Automates accounting tasks, including reconciliation, transaction categorization, and reporting, within Salesforce.
Accountify.ai brings accounting operations and customer relationship management together on Salesforce. It automates transaction reconciliation, categorization, and report generation. The product supports accounts receivable workflows for invoicing, payment tracking, and collections, and uses OCR and AI to capture, process, and categorize accounts payable invoices. Its bank reconciliation function matches bank transactions with accounting records.
Uses AI to match bank transactions with accounting records.
Automates the categorization of financial transactions.
Generates reports and provides real-time financial performance information.
Supports invoicing, payment tracking, and collections workflows.
Uses OCR and AI to capture, process, and categorize accounts payable invoices.
Organizations managing financial operations and customer relationships.
Accountify.ai combines accounts receivable workflows, accounts payable invoice processing with OCR and AI, and bank reconciliation on Salesforce. Recs also lists accounts payable, accounts receivable, and bank reconciliation, while additionally listing journal entries, a general ledger, fixed assets, intercompany automations, multi-company accounting, financial reports, and automated schedules.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| Recs | Paid | Cloud |
295 plugins in Salesforce Platform · Finance
Price distribution: 53 free, 14 freemium, 228 paid
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Creo Solutions«Our accounting solution, natively built on Salesforce platform, brings your financial operations and customer relationship management together. Powered by advanced AI, it automates key accounting tasks like reconciliations, categorising transactions, and generating reports, significantly reducing manual effort and …»