Accounting Seed Add-Ons

Mini Products

Focused, ready-to-use add-ons that extend Accounting Seed on Salesforce — from trust accounting and reconciliation to intercompany transactions, bank import, and fixed assets. Pick exactly the capabilities your business needs.

Download Catalog (PDF)
Trust Accounting

Trust & Operating Check Register

Manage and track checks for trust and operating accounts with period-based registers and PDF/CSV export.

Learn more
Trust Accounting

Client Trust Ledger Inquiry

Query client trust balances and full transaction history with customizable columns and PDF export.

Learn more
Trust & Operating

3-Way Reconciliation

Reconcile your bank statement, general ledger, and client trust ledgers in a single view.

Learn more
Trust & Operating

Smart Bank Import

Import bank transactions from CSV, QBO, and QIF files — with no row limit — straight into Bank Direct Connect.

Learn more
Trust & Operating

Checks OCR

Email a check image and Checks OCR reads it and creates the matched Cash Receipt in Accounting Seed automatically.

Learn more
Trust & Operating

Financial Data Migration Engine

Migrate trial balances and QuickBooks history into Accounting Seed journal entries with guided mapping and reconciliation.

Learn more
Operating

Intercompany Transactions

Automate transactions between related entities with balancing entries and a complete audit trail.

Learn more
Operating

Bill.com Integration

Seamlessly sync invoices and payments between Accounting Seed and Bill.com.

Learn more
Operating

Fixed Assets Management

Track, depreciate, and manage fixed assets from acquisition to disposal with automated schedules and a live dashboard.

Learn more
Operating

Balance Sheet GL Account Reconciliation

Reconcile balance sheet GL accounts against supporting documentation, with supported vs. unsupported balance tracking.

Learn more
Operating

Cost Management App

Track case costs from approval through reimbursement across Litify and Accounting Seed.

Learn more
Operating

Payables OCR

Attach an invoice PDF and Payables OCR extracts the vendor, dates, and line items into an Accounting Seed Payable.

Learn more
Operating

BOL Capture

Upload or email multi-page freight documents and BOL Capture splits and files each one against the matching order.

Learn more

Not Sure Which Add-On You Need?

Tell us about your Accounting Seed setup and we'll recommend the mini products that fit your workflow — and show you how they work.