Connect Salesforce Billing, Collections, and Customer Financials
Create invoices, apply receipts, monitor customer balances, manage collections, and connect revenue activity to the customers, orders, projects, and subscriptions already managed in Salesforce.
— THE PROBLEM
Stop rebuilding customer information in a separate accounting system.
When CRM and accounting operate separately, sales and finance teams may see different customer information. Invoices are created from copied data, payment status is difficult for customer-facing teams to access, and management reporting requires information from multiple systems.
GoldFinch Accounts Receivable connects billing and collections to Salesforce customer and transaction records so authorized users can understand both the commercial relationship and its financial result.
— CONNECTED BILLING
From business activity to customer invoice.
GoldFinch can connect billing to the process that created the charge. Depending on your GoldFinch configuration, invoices may originate from:
INVOICE
Users can review the source information, create the appropriate invoice, apply approval controls, and post the accounting transaction without re-entering the customer in a separate financial database.
— CAPABILITIES
Manage the complete invoice-to-cash process.
A customer order, project milestone, subscription, purchase, or expense flows into the appropriate financial process, without a separate customer database.
Invoices & Credit Memos
Terms, due dates, currencies, and tax details.
Cash Receipts
Apply receipts to open invoices automatically.
Customer Aging
Balances by customer, entity, and period.
Collections Visibility
Overdue invoices and follow-up activity.
GL Integration
Post invoices and receipts to the ledger.
— ONE SHARED VIEW
Give sales and finance a shared customer view.
Sales teams understand the relationship. Finance teams understand the balance. GoldFinch brings both perspectives together without exposing sensitive financial information to unauthorized users.
Salesforce roles, permissions, and sharing rules determine who can view or update each type of information.
— FOUR REVENUE MODELS
Flexible billing for different revenue models.
Order-Based Billing
Invoice directly from sales orders and fulfillment, preserving the order-to-entry trail.
Project Billing
Bill by milestones, time, or expenses, and compare against project cost.
Subscription Billing
Manage recurring schedules, renewals, and revenue in one place.
Manual and Miscellaneous Billing
Controlled invoices and credits outside the standard flow.
— GLOBAL READY
Support multiple entities and currencies.
Create and manage receivable activity for the appropriate accounting entity and transaction currency. Review customer balances and accounting results according to your entity, ledger, currency, and reporting configuration. Currency conversion, revaluation, consolidation, and intercompany requirements should be defined during solution design.
— FULL VISIBILITY
Reporting from revenue activity to cash.
Use Salesforce reports and dashboards to monitor accounts receivable performance alongside customer and operating data. Applicable reports may include:
Aging & Collections
Accounts receivable aging
Open invoices
Overdue balances
Days sales outstanding
Cash & Billing
Customer payment history
Billing by customer, entity, or period
Cash receipts
Credit memos and adjustments
Revenue
Revenue and deferred-revenue schedules
Sales-to-cash analysis
— ACCOUNTING CONTROLS
Controls for accurate billing and cash application.
GoldFinch supports controlled financial processes through:
Role-Based Access
Control who can view, create, or edit records.
Approval Workflows
Route transactions for review before posting.
Defined Posting Rules
Transactions post using configured accounting logic.
Accounting Periods
Transactions apply to the correct open period.
Transaction Audit History
Track every change to a transaction over time.
Required Fields & Validation
Enforce complete, accurate data before posting.
Your organization’s configuration determines who may create, approve, post, adjust, or reverse customer transactions.
— COMMON QUESTIONS
Frequently asked questions.
Connect billing and collections to the customer relationship.
Schedule a demonstration based on your order, project, subscription, billing, cash-application, and collection processes.
We will show how GoldFinch can connect:
No obligation. Speak directly with an experienced ERP professional.