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Accounting Built to Work Seamlessly With Inventory, Operations, and Projects

GoldFinch Accounting gives finance teams real-time visibility and control across transactions, payments, and inventory-related activity—all from the Salesforce platform.

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The Hidden Complexity of Inventory-Driven Finance 

If your business manages physical goods—whether you’re selling, storing, distributing, or donating them—your accounting isn’t simple. 

Disconnected systems, manual reconciliations, and spreadsheets can’t keep up with the speed and accuracy today’s finance teams need. 

GoldFinch Accounting changes that. 
It’s a Salesforce-native solution built for finance teams who need more than basic bookkeeping. You’ll get complete visibility from transaction to balance sheet—with inventory-aware logic and flexible, auditable workflows. 

Powerful Financials. Smarter Operations.
All in One Salesforce-Native Solution.  

Receivables That Accelerate Cash

Bill faster. Collect smarter.

Auto-invoice from orders, subscriptions, or custom triggers 
Customer deposits, prepayments, and credit memos 
Dunning workflows and credit controls
Accurate aging reports and payment matching 

Accounts Payable Built for Control

Pay the right vendors, at the right time 

Invoice entry with approval workflows  
3-way match support (PO → Receipt → Invoice) 
Batch payments with ACH/wire/check options 
Track 1099 vendors and generate tax reports
Cash requirements and aging analysis 

Financial Reporting & Analytics 

Insights when and where you need them 

Standard reports: Balance Sheet, P&L, Trial Balance
Budget vs. actuals
Real-time dashboards with drill-through   
Custom report builder or BI tool integrations  

Smart General Ledger

Flexible structure with real-time posting 

Multi-dimensional chart of accounts (location, project, program, etc.)  
Journal entries, recurring templates, and custom posting rules
Consolidation, intercompany support, and audit-ready logs 
Drill down from financials to the source

Fixed Asset Management 

Track and depreciate with confidence 

Register for assets across departments or programs
Set depreciation methods and schedules 
Automate monthly depreciation entries 
Full asset audit trail 

Banking & Cash Visibility

Live view of your real-time cash position 

Auto or manual bank reconciliation  
Connect bank feeds with Plaid 
Positive pay file generation 
Track internal transfers and petty cash  

Multi-Currency & Global Accounting

Global operations? No problem.

Real-time FX rate sync
Currency revaluation and gain/loss tracking 
Multi-currency ledgers, payables, and receivables

Built-In Integrations

Connect payments, tax, and banking tools 

Stripe for credit card processing 
Avalara for sales tax automation 
Plaid for secure bank feeds 
Global Payments for B2B transactions 

Ditch the Add-Ons. Choose a Salesforce Solution That Was Built for Your Business Model. 

Unlike generic accounting add-ons or disconnected cloud tools, GoldFinch is built natively on Salesforce and engineered for businesses that handle inventory, programs, or projects. 

You get one secure platform, one data model, and one source of truth—from transaction to trial balance.  

Native Salesforce UI, workflows, and security  
Seamless connection to your CRM, CPQ, or custom objects
Built-in logic for inventory-aware accounting 
No duplicate databases or manual syncs   

Easily Connects With Your Entire Salesforce Ecosystem    

GoldFinch Accounting connects seamlessly with:    

Salesforce Sales & Service Cloud 
Inventory or warehouse apps (GoldFinch or third-party) 
Project or grant management 
Any Salesforce-native app or custom object   

Use it standalone—or as the accounting foundation for your broader Salesforce ecosystem.   

Trusted by Inventory-Centric Organizations Across Industries  

eCommerce & Omnichannel Retail   
Medical Devices & Life Sciences
Food Banks & Nonprofits 
Field Service, Rentals & Repair  
Consumer Goods, Apparel & Distribution  
Multi-site, multi-entity businesses

Accounting That Fits Your Business, Your Team, and Your Salesforce Org 

Ready to modernize your accounting operations—without changing your entire tech stack? 
Let’s show you how GoldFinch Accounting fits your team, your business, and your data model.  

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