Accounting Seed Reviews

Pros

Super easy to use and easy to customize to meet your needs

Cons

Not the easiest to transition over to and it lacks good quality consulting partners.

Pros

Accounting Seed works splendidly inside SalesForce. You get all the advantages of a product that integrates with all your SalesForce data. No need for imports or exports. Everything is in one place. Employees learn one system and they can work all across the organization. The availability of multi-levels of security allows you to tailor applications to the appropriate person, department, or team. Internal control features and audit trails are securely automated. Backing up your data is simple with just a few clicks. Project managment allow each project to act almost like its own company and integrates well with any other Salesforce data.

Cons

I would like to see more preformatted reports. There are a few in the system but I suspect there could be more that could print directly from the system in a more presentable format. All reports can be exported to Excel. This allows those that know Excel to manipulate the data as only Excel can do. That is nice but requires extra effort to format the data.

Pros

My favorite feature is being able to Clone repeat transactions; vendor invoices and journal entries. The Bank Reconciliation is a breeze. Submitting a Ticket for assistance is very convenient. I get an email within a few hours with a solution.

Cons

My least favorite features are the Financial Reports and AccountingSeed-created Forms. The reports we run are very different than what AccountingSeed offers. We've found a way to make it work by exporting to Excel, updating fields, adding/deleting, etc. Another feature is the various forms that AccountingSeed created for us; Purchase Order, Packing List and Billing. When we first started using AccountingSeed we found out they didn't have Sales Orders (order confirmations). We had to purchase another App (Conga) who created the Sales Order form for us. I'm currently working on a new Purchase Order template with Conga. The issue I have with the Billing form is that is says Billing. A lot of our customers comment, asking for the Invoice number. It's just a terminology issue; billing vs invoice. We will be creating our own Invoice template with Conga as well.

Alternatives Considered

Quickbooks Online

Reasons for Choosing Accounting Seed

We've used SalesForce since 2009. We were duplicating information about orders in SalesForce, and then creating the order in our separate accounting system. Now we use AccountingSeed with SalesForce and it deletes a lot of the duplication we were doing before. All the information is in one place; SalesForce, and AccountingSeed pulls from those records.

Reasons for Switching to Accounting Seed

We chose AccountingSeed because it works well/integrates well with SalesForce.

Pros

The robustness of the software is admirable. Once it is understood, the details of all transactions are right there. The really great feature is that our sales department can help with the data entry and timing of the billings.

Cons

It is not really a fault of the software, but I didn't have any training on reporting. The reporting is robust but I feel because of its flexibility, it is crucial to have up front training in order to know how to obtain the information needed.

Pros

One we figure out the workflows and nuances with Accountingseed (AS), it is a pleasure to work with. The speed of the software is fast and AS is on top of regular updates to add important and necessary features. We have been a user of AS now for 3 years

Cons

Updates are not always pretty and could be better tested however AS is not deaf to any problems that result from updates or patches

Pros

We chose this product for it's ability to integrate with Salesforce. A few extra steps here or there, but overall it is a great product.

Other products for our industry are dated and not intuitive. Accounting Seed has a great appearance and functionality.

Cons

This product is not ready for the insurance industry.

Alternatives Considered

NetSuite

Reasons for Choosing Accounting Seed

Looking for a great product that works with Salesforce.

Reasons for Switching to Accounting Seed

Netsuite has not plans to able to integrate with Salesforce.

Pros

Implementation and templates provided made the process straight forward. Because it is integrated with SaleForce, we can use the data loader to accomplish mass entries as needed. The system is fairly intuitive in nature.

Cons

Our fiscal year ends in November and when we export financial reports, it always mislabels the months to a calendar year. Having to manually post transactions wastes time. There is not a lot of ability to customize financial reports. It is next to impossible to speak to someone live on the Support Team. The ability to talk to someone live about customer service and payment issues does not exist.

Pros

This software has very robust capabilities. It's good for businesses that have complex operations. It works very seamlessly with Salesforce.

Cons

Their customer support could be better. I wish I had a dedicated point of contact when I have questions. I also wish I could pick up the phone and talk to a person instead of having to create a case and wait to get emailed back days later.

Pros

The API has been instrumental in allowing us to make this accounting software work with all of our heavy salesforce customizations. We have a custom quoting tool, project management tool, and project profitability tracking tool that all work with Accounting Seed. The integration with SF has been a game changer for data reliability and work flow. Overall it's pretty easy to use once you know what you're doing.

Cons

For about a year they had no way to allow for multiple tax ID's with Avalara and the API wouldn't work for it either. The last release has fixed that and made the lives of our accounting team much better. Their online tutorials and instructions aren't the easiest - improved search would help finding things. For us, since we had so many customizations with SF already, it was quite expensive on top of the Accounting Seed cost to get it to work for our company.

Pros

The best UI/UX and overall accounting management along with security features

Cons

Learning the different accounting terms and steps that need to be followed, and that too with lots of experience/exposure can be made simplified

Pros

Having a financial solution on the Salesforce platform is a game-changer for development and implementation speed. Real-time financial information available at the Account, Opportunity, and Project record level increases the speed, accuracy, and relevance of critical business intelligence. This, in turn, translates into greater business agility while exponentially increasing confidence in the processing and assessment of business threats and opportunities.

Cons

Recently the platform and license costing has been a bit of a moving target. I have evangelized for this product and assisted several of our clients with AS implementations, and more than once we have found out significant cost impacts after the initial purchase. The bank connections have also been challenging, as while the advertised "1400" banks might sound like a lot, we have discovered the hard way that having a bank name on the list does not guarantee a connection, as each bank can have several connectors, and not all are compatible with Accounting Seed.

Alternatives Considered

QuickBooks Online Advanced, NetSuite and Rootstock Cloud ERP

Reasons for Choosing Accounting Seed

Streamlining and optimizing processes

Reasons for Switching to Accounting Seed

Perceived value.

Pros

Our company has a small amount of employees who all work from home. Accounting Seed is great because it allows all of us to have immediate access to the data and information at all times, and is much more powerful and customizable than QBO. And of course the integration with Salesforce goes without saying -everything is in one place. It is so simple to close an Opportunity, and create a Purchase Order and everything that follows with just a few clicks of some buttons.

Cons

Some features are very complicated and tedious to set-up and implement, like customizing Financial Reports and setting up a Budget for example. The Knowledge Base is helpful to a point, but doesn't seem straight forward at times. Also, the cost per user is too high. We are paying for the convenience of having everything in the cloud rather than the value of the actual product.

Pros

The Team is amazing and well versed, a pleasure to work with. Being in DF means access to everything from anywhere!

Cons

The rate of change is touted as a benefit, but in reality is a bug. When your team complains about each new version, you know you have a problem. Multiple releases per year disrupt our org. Opting out is received negatively, and the belief that an org our size can have our team Beta Testing new releases in our sandbox several times a year indicated an unfamiliarity with our work loads. I hope they can stabilize the product and get to a maximum of a large yearly release, because the current "Improvements" are quite disruptive.

That being said, I hope they prosper, because the software offers great promise, and a real shot at being the defacto standard for on system accounting in a Salesforce environment.

Pros

The ability to bring our accounting to the salesforce platform was huge. This allowed us to integrate with our practice management software.

Cons

Some processes take too many steps (clicks) but this is probably a function of Salesforce.

Pros

The control features in Accounting Seed has made TQM a must for us. It is easy to use

Cons

Reporting features should be improved - sometimes I am confused as to what "type of amount" - ledger amount, report amount, converted, etc to use. At other times you need to pay a lot of attention so as not to report negative values as positives.
Training on the use of the app should not be limited to what they currently have in Accounting Seed University/knowledge based articles - it should be repackaged and broadened to include all aspects of the software (including financial cubes and how they are used)

Pros

The Accounting Seed knowledgebase is very good if you like to "dig" for solutions. It's not always easy to find, but most answers are there.

Cons

Antiquated knowledgebase materials are not always removed so you have to sort through old stuff to find the solutions for the newest version of the software.

Pros

Accounting seed is a very user friendly software

Cons

It would be nice to have the ability to have a 13th month for accounting

Pros

Integration with Salesforce
Customization for our business needs; ie. many extra fields within product lines, flows, capacity for very large transactions with high quantity and volume of products.

Cons

Too many clicks for one transaction.
Frequent releases and changes to the SW that affects custom flows and requires rework and re-development.
This product is not popular and there are a limited amount of people with experience with this SW. Finding accounting professionals with knowledge is almost impossible.

Pros

I had never heard of Accounting Seed until October 2021. I was also new to Salesforece at that time. Accounting Seed integrates so well with Salesforce that I didn't even realize I was using 2 different platforms at first. Additionally it's highly customizeable but even works well when it's fresh "out of the box". I've even worked with ERP's that use Salesforce and have their own Accounting tools and Accounting Seed is easily integrated with the ERP.

Cons

The biggest thing our client's have confusion on is the Bank Direct Connect and Bank Reconciliation process. BDC is there to help make reconciliations easier, however, many believe that they must be able to match up all BDC records in order for reconciliations to work.

Pros

I find that this product sits so well with in Salesforce which makes life easier and ensures our business has a 360-degree view of the business in one place and the information is up to date to the millisecond.

Cons

Documentation for releases/functionality, I sometimes I feel that the documentation has a lot of words that don't say very much or don't actually say anything.

Pros

The reports feature is highly customizable and flexible to create the data report exactly as you need it.

Cons

The search feature in Lighting is cumbersome; selection check boxes are way too tiny; spreading out data rows across the whole page make reading reports difficult, and when screen is shrunk the data cuts off.

Pros

Completely integrated Salesforce accounting software including quote to invoice, inventory, sales orders, gl, etc. Robust native Salesforce solution.

Cons

Can be excessive button clicks at times for simple tasks. Requires a fair bit of optimization and process creation to increase efficiency.

Pros

The ability to attach all types of documents in one place. Having a client/vendor record with all transactions and documents in one place allows for easy research and reconciliations. Being able to customize the system and made reporting more efficient. Working with customer service has been a pleasant experience.

Cons

The budgeting feature is very complex compared to other accounting software.

Pros

Easy to customize a lot of the features and functionality based on your business use case.

Cons

Usability is something challenging and it makes it harder to find what you are looking for.

Pros

How powerful it is and what all it can accomplish. It's been able to completely handle all of our accounting needs in Salesforce.

Cons

Their support can be hard to deal with some times. There have been times that the support took so long to respond back that the issue became worse or never resolved.