The power couple
The Intacct-Salesforce Connector links the best-in-class cloud accounting solution with the best-in-class cloud CRM solution. What do you get when you bring these two powerful solutions together? A full view of every customer. A streamlined quote-to-cash process. And more productive communication between the department that makes the numbers . . . and the department that manages them.
Set up your Salesforce integration with ease. The Intacct-Salesforce Connector was pre-built on the Salesforce1 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 Chatter embedded inside Intacct, get your sales and finance teams talking - to expedite approvals, discuss and resolve exceptions and clarify policies.
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