CERTIFIED PARTNER

We’re an Accounting Seed Partner.

Your CRM and Your Books.
One System.

Accounting Seed is the #1-rated accounting solution built natively on Salesforce. It eliminates the integration tax you pay every month to keep QuickBooks or NetSuite in sync — by replacing it entirely.

Accounting Seed Certified Consulting Partner

Certified Consulting Partner

#1 Rated

Accounting app on AppExchange

813 hrs

Saved annually from manual entry

$27K

Average yearly savings on integration costs

100% Native

Runs entirely inside Salesforce

ABOUT ACCOUNTING SEED

The General Ledger That Lives Inside Salesforce

Most companies run Salesforce for CRM and a separate system — QuickBooks, NetSuite, Sage, or Xero — for accounting. That gap costs you a connector subscription, an integration that breaks every few months, a finance team re-entering data by hand, and financial reports that are always a few days behind reality.

Accounting Seed closes that gap permanently. It’s a full accrual accounting platform — General Ledger, AR, AP, bank reconciliation, financial reporting, project accounting — built 100% natively on Salesforce. The same record that closes in your CRM automatically creates the invoice, posts to the GL, and appears on your P&L.

As a certified Accounting Seed partner, Cloud Nexus designs and implements the full platform — configured to your chart of accounts, your revenue recognition rules, your entities, and your team.

Accounts Receivable & Payable

Automate invoicing, billing, and payment processing — all triggered directly from Salesforce opportunities and orders.

General Ledger

Full accrual accounting with a native GL that lives in Salesforce — no separate system, no sync delays, no reconciliation nightmares.

Financial Reporting

Real-time P&L, balance sheets, cash flow statements, and custom dashboards — all built on live Salesforce data.

Multi-Entity / Multi-Currency

Run multiple legal entities and currencies from a single org with consolidated reporting across all books.

AP Automation & AI Agents

AI-powered agents detect duplicate payables, predict payment timing, auto-code GL entries, and flag anomalies.

Project Accounting

Track revenue and costs at the project level — critical for professional services, construction, and nonprofits.

The Two-System Problem — And the One-System Fix

A scenario we see at almost every growing company running Salesforce alongside a legacy accounting platform.

THE PROBLEM

The Integration Was Costing More Than the Software

A professional services firm with 80 employees was running Salesforce for CRM and QuickBooks Enterprise for accounting. They had a Zapier-based sync that pushed closed opportunities into QuickBooks invoices — but it broke every time a Salesforce field changed. Finance spent the first week of every month reconciling what didn’t sync. Their month-end close was 25 days. Their CFO was making budget decisions on last month’s numbers.

Finance team manually re-entering every closed Salesforce opportunity into QuickBooks
No visibility into project-level profitability without running Excel pivot tables
Integrations between Salesforce and accounting software constantly breaking
Month-end close taking 3–4 weeks due to reconciling data across disconnected systems
Revenue recognized on cash receipt instead of delivery — compliance risk
CFO making decisions on data that was already 2 weeks old
THE FIX

We Replaced the Entire Accounting Stack with One Native App

We migrated their chart of accounts, historical data, and open AR/AP into Accounting Seed. We configured billing automation so that every closed Salesforce opportunity auto-generates a draft invoice. We built their project accounting structure so finance could see profitability by engagement — something that had never existed before. The Zapier integration was retired on day one.

100% native Salesforce app — shares the same database as your CRM, zero connectors needed
GL entries post automatically based on billing events, payment receipts, and project milestones
AI Copilot flags duplicate payables, predicts DSO, and auto-codes journal entries
Bank reconciliation that used to take 2 days now takes 2 hours
Opportunity closes in Salesforce → invoice auto-generated and sent in seconds
Multi-ledger support lets multi-entity orgs consolidate financials with a single click
Real-time dashboards replace static spreadsheets with live P&L and cash position
THE OUTCOME

Results in the First 12 Months

25 days → 3

Month-end close cycle reduced

250 hrs/mo

Saved in manual accounting work

30%

Improvement in financial efficiency

“We've streamlined our monthly closing cycle from 25 days down to 3. What used to take 2 days in Excel takes 2 hours in Accounting Seed for bank reconciliations.”

— Finance Director, Services Company

“We've seen a 75% reduction in the time it takes to record all invoices and get them sent out to customers. Accounting Seed has allowed us to have the necessary data for decision making and increased productivity for our team.”

— COO, Global Consulting Firm

INDUSTRIES WE IMPLEMENT FOR

Accounting Seed Works Across Every Industry We Serve

Each industry has unique accounting requirements. We configure Accounting Seed to match your specific chart of accounts, revenue model, and compliance needs.

Professional Services

Project accounting, time tracking, utilization reporting

Nonprofits

Fund accounting, grant management, NPSP integration

Life Sciences

Multi-entity, revenue recognition, compliance reporting

Manufacturing

COGS tracking, inventory, purchase orders

SaaS / Technology

Subscription billing, deferred revenue, ASC 606

Construction

Job costing, project profitability, AIA billing

OUR APPROACH

The Migration Is the Hard Part.

We’ve Done It Before.

Migrating from QuickBooks, NetSuite, or any other accounting system isn’t a weekend project. It requires mapping your chart of accounts, preserving historical balances, migrating open AR/AP, and validating that every number matches before go-live.

We bring both Salesforce architecture expertise and accounting implementation experience to every Accounting Seed engagement. We don’t just configure the app — we make sure your finance team trusts the output from day one.

1

Current State Assessment

We map your existing chart of accounts, GL structure, open balances, and integration touch points to build a migration blueprint.

2

Salesforce Data Model Alignment

We ensure your Salesforce objects, record types, and opportunity stages are structured correctly to drive automated accounting entries.

3

Chart of Accounts & Configuration

We configure your ledgers, accounting periods, financial years, tax settings, and billing automation rules to match your business model.

4

Data Migration & Validation

We migrate historical data and opening balances, then run parallel books until your team is confident in the output.

5

Training & Handoff

We train your accounting team and Salesforce admins, then document every configuration decision for long-term maintainability.

GET STARTED

Ready to Replace Your Accounting Stack?

Book a free 30-minute audit and we'll review your current Salesforce and accounting setup — and show you exactly where Accounting Seed would eliminate the integration tax and shrink your month-end close.