Accounting to help minimize risk
Whether you're underwriting a new plan or helping a client file a claim, Accounting Seed can help. Create efficiency and accuracy by creating quotes for clients in the same environment you use to manage key accounts. Follow client records through to billing and receivables. Effectively manage your company’s compliance and security protocols for the heavily regulated insurance industry. And with seamless integration into policy, billing, and claims systems, you can more efficiently run your back office.
Simplify your business operations with one platform to manage CRM and Accounting. Cut manual tasks and accelerate cash flow while giving sales, operations, and finance a real-time view of business performance—without costly integrations.
When we close a billing, all the information from the opportunity in Salesforce goes to Accounting Seed to know when and how the revenue should be scheduled so there is no room for error. As soon as a billing is closed and posted, all the revenue is immediately scheduled without any manual creation. It just happens and is a huge time-saver.
Justin Meyer Co-founder & CEO, JumpRope
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Get a close-up view of how accounting on Salesforce can eliminate the need for costly integrations—and silos of mismatched information—by sharing the same database as your CRM.
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