Accounting Seed Erfahrungen

Best Accounting Software for Fast Growing SMB

Kommentare: We have been using Accounting Seed for a bit over a year now and our whole teams loves it!

Vorteile:

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

Nachteile:

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

Worth the money

Vorteile:

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.

Nachteile:

This product is not ready for the insurance industry.

Great Support

Kommentare: We've had issues on and off using the program since going live in January 2019, however, AccountingSeed Customer Support has helped us through all of those issues. They've even done some customization for us as a courtesy. I've been working on a custom template (with Conga) for months now and the fields I need on the form were not available to us. CSR with AccountingSeed helped me today with these custom fields; he added them as a courtesy and also sent me a video on how he did this. VERY helpful to have in the future.

Vorteile:

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.

Nachteile:

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.

HIG Capital Backing Moving Accounting Seed to the Next Level

Kommentare: I have been working on the Salesforce platform for 17 years and with Accounting Seed for 10 years in accounting for my Legal Funding, Real Estate Rental and Professional Services businesses. It is the ability to leverage the strength of the Salesforce platform that makes the experience strong and the HIG Capital investment and Partner environment that makes the future look stronger.

Vorteile:

In 2021 HIG Capital made a majority investment in Accounting Seed that is moving this native Salesforce application to the next level. This investment has allowed the organization to move beyond an excellent leveraging of the Salesforce object architecture to add the competitive functionality of their more mature enterprise competitors such as Sage Intacct and Oracle Netsuite. Newly release features include Multi-Ledger Consolidation with Elimination Entries, further advancements in reporting. Focusing on the importance of the partner channel has brought much needed integration with Bill.com, Partner Portals and applications. Project Accounting is also been made stronger through a Project Management platform developed by the partner community.

Nachteile:

The Accounting Seed Orders and Entry do not add up to the functionality required in an enterprise resource planning application. One needs to use an outside partner integrated application such as Legendary Supply Chain. The budgeting and commission functionality could still be improved although several partners are stepping up in this area as well.

Completed the Integration of our Operations and Accounting

Kommentare: From day one right, to project completion, and now continuing to today, Accounting Seed was and is responsive, transparent, and overall a terrific implementation partner.

Vorteile:

Fully integrated our accounting operations and reporting into our Salesforce platform. Fully replaced our prior Quickbooks accounting. Greatly reduced duplicate entries and speed of reporting.

Nachteile:

Going through the process is time consuming because of the need to accommodate many customizations and unique processes we have. The software was not the cause, just the nature of the challenge.

Accounting Seed Review

Kommentare: Always good.

Vorteile:

What I liked the most was the customer support available to me. They were knowledgeable and friendly

Nachteile:

I would like the JE number to be displayed more often in their reports/audit trail

Great product but some limitations

Vorteile:

The product is very easy to use and very customizable. It easily integrates directly with Salesforce so it feels like you are using one software rather than multiple platforms.

Nachteile:

I think there are some limitations or areas of improvement needed. Reporting wise some of the stock reports aren't great and custom reports take time and knowledge to build. I would also like to see improvements made or features added to the customer billings to allow for automation of sending.

Great Integration with Salesforce

Kommentare: I'm so glad we chose Accounting Seed. If you like Salesforce, it "just feels right" and is quite intuitive. Very easy to customize, and to run reports with additional info already in Salesforce. Customer support has always been helpful.

Vorteile:

I love the native integration with Salesforce. This allows us to easily create reports with information about our accounts that are unrelated to a traditional accounting software. Having a central source of truth of all Account information, and that source being Salesforce, makes operations and financial reporting a breeze.

Nachteile:

"Bank Direct Connect" process to import transactions from our bank account can be glitchy and buggy and at times have caused us many extra hours of work and caused us to delay our monthly close.

Finance

Kommentare: Language for editing of Reports/ screens not user friendly

Vorteile:

A/R and A/P work well for basic functions. Software customized easily.

Nachteile:

Basic Accounting Reports seem to be missing for the out of the box reports. Reports are not easily created due to not having user friendly language

Accounting Seed for Salesforce

Kommentare: Good overall experience, allowed us to run our entire org inside of Salesforce. Helpful support.

Vorteile:

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

Nachteile:

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

Accounting Software built into SalesForce

Kommentare: We needed a system that integrated with our contacts and programs. We wanted to be able to see what programs a donor had given to along with financial data for those programs. With Accounting Seed working inside SalesForce, all our data, across all departments, is in one place can easily be linked, integrated, displayed, and reported. This allows us to better serve our constituents with accurate data immediately at our fingers via desktop or mobile apps with access anywhere in the world.

Vorteile:

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.

Nachteile:

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.

An Excellent Value Financial Solution

Kommentare: Overall, we have had good experiences. The package has a straightforward install (save once when we didn't have the correct release, and good to very good support. The Knowledge Base is helpful.

Vorteile:

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.

Nachteile:

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.

Serious software for any business that needs and wants a comprehensive accounting system

Kommentare: Very pleased with working with team at AS. I marvel at how they cross from one industry to another with skill. Insurance accounting is very different from traditional accounting systems and i am impressed with how well AS has handled learning and growing in our vertical.

Vorteile:

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

Nachteile:

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

Accounting Seed Opinions

Vorteile:

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.

Nachteile:

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.

Aquatic Review

Vorteile:

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.

Nachteile:

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.

Accounting Seed as a Manufacturer and Wholesaler

Kommentare: It's been both good and bad, but more good than bad.

Vorteile:

Integrated with our business processes easily; Manufacturing setup in Accounting Seed was fairly easy as Manufactured Goods come as a core component of the Product features. Bank Connect makes it easy for A/P and A/R to reconcile and manage their divisions. In general, the fact that we can do Accounting, Sales, and Manufacturing on a single platform has saved us countless $$$ and time.

Nachteile:

Lots of unit test failures in the Apex. Opening/Closing Accounting Periods takes forever, even with minimal transactions, due to poorly optimized code.

Accounting Seed

Kommentare: Our overall experience was good. We transitioned from Quickbooks to Accounting Seed and it was a major transition, but the accounting seed team worked with us to make sure it went smoothly.

Vorteile:

We chose accounting seed because it integrates with Salesforce and it was the only Accounting software available at the time that could fully integrate within our platform. We also have a high number of credit card transactions that we have to reconcile each month and liked the Bank Direct Connect functionality.

Nachteile:

There were some limitations within the software, but if feel with each update, the Accounting Seed team works to offer updates and solutions to key issues.

Expect to invest into development

Kommentare: In my opinion, AS orders & inventory would work best for medium-size business, mainly because of the cost of implementation and maintenance. We found that the Software was not easy to use out of the box: lot's of extra steps, intermediate screens, and extra data entry. We had to customize a lot (to auto-populate fields, build workarounds, improve reporting) to get it to work for us. Luckily, we were able to secure a knowledgeable consultant. Once implemented, though, it has been working well. Very customizable, lots of possibilities for automation, works seamlessly with Salesforce. We would recommend it for companies who already have a Salesforce Consultant on staff, preferably a developer who's familiar with Accounting.

Vorteile:

Accounting Seed makes it possible to pull comprehensive reports, pulling your CRM, inventory, and accounting data, all in one place, very customizable, lots of possibilities for automation, scalable, if you are growing

Nachteile:

Needed extensive customizations to be able to handle large volumes of billing, will use a lot of your salesforce data storage, archiving is possible, but will halt all your running balance type reports like daily bank account balances, etc.

Easy to use once customized accordingly

Kommentare: Our team enjoys using the system

Vorteile:

Ease of use and customization to meet our needs

Nachteile:

Troublesome to transition over from Xero.

Upgrading Accounting Software

Kommentare: By transitioning to Accounting Seed, we have been able to STOP operating in separate silos. Accounting Seed was able to marry our accounting and CRM systems perfectly. I would suggest working with a consultant(s) if you are making the switch, this helped us significantly in our transition.

Vorteile:

As a sales organization, our business LIVES in Salesforce. As a result, we needed to make a change to our accounting software, and moving to a program that directly connected was critical. Enter: Aaccounting Seed. We finally have all of our systems talking, making the daily management of our business so much more efficient! Accounting Seed also allows for a lot of customization in setup and reporting--something we were never able to do with past accounting systems.

Nachteile:

The only "con" we could call out if you are transitioning from another system to Accounting Seed--unless you are an expert at transitioning systems, you will want to engage with both Accounting Seed support and likely a consultant to help navigate your transition. This will save you time and money in the long run, and get you up and running faster!

Solid accounting package for Salesforce

Kommentare: We've been happy with Accounting Seed. It has allowed us to store all of our financial data right in Salesforce and track the financial data with our client CRM data.

Vorteile:

Relatively simple to configure and use. We got this up and running in a few short weeks and the majority of the few issues we ran into were simply due to us not referencing the well documented Knowledge Base

Nachteile:

It appears that there is a lack of integrations available. Some of the other Salesforce platform ERP packages we evaluated had a few more third party integrations available allowing extending functionality.

Accounting Seed Review

Kommentare: It has been a fantastic journey and a learning one for me

Vorteile:

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

Nachteile:

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)

Good software, meets needs for most mid sized company

Vorteile:

Ease of use, not overly complicated. Most features are easy to find.

Nachteile:

Lightning has slowed things down significantly.

Complete and Comprehensive General Ledger and Financial Reporting

Kommentare: The system overall is a fabulous product that goes far beyond the functionality of other accounting solutions, such as: Microsoft Dynamics Great Plains, Sage, Quickbooks, Servman, Aljex, and Epicor.

Vorteile:

Accounting Seed is intuitive, has internal controls, an audit trail, produces all financial statements including a Statement of Cash Flows, a full general ledger, has exemplary customer support, and combined with Salesforce applications, provides for complete and comprehensive financial reporting

Nachteile:

There are some minor issues with the application, but nothing that prevented me from using it. For example, I would like to see the company name and logo on the financial statements.

Accounting Seed and Logistics

Kommentare: Whether it's Invoicing AR or Billing AP, Accounting Seed is flexible and trustworthy enough to do it all.

Vorteile:

Over the past 8 years, our Company has grown substantially. We are in Logistics and every record is in Salesforce / Revenova. We need a Platform that worked with these Systems and choosing Accounting Seed to bring everything together for Our Financials was a no-brainer.

Nachteile:

Support is difficult to come by sometimes.