Description
AUTOMATED OPP TO CASH
Streamline the billing and collections process effortlessly, starting from the closure of an opportunity to payment and revenue recognition. Eliminate manual tasks and ensure smooth financial transactions from end to end.
COMPREHENSIVE FINANCIAL REPORTING
Access real-time business intelligence, operational reporting, and key performance indicators (KPIs) on a day-to-day basis. Gain insights into your financial health with robust reporting capabilities.
GENERAL LEDGER – FLEXIBLE & BALANCED
Simplify tedious tasks such as automated reversing of entries and recurring journal entries with our flexible and balanced general ledger. Benefit from a single ledger design, multi-dimensional chart of accounts, and support for multi-currency and multi-company transactions.
HEALTHY CASH MANAGEMENT
Efficiently monitor cash inflow and outflow across multiple bank accounts. Automate the reconciliation process to ensure accurate cash balances and optimize cash management.
CUSTOMER PORTAL
Empower customers with a self-service financial portal for account management, billing, and communication. Enhance customer satisfaction and streamline interactions with your organization.
FINANCIAL MANAGEMENT SUITE
Extend the capabilities of this app, including accounts receivable (A/R), general ledger (GL), accounts payable (A/P), and billing, to our procurement, order and inventory management, revenue management apps, or leverage the complete FinancialForce ERP solution.
WHY SYSADMINS LOVE THIS APP
Native to the platform, our app offers click-not-code customization and integration. Master one toolset for all your financial needs, with instantly unified data and the same familiar processes, workflows, and security you’ve come to love.
Installation and Setup
Experience the power and convenience of our financial management suite by installing it seamlessly within your Salesforce platform. Simplify financial operations, enhance reporting capabilities, and optimize cash management with ease!
