Accounting Seed Erfahrungen

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.

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.

The integration with SF and our TMS is great, its fantastic to have all order information linked to the accounting objects. Reporting is great as well, that is mostly a SF feature.

The inability to send ACH payments out of the box was a huge piece for us. I was referred to Check21 which was ridiculously expensive. Also cash application takes too long if you have a customer that has x number of invoices. Some of our larger accounts have more than 2000 invoices open at a given time. Paging through screens takes a very long time. Seems like we have outgrown AS's sweet spot of transactions.

In addition daily billing/payable posting takes a long time, (exceeding lines). Bank rec gets split into multiple recs due to 4k item limit.

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.

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.

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.

Provided detailed information on the P & L and Balance Sheet.

Not being able to delete a lot of payables at ones when they are not needed. the last used gl number should come up when posting payables.

Seamless integration with Salesforce Sales Cloud and Service Cloud.Same look and field as SalesforceEasy to deploy and to perform enhancementsCovers all the fundamental requirements of SMBs including, but not limited to Recurring Billing

The slow release of new and value-added enhancements of features and functions that customers are craving, the limited out-of-the-box integration with vital entities to be able to automate accounting processes such as cash applications, and the lack of a seamless out-of-the-box integration with different Banks to ingest customer payments. Although I must say that they are becoming more and more proactive about filling in gaps and responding to popular customer requests.

Salesforce automation is great and they respond quickly to any issues.

As anything in the Salesforce universe, it feels like we are not taking advantage of all the capabilities of the software.

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.

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 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.

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)

Accounting seed is a very user friendly software

It would be nice to have the ability to have a 13th month for accounting

Integration with Salesforce
Customization for our business needs; ie. many extra fields within product lines, flows, capacity for very large transactions with high quantity and volume of products.

Too many clicks for one transaction.
Frequent releases and changes to the SW that affects custom flows and requires rework and re-development.
This product is not popular and there are a limited amount of people with experience with this SW. Finding accounting professionals with knowledge is almost impossible.

I had never heard of Accounting Seed until October 2021. I was also new to Salesforece at that time. Accounting Seed integrates so well with Salesforce that I didn't even realize I was using 2 different platforms at first. Additionally it's highly customizeable but even works well when it's fresh "out of the box". I've even worked with ERP's that use Salesforce and have their own Accounting tools and Accounting Seed is easily integrated with the ERP.

The biggest thing our client's have confusion on is the Bank Direct Connect and Bank Reconciliation process. BDC is there to help make reconciliations easier, however, many believe that they must be able to match up all BDC records in order for reconciliations to work.

The reports feature is highly customizable and flexible to create the data report exactly as you need it.

The search feature in Lighting is cumbersome; selection check boxes are way too tiny; spreading out data rows across the whole page make reading reports difficult, and when screen is shrunk the data cuts off.

Completely integrated Salesforce accounting software including quote to invoice, inventory, sales orders, gl, etc. Robust native Salesforce solution.

Can be excessive button clicks at times for simple tasks. Requires a fair bit of optimization and process creation to increase efficiency.

The greatest PRO that Accounting Seed offered is the ease of communication with FieldFX, which is our operating system.

The biggest CON I can see would be more of a suggestion, which is there is no credit card reconcillation application within Accounting Seed. If they added that, it would make life a little more easy.

The killer feature is the integration with Salesforce

Requires a high degree of customization. You must be prepared for considerable costs.

Accounts Payable and Journal entries and Financial reports

Customisation for the currency format is limited only shows dollar sign

Easy to use, the fields are API name are appropriate to use,

There is time we can't connect to dev sandbox automatically, We have to manually create everything from scrach, if the sandbox is refreshed.Would like to see if everything pops up as in partial/Full sandbox does