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Real-time sync between Salesforce and NetSuite/SAP/Dynamics, accounts, opportunities, orders, invoices, payments, with proper data governance and audit trails.
Salesforce Revenue Cloud, Zuora, or custom-built rev rec workflows configured for your specific contract types and pricing models. Audit-ready from day one.
Claude-powered invoice extraction, approval workflow automation, intelligent collections sequencing, and exception handling that surface only what humans need to touch.
Automated evidence collection across SOX controls, Salesforce Shield, integration logs, and source systems, making audit prep an ongoing background process, not a fire drill.
Real-time cash dashboards across bank accounts, entities, and currencies, refreshed daily with reconciliation workflows.
Integrated consolidation across ERPs, with elimination logic, currency translation, and audit-ready support.
The patterns that come up in nearly every finance & accounting engagement.
Manual journal entries, reconciliation across disconnected systems, last-minute scrambles to find data, the close cycle is where finance technical debt is most visible.
ASC 606, multi-element arrangements, usage-based pricing, contracts that change mid-term, revenue rec is one of the highest-risk, lowest-automation areas in most finance functions.
Most invoice approval and collections workflows still flow through email and spreadsheets. AI document processing and proper workflow tools change the math entirely.
When the auditors arrive, evidence collection becomes a 6-week scramble. It should be a click.
CFOs need real-time cash visibility across accounts, entities, and currencies. Most still pull this together in spreadsheets.
Companies that grow through acquisition end up with multi-entity, multi-currency consolidation complexity that off-the-shelf platforms struggle to solve.
Each category represents a deep specialization with dedicated playbooks, accelerators, and experienced consultants.
Bidirectional sync between Salesforce and ERPs with proper data governance.
ASC 606-compliant rev rec for complex pricing models, usage, milestone, subscription, hybrid.
AI-augmented invoice processing, approval workflows, and intelligent collections.
Reconciliation automation, journal entry automation, and continuous close infrastructure.
Real-time cash visibility, multi-entity consolidation, and treasury workflows.
Automated evidence collection, continuous audit readiness, and SOX control monitoring.
A free 30-minute working session with a consultant who has done this work before. You leave with a clear read on the right approach, whether or not you engage us.
Consultant-level analysis from the consultants delivering the work.
How to generate quotes, order forms, contracts and onboarding forms from Salesforce, route them for e-signature, write status back, file signed copies and pick native or AppExchange tools.
Read the full post →Predictable phases. Clear deliverables. No surprises.
One to two working sessions to map your current state, business goals, gaps, and constraints. We come out with a written scope document and recommendation.
Documented solution architecture, technical design, realistic timeline, and a transparent commercial proposal, reviewed with your team before any build.
Configuration, development, integrations, data migration, AI training, and QA, delivered in iterative sprints with weekly demos and adjustments.
Training, change management, hypercare support, and continuous improvement. We do not disappear after go-live. Most engagements continue into managed services.
Salesforce is not a general ledger, and finance teams should keep their ERP as the book of record. Where Salesforce helps is upstream: it is where quotes, contracts, orders, and billing schedules originate, so clean data there means fewer corrections at close. Revenue Cloud structures pricing and approvals, integrations pass booked orders to the ERP, and reports give controllers visibility into bookings and renewals before they hit the ledger. Finance also gains approval controls and field history that support audit evidence for revenue-related processes.
When a rep builds a quote in Revenue Cloud that exceeds a discount threshold or includes non-standard terms, Advanced Approvals routes it to the deal desk and, if needed, the controller. Approvers see margin impact on the quote itself. Every decision is time-stamped, which gives finance a clear record of who authorized each exception.
Once a contract is signed, an order is activated in Salesforce and an integration, often built on MuleSoft, sends the customer, products, amounts, and dates to the ERP. Finance reviews a daily exception report of orders that failed validation, so missing tax codes or mismatched billing accounts get fixed before invoicing.
Controllers compare closed-won opportunity and order totals in Salesforce against invoiced amounts returned from the ERP. A report grouped by period and entity highlights orders that have not billed or billed at a different value. Finance investigates the gaps early rather than discovering them when revenue schedules are finalized.
Open invoice balances and aging buckets flow from the ERP onto the Salesforce account, so account executives and CSMs see overdue amounts before a renewal or expansion call. A Flow can block new quotes on accounts past a credit threshold and notify the collections owner, keeping commercial conversations aligned with credit policy.
Mid-term upgrades, co-terms, and cancellations are processed as amendments against the original contract in Revenue Cloud rather than as fresh deals. Finance can see exactly which lines changed and when, which simplifies revenue schedule updates in downstream systems and gives auditors a traceable path from original agreement to current terms.
For most companies, no. Salesforce does not provide a general ledger, and core accounting functions such as journal entries, payables, and financial statements belong in an ERP. Some Salesforce-native accounting applications exist on AppExchange, and they can suit certain organizations, but the more common pattern is Salesforce handling quote-to-order while the ERP handles billing, recognition, and the books. Integration keeps both sides consistent.
Revenue Cloud captures the contract structure that recognition depends on: performance obligations as product lines, start and end dates, amendments, and standalone pricing. That clean input makes downstream recognition far easier. The recognition calculations themselves usually run in the ERP or a dedicated billing system, and your accounting team and auditors should confirm the policy before anything is configured. We configure to that agreed policy.
Yes, for assistance rather than accounting judgment. Agentforce can summarize contract terms on a quote, explain why an approval was triggered, or answer sales questions about billing policy from a knowledge base. It should not post entries or approve exceptions on its own. Keep humans on every financial decision, and review what data each agent can reach before launch. Log agent activity for later review.
Surface only the fields reps need, such as open balance, aging bucket, and last payment date, and keep detailed payment information in the ERP. Field-level security and permission sets control who sees each value, and read-only fields prevent edits to data finance owns. Integration users should write these fields on a schedule so values stay current. Reps then see risk without reaching into payment records.
Finance projects fail when CRM builders ignore accounting realities. As a Salesforce Consulting Partner since 2017 with 150 Salesforce certifications, our U.S.-based team has configured quoting, approvals, contracts, and ERP handoffs with finance stakeholders involved from the first workshop. We treat controllers and auditors as design partners and document field ownership so the result holds up at close. Handover includes admin training for finance operations.
Implementation, integration, configuration, and managed services across the full Salesforce platform, from Sales and Service Cloud to Agentforce and Data Cloud.
Learn more →As a Gong services partner, we implement, integrate, and optimize Gong so revenue teams actually adopt it.
Learn more →Strategy and production AI, from use-case selection and governance to deployed agents on the platforms you already run.
Learn more →The systems, data, and rituals that make sales, marketing, and customer success operate as one revenue engine.
Learn more →Free 30-minute strategy session with a consultant who works with finance & accounting leaders every week.
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