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Salesforce-Native Accounting With Everything You Need—And Nothing Hidden

GoldFinch Accounting is a CPA-designed, enterprise-grade financial solution built natively on Salesforce. You get full-featured accounting with advanced functionality, real-time visibility, and no hidden fees—just one simple price for everything included.

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Accounting Designed by CPAs. Built for Growing Businesses

Forget disconnected tools, expensive add-ons, or integration headaches. GoldFinch Accounting gives finance teams complete control and real-time insight—all on the Salesforce platform you already trust.

Whether you’re managing projects, multi-entity operations, or global transactions, GoldFinch delivers everything you need to close faster, stay compliant, and scale with confidence.

100% Salesforce Native – No syncs, middleware, or duplicate data

One Predictable Price – All features included, no upcharges

Built by CPAs – Enterprise-level capability with audit-ready controls

Global & Multi-Entity Support – Consolidations, currency revaluation, and intercompany transactions

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

Smart General Ledger

Real-time financial control with built-in flexibility.

Real-time posting with full drill-down to transactions

Multi-segment chart of accounts (location, class, project, etc.)

Recurring journals and customizable GL impact rules

Consolidation and intercompany transactions

Approval workflows, period locking, and audit trails

Accounts Payable

Pay accurately, on time, and with confidence

Full 3-way match: PO → Receipt → Invoice

Vendor management with centralized profiles

Purchase invoices, credits, and payment scheduling

Batch payments via ACH, check, or wire

1099 vendor tracking and IRS reporting

Aging reports and cash requirements visibility

Accounts Receivable

Faster billing. Smarter collections. Happier customers.

Sales invoices, credit memos, and customer payments

Auto-invoice from orders or subscriptions

Customer deposits and prepayments

Dunning workflows and collections tools

Payment matching and cash application

Credit limits and AR aging reports

Banking & Cash Management

Complete cash visibility—down to the last penny

Bank reconciliation (manual or AI-powered)

Live cash position tracking across all accounts

Secure bank feeds via Plaid

Positive pay file generation

Fund transfer and petty cash management

Multi-Currency Accounting

Global-ready financials, built to scale

Real-time FX rate sync

Multi-currency GL, AP, AR, and banking

Currency revaluation and gain/loss reporting

Fixed Asset Management

Track and depreciate with audit-ready clarity.

Asset register and categories by location or department

Straight-line depreciation method

Monthly depreciation journal entries

Full asset-level audit trail

Financial Reporting & Analytics

Instant insight, zero spreadsheets required

Standard reports: Balance Sheet, P&L, Trial Balance

Budget vs. actuals by project, entity, or department

Custom report builder or BI tool integration

Real-time dashboards with drill-through

Job profitability and WIP summaries

Customer Management

Know every customer. Manage every relationship.

Full customer history with terms, limits, and contacts

Centralized communication log and notes

Seamless sync with Salesforce CRM and custom objects

Expense Management

Control spend while making it easy for employees.

Mobile-friendly expense entry and review

Multi-currency and billable vs. non-billable tracking

Approval workflows and audit trails

Purchasing Requisition

Smart spending starts with smarter requests.

Employee-initiated requests with configurable forms

Role-based approval routing and budget validation

Seamless PO creation from approved requests

Subscription Management

Recurring revenue made simple and reliable.

Auto-billing for subscriptions and service plans

Deferred revenue recognition

Support for renewals, upgrades, and contract changes

Commission Management

Motivate performance and simplify payouts.

Rule-based commission calculation

Support for multi-tiered plans

Approval workflows and payout visibility

Project Setup & Configuration

Rapid project setup tailored to your business model.

Templates for recurring project structures

Project types: Fixed Fee, T&M, Cost Plus

Phases, milestones, and task hierarchies

Multi-currency and multi-ledger project support

Link to customers, grants, or internal initiatives

Project Billing & Revenue Recognition

Accurate billing aligned with project delivery.

Milestone and % completion billing

Time & Materials and fixed fee support

Deferred revenue management and GL integration

Project Budgeting & Cost Control

Stay on budget without losing agility.

Budget by phase, resource, or cost category

Real-time tracking of labor, materials, overhead, and subcontractors

Forecast margin and monitor profitability

Task & Timeline Management

Drive accountability and stay on schedule.

Project tasks with deadlines and dependencies

Assignment by owner, team, or priority

Timeline tracking and Gantt-style visualization

Project Reporting & Dashboards

Full visibility into project performance.

Project profitability and margin dashboards

Work-in-progress (WIP) summaries

Utilization, backlog, and milestone progress tracking

Seamless Integrations

Out-of-the-box connections that just work.

Stripe for credit card payments

Plaid for secure banking feeds

Avalara for automated sales tax

Global Payments for B2B transactions

Payroll provider integrations

Salesforce CRM, CPQ, and custom objects

API access for custom integrations

Your Free Guide to GoldFinch Accounting

Get a fast, easy-to-digest overview of what sets us apart—and what’s included in every subscription.

Ready to see what native, no-compromise accounting on Salesforce really looks like?

Native to Salesforce. Built for Finance.

Unlike generic accounting add-ons or disconnected cloud tools, GoldFinch Accounting connects directly to your Salesforce data and processes—no syncs, connectors, or middleware needed.

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

Unified UI and security

Role-based permissions and workflows

Compatible with your Salesforce apps and custom objects

Certified by Salesforce’s Security Review

Trusted by Organizations Across Industries

Professional Services (Consulting, Finance, Legal, HR)

Medical Devices & Life Sciences

Nonprofits and Program-Driven Organizations

Field Service, Rentals & Repair

Multi-site, multi-entity businesses

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

Ready to streamline 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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