FINANCIALFORCE.COM

FinancialForce.com Implementation Consulting

Your company has matured in its use of Salesforce.com and is looking to leverage the force.com platform all the way through accounting and finance reporting. Congratulations, you’ve chosen one of the premier accounting solutions that is 100% native to Salesforce.com! Cloud Accounting S4E (CASE) has been working hands on with FinancialForce.com as both a customer and implementer since FinancialForce.com first launched its application in 2009. CASE works with companies setting up a formalized accounting system for the first time, converting from a legacy accounting system, or even integrating parts of their current accounting system with specific features offered by FinancialForce.com. CASE consultants will help you to:

  • Complete your accounting system implementation in days or weeks, not months
  • Understand how you can leverage Salesforce and FinancialForce to improve your work flow processes
  • Train your accounting team to insure they are able to process transactions and complete their accounting tasks efficiently
  • Integrate FinancialForce.com data with Salesforce standard and custom objects to eliminate accounting and finance “silos” of information
  • Create appropriate and secure key reports and dashboards for select users of accounting information in your company, allowing them to monitor important business metrics at a glance

FINANCIALFORCE Services

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FinancialForce.com – User Story with Lynne Taylor

Learn how RSI, an international relocation company specializing in commercial freight forwarding service, increased their ROI by integrating FinancialForce Accounting with their operations system on the Force.com platform.

Review Your Accounting Processes and Needs

We won’t waste your time. Because we are CPAs and accountants ourselves, we speak your language. We actually know a debit from a credit! Expanding upon the traditional accounting “scoping” questionnaire, we delve into your actual processes and the integration points that accounting has with all areas of your company’s operations.

We’ll give you vision for how FinancialForce can help your accounting department become proactive contributors to every department in your business. Like Salesforce, FinancialForce can be used collaboratively and socially – enabling the accounting department to provide important information in ways you may not have ever considered by deploying some of the amazing social capabilities of Salesforce. If needed, we’ll help you determine key metrics to design the right dashboard and reports to streamline your success.


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FinancialForce.com Consulting At Your Pace and Budget

Sometimes companies have a strong, highly experienced accounting team that is either familiar with Salesforce or has done prior implementations. In these scenarios, CASE will work with key team members or staff in a “train the trainer” approach, working one-on-one to both minimize the costs of your implementation and maximize the capabilities of your team. Alternatively, your accounting team may need limited consulting services for a specific accounting-related project, or help adding financial information to other objects or applications within or outside of Salesforce.


Ongoing FinancialForce.com Accounting & Finance Administration

Now that you have deployed FinancialForce.com for your organization, you may need ongoing assistance with transactions processing, monthly close tasks, or additional reporting. Or you may need additional training and help keeping up with new releases and features. As your company grows, multiple companies, multiple currencies or intercompany reporting may come into play. Many growing companies are not large enough to add specialized or dedicated accounting help. CASE offers trained accountants that can supplement your accounting staff on a monthly, quarterly or even annual contract basis. CASE accountants can assist with the following and many more accounting-related requirements:

  • Salesforce and FinancialForce System Maintenance
  • Account Reconciliations
  • Month End Close Tasks
  • Reporting and Dashboard Updates or Customization
  • New Integration Rules Development

 


Contact us

Contact us if your company is setting up a formalized accounting system for the first time, converting from a legacy accounting system, or even integrating parts of their current accounting system with specific features offered by FinancialForce.com.


FinancialForce.com

FinancialForce.com is the cloud applications company. We focus 100% on building business applications for Force.com, the world’s leading cloud computing platform from salesforce.com. Our applications include Accounting, Billing, Professional Services Automation (PSA) and Services Resource Planning (SRP). We serve fast-growing organizations and dynamic enterprises, helping them to align Finance, Sales and Service in a way that enables profitable growth. We are backed by two of the biggest and best players in the business, UNIT4 and salesforce.com.


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