Software de contabilidad en Salesforce
3.7/5 (13 opiniones)Accounting Seed es una solución ERP completa y un software de contabilidad basado en Salesforce.com totalmente integrado para la gestión completa de ventas, pedidos y finanzas. Los tres componentes principales de Accounting Seed son el libro mayor, la contabilidad de proyectos y la planificación de recursos empresariales. Las características del libro mayor general incluyen contabilidad de acumulación total con una estructura de subcuenta que permite 4 segmentos separados. Este componente permite administrar proyectos y tareas de proyectos dentro del mismo libro mayor. También puedes generar informes y estados financieros, conciliar cuentas bancarias y administrar cuentas por pagar y desembolsos en efectivo. También puedes administrar el flujo de efectivo configurando la facturación recurrente, creando facturas en PDF e imprimiendo cheques.
Accounting Seed proporciona una contabilidad completa del proyecto, lo que permite medir la rentabilidad del proyecto frente a múltiples presupuestos. Las tarjetas de tiempo con variables flexibles permiten administrar los recursos del proyecto y los gastos asociados. La creación de informes de gastos incorporados, el reconocimiento de ingresos programados y los activos de facturación múltiple según los tipos de trabajo te permiten además administrar los costos y beneficios asociados con el proyecto.
Las funciones de planificación de recursos empresariales incluidas en Accounting Seed permiten administrar mejor el inventario y las órdenes de venta. Puedes administrar los niveles de inventario y reservar inventarios en una serie de almacenes y ubicaciones. También puedes encubrir oportunidades para pedidos de ventas, creando pedidos personalizados de fabricación liviana o de construcción. También puedes usar la aplicación para administrar las devoluciones de clientes (RMA), así como los activos instalados.
Puntos a favor
My favorite feature is being able to Clone repeat transactions; vendor invoices and journal entries. The Bank Reconciliation is a breeze. Submitting a Ticket for assistance is very convenient. I get an email within a few hours with a solution.
Puntos en contra
My least favorite features are the Financial Reports and AccountingSeed-created Forms. The reports we run are very different than what AccountingSeed offers. We've found a way to make it work by exporting to Excel, updating fields, adding/deleting, etc. Another feature is the various forms that AccountingSeed created for us; Purchase Order, Packing List and Billing. When we first started using AccountingSeed we found out they didn't have Sales Orders (order confirmations). We had to purchase another App (Conga) who created the Sales Order form for us. I'm currently working on a new Purchase Order template with Conga. The issue I have with the Billing form is that is says Billing. A lot of our customers comment, asking for the Invoice number. It's just a terminology issue; billing vs invoice. We will be creating our own Invoice template with Conga as well.
Puntos a favor
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.
Puntos en contra
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.
Hi, Donna. Thank you so much for your review of Accounting Seed. We always appreciate the feedback from our customers. I'm glad to hear you have found value in Accounting Seed and our native connection to Salesforce.
Regarding setting up budgets and customizing reports, these tasks can certainly take time. I'd be happy to connect you with a product consultant if you would like any assistance or direction. Please feel free to reach out to me at scochran@accountingseed.com or 443.825.0646. Happy to help ensure your success with Accounting Seed!
Best,
Shannon Cochran
In my opinion, AS orders & inventory would work best for medium-size business, mainly because of the cost of implementation and maintenance. We found that the Software was not easy to use out of the box: lot's of extra steps, intermediate screens, and extra data entry. We had to customize a lot (to auto-populate fields, build workarounds, improve reporting) to get it to work for us. Luckily, we were able to secure a knowledgeable consultant. Once implemented, though, it has been working well. Very customizable, lots of possibilities for automation, works seamlessly with Salesforce. We would recommend it for companies who already have a Salesforce Consultant on staff, preferably a developer who's familiar with Accounting.
Puntos a favor
Accounting Seed makes it possible to pull comprehensive reports, pulling your CRM, inventory, and accounting data, all in one place, very customizable, lots of possibilities for automation, scalable, if you are growing
Puntos en contra
Needed extensive customizations to be able to handle large volumes of billing, will use a lot of your salesforce data storage, archiving is possible, but will halt all your running balance type reports like daily bank account balances, etc.
We've been happy with Accounting Seed. It has allowed us to store all of our financial data right in Salesforce and track the financial data with our client CRM data.
Puntos a favor
Relatively simple to configure and use. We got this up and running in a few short weeks and the majority of the few issues we ran into were simply due to us not referencing the well documented Knowledge Base
Puntos en contra
It appears that there is a lack of integrations available. Some of the other Salesforce platform ERP packages we evaluated had a few more third party integrations available allowing extending functionality.
Puntos a favor
Because it is small, the CEO often provides customer support. It overlays onto SalesForce (more or less). It was cost-effective compared to other options.
Puntos en contra
This is a small company so the software has some pretty significant limitations. It was very difficult for us to adapt to use via SalesForce, and had a lot of accounting quirks that we had to develop workarounds for (not because of issues on our end, but because of flaws in the software). Customer service was slow to respond and was--more often than not--helpful. Much of the software could not be modified or edited by our team to better meet our needs, which made it unwieldy to work with more often than not.
He aquí algunas preguntas frecuentes sobre Accounting Seed.
Accounting Seed ofrece los siguientes planes de precios:
A partir de: 25,00 US$
Modelo de precios: Suscripción
Prueba gratis: Disponible
No tenemos información sobre las características de Accounting Seed
Los clientes habituales de Accounting Seed son:
Empresas Grandes, Empresas medianas, Sin ánimo de lucro, Empresas pequeñas
Accounting Seed admite los siguientes idiomas:
Inglés
Accounting Seed cuenta con los siguientes planes de precios:
Suscripción
No tenemos información sobre los dispositivos compatibles con Accounting Seed
Accounting Seed se integra con las siguientes aplicaciones:
APIANT, Chargent, FedEx for Salesforce
Accounting Seed ofrece las siguientes opciones de asistencia:
Preguntas frecuentes, Base de conocimientos, Asistencia en línea, Asistencia telefónica, Tutoriales en vídeo
We've had issues on and off using the program since going live in January 2019, however, AccountingSeed Customer Support has helped us through all of those issues. They've even done some customization for us as a courtesy. I've been working on a custom template (with Conga) for months now and the fields I need on the form were not available to us. CSR with AccountingSeed helped me today with these custom fields; he added them as a courtesy and also sent me a video on how he did this. VERY helpful to have in the future.