ACCOUNT INTEGRATION
Connect Salesforce with Your Accounting Systems
Eliminate data silos between sales and finance with seamless Salesforce integrations. Synchronize customer records, invoices, payment status, and financial data across your business using connected accounting workflows.
Connected Finance Workflow
Integration FlowSalesforce CRM
Accounts, opportunities and customer records
Integration Layer
Data mapping, synchronization and workflow rules
Break Down Data Silos Between Sales and Finance
When your CRM and accounting systems operate separately, teams spend valuable time reconciling records instead of focusing on customers, cash flow, and business growth.
Disconnected Systems
The cost of manual financial workflows
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✕
Manual Invoicing Errors
Re-entering customer and deal information increases the risk of incorrect records. -
✕
Delayed Payment Visibility
Sales teams may not see updated invoice and payment statuses promptly. -
✕
Duplicate Data Entry
Teams repeat work across CRM and accounting platforms, wasting time and effort. -
✕
Time-Consuming Reconciliation
Finance teams spend more time matching records and resolving discrepancies.
Unified Financial Data
A connected CRM-to-finance workflow
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✓
Automated Data Synchronization
Share relevant customer, deal and invoice information between connected systems. -
✓
Timely Payment Updates
Make accounting status information available to teams in Salesforce workflows. -
✓
Less Manual Administration
Reduce repetitive entry through configured integration and automation rules. -
✓
Better Financial Visibility
Give sales and finance teams a more consistent view of customer and invoice information.
One Connected Flow From CRM to Accounting
Connect your sales and finance processes through a structured integration workflow designed around your systems, data requirements, and business rules.
Capture in Salesforce
Manage customer accounts, opportunities, products, and relevant sales information in your CRM.
Map & Synchronize
Match fields and apply configured rules to transfer the right information between connected platforms.
Process in Accounting
Use supported accounting workflows for invoices, customer records, and financial transactions.
Sync Updates Back
Make supported invoice, payment, and accounting updates available in Salesforce.
Integrate Salesforce With Your Preferred Platform
Use pre-built integration frameworks for popular accounting platforms to help streamline implementation and establish consistent data exchange.
Xero Integration
Connect Salesforce with Xero to coordinate customer information, invoice workflows, and relevant accounting updates.
- ✓ Customer and account synchronization
- ✓ Invoice and payment status updates
- ✓ Configured data mapping and workflows
QuickBooks Integration
Connect QuickBooks with Salesforce to reduce duplicate entry and improve visibility across sales and accounting processes.
- ✓ Customer and financial record exchange
- ✓ Invoice workflow synchronization
- ✓ Relevant accounting status visibility
MYOB Integration
Align Salesforce and MYOB workflows to help teams coordinate customer information and supported accounting processes.
- ✓ Customer and account data exchange
- ✓ Invoice and payment information sync
- ✓ Business-specific integration rules
Reduce Integration Time and Cost
Starting with a suitable pre-built integration framework can reduce the need to develop every connection from scratch. Reusable components, established data mappings, and repeatable workflows can help simplify implementation.
Actual savings depend on system complexity, connector availability, data quality, and the level of customization required.
Potential Implementation Savings
Built for Better Financial Operations
Create a more connected operating model by aligning customer, sales, and accounting information.
Bi-Directional Synchronization
Exchange supported information between Salesforce and accounting platforms according to your configured integration rules.
Improved Data Accuracy
Reduce repeated manual entry and help maintain consistent customer and financial records across connected systems.
Faster Workflows
Streamline routine data transfers and reduce unnecessary handoffs between sales and finance teams.
Invoice Visibility
Bring supported invoice and payment status information into relevant Salesforce workflows.
Configurable Business Rules
Align field mappings, synchronization frequency, and exception handling with your operational needs.
Scalable Integration Design
Establish an integration foundation that can adapt as your business processes and data requirements evolve.
Ready to Connect Salesforce and Accounting?
Let's identify the right integration approach for your accounting platform, data flows, and business requirements.