How GoldFinch ERP Works with CloudBudget

Products on the Salesforce platform

GoldFinch ERP and CloudBudget are Salesforce-native applications. They use the Salesforce platform for user access, security, workflow, reporting, dashboards, and audit history. Customers work within a common platform rather than maintaining a disconnected budgeting database.

GoldFinch ERP supports operational and financial transactions. CloudBudget provides focused planning, budgeting, forecasting, and budget-management capabilities. Each application retains its own purpose while the integration makes GoldFinch information available to the budgeting process.

Information available to CloudBudget

The integration can use configured GoldFinch accounting structures and actual financial data. The final mapping depends on the organization’s chart of accounts and reporting model.

• General Ledger accounts and account categories
• Departments, divisions, cost centers, programs, projects, grants, funds, and other configured dimensions
• Actual revenue and expense activity for budget-to-actual reporting
• Purchasing or commitment information when encumbrance reporting is included in the approved design

Implementation decisions

GoldFinch and CloudBudget teams confirm the accounting dimensions, synchronization frequency, security model, budget calendar, approval process, and required reports during implementation. Features that rely on payroll planning, nonprofit analytics, warning rules, or specialized publication formats may require an applicable CloudBudget edition, extension, or configuration.