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Looking for low cost cloud accounting software that integrates with SalesForce

I have a client sub-$1m revenue (and growing of course!) that wants to get off it's on-premise QuickBooks instance and implement an accounting system that is tightly integrated with Sales Force. Their business model is high-volume, low dollar billing with an up front cost then an annual fee, using credit cards for payment. They currently implemented Payment Connect with Sales Force to handle invoicing and credit card payments. So far, Financial Force and Intacct are too expensive. I will look at Accounting Seeds again. Any recommendations would be appreciated!

Answers

Jaime Campbell
Title: Chief Financial Officer
Company: Tier One Services, LLC
(Chief Financial Officer, Tier One Services, LLC) |

Sales Force integrates with QuickBooks Online, which has a low monthly cost.

The interface is much different than the desktop edition of QuickBooks but the existing desktop file can be converted to a QuickBooks Online file, so you don't have to start a new file and lose all of that history.

Sales Force also integrates with Xero. Although Xero is gaining a lot of support worldwide, the ease of conversion isn't there and the pricing of the 3rd party integration app is a function of the number of monthly transactions. So I wouldn't recommend that route for a high-volume business.

Accounting Seed is an app that expands Sales Force to be more of a "single source of truth" accounting system. I would be happy to have a conversation with you to help you ask the right questions of Accounting Seed to figure out if that makes the most sense for you or if SF+QBO makes more sense.

Anonymous
(CFO) |

Thank you Jamie - this is helpful as I am now thinking it is between Accounting Seeds and QB Online. I will reach out to you directly offline.

Jaime Campbell
Title: Chief Financial Officer
Company: Tier One Services, LLC
(Chief Financial Officer, Tier One Services, LLC) |

It's my pleasure! I haven't seen a message on this topic, so feel free to e-mail me at jcampbellcpaattieroneservices [dot] net.

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