Designed for Salesforce

100% Native, Enterprise Grade Solution

Salesforce Accounting Engine

Multi-* Accounting (Entity, Currency & Dimensional)

Seamless Integration

Generate Financial Transactions from Salesforce Data

Financial Reporting

Real-time Metrics and Proactive Notifications

Oval Accounting® is a lightweight and flexible Core Accounting Engine designed for the Salesforce™ Cloud Platform.

As a native Salesforce Accounting app, Oval Accounting has been designed to enable operational businesses processes (e.g. Sales and Service Cloud) to be seamlessly extended to incorporate accounting elements (debits and credits or financial transactions such as invoices).

Oval Accounting can bridge the gap between the operational data processed in Salesforce and the requirements of the Finance Team. For example, Oval Accounting can generate debits and credits from Salesforce records ready for integration to the enterprise accounting system.

Salesforce AppExchange Listing

Designed for Salesforce. As a native, certified Salesforce application, Oval Accounting has been designed from the outset to blend with existing Salesforce features to ensure a seamless user experience. Oval Accounting has been architected by a Salesforce Certified Architect (CTA) to deliver a robust, scalable and secure Enterprise Grade solution. The Oval Accounting 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.

Salesforce Accounting Engine. Oval Accounting provides a unified ledger, robust accounting engine based on double-entry bookkeeping principles. The core accounting engine has been designed for flexibility with multiple entity (corporate structures; legal entities, departments etc.), multiple currency (across entities), complex taxation rules and multi-dimensional (simplified Chart of Accounts, dimensions represent projects, strategic initiatives or any custom factor) features.

Seamless Integration. The Salesforce Accounting Engine has been designed to support customisation and extension using the point-and-click configuration tools provided by the Salesforce platform. Standards-based APIs and Salesforce 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 Accounting shares the same Salesforce data as the Sales or Service Cloud. Oval Accounting is fully secure as data never leaves the Customer’s Salesforce instance.

Financial 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 Accounting implements a dynamic calculation model which ensures that balances and financial measures are always accurate. Proactive notifications can be defined based on financial conditions and delivered via Salesforce Notification Channels (Notification Builder) e.g. desktop or mobile.