Salesforce-native Accounting That Connects Finance and Operations
Manage general ledger, accounts payable, accounts receivable, banking, projects, subscriptions, multi-entity accounting, and financial reporting using the same Salesforce data, security, and workflows as the rest of your business.
CPA-designed • Available on Salesforce AppExchange • Standalone or with GoldFinch ERP
THE PROBLEM
Disconnected systems cost you time.
When accounting lives outside Salesforce, every deal gets entered twice. By month-end, the numbers don’t match, and finance spends days reconciling instead of closing the books.
CAPABILITIES
Manage the complete accounting lifecycle.
Accounts Payable & AI Invoice Automation
AI extracts and validates invoices for human review.
Explore Accounts Payable →Accounts Receivable & Billing
Invoicing, receipts, aging, and collections in one place.
Explore Accounts Receivable →Multi-Entity & Multi-Currency Accounting
Entities, currencies, and consolidation, unified.
Explore Multi-Entity Accounting →Banking & Cash Management
Reconciliation and cash reporting, built in.
Core Financial Management
Flexible general ledger with full audit history.
Fixed Assets
Depreciation and asset tracking, automated.
Project Accounting
Budgets, billing, and profitability, connected.
Subscription & Revenue Management
Recurring billing and revenue recognition.
Financial Reporting & Dashboards
Real-time statements and consolidated performance.
“The most flexible accounting package I’ve used.”
Guardian Veterinary Specialists needed department, location, and entity-level reporting, plus consolidated views across the whole organization. Intuit and Sage couldn’t get there. GoldFinch could. Because it’s built on Salesforce, accounting, operational, and non-financial data all live in one place. A year into full adoption, it’s a platform that grows with the organization instead of holding it back.
ONE CONNECTED RECORD TRAIL
From business activity to financial results.
GoldFinch connects the work performed across your organization to the resulting accounting entries and financial reports.
Create or update the customer, vendor, project, or transaction in Salesforce
Apply your organization’s validation and approval rules
Create the appropriate accounting document
Review and post the transaction to the general ledger
Analyze the financial and operational result through reports and dashboards
BUILT FOR YOUR OPERATIONS
Why Salesforce-native accounting matters.
One Data Model
No copying records between applications.
No CRM-to-Accounting Synchronization
No middleware, no duplicate master data.
Shared Security and Controls
Salesforce roles, permissions, and audit history across all workflows.
Connected Reporting
Financials alongside customers, orders, and inventory.
Flexible Automation
Approvals and exceptions, automated your way.
BY INDUSTRY
Built for your industry and operating model.
Professional & Project-Based Services
Bill from the project and see margin while the work is still in progress.
- Opportunities to projects
- Time, costs & billing
- Revenue recognition
- Project profitability
Nonprofits & Program-Driven Orgs
Track every dollar by fund and program, without a separate fund-accounting system.
- Funds & programs
- Grants & restricted funds
- Purchasing & expenses
- Board-ready reporting
Multi-Entity Organizations
Close and consolidate every company in one Salesforce org.
- Multiple operating companies
- Multi-currency
- Intercompany activity
- Consolidated reporting
Manufacturing & Distribution
Pair GoldFinch Accounting with GoldFinch ERP, or with the ERP you already run.
- Purchasing & inventory costing
- Multi-location
- Fulfillment to invoice
- Landed cost & margin
Food & Beverage
Accounting connected to batches, lots, and channels.
- Recipe & batch costing
- Lot traceability
- Multi-channel billing
- Channel profitability
GETTING STARTED
A structured path to go-live
Discovery & Solution Design
Entities, currencies, dimensions, processes, integrations, reporting, and conversion scope.
Configuration & Data Preparation
Chart of accounts, posting rules, periods, workflows, permissions, and master data.
Testing & Training
End-to-end testing, reconciliation, user acceptance testing, and training.
Go-Live & Ongoing Support
Final conversion, validation, deployment, and transition to ongoing support.
COMMON QUESTIONS
Frequently asked questions.
See how GoldFinch Accounting fits your organization.
Schedule a personalized demonstration based on your accounting processes, Salesforce environment, reporting requirements, and future plans.
In your demo, we will:
- Review your current accounting environment
- Identify the processes you want to improve
- Demonstrate the most relevant GoldFinch workflows
- Discuss licensing, implementation, and integrations