What is Accounting Seed?
Accounting Seed is a powerful, native Salesforce accounting application that provides complete financial management capabilities. Built 100% on the Salesforce platform, it seamlessly integrates with your existing Salesforce data and workflows.
Why Choose Accounting Seed?
- Native Salesforce Integration: No more data silos or complex integrations
- Real-time Financial Data: Access up-to-the-minute financial information
- Customization: Adapt the system to your unique business processes
- Automation: Streamline repetitive accounting tasks
- Reporting: Powerful reporting using Salesforce reports and dashboards
Implementation Best Practices
1. Planning and Preparation
Before beginning implementation, ensure you have:
- Documented your current accounting processes
- Identified key stakeholders and decision-makers
- Defined your chart of accounts structure
- Prepared historical data for migration
2. Configuration Steps
The core configuration includes:
- Setting up your accounting periods and fiscal year
- Configuring your chart of accounts
- Establishing billing and payment terms
- Creating custom fields and objects as needed
3. Data Migration
Careful data migration is critical for success:
- Clean and validate data before migration
- Map legacy fields to Accounting Seed fields
- Test migration with a subset of data first
- Verify balances and reconcile after migration
4. User Training
Comprehensive training ensures adoption:
- Train users on core functionality
- Create documentation for common tasks
- Establish super users for ongoing support
Integration Opportunities
Accounting Seed integrates with popular business applications:
- BILL (formerly Bill.com): Automated AP processing
- Stripe: Payment processing
- Avalara: Tax automation
- Salesforce CPQ: Quote-to-cash automation
Common Implementation Challenges
Be prepared to address these challenges:
- Complex multi-entity accounting requirements
- Custom revenue recognition rules
- Legacy system data quality issues
- User resistance to change
Partner with Experts
Working with an experienced implementation partner like Clear Cloud One can significantly reduce risk and accelerate time to value. Our team has deep expertise in Accounting Seed and Salesforce implementations.