Solve It Stories - Accounting Seed ft LionHeart

SOLVE IT STORIES SOLVE IT STORIES How Accounting Seed helped LionHeart grow its business by 40%. As a backup power supplier, LionHeart deeply understands the need for a front- and back-office accounting solution that won’t fail in times of need. When its former approach of combining I am no longer exporting to Excel and QuickBooks, Excel, and Outlook couldn’t keep up with the spending hours reformatting everything. demands of its clients, LionHeart knew it was time for a change. And the elimination of errors and In order to serve its expanding customer base, LionHeart needed inconsistencies makes a huge difference a fully integrated system that would provide real-time data and for an accountant like me. I can now go custom reporting, and automate recurring tasks. to my managers with confidence and know the data and reports I’m providing The Opportunity are consistent and accurate. Growing businesses often face a point where they need JeaNae Remala to streamline multiple piecemeal solutions with a single Controller integrated platform. How do they ... • Use data to make strategic business decisions? • Identify which product lines are most profitable and efficient? • Effectively determine which areas the team should spend more or less time on? In the case of LionHeart, it needed an integrated accounting solution that would allow teams to easily access more data and pull customized reports to help make strategic decisions.

SOLVE IT STORIES SOLVE IT STORIES The Successful Outcome After implementing Accounting Seed and Salesforce with the help of Gimbal Logic, a certified partner, LionHeart has zero data living outside the platform. Every product detail and job is in Salesforce and flows to Accounting Seed for invoice processing and beyond. In addition to custom reports, the out-of-the-box functionality helped LionHeart realize immense growth. Recurring journal entries, amortization, and payables are all key tools that help the accounting team know what the month end will look like well before its closed. The ability to pull data together related to projects and product profitability enabled the accounting team to examine every aspect of the business. The team could see what areas needed improvement and what areas could grow, leading to more strategic decisions to help the business achieve 40% growth. This has resulted in ... • Tasks that used to take days now take a few hours at most • The team now being able to accurately measure KPIs • LionHeart growing 40% without having to add any additional accounting staff or building space Considerations for customers who are looking for an accounting solution. • Use a cloud-based solution with real on-platform accountings tools • If you are pulling together a report more than once a quarter, it’s time to create a custom report • Invest in the right accounting team to drive your company’s growth and revenue goals Learn more about Accounting Seed for Salesforce on AppExchange. Learn more