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If you are running Salesforce in your business and your accounting is not on Salesforce then your life is 100 times more difficult than it should be. 

What do we mean by doing accounting on Salesforce? We mean that the accounting app should be running on Salesforce or have a robust integration with Salesforce. Why? Basically, because your whole company will run from a single platform. If you do not have your systems integrated, you will suffer from the inability to share information, low productivity, and repetitive data entry. This all leads to unhappy customers, unhappy employees and extra burden on you to sort it all out. Let’s discuss some specific examples to illustrate our point. Imagine a Sales team that wants to sell and have as many customers as possible but they spend most of their hours in a desk doing data entry, contracts, etc. to have everything “put in place. When they finally have everything entered…it’s not over! Then the accounting team enters the same data all over again into the accounting system.

So, what is the solution to this?

How can we get your whole company on one platform and stop this data entry and data quality madness? There are two ways to do this if you use Salesforce. One way to have your accounting software built on Salesforce and the other is to have a reliable and robust integration with Salesforce.  Two great examples of these are Accounting Seed and Sage Intacct. 

Accounting Seed is Flexible, collaborative and highly customizable, most important built on Salesforce . All of your sales and accounting data is in one database and customer and financial data is entered one time. 

Sage Intacct has built a company owned and maintained integration with Salesforce that accomplishes the same.  Once you set up the Sage Intacct integration is runs seamlessly in the background.

In contrast with Accounting Seed and Sage Intacct, there are other software such as QuickBooks, NetSuite, Acumatica, etc. that might be good accounting packages but are not built on Salesforce and do not have a readymade connection to Salesforce.

Accounting Seed and Sage Intacct are the best accounting apps if you are currently using Salesforce because they can help you scale your business with planning features, they are collaborative, you can have everything put in one place without using multiple platforms and are they work perfectly with Salesforce.

Clear Cloud One implements both of them and can help you find the best option.