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 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.
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
- Automated Data Sync: Eliminate manual data entry and reduce errors.
- Improved Visibility: Gain real-time insights into financial and sales performance.
- Enhanced Collaboration: Align sales and finance teams with shared data.
- Streamlined Processes: Automate workflows like invoicing, revenue recognition, and reporting.
- 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.
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