Integrating accounting software with Salesforce is a powerful way to streamline financial operations, improve data accuracy, and enhance collaboration between sales and finance teams. Many accounting software solutions offer native integrations or third-party connectors to Salesforce. Below is a list of popular accounting software that integrates with Salesforce, along with their key features:


1. QuickBooks Online

  • Integration: QuickBooks Online integrates with Salesforce through native connectors or third-party apps like Zebra BI or Salesforce AppExchange solutions.
  • Key Features:
    • Sync customer and invoice data between Salesforce and QuickBooks.
    • Automate financial reporting and track sales performance.
    • Manage accounts receivable and payable seamlessly.
  • Best For: Small to medium-sized businesses (SMBs).

2. Xero

  • Integration: Xero integrates with Salesforce via third-party tools like Zebra BICloudApper, or AppExchange solutions.
  • Key Features:
    • Sync contacts, invoices, and payment data.
    • Automate financial workflows and reduce manual data entry.
    • Generate real-time financial reports in Salesforce.
  • Best For: SMBs and growing businesses.

3. Sage Intacct

  • Integration: Sage Intacct offers a native integration with Salesforce through the Sage Intacct Connector for Salesforce.
  • Key Features:
    • Sync customer, invoice, and payment data.
    • Automate revenue recognition and financial reporting.
    • Provide real-time visibility into financial performance.
  • Best For: Mid-sized to large enterprises.

4. NetSuite

  • Integration: NetSuite integrates with Salesforce through NetSuite SuiteCloud or third-party tools like Celigo.
  • Key Features:
    • Sync customer, order, and invoice data.
    • Automate financial processes and improve data accuracy.
    • Provide a unified view of sales and financial data.
  • Best For: Large enterprises with complex financial needs.

5. FreshBooks

  • Integration: FreshBooks integrates with Salesforce via third-party tools like Zapier or AppExchange solutions.
  • Key Features:
    • Sync client and invoice data.
    • Automate time tracking and expense management.
    • Generate financial reports in Salesforce.
  • Best For: Freelancers and small businesses.

6. Zoho Books

  • Integration: Zoho Books integrates with Salesforce through Zoho CRM or third-party tools like Zapier.
  • Key Features:
    • Sync customer, invoice, and payment data.
    • Automate financial workflows and reduce manual tasks.
    • Provide real-time financial insights in Salesforce.
  • Best For: SMBs already using Zoho’s ecosystem.

7. Aplos

  • Integration: Aplos integrates with Salesforce through third-party tools like Zapier.
  • Key Features:
    • Sync donor and contribution data (ideal for nonprofits).
    • Automate financial reporting and tracking.
    • Manage budgets and expenses in Salesforce.
  • Best For: Nonprofits and small businesses.

8. Wave Accounting

  • Integration: Wave integrates with Salesforce via third-party tools like Zapier.
  • Key Features:
    • Sync customer and invoice data.
    • Automate financial reporting and tracking.
    • Free accounting software with basic features.
  • Best For: Freelancers and very small businesses.

9. SAP Concur

  • Integration: SAP Concur integrates with Salesforce for expense management and financial tracking.
  • Key Features:
    • Sync expense and invoice data.
    • Automate expense reporting and approvals.
    • Provide real-time visibility into spending.
  • Best For: Enterprises with complex expense management needs.

10. FinancialForce

  • Integration: FinancialForce is built on the Salesforce platform, offering native integration.
  • Key Features:
    • Sync financial, sales, and operational data.
    • Automate accounting, billing, and revenue recognition.
    • Provide a unified view of business performance.
  • Best For: Enterprises already using Salesforce for ERP and CRM.

Key Benefits of Integrating Accounting Software with Salesforce

  1. Automated Data Sync: Eliminate manual data entry and reduce errors.
  2. Improved Visibility: Gain real-time insights into financial and sales performance.
  3. Enhanced Collaboration: Align sales and finance teams with shared data.
  4. Streamlined Processes: Automate workflows like invoicing, revenue recognition, and reporting.
  5. Better Decision-Making: Use accurate, up-to-date data to drive business decisions.

How to Choose the Right Accounting Software for Salesforce

  • Business Size: SMBs may prefer QuickBooks or Xero, while enterprises may opt for NetSuite or FinancialForce.
  • Industry Needs: Nonprofits may benefit from Aplos, while service-based businesses may prefer FreshBooks.
  • Budget: Consider the cost of the software and integration tools.
  • Features: Evaluate the specific features you need, such as expense tracking, revenue recognition, or multi-currency support.

By integrating accounting software with Salesforce, businesses can create a seamless flow of data between sales and finance, improving efficiency and driving better outcomes.

Content updated December 2024.

🔔🔔  Follow us on LinkedIn  🔔🔔

Related Posts
Salesforce OEM AppExchange
Salesforce OEM AppExchange

Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more

The Salesforce Story
The Salesforce Story

In Marc Benioff's own words How did salesforce.com grow from a start up in a rented apartment into the world's Read more

Salesforce Jigsaw
Salesforce Jigsaw

Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more

Service Cloud with AI-Driven Intelligence
Salesforce Service Cloud

Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

author avatar
get-admin