What accounting packages integrate well with Salesforce's CRM?

can't comment on anything else, but NetSuite expenses are worse than spreadsheet, IMHO. it couldn't even sort expense line items by dates

Hi Shannon,

I believe your concerns in wanting to find a Financial Management system that has a proven track record in delivering deep integration and workflow with your Salesforce deployment are well founded. The marketplace is littered with failed ERP solutions where deep due diligence was not been performed and decisions were based upon well intended recommendations like your marketing executive. Intacct has had great success in the marketplace especially with organizations like yours that have deployed Salesforce CRM and are now looking to migrate to a Financial system that can coexist. Please consider the link below. It is from the Salesforec.com App. Exchange where Intacct has over 114 reviews and will provide an unbiased view of Intacct’s performance in the marketplace.

http://appexchange.salesforce.com/listingDetail?listingId=a0N300000016bWPEAY

I'd be happy to discuss personally with you live.

Kathy

Hi Shannon: The SMB I work with implemented Financialforce (FF) in Q1 of last year. We set it up over a weekend and then ran parallel with the legacy system for 3 months before switching over completely. They've never looked back. I've been working with FF since before it was "Financialforce" - back when they were still "Coda2Go" in 2009! I implemented the app then for a client and integrated it with custom objects built out to manage their business. I've been recommending it to Salesforce customers who want to leverage SF ever since. FF has continued to add features and functionality and is pretty powerful. They are rolling out some reporting capabilities next month that rival anything I've ever used in any other ERP like SAP, JDEdwards, Oracle, MAS200/500. (Believe me, I've used and/or implemented them all!) But the biggest "game-changer" for accounting and the whole company has been the use of 2 native SF features: Chatter and work flow rules. Accounting is able to deeply integrate with operations (which produce the sales invoices from costs and when services are rendered) and collaborate with the operations team using Chatter. Also, no one asks accounting any longer for copies of invoices or has to question if the bill has been paid. Everyone in the company can see it for themselves on the sales invoice or payable invoice record. Work flow rules alert A/R and A/P when an invoice is due, coming due or overdue. The company is just starting to invite customers, partners and vendors to Chatter to start proactively delivering relevant and timely information to them - including important accounting information - so more to come on that project. The company is now building out it's custom operations application on the SF's force.com platform, so they kind of started "backward" by implementing FF first to handle primarily A/P - they do a weekly upload of the sales invoices from their custom app right now. The goal is to run all aspects of the company in the cloud however (you can see the vision here):

http://portal.sliderocket.com/AUSPG/SMB-W2W-Contest-RSI-Relo-and-RITAForce

so FF will integrate seamlessly with the operations application to provide the costs that operations needs to bill services, and sales invoices will get posted to the general ledger once sent from the operations team. FF also has a PSA app that I'm not familiar with, but I'm wondering if you have had a chance to demo that yet? In any case, please feel free to contact me directly at [email protected] if you want to speak with me further about FF. Happy New Year! Lynne