Overall Satisfaction with Accounting Seed
We were current users of Salesforce and were not happy with our existing separate accounting program. I felt Accounting Seed was the perfect fit and it has proven to be just that. We have it set up so only accounting staff have access to the program, but the fact that information flows out to Salesforce for our Sales staff to see and work from is priceless. Not to mention the flexibility and array of reporting features. We now are able to have reports auto generate to show profit/loss, reconciliations, etc.
- Ability to create custom reports on the fly.
- Sharing/flowing information across Salesforce project pages.
- My favorite, saving tons of time by having all information in one location, not having to stop and compare Salesforce reports to a separate accounting program reports.
- Sometimes when creating a receipt it can't seem to find the company I am searching for in the drop-down, I have to go out to the company and enter from there.
- Some of the accounting reports seem to be limited, though at times this may just be the user! Still learning as I go! But there have been some reports that state I would need to add another partner app to do, which would mean more cost.
- It has saved us many man hours on data entry, reporting, filing, printing.
- It has saved our mental states because we are not having to jump from one program to another, since everything is in one convenient location.
- We have improved communication of information on the state of jobs, etc., throughout the company as the information flows back and forth between Salesforce and Accounting Seed depending on the links you have set up.
Honestly, Accounting Seed was the only one I focused on when looking to switch from our existing program. It showed in the partner app store and stated it was created native to SalesForce. As I read through it's capabilities, cost, etc., I knew it was the right choice.
Our main reason for switching to Accounting Seed was the idea of having all of our information in one platform. This allows constant real-time information on where we are at with cash flow, project costing, a/r, a/p, loss/gain on jobs, etc. When we set up a job in Salesforce we immediately set up a reconciliation linked to it, so we do billing to a customer on that job, or enter a payable against it. It shows in real-time on the job's page. I honestly can't think of a scenario where it would not be appropriate.