Salesforce accounting solutions for financial success in professional services
Implementing the best tools for finance teams to work smarter
Professional Services
consulting partner
Why do taxes, audits, and accounting in Salesforce?
Interlinked platform
It makes perfect sense to do finance management in Salesforce when the company’s operations are already in there. Any charge or income has a history behind it, and it’s all visible and clickable. It’s crucial for audits at most to avoid data loss with a unified source of truth.
Collaboration with others
Finance teams will have a strong sense of teamwork when working in the same environment as everyone else. Bringing the corporate finances closer to the customers makes the relationship between them obvious, and allows for better strategy making.
Automation and predictability
By bringing the accounting out of spreadsheets and into Salesforce, businesses improve the finance teams’ productivity at mass. The options are endless – the ability to automate tax calculations, break-even points, make revenue predictions based on data, and many more.
Salesforce + AppExchange solutions
Noltic has been doing FinancialForce implementation long before they became Certinia. We know how well they complement the Salesforce platform, and we’re excited to improve our clients’ setups with their customer-centric solution.
Certinia allows for excellent Salesforce integration with ERP processes. It will suit businesses that want to watch over their finances mindfully and notice potential leaks in profit before they become an issue.
We provide Certinia (FinancialForce) establishment and tech support to set up a convenient platform for all things finance – billing, spending, predictions, and opportunities to grow efficiently.
Certinia allows for excellent Salesforce integration with ERP processes. It will suit businesses that want to watch over their finances mindfully and notice potential leaks in profit before they become an issue.
We provide Certinia (FinancialForce) establishment and tech support to set up a convenient platform for all things finance – billing, spending, predictions, and opportunities to grow efficiently.
We have a long history of implementing AccountingSeed for our clients, and it’s always a success. This is a fully native Salesforce app that combines accounting and ERP features, covering general ledgers, billing, PSA, and fund and project accounting.
Within the Salesforce community, AccountingSeed has an established reputation for being able to consolidate businesses’ back offices into one platform. They are a perfect match for customers looking for operational efficiency.
Noltic’s team of experts provides a full cycle of implementation and support for AccountingSeed solutions.
Within the Salesforce community, AccountingSeed has an established reputation for being able to consolidate businesses’ back offices into one platform. They are a perfect match for customers looking for operational efficiency.
Noltic’s team of experts provides a full cycle of implementation and support for AccountingSeed solutions.
Tracky is our in-house product built for SLA and audit purposes. It tracks the changes in Salesforce fields and provides old & new timestamps and values. Tracky’s functionality exceeds the limits given by Salesforce and proves to deliver great added value for conducting audits of fiscal data.
Noltic’s experts for accounting needs
10x
Orest
Salesforce Accounting Lead
Orest is an expert in building complex multilevel architectures for big banks and insurance. He is a Salesforce Certified Architect and a brilliant Accounting Seed consultant.
19x
Mykhailo
Mykhailo brings years of experience in Salesforce platform architecture building. His skills help big businesses as well as junior colleagues structure data and reach success.
2x
Olga
Olga is one of our internally nurtured Salesforce developers. She has worked on high tech projects with high appraisal from our clients.
3x
Andrii
Andrii is a specialist of Accounting Seed implementation for big clients. He has deep knowledge of data structuring, specifically for ERP optimization.
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FAQ
Can Salesforce support complex accounting structures (e.g., consolidations, multi-currency)?
Yes, Salesforce can support complex accounting structures, including consolidations and multi-currency operations.
Salesforce's Financial Services Cloud and the Accounting Subledger offer robust features designed to handle the intricacies of complex financial environments. For consolidations, Salesforce provides tools to aggregate financial data across multiple entities, enabling comprehensive financial reporting and analysis. Multi-currency support allows businesses to manage transactions in various currencies, with real-time currency conversion and reporting capabilities.
If needed, Salesforce’s platform can be integrated with specialized financial management applications, such as FinancialForce, which extends its capabilities to meet complex accounting needs effectively.
How does Salesforce handle financial reporting and analysis?
Salesforce handles financial reporting and analysis through its powerful analytics and reporting tools, such as Salesforce Reports and Dashboards, and Salesforce Analytics Cloud.
These tools enable users to create customizable reports and interactive dashboards that provide real-time insights into financial performance. You can drill down into specific data points to analyze trends, identify anomalies, and make data-driven decisions. Salesforce also integrates with third-party financial reporting tools, enhancing its reporting capabilities.
Additionally, the platform supports automated reporting, which ensures that stakeholders receive timely and accurate financial reports, thus facilitating better financial management and strategic planning.
Can Salesforce integrate with existing accounting systems?
Yes, Salesforce can integrate seamlessly with existing accounting systems to create a unified financial management ecosystem.
Using Salesforce’s robust API capabilities and middleware solutions like MuleSoft, businesses can establish real-time data flows between Salesforce and their accounting systems, such as QuickBooks, Xero, or SAP.
It also enables comprehensive financial analysis by combining data from multiple sources. Salesforce’s AppExchange offers numerous pre-built connectors and integration apps that simplify the integration process, ensuring a smooth and efficient connection between Salesforce and your existing accounting systems.
Can Salesforce be customized to fit specific accounting processes?
Absolutely, Salesforce can be customized to fit specific accounting processes, providing a tailored solution that meets unique business requirements.
Customization options include configuring custom objects, fields, and workflows to align with your accounting practices. Using Salesforce’s Lightning App Builder and Flow Builder, you can create custom applications and automate complex accounting workflows, such as invoice processing, revenue recognition, and expense management.
Moreover, Salesforce’s platform allows for the development of custom Apex code and Visualforce pages to address specific needs. This flexibility ensures that Salesforce can be adapted to support intricate accounting processes, enhancing efficiency and accuracy in financial operations.
