FinancialForce Accounting

NOAWARDS
YET
Pricing:
By quote
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Einstein Analytics
- B2C Client Data Model
- Client and Household Profiles
- Financial Goal Management
- Wallet Share Calculations
- Client and Household List Segmentation
- Needs Assessment Options
- Alerts/Notifications
- Advisor Home Page
- Household and Relationship Groups
- Relationship Mapping
- Financial Account Management (Wealth and retail Banking)
- Custom Financial Rollup Summaries
- Wealth Reports and Dashboards
- Referral Management
- Banker Console
- Banking Data Model Extensions
- Flexible Integration Options
- Account and Contact Management
- Advanced Case Management
- Case Email Auto-Response
- Case Management
- Chatter Options
- Collaborative Forecasting
- Configurable Profiles
- Computer Telephony Integration (CTI)
- Developer Sandbox
- Email Integration
- Enterprise Territory Management
- Integration via Web Service API
- Lead Management
- Opportunity Tracking
- Orders Management
- Task Management
- Workflow Automation
Pricing Info
Pricing Info
Salesforce FInancial Services Cloud currently has three editions for you to choose from: Financial Services Cloud Professional, Financial Services Cloud Enterprise, and Financial Services Cloud Unlimited. These are bundled according to the types of features you need and the number of functionalities you want. However, the vendor does not offer their pricing details publicly, so be sure to get in touch with their representatives for more information.
Integrations
Integrations
Salesforce Financial Services Cloud can be used alongside the other productivity tools in the Salesforce Suite. Moreover, it has a custom functionality to connect with DriveWealth, at third-party open API. This allows it to integrate with a multitude of applications, build Lightning components to extend the platform, and more. For more details about the integrations Salesforce FInancial Services Cloud can support, don’t hesitate to contact the vendor.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Farmers Insurance, OneUnited Bank, United Capital, and Central Bank
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Salesforce Financial Services Cloud is a wealth management platform that lets you manage your finances in line with CRM goals.
Company Email
Contact No.
Company's Address
The Landmark at One Market
Suite 300, San Francisco, CA 94105
United States
Salesforce Financial Services Cloud Comparisons
Popular Salesforce Financial Services Cloud Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
Core features
- Accounts Payable
- Accounts Receivable
- Audit Trail
- Depreciation
- General Ledger
- Multi-Currency/Int’l
- Time & Expense Management
Other features
- Billing & Invoicing
- Automated Billing
- Automated Transactions
- Billable Hours
- Check Printing
- Credit Card Processing
- E-commerce
- Invoices
- Purchase Orders
- Recurring Billing
Reporting
- Balance Sheet
- Budgeting & Forecasts
- Cash Flow Statement
- Custom Dashboard Reports
- Profit & Loss Statement
- Sales Reports
- Vertical & Horizontal Analysis
Tax Features
- 1099 Support
- Business Activity Statements
- Multiple Sales Tax
- VAT
Other features
- Fixed asset depreciation
- Automated Journal Entries
- Bank Reconciliation
- Trial Balance
Pricing Info
FinancialForce ERP is a subscription-based SaaS sold as per module, typically consisting of the following:
- FinancialForce Financial Management
- FinancialForce Ordering and Billing
- FinancialForce Human Capital Management (HCM)
- FinancialForce Professional Services Automation (PSA)
- FinancialForce Supply Chain Management (SCM)
All modules are priced on quote basis, meaning that users receive an individual pricing package tailored to their needs. Contact the company for more details, and ask for your quote.
Integrations
- Business Intelligence
- Customer Relationship Management (CRM)
- E-commerce
- Inventory Management
- Payroll
- Point of Sale
- Supply Chain Management
- Salesforce
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
The Spitfire Group, Louet North America, Crown Partners, Bryce Company Holdings, XClever, Apex Fund Services, and Bernstein & Andriulli
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
FinancialForce is designed for large companies that have outgrown entry-level systems but are not big enough to support their own intranet systems. It helps businesses streamline their financial management process through automation and collaboration tools. Also, it has robust reporting and tax management features.
Company Email
info@financialforce.com
Contact No.
Company's Address
595 Market St. Suite 2700
San Francisco, CA 94105
USA
FinancialForce Accounting Comparisons
Popular FinancialForce Accounting Alternatives
Please note that even though both Salesforce Financial Services Cloud and FinancialForce Accounting may offer an outstanding set of features each service could be aimed at a different company size. If you are comparing features you may want to focus on a company size they are meant for. Specific functionalities may scale up with no problem for big enterprises but if you have a small or mid-sized company it’s often better to stay away from paying for customized features that you might never actually use.
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