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:

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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).

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2. Xero

• Integration: Xero integrates with Salesforce via third-party tools like Zebra BI, CloudApper, 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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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