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Financial Force Review

Financial Force OUR SCORE 81%
starting price By quote
our score 81%
free trial
  1. What is Financial Force
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is Financial Force?

FinancialForce Accounting for Salesforce is a very friendly accounting system that also boasts of powerful features.This cloud hosted accounting platform provides an end-to-end solution that many small and large service and sales-oriented business will find beneficial for just a fraction of the cost. The system also comes with the Salesforce Accounting app, which exponetially increases FinancialForce ERP’s power and flexibility. With this app, you get more than just basic bookkeeping and transaction processing; you get to experience a king od performance that goes beyond basic operations. You get a cost-effective platform that lets you collaborate with your team effectively and runs a single record system for consistency and efficiency. Want to know more about this software? Our FinancialForce reviews discuss the software’s pricing, benefits and technical specifications in detail below.

Product Quality Score

Ease of use
Customer support
Value for money

Financial Force features

Main features of Financial Force are:

  • Audit Trail
  • Accounts Payable
  • Time & Expense Management
  • Accounts Receivable
  • Multi-Currency/Int’l
  • Depreciation
  • General Ledger
  • Automated Transactions
  • Billing & Invoicing
  • E-commerce
  • Automated Billing
  • Billable Hours
  • Purchase Orders
  • Check Printing
  • Credit Card Processing
  • Invoices
  • Recurring Billing
  • Sales Reports
  • Balance Sheet
  • Cash Flow Statement
  • Custom Dashboard Reports
  • Profit & Loss Statement
  • Budgeting & Forecasts
  • Vertical & Horizontal Analysis
  • Business Activity Statements
  • 1099 Support
  • Multiple Sales Tax
  • VAT

Financial Force Benefits

The main benefits of FinancialForce are its flexible and efficient general ledger, streamlined accounts payable, and ease of use. Here are more details of its benefits:

Flexible, efficient General Ledger

FinancialForce boasts of very flexible, multidimensional chart of accounts, and also includes the ability for multi-currency and multi-company transaction management. Its inter-company journal enables the transfer of costs between companies or business units. Also, you can employ automatic reversing journals to perform accruals and analyze automatically cumulative, year-to-date budgets for each period, or acquire visibility in real time with user and role-based interfaces.

Streamlined Accounts Payable with controlled invoice-to-pay processing

If there’s one recurring benefit you’ll notice in many FinancialForce reviews, it is that documentation of templates and electronic invoicing translates to a faster and productive workpace for you. Alsi, automation of invoice also makes things easier. Make expense approvals based on less authorization workflow, and place credit limits as well as set credit terms by vendor account. FinancialForce ERP les you make payments via check or electronic transfer or automatically compute due dates and settlement discounts per vendor’s terms. Create your check templates and avoid paying duplicate invoices with FinancialForce.

Streamlined Accounts Receivable with seamless opportunity-to-cash processing

With a single click of the mouse, you can produce invoice and place credit terms per customer or globally. Als you can automatically calculate invoices from Salesforce opportunitiesand place credit terms per customer or even globally. FinancialForce supports task reminders to pursue over due accounts and lets you use Chatter for collaborative purposes. Email statements and reminders to vendors, clients, and team within the software.

Optimise your cash flow and working capital with Cash Management

FinancialForce lets you to effortlessly analyze and project cash flows and currency requirements and create multiple bank accounts in various currencies. It also facilitates receipt and refunds documentation and organization. Also, FinancialForce lets you settle your bank statements automatically without re entering the details and document bank changes and interests that appear on your statements.

Eliminate manual processes and complex integrations with Ordering and Billing

Generate an order from a Salesforce opportunity, quote or custom object almost immediatel or make orders using a batch option to ensure a “no-touch” order processing. You can also produce invoices automatically from approved orders and take out manual processing from the picture and stop re-keying errors.  You need not to create spreadsheets and unnecessary databases using only one cloud with FinancialForce.

Likewise, get full visibility of the CRM-to-Accounting cycle, while improving order cycle times, cash flow and sales capacity.

Easy Billing

The cloud service aids you to find an invoice directly from any transactions in Salesforce CRM (standard or custom objects), or generate a single invoice with multiple installment payment-due dates. It also lets you to arrange recurring invoices for regular bills, including  annual maintenance agreement invoiced monthly; or produce accounting entries for FinancialForce Accounting or your on-premise ERP system.

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Support Types

  • Phone
  • Online

Financial Force Integrations

The following Financial Force integrations are currently offered by the vendor:

  • Customer Relationship Management (CRM)
  • Business Intelligence
  • E-commerce
  • Point of Sale
  • Inventory Management
  • Payroll
  • Salesforce
  • Supply Chain Management


Customer Support


Pricing Plans

Financial Force pricing is available in the following plans:

Free trial
Quote-based Plans
Contact vendor