Salesforce / Finance Integration
Integrate Salesforce with Finance & Accounting Systems such as Xero, Sage & Financial Force.
Why Integrate with
Finance Systems?
Sync Invoices - Users can create & send Invoices to customers out of Salesforce using automation features. Invoices are then synced with a Finance system to improve the hand off process from Sales to Finance.
Sync Invoice Payments - Account Management can gain insight into when invoices are paid & whether they need to chase for payment.
Sync Accounts & Contacts - Reduce inaccuracies in customer data between Salesforce, Account Management & Finance.
Sync Products & Line Items - New Products can be synced with finance systems as Line Items, potentially reducing errors.
Sync Bill Payments - Gain visibility into bill payments related to suppliers & 3rd parties.
Our Finance Integration
Experience
At Creation we have worked on numerous Finance Integrations & we also have our very own Xero for Salesforce Accelerator package which can be used to integrate the systems.
We are happy to discuss finance integration needs & requirements. Every organisation we work with is different & has different reasons for wanting to integrate finance systems.
We are happy to discuss integrations with Xero, Sage, FinancialForce, AccountingSeed, Quickbooks etc.
