If you have created a account in Salesforce, it's important to create a customer in IRIS KashFlow. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
Managing your business finances can be a daunting task, but with the right tools it can be a lot easier. Salesforce and IRIS KashFlow work together to make accounting and bookkeeping simple.
When you create a opportunity in Salesforce, it will automatically create an order in IRIS KashFlow. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with Salesforce and IRIS KashFlow.
You Can Also Connect IRIS KashFlow or Salesforce With 1400+ Other Apps
IRIS KashFlow
IRIS KashFlow is purpose built for small businesses with accounting needs from A to Z. It helps you manage finances, bookkeeping and tax compliance in one place, allowing you to spend more time on your business.
Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.