The records flow through
The same Account, Contact and Opportunity your reps created become the customer you invoice and the revenue you recognise. Nothing is re-keyed and nothing is copied between systems.
Truity Finance & Accounting · Available now
Your books, on the same platform as your customers.
Truity Finance & Accounting is full accounting built natively on Salesforce. The same Account, Contact and Opportunity records your sales team works in flow straight through to the ledger, so finance and the front office are finally looking at one set of numbers, in real time, with nothing to sync.
One platform, one set of numbers. When the books live where the CRM lives, a rep can see account status and profitability without asking finance, and finance isn't reconciling a copy of the truth from another system.
- Your CRM: accounts, contacts, opportunities, projects
- Your accounting: invoices, ledgers, revenue, statements
- The overlap: one platform, one record of the truth, no integration between them.
Why it matters
Most companies run finance in one system and everything else in another.
So the numbers a rep sees are yesterday's, exported from an accounting package nobody outside finance logs into. Someone maintains the integration that keeps the two in step. And every report that crosses the line: revenue by account, profitability by region - is a stitching exercise. Truity Finance removes the line entirely by putting the books on the platform your business already runs on.
Real-time account visibility
Sales and account reps can see account status, project status and profitability as it stands now, without opening a ticket to finance or waiting for a month-end export.
No syncs to manage
There is no middleware between CRM and accounting because there are not two systems. Nothing to break at 2am, nothing to reconcile, no integration bill.
What it does for the business
Finance stops being the system only finance can see.
- Reporting from any dimension. Slice by region, account type, associate, or any dimension you track: simply, agilely, and dependably, because it is all one data model rather than a join across two.
- Profitability where the account lives. A rep opening an account can see how that relationship is actually performing, not just what was sold.
- A familiar interface. It is Salesforce. The people who already work in your CRM do not learn a second application to see or act on financial information.
- Your existing security model. Profiles, permission sets and sharing rules already decide who sees what. Financial data inherits them rather than introducing a separate set of controls to maintain.
- Proven in production. Truity Finance is already live and running the books for businesses in the US, Canada and Australia.
Who feels the difference
- 1Account reps see live account and project profitability without asking finance.
- 2Finance stops reconciling a second copy of the customer list and the revenue against it.
- 3Leadership reports across sales and finance from one data model, not a spreadsheet that married two exports.
- 4IT retires an integration and the maintenance that came with it.
“After we moved finance and accounting onto the one platform, we were able to re-purpose 50% of our finance staff, and have better reporting as well.”
Add-on modules
Start with core accounting. Add what your structure needs.
Truity Finance covers the core books out of the box. Two optional modules extend it for businesses that have outgrown single-entity, single-currency accounting - added when you need them, on the same platform.
Multi-Ledger Add-on module
Run books for multiple entities, subsidiaries or reporting structures on one platform.
Multi-Currency Add-on module
Transact, invoice and report across currencies for businesses operating in more than one market.
Why native matters
No integration to babysit, because there is nothing to integrate.
One customer record
The account your reps sell to is the account you invoice. Change it once and it is correct everywhere: sales, service and finance.
Reporting your team already knows
Financial data is Salesforce data, so it is available to the same reports and dashboards your team already builds: no separate BI layer to bridge the gap.
Part of the same library
Truity CPQ, Projects, Logistics and the rest read and write the same records. Quotes become orders become revenue without leaving the platform.
A familiar path to adopt
Because it is Salesforce, onboarding finance staff is a matter of the new objects and processes: not a whole new application to learn from scratch.
How you get it
Built and implemented by the same team.
The team that configures your org is the team that builds and supports the product, so they know the data model, the extension points and the upgrade path first-hand.
A typical Finance engagement covers your chart of accounts, opening balances, tax and reporting setup, the modules you need, and training for the people who will run the books in Salesforce.
Talk to our teamGood questions to bring
- How long after month-end can your reps see account profitability today?
- What does your CRM-to-accounting integration cost you to run and maintain?
- How many reports live in spreadsheets because they cross the sales/finance line?
- Do you operate across more than one entity or currency?
Book a walkthrough
See your own numbers, on the same platform as your CRM.
Tell us how your finance and CRM systems are split today, and where the reconciliation hurts. We will show you what it looks like when the line between them is gone.