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
Trusted by organizations with complex financial and operational requirements.
— THE PROBLEM
Disconnected systems cost you time.
Duplicate records, manual reconciliation, reports that don’t agree – all because accounting lives outside Salesforce.
— 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.
— 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.
Manufacturing & Distribution
- Manufacturing & purchasing
- Supply planning
- Multi-location inventory
- Costing & fulfillment
Food & Beverage
- Recipes & batches
- Lot traceability
- Quality processes
- Multi-channel fulfillment
Field Service & Project-Based Services
- Opportunities & projects
- Costs & billing
- Revenue recognition
- Profitability reporting
Nonprofits & Program-Driven Orgs
- Funds & programs
- Purchasing & expenses
- Financial reporting
- Operational activity
Multi-Entity Organizations
- Multiple operating companies
- Currencies
- Intercompany activity
- Consolidated reporting
“GoldFinch beats all of them, including NetSuite. The processes are designed around our industry and are logical, robust, and flexible. Most importantly, the GoldFinch team really understands both our industry and ERP systems.”
— 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.
No obligation. Speak directly with an experienced ERP professional.