Financial
Management
Financialforce accounting implementation in salesforce
VFP mitigates your risks
VFP Consulting provides seamless FinancialForce accounting implementation on Salesforce. Our implementations are successful because of our business-process-first approach.
We don’t squeeze outdated processes into the application. We ensure accounting and finance workflows are thoroughly reviewed and refined for integrity and scalability before the set up process begins. This approach minimizes implementation speed bumps that add to project scope and cost.
Finance Features
Accounting and Finance for SalesForce
Automate accounting and financial management tasks in a full-featured cloud accounting application for Salesforce.
Manage Multiple Billing Models
Automate accounting and financial management tasks in a full-featured cloud accounting application for Salesforce.
Real-time Financials and Analytics
Automate accounting and financial management tasks in a full-featured cloud accounting application for Salesforce.
Revenue Recognition and Forecasting
Ditch complex, inaccurate spreadsheets. Centralize revenue streams and recognize revenue by type, date and customer.
Easily Support Your Audit Standards and Compliance Needs
Easily configure to support audit standards and compliance needs. Enforce controls and ensure transaction recording accuracy.
Handle Orders on Multiple Sales Channels
Streamline service and product order fulfillment. Record orders across sales channels in one centralized view.
They see the big picture
“We implemented PSA four years ago, then went public, and needed to scale even faster. That’s when the VFP team really came back in to help us optimize our Salesforce platform.
Claire Lucas
Sr. Manager Services Operations, Elastic
the picture is
always bigger
We care about your business goals, and we can help set your team up with best-in-class processes and the technology to make it happen. That means we are always looking to understand the big picture and will ask the tough questions to get there.
Finance Implementation FAQ
FinancialForce Accounting and Financial Management is built on the Salesforce platform and runs in your Salesforce environment. Because Salesforce is flexible, you can add Salesforce and FinancialForce products to get your entire front and back office online.
Most cloud accounting and finance applications are standalone (single-purpose) software. They do not provide a unified view of your business, nor can the data easily be shared by departments. Because FinancialForce is built for Salesforce, you can have accounting and finance, CRM, sales, service and marketing applications in one installation. You get a 360° customer-centric view of your operation and departments can share data while still enforcing accounting controls. Employees and teams can take charge of tasks and collaborate for increased efficiency and accountability.
Implementation time varies and depends on the size of your organization, complexity of its processes and the number of products being implemented. A consultation helps us estimate the implementation scope and time. Request a consultation with our FinancialForce Accounting implementation experts. Most small to medium organizations take 3-4 months, where larger or more complex organizations may take longer. Either way, we’re talking months not years.
With net new implementation projects, we believe knowledge transfer and training is important. It’s not an event that happens at the end. It’s happening through every stage of the implementation, with multiple opportunities for your team to get hands on training and involvement before you go live. Training the trainer is a significant priority through the process of delivery. Post go live, we have worked with customers who have experienced changes that resulted in a loss of their knowledge bases, and VFP is committed to remaining engaged and supporting with retraining as your long term partner.
With every project we go through detailed scoping so we can give you an accurate estimate of what you can expect in time, resources and ultimately cost. To receive an implementation estimate, request a consultation with a VFP Consulting expert.
