GoldFinch Accounting brings financial management, customer information, supporting documents, approvals, and reporting together on the Salesforce Platform.
You can implement it as a standalone accounting application or use it with GoldFinch ERP. Because financial and operational records share one connected environment, organizations can reduce duplicate entry, improve visibility, and maintain stronger transaction traceability.
Core Features
General Ledger
Manage the chart of accounts, journal entries, accounting periods, financial dimensions, and account balances within Salesforce.
Business benefits:
- Establish a centralized financial record
- Reduce duplicate accounting entries
- Trace ledger activity to originating transactions
- Strengthen period-end review and financial control
Accounts Receivable
Manage customer invoices, credit memos, receipts, payment applications, statements, aging, and collections.
Business benefits:
- Give authorized teams a connected view of customer and receivable activity
- Improve visibility into outstanding balances
- Support timely collection follow-up
- Maintain consistency between receivables and the General Ledger
Accounts Payable
Manage vendor invoices, credits, approvals, payment batches, payments, and outstanding obligations.
Business benefits:
- Streamline invoice review and payment processing
- Monitor upcoming payment requirements
- Strengthen approval and payment controls
- Maintain a clear audit trail from invoice to payment
AI Invoice Processing
GoldFinch AI can help capture vendor-invoice information from uploaded documents, validate extracted information, identify potential issues, and prepare draft transactions for review.
Business benefits:
- Reduce manual invoice entry
- Accelerate invoice processing
- Improve consistency and completeness
- Allow accounting teams to focus on review and exceptions
Authorized users should review AI-assisted results before approving or posting transactions.
Cash Management and Bank Reconciliation
Record cash activity, manage multiple bank accounts, and reconcile accounting transactions with bank statements.
Business benefits:
- Improve the accuracy of reported cash balances
- Identify missing, duplicated, or outstanding transactions
- Support a more efficient month-end close
- Preserve a traceable reconciliation history
Bank Connect
Import available bank activity from supported financial institutions and use matching or processing rules to assist with reconciliation.
Business benefits:
- Reduce manual entry of banking activity
- Accelerate transaction matching
- Highlight unreconciled items
- Improve visibility into bank and General Ledger differences
Bank Connect is an optional capability, and supported features may vary by financial institution.
Financial Reporting
Prepare financial statements and management reports using accounting information maintained in GoldFinch.
Available reports may include:
- Balance Sheet
- Income Statement
- Cash Flow Statement
- Trial Balance
- General Ledger detail
- Accounts Receivable aging
- Accounts Payable aging
- Budget-to-actual analysis
Business benefits:
- Access current financial information
- Review historical results and trends
- Analyze performance by configured financial dimensions
- Investigate reported amounts through connected accounting records
Multi-Company, Multi-Ledger, and Multi-Currency Accounting
Maintain separate accounting records for multiple companies while supporting different ledgers, transaction currencies, and reporting requirements.
Business benefits:
- Manage multiple entities in one Salesforce environment
- Preserve separate books for individual companies
- Support international operations
- Improve visibility across the organization
- Prepare entity-level and consolidated reporting
Financial Consolidation
Combine financial results from multiple companies or ledgers and support currency conversion, intercompany activity, and elimination entries.
Business benefits:
- Simplify consolidated reporting
- Retain visibility into company-level results
- Separate operational, converted, elimination, and consolidation activity
- Maintain traceability throughout the consolidation process
Employee Expense Management
Capture employee expenses, supporting documents, approvals, accounting classifications, and reimbursements.
Business benefits:
- Replace disconnected forms and spreadsheets
- Standardize expense review and approval
- Improve receipt and documentation retention
- Allocate expenses to the appropriate accounts and dimensions
Fixed Asset Management
Maintain fixed asset records and manage acquisition, depreciation, adjustments, and disposal activity.
Business benefits:
- Maintain a centralized fixed asset register
- Reduce reliance on separate depreciation spreadsheets
- Connect asset activity with General Ledger entries
- Improve visibility into asset cost, accumulated depreciation, and net book value
Benefits of Salesforce-Native Accounting
One Connected Platform
Maintain customer, vendor, accounting, and related business information in Salesforce, reducing the need to synchronize financial records with a separate accounting database.
Shared Reporting and Dashboards
Authorized users can use GoldFinch financial reporting together with Salesforce reports and dashboards to monitor financial activity, operational performance, and transactions requiring attention.
Configurable Workflows
Organizations can use Salesforce automation and approval capabilities to support processes such as invoice approval, expense review, exception management, and financial oversight.
Role-Based Security
Salesforce security and GoldFinch permissions control access to companies, transactions, reports, and accounting functions based on each user’s responsibilities.
Transaction Traceability
Users can follow financial information from reports and General Ledger entries to related customer, vendor, banking, expense, asset, or operational records when applicable.
Adaptability
GoldFinch Accounting can be configured around an organization’s companies, chart of accounts, currencies, approval requirements, and financial dimensions.
Designed for Growing and Complex Organizations
GoldFinch Accounting is particularly suited to organizations that want to:
- Manage accounting directly within Salesforce
- Replace disconnected accounting applications and spreadsheets
- Improve coordination between financial and operational teams
- Support multiple companies or currencies
- Strengthen financial visibility and control
- Build more connected and automated business processes
Available capabilities depend on the organization’s licenses, configuration, integrations, and implementation requirements.
For more information or to discuss your organization’s accounting needs, please contact GoldFinch Cloud Solutions.
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