GoldFinch Accounting is a Salesforce-native financial management application. It brings accounting records, customer and vendor information, approvals, documents, reporting, and business workflows together on the Salesforce Platform.
You can implement it as a standalone accounting solution or use it with GoldFinch ERP. Because GoldFinch Accounting operates within Salesforce, organizations can manage financial activity without maintaining a separate accounting database or building a traditional integration between Salesforce and an external accounting system.
Built Natively on the Salesforce Platform
GoldFinch Accounting uses Salesforce as its application platform and data environment.
Authorized users access accounting functions through the familiar Salesforce interface. Salesforce records maintain financial information and protect it through configured Salesforce security and GoldFinch permissions.
Organizations can use Salesforce capabilities such as:
- Record pages and list views
- Reports and dashboards
- Approval processes
- Workflow automation
- Document attachments
- Search and navigation
- Role-based access
- Record history and audit information
- Web and mobile access
Connected Financial Records
GoldFinch Accounting connects financial transactions with the related business records in Salesforce.
Depending on the transaction, users may be able to navigate among:
- Customers and customer contacts
- Vendors
- Customer and vendor invoices
- Receipts and payments
- General Ledger entries
- Bank transactions
- Employee expenses
- Fixed assets
- Projects, funds, departments, or other financial dimensions
- Supporting documents
This connected structure reduces the need to search across separate systems to understand a customer, vendor, or financial transaction.
From Business Activity to the General Ledger
When an authorized user posts a financial transaction, GoldFinch creates the corresponding General Ledger entries based on the organization’s configured accounting rules.
Examples include:
- Customer invoices creating revenue and Accounts Receivable entries
- Customer receipts reducing Accounts Receivable and updating cash
- Vendor invoices creating expense or asset and Accounts Payable entries
- Vendor payments reducing Accounts Payable and cash
- Employee expenses creating the appropriate payable and expense activity
- Fixed asset transactions updating asset, depreciation, and disposal accounts
This helps keep operational transactions, subsidiary ledgers, and General Ledger activity connected.
Salesforce Reports and GoldFinch Financial Statements
Organizations can use both Salesforce reporting and GoldFinch financial reporting.
Salesforce Reports and Dashboards
Salesforce reports and dashboards help users monitor records, activities, trends, and exceptions. Examples may include:
- Outstanding customer balances
- Upcoming vendor payments
- Unapproved invoices and expenses
- Unreconciled bank activity
- Revenue and expense trends
- Transactions requiring attention
GoldFinch Financial Reporting
GoldFinch financial reports organize posted accounting activity into formal financial statements and accounting reports, including:
- Balance Sheet
- Income Statement
- Cash Flow Statement
- Trial Balance
- General Ledger detail
- Accounts Receivable aging
- Accounts Payable aging
- Budget-to-actual analysis
Available reports depend on the organization’s configuration.
Approvals and Automation
Organizations can use Salesforce approval and automation capabilities to support financial workflows.
Examples may include:
- Vendor invoice approvals
- Employee expense approvals
- Journal review
- Payment authorization
- Exception notifications
- Assignment of follow-up tasks
- Reminders for transactions requiring attention
Workflow design depends on each organization’s policies, security requirements, and implementation scope.
Security and Access
Access to financial information is controlled through Salesforce security and GoldFinch permissions.
Organizations can configure access based on factors such as:
- User role and responsibilities
- Company
- Record ownership or sharing
- Accounting function
- Approval authority
- Reporting requirements
This ensures users can access only the records and functions required for their work.
Multiple Companies, Ledgers, and Currencies
GoldFinch Accounting can support organizations with multiple companies, General Ledgers, currencies, and financial dimensions within Salesforce.
Authorized users may prepare company-level or consolidated reports while maintaining separate accounting records for each entity.
Available capabilities include, depending on configuration:
- Multi-company accounting
- Multiple General Ledgers
- Foreign-currency transactions
- Currency conversion
- Intercompany accounting
- Elimination entries
- Financial consolidation
Documents and Supporting Information
Supporting documents can remain connected to the appropriate Salesforce records.
Examples may include:
- Vendor invoices
- Customer documents
- Receipts
- Expense documentation
- Journal support
- Bank reconciliation information
- Fixed asset documentation
Keeping documents with their related transactions can simplify reviews and support a clearer audit trail.
Integration and Extensibility
GoldFinch Accounting can work with other Salesforce applications, GoldFinch modules, and supported third-party services.
Depending on the organization’s needs, connected capabilities may include:
- Banking services
- Payment processing
- Sales-tax services
- Expense applications
- Customer portals
- Document processing
- Purchasing, inventory, and manufacturing
- Other Salesforce-native applications
Some integrations and modules require separate licensing and implementation.
Business Benefits
Operating accounting within Salesforce can help organizations:
- Reduce duplicate data entry
- Minimize synchronization between disconnected systems
- Provide authorized teams with shared information
- Improve transaction traceability
- Strengthen approvals and financial controls
- Create reports and dashboards from connected data
- Automate routine workflows
- Maintain a more complete view of customers and vendors
- Adapt accounting processes as the organization grows
Getting Started
GoldFinch works with each organization to understand its accounting structure, reporting needs, security requirements, approval processes, and data-migration needs.
Signed-in GoldFinch customers and approved partners can access detailed setup instructions, transaction procedures, administrator guidance, and training resources.
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