Accounting Seed Erfahrungen

In 2021 HIG Capital made a majority investment in Accounting Seed that is moving this native Salesforce application to the next level. This investment has allowed the organization to move beyond an excellent leveraging of the Salesforce object architecture to add the competitive functionality of their more mature enterprise competitors such as Sage Intacct and Oracle Netsuite.

Newly release features include Multi-Ledger Consolidation with Elimination Entries, further advancements in reporting. Focusing on the importance of the partner channel has brought much needed integration with Bill.com, Partner Portals and applications.

Project Accounting is also been made stronger through a Project Management platform developed by the partner community.

The Accounting Seed Orders and Entry do not add up to the functionality required in an enterprise resource planning application. One needs to use an outside partner integrated application such as Legendary Supply Chain. The budgeting and commission functionality could still be improved although several partners are stepping up in this area as well.

Accounting Seed works splendidly inside SalesForce. You get all the advantages of a product that integrates with all your SalesForce data. No need for imports or exports. Everything is in one place. Employees learn one system and they can work all across the organization. The availability of multi-levels of security allows you to tailor applications to the appropriate person, department, or team. Internal control features and audit trails are securely automated. Backing up your data is simple with just a few clicks. Project managment allow each project to act almost like its own company and integrates well with any other Salesforce data.

I would like to see more preformatted reports. There are a few in the system but I suspect there could be more that could print directly from the system in a more presentable format. All reports can be exported to Excel. This allows those that know Excel to manipulate the data as only Excel can do. That is nice but requires extra effort to format the data.

Having a financial solution on the Salesforce platform is a game-changer for development and implementation speed. Real-time financial information available at the Account, Opportunity, and Project record level increases the speed, accuracy, and relevance of critical business intelligence. This, in turn, translates into greater business agility while exponentially increasing confidence in the processing and assessment of business threats and opportunities.

Recently the platform and license costing has been a bit of a moving target. I have evangelized for this product and assisted several of our clients with AS implementations, and more than once we have found out significant cost impacts after the initial purchase. The bank connections have also been challenging, as while the advertised "1400" banks might sound like a lot, we have discovered the hard way that having a bank name on the list does not guarantee a connection, as each bank can have several connectors, and not all are compatible with Accounting Seed.

One we figure out the workflows and nuances with Accountingseed (AS), it is a pleasure to work with. The speed of the software is fast and AS is on top of regular updates to add important and necessary features. We have been a user of AS now for 3 years

Updates are not always pretty and could be better tested however AS is not deaf to any problems that result from updates or patches

I appreciate the free Documentation on explaining different accounting concepts. I also appreciated the original CEO's music video to help promote.

We switched to Accounting Seed after having a terrible time trying to setup Sage and they made the process easy and efficient.

Then we moved another company of ours to Accounting Seed which uses the ERP features which have worked well.

I don't like the process to login to the support portal and put in support tickets. You used to be able to put tickets in via email. But, they took that away. Now you have to login to the support portal, which very annoyingly does not allow you to hit enter to login. and then create a ticket. You receive email updates on tickets, but you can't reply from the email. You have to log back into the support portal for each reply.

Seems to be a cheap way to reduce support tickets.

Our company has a small amount of employees who all work from home. Accounting Seed is great because it allows all of us to have immediate access to the data and information at all times, and is much more powerful and customizable than QBO. And of course the integration with Salesforce goes without saying -everything is in one place. It is so simple to close an Opportunity, and create a Purchase Order and everything that follows with just a few clicks of some buttons.

Some features are very complicated and tedious to set-up and implement, like customizing Financial Reports and setting up a Budget for example. The Knowledge Base is helpful to a point, but doesn't seem straight forward at times. Also, the cost per user is too high. We are paying for the convenience of having everything in the cloud rather than the value of the actual product.

We chose this product for it's ability to integrate with Salesforce. A few extra steps here or there, but overall it is a great product.

Other products for our industry are dated and not intuitive. Accounting Seed has a great appearance and functionality.

This product is not ready for the insurance industry.

Implementation and templates provided made the process straight forward. Because it is integrated with SaleForce, we can use the data loader to accomplish mass entries as needed. The system is fairly intuitive in nature.

Our fiscal year ends in November and when we export financial reports, it always mislabels the months to a calendar year. Having to manually post transactions wastes time. There is not a lot of ability to customize financial reports. It is next to impossible to speak to someone live on the Support Team. The ability to talk to someone live about customer service and payment issues does not exist.

This software has very robust capabilities. It's good for businesses that have complex operations. It works very seamlessly with Salesforce.

Their customer support could be better. I wish I had a dedicated point of contact when I have questions. I also wish I could pick up the phone and talk to a person instead of having to create a case and wait to get emailed back days later.

Integrated with our business processes easily; Manufacturing setup in Accounting Seed was fairly easy as Manufactured Goods come as a core component of the Product features. Bank Connect makes it easy for A/P and A/R to reconcile and manage their divisions. In general, the fact that we can do Accounting, Sales, and Manufacturing on a single platform has saved us countless $$$ and time.

Lots of unit test failures in the Apex. Opening/Closing Accounting Periods takes forever, even with minimal transactions, due to poorly optimized code.

We chose accounting seed because it integrates with Salesforce and it was the only Accounting software available at the time that could fully integrate within our platform. We also have a high number of credit card transactions that we have to reconcile each month and liked the Bank Direct Connect functionality.

There were some limitations within the software, but if feel with each update, the Accounting Seed team works to offer updates and solutions to key issues.

The Team is amazing and well versed, a pleasure to work with. Being in DF means access to everything from anywhere!

The rate of change is touted as a benefit, but in reality is a bug. When your team complains about each new version, you know you have a problem. Multiple releases per year disrupt our org. Opting out is received negatively, and the belief that an org our size can have our team Beta Testing new releases in our sandbox several times a year indicated an unfamiliarity with our work loads. I hope they can stabilize the product and get to a maximum of a large yearly release, because the current "Improvements" are quite disruptive.

That being said, I hope they prosper, because the software offers great promise, and a real shot at being the defacto standard for on system accounting in a Salesforce environment.

The API has been instrumental in allowing us to make this accounting software work with all of our heavy salesforce customizations. We have a custom quoting tool, project management tool, and project profitability tracking tool that all work with Accounting Seed. The integration with SF has been a game changer for data reliability and work flow. Overall it's pretty easy to use once you know what you're doing.

For about a year they had no way to allow for multiple tax ID's with Avalara and the API wouldn't work for it either. The last release has fixed that and made the lives of our accounting team much better. Their online tutorials and instructions aren't the easiest - improved search would help finding things. For us, since we had so many customizations with SF already, it was quite expensive on top of the Accounting Seed cost to get it to work for our company.

Accounting Seed makes it possible to pull comprehensive reports, pulling your CRM, inventory, and accounting data, all in one place, very customizable, lots of possibilities for automation, scalable, if you are growing

Needed extensive customizations to be able to handle large volumes of billing, will use a lot of your salesforce data storage, archiving is possible, but will halt all your running balance type reports like daily bank account balances, etc.

Ease of use and customization to meet our needs

Troublesome to transition over from Xero.

As a sales organization, our business LIVES in Salesforce. As a result, we needed to make a change to our accounting software, and moving to a program that directly connected was critical. Enter: Aaccounting Seed. We finally have all of our systems talking, making the daily management of our business so much more efficient! Accounting Seed also allows for a lot of customization in setup and reporting--something we were never able to do with past accounting systems.

The only "con" we could call out if you are transitioning from another system to Accounting Seed--unless you are an expert at transitioning systems, you will want to engage with both Accounting Seed support and likely a consultant to help navigate your transition. This will save you time and money in the long run, and get you up and running faster!

Fully integrated our accounting operations and reporting into our Salesforce platform. Fully replaced our prior Quickbooks accounting. Greatly reduced duplicate entries and speed of reporting.

Going through the process is time consuming because of the need to accommodate many customizations and unique processes we have. The software was not the cause, just the nature of the challenge.

The ability to bring our accounting to the salesforce platform was huge. This allowed us to integrate with our practice management software.

Some processes take too many steps (clicks) but this is probably a function of Salesforce.

I love the native integration with Salesforce. This allows us to easily create reports with information about our accounts that are unrelated to a traditional accounting software. Having a central source of truth of all Account information, and that source being Salesforce, makes operations and financial reporting a breeze.

"Bank Direct Connect" process to import transactions from our bank account can be glitchy and buggy and at times have caused us many extra hours of work and caused us to delay our monthly close.

I like that it's cloud based and can be accessed from anywhere.

The reporting features could be better, having the ability to customize reports with ease, not as "intuitive" as I had hoped, but gets the job done.

Relatively simple to configure and use. We got this up and running in a few short weeks and the majority of the few issues we ran into were simply due to us not referencing the well documented Knowledge Base

It appears that there is a lack of integrations available. Some of the other Salesforce platform ERP packages we evaluated had a few more third party integrations available allowing extending functionality.

What I liked the most was the customer support available to me. They were knowledgeable and friendly

I would like the JE number to be displayed more often in their reports/audit trail

The control features in Accounting Seed has made TQM a must for us. It is easy to use

Reporting features should be improved - sometimes I am confused as to what "type of amount" - ledger amount, report amount, converted, etc to use. At other times you need to pay a lot of attention so as not to report negative values as positives.
Training on the use of the app should not be limited to what they currently have in Accounting Seed University/knowledge based articles - it should be repackaged and broadened to include all aspects of the software (including financial cubes and how they are used)

A/R and A/P work well for basic functions. Software customized easily.

Basic Accounting Reports seem to be missing for the out of the box reports.
Reports are not easily created due to not having user friendly language

The product is very easy to use and very customizable. It easily integrates directly with Salesforce so it feels like you are using one software rather than multiple platforms.

I think there are some limitations or areas of improvement needed. Reporting wise some of the stock reports aren't great and custom reports take time and knowledge to build. I would also like to see improvements made or features added to the customer billings to allow for automation of sending.