The power couple
Set up your Salesforce integration with ease. The Intacct-Salesforce Connector was pre-built on the Salesforce Force.com platform. There’s no need for expensive third-party integration, IT support, or custom consulting. Just point, click, and connect.
No more blind spots
Enable your sales teams to turn quotes into orders with a single click, verify pricing in real time, and more—all without leaving your CRM solution. With Salesforce integration made easy, both Intacct and Salesforce CRM are always up to date with the latest information, including product and price lists.
Automatically trigger invoicing and revenue recognition when a sale is completed in Salesforce, for a fully automated order-to-cash process. Using Intacct project accounting, create and track customer projects from the Salesforce CRM account screen, then drill down to see individual project details.
- Save time and reduce errors by eliminating duplicate data entry between finance and sales
- Increase sales team effectiveness with greater visibility into the financial impact of their activities
- Increase finance team productivity with automation of workflows, including order-to-cash