/month
Includes:
General Ledger
Financial Reporting
Billing & Cash Receipts
Accounts Payable & Cash Disbursements
Project Accounting
Time Cards & Expense Reports
Enterprise Resource Planning User: $100/user/month:
Includes:
All Financial Suite features
Sales Order Management
Inventory Control
Purchase Order Management
Work Order Management
Lite Manufacturing
Abaixo estão algumas perguntas frequentes sobre o Accounting Seed.
O Accounting Seed oferece os seguintes planos de pagamento:
A partir de: US$ 25,00
Modelo de preços: Assinatura
Avaliação gratuita: Disponível
$200/organization/month (Billed Annually: $2,400/year), plus a per user cost shown below
Financial Suite User: $25/user/month
Includes:
General Ledger
Financial Reporting
Billing & Cash Receipts
Accounts Payable & Cash Disbursements
Project Accounting
Time Cards & Expense Reports
Enterprise Resource Planning User: $100/user/month:
Includes:
All Financial Suite features
Sales Order Management
Inventory Control
Purchase Order Management
Work Order Management
Lite Manufacturing
O Accounting Seed oferece os seguintes recursos:
Os clientes habituais do Accounting Seed são:
Grandes empresas, Empresas de médio porte, Sem fins lucrativos, Pequenas empresas
O Accounting Seed está nos seguintes idiomas:
Inglês
O Accounting Seed tem os seguintes planos de preços:
Assinatura
Não temos informações sobre os dispositivos compatíveis com o Accounting Seed.
O Accounting Seed se integra com os seguintes aplicativos:
APIANT, Chargent, FedEx for Salesforce
O Accounting Seed oferece as seguintes opções de suporte:
FAQs, Base de conhecimento, Suporte online, Suporte por telefone, Tutoriais em vídeo
We've had issues on and off using the program since going live in January 2019, however, AccountingSeed Customer Support has helped us through all of those issues. They've even done some customization for us as a courtesy. I've been working on a custom template (with Conga) for months now and the fields I need on the form were not available to us. CSR with AccountingSeed helped me today with these custom fields; he added them as a courtesy and also sent me a video on how he did this. VERY helpful to have in the future.