Multi-* Accounting (Entity, Currency & Dimensional)
Extend and Customise via Standard Salesforce Tools. Generate Journals for ERP.
100% Native, Scalable and Secure. Setup by Salesforce Admins.
Financial Reports, Actionable Insights and Proactive Notifications
Optimise Cashflow and Manage Tax
Oval Accounting is a lightweight and flexible accounting solution designed for the Salesforce platform.
Oval provides a core accounting engine which is optimised for customisation by Salesforce point-and-click tools, to align with your requirements, and for integration use cases such as the conversion of CRM records to coded journals for ERP.
Coming soon, improve efficiency and accuracy with AI-powered Agentforce Accounting Agent Actions.
Accounting for Salesforce. Oval provides a Unified Ledger, robust accounting engine based on double-entry bookkeeping principles. The accounting engine has been designed for flexibility with multiple entity (corporate structures; legal entities, departments etc.), multiple currency (across entities) and multi-dimensional (simplified Chart of Accounts, dimensions represent projects, strategic initiatives or any custom factor) features plus complex taxation rules.
Seamless Integration. Oval has been designed to support customisation and extension using the point-and-click configuration tools provided by the Salesforce platform. Standards-based APIs and Platform Actions are provided for data integrations. The development of new financial processes or the seamless extension of existing operational processes to incorporate accounting elements is straightforward as Oval shares the same Salesforce data as the Sales or Service Cloud. Oval is fully secure as data never leaves the Customer’s Salesforce instance.
Designed for Salesforce. As a native, certified Salesforce application, Oval has been designed from the outset to blend with existing Salesforce platform features to ensure a seamless user experience. Oval has been architected by a Salesforce Certified Architect (CTA) to deliver a robust, scalable and secure Enterprise Grade accounting solution. The Oval release calendar follows the Salesforce release cycle (Winter, Spring and Summer) to ensure that Salesforce platform innovations are adopted and the application remains aligned with the current state-of-the art.
Real-time Reporting. Central to any financial process is the ability to measure performance and track exceptions in real-time and to project the impact of changing business conditions. Oval implements a dynamic calculation model which ensures that balances and financial measures are always accurate in the moment. Proactive notifications can be defined based on financial conditions and delivered via Salesforce Notification Channels (Notification Builder) e.g. Desktop or Mobile.