FinancialForce


What is FinancialForce?

"FinancialForce is a cloud-based accounting software which integrates seamlessly onto the Salesforce platform to streamline the opportunity-to-cash process. "

FinancialForce offers numerous useful services on our centralized cloud-based accounting platform including:

General Ledger:

  • FinancialForce simplifies your company's general ledger by offering a flexible, multidimensional chart of accounts.
  • This enables you to quickly handle previously time-consuming multi-currency and multi-company transactions.

Financial Reporting:

  • FinancialForce gives you the option to use either standard templates or customize your own templates suited to your specific needs.
  • You also have the flexibility to access your profit and loss (P&L) statements at any time and on any device.

Accounts Payable:

  • FinancialForce provides a centralized platform where you can automatically calculate due dates and settlement discounts.
  • Our document templates and electronic invoice features also streamline the invoice to pay timeline.

Accounts Receiveable:

  • This function allows you to effortlessly create invoices from Salesforce opportunities.
  • You will also have access to a clear overview of customer orders, invoices, and payments, among other areas.

Cash Management:

  • FinancialForce helps you to optimize your cash flow by helping you set up multiple bank accounts in various currencies.
  • You can also easily manage your assets by clearly recording one-off payments and refunds to/from vendors.

FinancialForce scored 83/100 in the Accounting category. This is based on user satisfaction (73/100), press buzz (45/100), and other relevant information on FinancialForce gathered from around the web.

The score for this software has declined over the past month. What is this?


FinancialForce Awards

FinancialForce Financial Reporting Software Award 2020 FinancialForce Accounting Software Award 2020 FinancialForce Accounting Software Award 2017 FinancialForce Quality Choice Badge 2020 FinancialForce Trusted Vendor Badge 2020
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Accounting Market Radar

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FinancialForce Product Overview

  • Streamlined invoice-to-pay process

  • Real-time financial analysis and modelling

  • Seamless opportunity to cash cycle


Languages: English

Accounting Software Buyer Guide 2020

Product recommendations, vendor rankings, market overview and tips on how to select Accounting software for business. Published in July 2020.

Accounting is among the most crucial tasks a business has to perform. Accounting requirements vary from basic, such as crediting and debiting accounts, to advanced, such as generating income statements and balance sheets. Accounting software solutions autom...

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FinancialForce Features

  • 2-Factor Authentication
  • Accounts Payable
  • Accounts Receivable
  • API
  • Balance Sheet
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Expense Tracking
  • External Integrations
  • Forecasting
  • General Account Ledger
  • Inventory Tracking
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Payment Processor
  • Payroll
  • Project Management
  • Scheduling
  • Supplier Management
  • Task Scheduling/Tracking
  • Tax Management
  • Third-Party Plugins/Add-Ons
  • Time Management
  • BitCoin
  • PayPal
  • Stripe
  • SAP Integration
  • Resource Management

FinancialForce FAQs

What is FinancialForce generally used for?

FinancialForce is intended to be used as an integrated accounting software platform, offering services from financial reporting and general ledger to cash management and accounts payable.

Who are the main user groups of FinancialForce?

FinancialForce has a broad user-base ranging from individuals to large multinational corporations.

Does FinancialForce integrate with any other apps?

FinancialForce seamlessly integrates with Salesforce.

Does FinancialForce offer guides, tutorials and or customer support?

We offer comprehensive guides and tutorials on how to use FinancialForce and also have a dedicated customer support team ready to answer any questions you may have about how to use FinancialForce.

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