Built directly on the Salesforce platform, this solution unifies sales, service, and finance data to give organizations a single source of truth and reduce reconciliation work. It includes configurable general ledger capabilities alongside modules for AR, AP, multi-book accounting, and project-based financial tracking.

Automation and embedded AI streamline repetitive tasks like invoice capture, payment processing, and reconciliations while dashboards and analytics surface key performance metrics for faster decision-making. The product also supports orders and inventory management and pre-built connectors to common Salesforce clouds.

Designed for growing businesses, it emphasizes shorter close cycles, lower integration overhead, and multi-entity/multi-currency reporting to support complex corporate structures. Organizations benefit from enterprise-grade security and extensive connector options to extend functionality across their tech stack.