Salesforce Accounting Seed Quick Start Package
Accounting Seed is a native Salesforce solution designed to simplify financial operations and increase visibility across your business. Our Quick Start Package accelerates implementation and aligns it with the financial needs of media and services teams. From day one, you’ll streamline invoicing, ledger management, and reporting—entirely within Salesforce.
Built-in automation reduces manual effort, while real-time integration supports cross-team collaboration. We ensure these capabilities are effectively used, helping you scale with confidence.
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Our workflow together
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Installation & Setup
- Kick-off call, gather requirements
- Installation of Accounting Seed managed package(s)
- Make page layout changes
- Assign Permission Sets to named users
Master Data Management
- Chart of Accounts setup and upload
- Upload accounting periods, cash flow categories, customers, vendors, and products
- Multi-ledger and multi-currency support
Transactional Processes
- Guidance on Cash In/Cash Out & GL
- Guidance on Reporting, Inventory & Order Management
- Guidance on approval processes for Payables & Time Cards
- Guidance on approval processes for Expense Reports
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Opening Balance Data Migration
- Migrate opening balances for the Core Financial Suite
- Import balances for the Orders & Inventory module
- Ensure accurate A/R and A/P migration
- Transfer trial balance, SOs, and POs
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Post-Go-Live Assistance
- Month-end best practices review
- Post Go-live Support Q & A Sessions
- Project Management/Administrative tasks
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Optional: Avalara Integration
- Avalara Integration Overview Review Meeting
Why companies love our Accounting Seed Quick Start Package?
Key Use Cases
Our Accounting Seed Quick Start Package is designed to get your finance team up and running quickly on Salesforce-native accounting. From managing billing and revenue to tracking expenses and financial reporting, we help streamline your accounting workflows—so you can close books faster and make smarter financial decisions from day one. Key use cases include:
What is Accounting Seed?
It is a cloud-based accounting platform designed to streamline financial management directly within the Salesforce environment.
Can Accounting Seed handle complex financial structures and reporting needs?
Absolutely! Accounting Seed is designed to specifically handle complex financial structures. It also provides customisable reporting features, allowing users to generate reports tailored to specific roles, departments, or stakeholders.
Who is best suited for the Accounting Seed Quick Start Package?
It is designed for all types of organisations looking for a rapid and effective implementation of the Accounting Seed platform.
How much does the Accounting Seed Quick Start Package cost?
This completely depends on your requirements and goals. Contact us for a tailored quote.
