--- title: Accounting Seed Reviews meta_title: 'Accounting Seed Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 169 reviews by the users' company size, role or industry to find out how Accounting Seed works for a business like yours. aggregate_rating: rating_value: 4.2 review_count: 169 scale: '5' date_modified: '2026-08-11' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Accounting Seed Reviews **Vendor:** Accounting Seed **Category:** [Accounting Software](https://www.g2.com/categories/accounting) **Average Rating:** 4.2/5.0 **Total Reviews:** 169 ## About Accounting Seed Accounting Seed is a cloud-based accounting software built 100% natively on the Salesforce platform that helps businesses manage financial operations without the integration challenges of standalone systems. Operating entirely within Salesforce's force.com environment, Accounting Seed connects the entire lead-to-ledger process—from initial opportunity and quote management through invoicing, payment collection, project accounting, and financial statement generation—all within a single platform that eliminates the need for third-party connectors or overnight data syncs. Accounting Seed serves small to mid-sized and growing companies on the Salesforce platform across industries including IT services, financial services, manufacturing, retail, and nonprofit organizations. The solution is designed for businesses outgrowing entry-level accounting systems like QuickBooks or replacing disconnected legacy systems. Organizations gain unified visibility across sales, operations, and finance without switching between applications or reconciling data across multiple systems. Core capabilities include general ledger management, accounts payable and receivable with automation workflows, cash management, bank reconciliation, project accounting with cost tracking, multi-entity consolidation, and customizable financial reporting. The platform supports multi-currency transactions, revenue recognition compliance, audit trails, and configurable approval workflows. Users can create custom financial statements, interactive dashboards, and reports that combine CRM data with accounting metrics, enabling profitability analysis by customer, product line, or project. Accounting Seed's native Salesforce architecture provides operational advantages for growing businesses. Finance teams work within the same platform as sales and operations, eliminating data entry duplication between systems. The solution inherits Salesforce's security model and infrastructure scalability. With over 60,000 active users globally and a 4.7 out of 5 star rating based on 386 reviews on the Salesforce AppExchange, Accounting Seed has been recognized as an Inc. 5000 fastest-growing company for six consecutive years (2020-2025). Accounting Seed also has embedded AI productivity that’s included in our Salesforce accounting package—no costly integrations or complex data matching required. Our built-in agents enable seamless data flows from opportunity to billing to cash, making all your data AI-ready today. ## Accounting Seed Pros & Cons **What users like:** - Users value the **seamless integrations** of Accounting Seed with Salesforce, enhancing efficiency in finance operations and reporting. (14 reviews) - Users appreciate the **seamless integration with Salesforce** , enhancing workflow efficiency and providing a user-friendly experience. (13 reviews) - Users appreciate the **high level of automation** in Accounting Seed, significantly reducing tedious manual accounting tasks. (10 reviews) - Users value the **extensive customizability** of Accounting Seed, enabling tailored solutions that fit diverse business workflows. (10 reviews) - Users value the **ease of use** in Accounting Seed, which simplifies finance operations and enhances user experience. (10 reviews) - Reporting (10 reviews) - Users value the **seamless integration** with Salesforce, enhancing finance operations and user experience effectively. (10 reviews) - Users value the **seamless integration with Salesforce** , enabling efficient management of accounting and CRM data in one place. (9 reviews) - Automation Efficiency (9 reviews) - Users love the **customizability** of Accounting Seed, appreciating its adaptability to fit various business needs effectively. (9 reviews) **What users dislike:** - Users find the **learning curve complex** , requiring significant time and effort to master Accounting Seed's functionalities. (6 reviews) - Users find **reporting complicated** , leading to inefficiencies and requiring more time and specialized knowledge for setup. (4 reviews) - Users find the **learning difficulty** of Accounting Seed increases setup time and demands technical expertise. (4 reviews) - Users find the **billing adjustments and reporting limitations** of Accounting Seed hinder effective management and efficiency. (3 reviews) - Users find that **limited customization** options require additional coding, complicating setup and reducing ease of use. (3 reviews) - Steep Learning Curve (3 reviews) - Users find the **initial setup and reporting processes time-consuming** , leading to frustration with manual tasks and inefficiencies. (3 reviews) - Billing Issues (2 reviews) - Complexity (2 reviews) - Design Improvement (2 reviews) ## Accounting Seed Reviews ### 1. Lots of features but not user friendly out of the box **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Individual & Family Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 11, 2019 **What do you like best about Accounting Seed?** Every account feature is customizable to your liking. I like that account lists that are automatically updated live. The reporting feature is very comprehensive. **What do you dislike about Accounting Seed?** Don't expect Accounting seed/Salesforce to be fully working and user friendly for about six months. It requires a lot of customization to do basic features like sending customer statements and invoices which are not available out of the box. For example sending a statement for a landlord who has multiple tenants requires a separate statement for each tenet. This can be a night mare if the customer has 50 or more tenents or as Accounting Seed likes to say "children". The customer does not have a user friendly way to see basic adjustments on an invoice. Expect to spend alot of time for set up if you have a few hundred customers or more. Expect an additional charge for each licence that you add for basic features like field service, accounting, ect. Customer payment integration can be a nightmare for field service technicians. There will be alot of issues straight out of the box that creates bad customer service. For example field technicians cannot see an accepted payment at the time of capture. Also It seems like every "account list view" has a permissions filter so only certain employees can modify something. Overall it is not very user friendly. **Recommendations to others considering Accounting Seed:** Make sure every in your company has a chance to demo the system before deciding to implement this software. **What problems is Accounting Seed solving and how is that benefiting you?** The integration between Salesforce and accounting seed is very archaic out of the box. Information did not flow from one to the other. We fixed this by creating a workflow rule to automatically push customer billing information from Salesforce to Accounting Seed which can save alot of time. ### 2. Does Not Manage Products Very Well **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** June 04, 2019 **What do you like best about Accounting Seed?** I like the serial number search. It does provide both the PO and SO items were applied to. **What do you dislike about Accounting Seed?** It does not handle my needs very well. We buy and resell product. There is no RMA process for dealing with defective product that needs to be returned. We also receive kits of material (one SKU with several items included that all need to be serialized). Accounting seed has no way of managing this either. **What problems is Accounting Seed solving and how is that benefiting you?** Actually I found our old system better met our needs..... ### 3. Research functionality before buying **Rating:** 1.5/5.0 stars **Reviewed by:** Lynda P. | CFO, Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2019 **What do you like best about Accounting Seed?** Fairly cost effective. Accesses customer data directly from SalesForce. **What do you dislike about Accounting Seed?** GL reporting is not sufficient. Integration with other SalesForce platform apps is poor (i.e. Asset Optics). Does not produce presentable customer invoice. Allows for lots of errors when dealing with multiple companies **What problems is Accounting Seed solving and how is that benefiting you?** Managing payables, managing receivables, high level minimal financial reporting **Official Response from Shannon Canzanella:** > Hi, Lynda. Thank you so much for taking the time to share your experience with Accounting Seed. We truly value your feedback. I'm happy to hear that the overall management of AP and AR are working well for you. However, I do want to address your concerns with reporting and integrations to other Salesforce apps. I see that our support team was in contact with your company previously and that training hours were recommended. I'd love to revisit this conversation and discuss how we can help you and your team flourish with our product. Please feel free to email me at scochran@accountingseed.com or call me at 443.825.0646. I look forward to connecting with you! ### 4. Review of Accounting Seed **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2019 **What do you like best about Accounting Seed?** We integrated it into salesforce which has made our processes more efficient. **What do you dislike about Accounting Seed?** User experience is poor, not intuitive. **What problems is Accounting Seed solving and how is that benefiting you?** Having an accounting linked to our CRM **Official Response from Shannon Canzanella:** > Thank you for your review of Accounting Seed. I'm happy to hear you are seeing benefits from having your accounting natively connected to your CRM. I see you mentioned you are finding difficulty with the user experience. Our UI taps into the same power as Salesforce and is both configurable and customizable to fit your needs - I'd love to address this with you and offer assistance so we can set you on a path for success. Please feel free to contact me at scochran@accountingseed.com and I can connect you with the right team. Thank you! ### 5. Easy to use **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2019 **What do you like best about Accounting Seed?** Customize solutions for specific reporting requirements **What do you dislike about Accounting Seed?** Not the easiest to transition over to and it lacks good quality consulting partners. **Recommendations to others considering Accounting Seed:** Great Software with report customization option **What problems is Accounting Seed solving and how is that benefiting you?** Daycare accounting has various subsidy & grants reconciliation reporting. ## Accounting Seed Discussions - [What is the best way to get custom reports for outside investors without revealing the details?](https://www.g2.com/discussions/accounting-seed-what-is-the-best-way-to-get-custom-reports-for-outside-investors-without-revealing-the-details) - 1 comment, 1 upvote - [How do I change the page setup for custom financial statements?](https://www.g2.com/discussions/how-do-i-change-the-page-setup-for-custom-financial-statements) - 1 comment, 1 upvote - [How do I alter the P&L report](https://www.g2.com/discussions/14503-how-do-i-alter-the-p-l-report) - 1 comment, 1 upvote - [Does Accounting Seed integrate with QuickBooks?](https://www.g2.com/discussions/integration-bb4b6d6a-2236-407b-af5c-62f1f06a75e9) - 2 comments, 1 upvote - [Who in my company needs an Accounting Seed license?](https://www.g2.com/discussions/accounting-seed-license) - 1 comment, 1 upvote - [View Accounting Seed pricing details and edition comparison](https://www.g2.com/products/accounting-seed/reviews?filters%5Bnps_score%5D%5B%5D=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+20%3A23%3A47+-0500&secure%5Bsession_id%5D=fff74ac3-838a-471a-9266-5466c3342cdc&secure%5Btoken%5D=0c27b41bf3e03d2c6566ccaf00e0e6d9058478fe750b4ef283708a734fea53fa&format=llm_user) ## Accounting Seed Integrations - [Agentforce Field Service (formerly Salesforce Field Service)](https://www.g2.com/products/agentforce-field-service-formerly-salesforce-field-service/reviews) - [Agentforce Nonprofit (formerly Salesforce Nonprofit Cloud)](https://www.g2.com/products/agentforce-nonprofit-formerly-salesforce-nonprofit-cloud/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Avalara](https://www.g2.com/products/avalara/reviews) - [Cardknox](https://www.g2.com/products/cardknox/reviews) - [Plaid](https://www.g2.com/products/plaid/reviews) - [Ramp](https://www.g2.com/products/ramp-financial-ramp/reviews) - [Salesforce Agentforce](https://www.g2.com/products/salesforce-agentforce/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [SOLA](https://www.g2.com/products/sola/reviews) - [Stripe Connect](https://www.g2.com/products/stripe-connect/reviews) - [Stripe Payments](https://www.g2.com/products/stripe-stripe-payments/reviews) - [Yodlee](https://www.g2.com/products/yodlee/reviews) ## Accounting Seed Features **Additional Functionality** - Activity Tracking - Social Marketing - Generative AI - Accounting - Customizable Reports - CRM - Customizable Forms - Fund Accounting - Forms Management - Real-Time Analytics - Member Database - Alerts/Notifications - Communication Management - Customizable Templates - Budgeting/Forecasting - Mobile Access - Event Scheduling - Donor Management - Attendance Management - Activity Dashboard - Reporting & Statistics - Volunteer Management - Real-Time Reporting - For Nonprofits - Recurring/Subscription Billing - Access Controls/Permissions - Calendar Management - Third-Party Integrations - Customizable Branding - Registration Management - Campaign Management - Event Management - Document Storage - API - Contact Management - Website Management - Credit Card Processing - Membership Management - Data Import/Export - Electronic Payments - Accounting Integration - Grant Management - Dues Management - Committee Management - AI Copilot - Fundraising Management - Customizable Fields **General Ledger** - Journal Entries - Tags / Dimensions - Audit Trail **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods - Real-Time Data **Revenue Recognition** - Revenue Types - Revenue Allocation - Reclassification - Compliance - Scheduling - Revenue Recognition **Invoice Management** - Capture - Supplier Portal - Repository **Reporting** - Status - Customer Credit - History - Sales Tax Management - Activity Dashboard - Customer Statements **Agentic AI - Accounting & Finance** - Autonomous Task Execution **AI Assistant - Accounting** - AI Accounting Assistant **Accounts Receivable** - Invoice Customization - AR Automation - Collections Automation **Budget Management** - Consolidation - Adjustments - Workflows **Revenue Performance** - Customer Performance - Contract Performance - Revenue KPIs - Pricing & Discounting - Offering - Dynamic Pricing **Invoice Processing** - Matching - Payments - Workflows - Tax Compliance - Recurring Payments **Integrations** - Accounting - ERP - CPM **Accounts Payable** - AP Automation - Payment Processing - Purchase Orders - Invoice Processing - Purchase Order Management - ACH Payment Processing - Electronic Payments - Electronic Payments - Credit Card Processing **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - Generative AI **Revenue Optimization ** - Forecasting - Pricing Optimization - Demand Forecasting **Analytics** - Due Dates - Benchmarking - KPIs **Transactions** - Credits - Invoices - Partial Payments **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking - Financial Analysis **Integration** - ERP and Accounting - Sales and Marketing - Quote-to-Cash - APIs - Accrual Accounting **Integration** - Accounting - Payment Integration - ERP - ERP integration **Workflows** - Approvals - Bank Reconciliation **Additional Functionality** - Productivity Tools - Point of Sale (POS) - Revenue Management - Cash Flow Management - Multiple Data Sources - Recommendations - Alerts/Notifications - Billing Rate Management - KPI Monitoring - Inventory Control - Billing & Invoicing - Inventory Management - Self Service Portal - Behavior Tracking - Status Tracking - Generative AI - Drag & Drop - Booking Management - Multi-Channel Management - Financial Management - Electronic Payments - Performance Metrics - Promotions Management - Price/Margin Management - Real-Time Updates - Trend Analysis - For Airlines - Visual Analytics - Purchasing & Receiving - Reporting/Analytics - Multi-Currency - Order Management - Sales Reports - Financial Analysis - Quotes/Estimates - Third-Party Integration - For Hospitality Industry - Competitive Analysis - Dashboard - Historical Trend Analysis - Discount Management - Inventory Tracking - Customer Management - Yield Management - Compliance Management - Invoice Management - AI Copilot - Recurring/Subscription Billing - User Management - Price and Cost Calculations - Financial Reporting - Contract/License Management - Customizable Rules - Transaction Monitoring - Cost Tracking - Workflow Management - Transaction History - Activity Dashboard - Expense Tracking **Other Functionality** - Inventory Tracking / Ordering - Inventory Pricing and Costing - Inventory Reporting - Multi-Entity / Consolidation - Recognition Rules - Reconciliations - Payroll - Time and Expense - Cost Tracking - Time Tracking - Status Tracking - Budget Tracking **Additional Functionality** - Data Visualization - Purchase Order Management - Expense Management - Ad hoc Reporting - Multi-Company - Profit/Loss Statement - Workflow Management - Access Controls/Permissions - Customizable Reports - Forecasting - Dashboard Creation - Self-Service Reporting - Multi-Currency - Financial Management - "What If" Scenarios - Asset Lifecycle Management - Strategic Planning - Visual Analytics - Billing & Invoicing - Real-Time Reporting - Reporting/Analytics - Receipt Management - Scenario Planning - Alerts/Notifications - Collaboration Tools - Version Control - Activity Dashboard - General Ledger - Third-Party Integrations - Consolidation/Roll-Up - Drag & Drop - Income & Balance Sheet - Multi-Department/Project - Accounting - API - Chart of Accounts - AI Copilot - Cash Management **Reporting & Analytics** - Financial Statements - Custom Reporting - Budgeting / Forecasting - Dashboards - Financial Reporting - Activity Dashboard **Additional Functionality** - Reporting & Statistics - Customizable Reports - Generative AI - Expense Tracking - Data Import/Export - Real-Time Data - User Management - ACH Payment Processing - Invoice Processing - Billing & Invoicing - Alerts/Notifications - AI Copilot - Contact Database - Aging Tracking - Purchase Order Management - Audit Trail - Discount Management - General Ledger - Document Management - Receivables Ledger - Recurring/Subscription Billing - Multi-Currency - Workflow Management - Credit Card Processing - Task Management - Customizable Templates - Forecasting - Cash Flow Management - Self Service Portal - Reminders - Check Processing - Receipt Management - Overpayment Processing - Financial Management - Third-Party Integrations - Payment Collection - Approval Process Control - API - Profit/Loss Statement **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Performance and Reliability - Output Document Generation - Mobile Access **Integration** - Data Import and Export Tools - Integration APIs - Breadth of Partner Applications - Collaboration Tools - Third-Party Integrations - Accounting Integration - Third-Party Integrations **Cash Flow** - Track Cash Flow - Income and Expenses - File Exports **Budgeting & Forecasting** - Budgeting / Forecasting - Data Import - Versioning - Historical Data **Revenue** - Revenue Types - Revenue Allocation - Scheduling **Payroll** - Direct Deposit - Check/W-2 Printing - Tax Calculation - Reporting and Dashboards **Risk** - Analysis - Identification - Scoring **AI** - Data Extraction - Invoice Processing - Expense Management - Fraud Detection - Tax Compliance - Support Chatbots - Bank Reconciliations - Report Generation - Predictive Analytics - Receipt Management - Workflow Management - Payroll Management - Sales Tax Management - Audit Management - Tax Management - Fixed Asset Management - Reporting/Analytics - Order Management - Sales Order Management - Cash Flow Management - Cash Management - Real-Time Data - Vendor Management - Credit Card Processing - Financial Consolidation & Close Management - Transaction Management **Recovery** - Recoup - Reporting **Mobile Applications - Accounting** - Cloud Integration - Notifications - UI - Expense Tracking - Invoice Management - Compliance Management - Inventory Tracking - Inventory Management - Financial Management - Activity Tracking - Document Management - Compliance Tracking - Notes Management **Audit** - Filters - Post Audits - Overpayments - Duplicates **Agentic AI - Accounting** - Autonomous Task Execution **Additional Functionality** - Real-Time Data - Purchasing & Receiving - Budgeting/Forecasting - Generative AI - Receipt Management - Financial Reporting - Partnership Accounting - General Ledger - Invoice Management - Compliance Management - Collaboration Tools - Third-Party Integrations - Recurring Giving - CRM - Customizable Reports - Donation Tracking - Customizable Templates - Expense Tracking - Accounts Receivable - Check Printing - Inventory Tracking - Cash Management - Chart of Accounts - Payroll Management - Financial Analysis - Revenue Recognition - API - Real-Time Reporting - Bank Reconciliation - Fund Management - Multi-Currency - Grant Management - Activity Dashboard - Financial Management - Accounts Payable - AI Copilot - Billing & Invoicing - Fixed Asset Management - Reporting & Statistics - Donor Management - Income & Balance Sheet - Mobile Access - Tax Management - Activity Tracking - Workflow Management - Fund Accounting - Profit/Loss Statement - Time & Expense Tracking - Recurring/Subscription Billing - Project Accounting - Sales Tax Management - Contact Management - Accounting - For Nonprofits - Accounting Integration **Additional Functionality** - Multi-Location - Generative AI - Accounts Payable - Fund Accounting - Quotes/Estimates - Approval Process Control - AI Copilot - Chart of Accounts - Project Accounting - Encryption - Accounts Receivable - Recurring/Subscription Billing - Billing & Invoicing - Reminders - Multi-Currency - Access Controls/Permissions - Income & Balance Sheet - Data Security - General Ledger - Currency Conversion - Customizable Templates - Accounting - Estimating - Reporting & Statistics - Financial Analysis - Transaction History - Expense Claims - Document Storage - SSL Security - Categorization/Grouping - Automatic Billing - Purchasing & Receiving - Customer Database - For Distributors - Bills of Material - Financial Data Protection - Inventory Control - AI/Machine Learning - Mobile App - Client Portal - For CPA Firms - Remote Access/Control - Cash Flow Analysis - Performance Metrics - Multi-Company - For Small Businesses **Fraud** - Vendor Checks - Data Generation - Monitoring **Agentic AI - AP Automation** - Autonomous Task Execution - Proactive Assistance - Decision Making **Additional Functionality** - Data Import/Export - Invoice Management - Online Banking - 1099 Preparation - Generative AI - Receipt Management - AI Copilot - Fraud Detection - Duplicate Payment Alert - Document Management - Compliance Management - Inventory Management - Check Writing - Mobile Access - Audit Trail - Reporting/Analytics - Multi-Currency - Status Tracking - Activity Dashboard - Cash Management - Alerts/Notifications - Billing & Invoicing - Vendor Management - Anomaly Detection - API - ACH Payment Processing - Invoice Processing - Aging Tracking - Supplier Management - General Ledger - Expense Tracking - Bank Reconciliation - Workflow Management - Customizable Reports - Approval Process Control - Electronic Funds Transfer - Purchase Order Reconciliation - Financial Management - Workflow Automation ## Top Accounting Seed Alternatives - 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