How to Integrate Financial Accounting into Salesforce Sales Cloud

How do you Optimise Salesforce Sales Cloud for your end users? During this five-part blog series we are going to look at the ways to maximise the features of Sales Cloud harnessing the power of third party apps to get a full end to end solution for your business. 

• Part 1 – How to Optimise the Design of Sales Cloud for Users
• Part 2 – How to Implement a CTI for Sales Cloud
• Part 3 – How to take Payments in Salesforce Sales Cloud
• Part 4 – How to do Financial Accounting in Salesforce Sales Cloud
• Part 5 – Sales Cloud vs Revenue Cloud: What’s the Difference?

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Part 4 – How to Integrate Financial Accounting to Salesforce Sales Cloud?

By integrating a Financial Accounting tool into Salesforce Sales Cloud, it will enable you to have a:

• Unified Workflow: Streamlines sales and accounting processes by integrating core business functions into one platform. They can help improve productivity, reduce errors, and enhance operational efficiency.

• Enhanced Efficiency: One of the most effective strategies for enhancing efficiency is automating tasks. Automation saves time and reduces the potential for human error, allowing businesses to allocate resources to more critical activities.

• Comprehensive Overview: This provides insights into both sales and financial performance and enables a company to see their overall profitability.

Introduction: Aedon.Accounting’s New Functional Map

Aedon.Accounting has launched a “functional map” to simplify navigation of its accounting tools, offering a user-friendly experience inspired by a transport map. 

The functional map helps businesses manage accounting with ease, offering a more intuitive way to handle sophisticated tasks.

CEO of Aedon Accounting, Paul Foden describes the map as a tool to explain Aedon.Accounting’s breadth and complexity in an intuitive, usable way:

Map Breakdown: Transactions Layer and Reporting Layer

• Transactions Layer: Color-coded lines track sales, purchases, and bank functions, with a focus on bank reconciliation as the central control.
• Reporting Layer: Built on Salesforce report components for bottom-up reporting, allowing granular analysis of business performance.

Key Integrations: Enhancing Functionality

• Salesforce Sales Cloud: Converts sales opportunities into invoices.
• Smarterpay: Manages direct debits, invoice payments, and bulk purchases.

Reporting Capabilities

• Includes HMRC VAT reporting, with both transactional and reporting functions integrated seamlessly.

The Power of Aedon.Accounting’s Salesforce Integration simplifies configuration, making Aedon.Accounting a powerful tool for reporting and financial management.

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