CloudBudget for Accounting Seed
Use the deep integration between CloudBudget and Accounting Seed to automate the budgeting process in Salesforce.
Key Features
INTEGRATION SPECIFIC FEATURES
- Automated Data Synchronization: Effortlessly integrate with Accounting Seed to sync General Ledgers (GLs), departments, and accounting variables in real-time.
- Cash Flow Projections: Leverage actual Accounting Seed data for accurate cash flow forecasts and budget planning.
- Quick Budget Creation: Automatically generate base budgets using prior year data for a streamlined planning process.
- Data Integration for Budget Control: Push planned budgets into Accounting Seed’s financial cube to enable control cycles and tracking.
- Financial Cube Insights: Utilize summarized transaction data within financial cubes for comprehensive reporting and analysis.
BUDGET CREATION AND MANAGEMENT
- Centralized Budget Management: Manage financial resources from a single platform with real-time updates.
- Flexible Budget Structure: Customize budget structures for various departments and cost centers.
- Quick Start Budgets: Automatically create current period budgets from prior year actual data.
- Allocations: Distribute budgets across projects, departments, and cost centers with configurable rules.
- Top-Down and Bottom-Up Planning: Enable both bottom-up and top-down budgeting approaches for comprehensive planning.
INTEGRATION AND PLATFORM ADVANTAGES
- Real-Time Accounting Systems Integrations: Seamlessly integrate your accounting system to synchronize spending data and enable accurate budget vs. actual comparisons. Integration include Accounting Seed, Certinia, GoldFinch, and more.
- CB Payroll Extension: The CloudBudget application seamlessly integrates with the CloudBudget payroll extension.
- Multi-Currency Support: Manage budgets across multiple currencies, accommodating global operations.
- Salesforce Platform Advantages: Leverage the security and scalability of the Salesforce platform, ensuring compatibility and growth in line with organizational needs.
AUTOMATION AND AI TOOLS
- Automated Calculations: Utilize built-in financial logic to automate complex calculations, reducing manual errors and saving time. This feature allows simple calculations such as price x quantity as well as more complex formulas.
- AI Copilot: Use natural language commands to manage budget lines and entire budgets alike. Tell the CloudBudget AI Copilot to copy, clone, and create budgets for new departments, and handle analytical requests—there's virtually no limit.
- Excel Mirror: Budget planners have the option to export their budget data to spreadsheets where they may enter, delete, and edit budget data before importing the changes back into CloudBudget. This feature is an option for those preferring to work in a spreadsheet.
SECURITY, ACCESS, AND COMPLIANCE
- Role-Based Access and Approvals: Implement role-based access controls and approval workflows to maintain data integrity and streamline the budgeting process.
- Change History Tracking: The system maintains a detailed log of changes, enhancing transparency and accountability.
REPORTING, ANALYTICS, AND FORECASTING
- Dynamic Reporting and Analytics: Generate customizable reports and dashboards for informed decision-making.
- Rolling Forecasts: Adapt to changing financial conditions with up-to-date financial plans.
SEE CLOUDBUDGET IN ACTION
Contact us to schedule a live demo, and we’ll answer all your questions. Streamline your organization’s budgeting process with CloudBudget!