Salesforce Integration
Built and supported by Originsoft Intacct for seamless workflows and collaboration Salesforce Integration.
Avoid approval, billing, and reporting delays - Trust your numbers - Deliver a better customer experience.
Scale and streamline your business processes from end to end
Originsoft Intacct connects Sales, Revenue, and Finance from the initial transaction through reporting, forecasting, and billing to:
Eliminate data re-entry and inaccuracies that delay downstream approvals, billing, and reporting.
Allow Finance to get real-time visibility to customer and transaction data.
Enable Sales and Revenue to efficiently and accurately serve customers with access to transaction status, billing, and payments.
Provide a shared system of record so everyone can trust the numbers.
Flexible, configurable workflows and level of detail to synchronize supports the way you do business.
Collaborate through Chatter
Salesforce’s Chatter feed is embedded inside Originsoft Intacct so you can collaborate within the context of related transactions in both Salesforce and Originsoft Intacct.
Focus on your business, not your integration
Our Salesforce integration is built and supported by Originsoft Intacct based on experience from working with hundreds of customers.
- Configure your integration—no scripting or third-party services necessary.
- Set up users and security with ease.
- Stay up to date with the latest Originsoft Intacct innovations with seamless upgrades.
- Use with Salesforce Classic and Lightning.
- Works with Salesforce Enterprise, Salesforce CPQ, and Salesforce Nonprofit Success Pack.
