Industry Ebook - Accounting Seed

Here’s how Accounting Seed can help professional services firms like yours. In Real Life ACCOUNTING Single Platform Accounting Seed is native to Salesforce so there are no sync tools or connectors needed. Automated Data Entry Accounting Seed saves time and reduces errors by eliminating manual entry in spreadsheets. See how our partner Accounting Seed tackles Custom Reports challenges in the professional services industry. Accounting Seed can be set up to automatically From big-picture problems, to the specific needs populate data and in reports specific to each of a chief operations officer, Accounting Seed department head or c-suite leader. has it covered. With Accounting Seed, users eliminate manual processing and repeatable tasks related to accounting and finance so that they can focus on what really matters — their customers. Keep reading for an example of how Accounting Seed could help a COO transform her firm’s accounting services.

The Big Picture 6:00 AM Accounting Seed’s flexible, automated, and configurable 9:00 AM application covers the entire landscape of accounting processes Say goodbye from lead to ledger. Companies gain a full 360-degree view of to spreadsheets. The Challenge: Account management their business specific to industry and processes. 4:00 PM teams waste hours manually tracking projects, project tasks, and hours via 11:30 AM spreadsheets. Get rid of The Solution: Accounting Seed can automatically sync project accounting integrations. to time cards. The Challenge: Multiple business solutions on different platforms require connectors that can be costly to maintain and upgrade. The Solution: Accounting Seed’s one platform solution means there’s no need for costly sync tools or connectors. Create custom cash flow statements for c-suite. Automate recurring The Challenge: Leadership needs visibility into the company’s project billings and accounting data. notifications. The Solution: Accounting Seed The Challenge: Teams are manually makes it easy to create a custom cash flow statement report that will pull sending billings to clients. live data into a report that can be The Solution: Accounting Seed accessed at any time. enables teams to automate project task creation and billing process by setting automation rules. From there, teams can create auto emails to clients with the billing information.

How Accounting Seed The Close-up Solves Carla’s Challenges See how a COO could use Accounting Seed to drive Native to Salesforce company results from both When Salesforce updates, it won’t break anything operational and financial in Accounting Seed since the two share the same perspectives. underlying technology. This saves time and money and provides more financial security. Seamless Data Input All data can be input into Accounting Seed and carried through to Salesforce (or vice versa), CARLA SAUNDERS eliminating duplicate entries. Co-Founder & COO, Ace Media Marketing Automated Processes Carla needs to be sure that Accounting Seed automates time card entry, billings, employees are working at their highest capacity and are highly and billing communications. On average, this can save effective in their work so that the Carla’s teams eight hours a week or more. client experience is seamless and top notch. Custom Reporting Her Goals: Her Challenges: Accounting Seed’s custom reporting tool allows Carla • Gain better visibility into cashflow • Time cards aren’t being entered and her team to create reports specific to their needs • Enable her company to bring on or reconciled between systems and goals. This increases visibility for Carla and allows more clients fast enough, delaying payment her to make data-backed decisions. notifications to clients • Provide more services to new and • Bills are often 30, 60, to 90 days existing clients past due upon receipt due to manual processing, resulting in further delayed payment • The accounting team is manually Learn more about Accounting Seed notifying clients via email or phone for bills due