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Purpose-Built Accounting for Service-Based Businesses 

Accounting for Service-Based Businesses
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Accounting Work

Accounting That Fits the Way You Work

No extra charges for “premium” modules  
No limits on GL accounts, projects, or dimensions  
No middleware, connectors, or duplicate databases 
No unexpected costs for reporting, multi-currency, or support 

What Service Teams Get with GoldFinch Accounting 

Complete Financial Control in Salesforce

Work where your team already operates. GoldFinch brings accounting onto the same platform as your customers, projects, and teams. 

Project and Program Financial Visibility

Track budgets, billing, and profitability across clients, departments, or programs. See how your services perform—in real time.

Fast, Flexible Billing

Generate invoices from Salesforce contracts, subscriptions, or project milestones. Bill fixed fees, recurring services, or time & materials.

Reliable Cash Management

Get a clear picture of receivables, payables, and cash flow—without building separate spreadsheets.

One Price. All Features. Full Confidence.

Every customer gets access to the complete application. No modules to buy. No pricing tiers. Just the full power of GoldFinch Accounting.

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Accounting Brochure

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? 

Included Capabilities—No Add-Ons Required 

Smart General Ledger

Multi-segment chart of accounts, real-time posting, intercompany and consolidated reporting, and full audit history.

Accounts Payable

3-way match, vendor management, approvals, batch payments (ACH/check/wire), and 1099 reporting.

Accounts Receivable

Auto-invoicing from Salesforce objects, credit memos, prepayments, collections workflows, and aging reports.

Project & Program Accounting

Track budgets, actuals, and profitability by project, grant, or department. Bill by milestone, fixed fee, or time.

Multi-Currency Accounting

Supports multi-currency GL, AP, and AR with real-time FX sync and currency revaluation.

Cash & Banking

Live bank balances, automated reconciliation, and cash visibility across accounts and entities.

Fixed Asset Management

Track and depreciate assets across your business with monthly automation and audit-ready logs.

Financial Reporting

Standard and custom reports (P&L, Balance Sheet, Trial Balance), budget vs. actuals, dashboards, and drill-through to transactions.

Included Capabilities
Service Organizations

Ideal for Salesforce-Based Service Organizations   

GoldFinch Accounting is purpose-built for companies that run services. 

It’s an ideal fit for:

Professional Services (Consulting, Finance, Legal, HR)  
Digital & Creative Agencies  
Nonprofits and Program-Driven Organizations 
Field Service and Repair Teams  
Subscription and Contract-Based Businesses
Multi-entity Firms on Salesforce

Simple Pricing. All Features. Built on Salesforce.  

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