Discover financial management that goes above and beyond.
Managing finances and performing accounting tasks keep your business operating. But what if your financial management solution could help you do more?
Financials was built to help your company gain a complete financial picture, make confident business decisions and enable your teams to focus on driving your business. Select a track from the list on the left to learn more.
Lacking data visibility? Questions about cash flow and invoices?
Business is always changing. You need to quickly understand performance against KPIs and overall trends. Stop wasting your time consolidating data and building reports and start giving stakeholders the guidance they need to move forward.
A growing business means more financial transactions—from numerous credit cards and general ledgers to multiple payroll and bank accounts. Keeping tabs on the details is tough. To further complicate things, you’re likely using more than one solution to see different data points.
Sacrificing productivity due to
Every manual task prevents your team from focusing on what’s most important—driving business forward. Get out from under the daunting administrative tasks and discover all sorts of new opportunities.
Operational silos holding you back?
Your teams are misaligned. You have to consult at least 5 people to get a somewhat complete picture of a customer or vendor, and it seems no two people are focused on the same customer or business problem. It’s time for a change.
Do you know if your financials are compliant?
Getting the info you need to speak confidently about the status of your business and knowing whether every location is fully compliant is imperative. Which is why you need a solution from a vendor who’s willing to work through the details.
Quickly gain insight into customers and critical business functions.
Dashboard with KPI's
Gauge how business is performing against the KPIs that matter to you with customized dashboards.
Powerful, predictive analytics for business performance snapshots and trend evaluation.
Easily convert dashboards into presentations and share them.
Create alerts that send notifications regarding performance against KPIs.
Build customized financial reports based on the various segments, or dimensions, of your business.
Scale without complexity using our accounting software.
Manage your General Ledger according to how you view your various business segments—department, project or customer—with multi-dimensional tagging and tracking.
Gain a single view of your entire business by consolidating different companies, locations and general ledgers—regardless of how they operate.
Easily schedule and track recurring invoices and recognize revenue accordingly with advanced subscription management.
Enter invoices and display currency lists with multi-country legislation requirements and multi-currency capabilities.
Increase efficiency and productivity.
Run your team efficiently with productivity features that enable you to manage the day-to-day of your transactional team.
Evolve beyond the inbox to track tasks and events for customers, projects and more.
No rekeying of customer and financial data. Add contacts from your phone or seamlessly integrate contacts from your Salesforce Sales Cloud.
Generate invoices and accept customer payment before you leave a customer site. Recognize revenue sooner.
Now your field and sales teams will know what’s in stock as they’re generating orders and can drive sales accordingly.
Collaborate with teams from anywhere.
Align transactional and customer views so you can see upcoming opportunities or outstanding invoices.
Use Chatter to stay connected to a customer account so you know when a project is ready to be invoiced.
Align your teams on the KPIs that matter most so everyone understands performance and can have proactive conversations about how to meet goals.
Evaluate team capacity, work in progress, and jobs that need to be started.
Collaborate on and update sales invoices from anywhere in real time.
Gain financial certainty to help grow your business.
Eliminate human error through limited manual data entry.
Get ahead using multiple-country templates with built-in local legislation requirements.
Easily build financial reports for your accountant, financial advisors or board so you can spot issues and have proactive discussions.
Build audit trails with Chatter to keep detailed documentation on company and customer transactions.
Partner with confidence to help meet your full business goals.