Salesforce Accountancy Software Integration

Eliminate hours of tedious data entry every month to focus your efforts on more productive tasks.
Save Money: custom integrations can cost thousands in deployment and support. Instead for a low monthly fee you can enjoy advanced functionality with FREE set-up, FREE upgrades and FREE support.
Real-Time fiscal data provides your organisation with a competitive edge.

Features of the integration include:

Automatically import opportunities (as invoices) and customer information
Easy Set Up – step-by-step instructions are provided
Automatically applies payments to the invoices created (optional and configurable)
Inventory Support - Automatically match items ordered with items in your accounting application (where supported). If the item doesn't yet exist, it can be created for you automatically
Option to define payment methods (using a custom field) for different invoice handling depending on the method used
Automatically generates credit notes for opportunities (optional and configurable)
Worldwide tax support including Sales Tax, US State Tax, VAT, GST, PST and HST
Multiple options to handle tax
Multiple currency support
Invoices are intelligently matched to existing customer records; if no record is found, a new customer record is created on-the-fly.
Extensive yet easy configuration (with contextual help), e.g. option to prevent automatic invoices and/or payments for certain payment methods; option to choose the bank account with which to register payments for each payment method; option to apply a clearing delay to payments (per payment method); etc.
Customisation available for specific requirements (contact us for information)
FREE Full support and automatic upgrades