Want your finances to integrate with Salesforce but you don’t want to pay the price or wrestle with the complexity of FinancialForce? This page will help you determine your best FinancialForce Alternatives.
Xero is the online accounting suite taking over most of the English Speaking world. It is the number one accounting platform in Australia and New Zealand, and is making heavy inroads in the UK and Ireland. The US Market has proved tougher for them to enter, but they continue to increase their customer base there. There are no less than 7 ways to integrate Xero with Salesforce, and I’ll touch on them all here.
Breadwinner for Xero
Breadwinner is our app, so obviously we’ll suggest it! Breadwinner is the only app that performs two-way sync between Salesforce and Xero, so if you want an out of the box solution that pushes invoice and address data from Xero to Salesforce and keeps it up to date, you’ll want Breadwinner. We also have the best charts and graph and provide them at the Salesforce Account level. Breadwinner is also the only option if you have multiple Xero orgs that you want to sync with a single Salesforce org.
Zapier, One-SaaS, and Carry the One for Xero
These apps also provide syncing ability (though only one-way for financial data), but often only sync a record upon creation, not upon a record being updated. Some of them offer custom field synchronization, which you may need if you need to connect to your custom objects.
Custom Development and Dime for Developers
Xero provides its own API, so many people opt for custom development. If you go down this route, make sure you explore Dime for Developers, as it provides a framework for Salesforce developers to interact with their app rather than building out a direct connection to Xero. You’ll still need to pay for custom development time, but it might shave off significant time from your development, and provide a structured that benefits your setup.
QuickBooks and QuickBooks Online
QuickBooks is the dominant Accounting package for SME’s in the US. You may end up using QuickBooks as that’s often all your US accountant will know.
Breadwinner for QuickBooks Online
Breadwinner allows companies to seamlessly connect one or more QuickBooks Online to Salesforce org. They gain a 360 view of the customer from Salesforce, while securely separating invoice generation for more sensitive financial operations.
DB-Sync, Workato, and Autofy for QuickBooks Online
Avankia’s DB-Sync is the most common way to connect the Windows version QuickBooks to Salesforce. While I’ve never set it up myself, I know several consultants who have. They generally report that it’s a bit tricky to get working, but that the support is good, and that once properly configured DB-Sync is stable and works well. You can also explore Interweave and Autofy, which also sync QuickBooks to Salesforce.
Native Salesforce Apps that handle Invoices
You could also use a non-integrated accounting system and handle your Invoicing separately in Salesforce through a native Invoice app. I personally don’t prefer this option as it creates double data entry and introduces potential errors, but it is an option. Bill.ON offers subscription billing inside Salesforce, and Invoice IT Billing and Invoices for Salesforce are also options.
Interestingly enough, FinancialForce even makes a competitor to itself that, like the apps in this category, just handles Invoices. It’s called FinancialForce Billing, though as of Oct 2014, it started at $500 a month, so perhaps not the lightweight solution you were looking for!
External Recurring Billing Systems
Zuora, Chargify, and Recurly are standalone recurring billing systems that integrate into Salesforce.