Truity Finance sell sheet. Two pages, US Letter. Use Print → Save as PDF, with background graphics enabled, to produce the distributable file.

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Available now Truity Truity Finance & Accounting

Your books, on the same platform as your customers.

Full accounting built natively on Salesforce: built and implemented by our team.

The problem

Finance runs in one system; sales, service and projects run in another. So the numbers a rep sees are yesterday's, exported from a package nobody outside finance opens. Someone maintains the integration that keeps the two in step. And every report that crosses the line is a stitching exercise.

What Truity Finance does

It puts full accounting on the platform your business already runs on, so the books and the CRM are one system, not two joined by middleware.

Why it changes things
  • The records flow through. The same Account, Contact and Opportunity your reps created become the customer you invoice and the revenue you recognise.
  • Real-time account visibility. Reps see account and project status and profitability as it stands now: no ticket to finance, no month-end wait.
  • No syncs to manage. There is no middleware between CRM and accounting because there are not two systems.
  • Reporting from any dimension. Region, account type, associate: simple, agile and dependable, because it is one data model.
  • A familiar interface. It is Salesforce; your team does not learn a second application.
Add-on modules

Truity Finance covers core accounting out of the box. Two optional modules extend it for businesses that have outgrown single-entity, single-currency books: added when you need them, on the same platform.

Multi-Ledger · add-on

Run books for multiple entities, subsidiaries or reporting structures on one platform.

Multi-Currency · add-on

Transact, invoice and report across currencies for businesses operating in more than one market.

One platform, one set of numbers. When the books live where the CRM lives, a rep can see profitability without asking finance, and finance is not reconciling a second copy of the truth.

Truity Cloud Solutions · Strategic Business Intelligence truitycloudsolutions.com
Who feels the difference
  1. 1Account reps see live account and project profitability without asking finance.
  2. 2Finance stops reconciling a second copy of the customer list and the revenue against it.
  1. 3Leadership reports across sales and finance from one data model, not two married exports.
  2. 4IT retires an integration and its maintenance.
Why building it native to Salesforce matters

One customer record

The account your reps sell to is the account you invoice. Change it once; it is correct across sales, service and finance.

Your existing security model

Profiles, permission sets and sharing rules already decide who sees what. Financial data inherits them: nothing new to maintain.

Reporting your team already knows

Financial data is Salesforce data, available to the same reports and dashboards your team already builds.

Part of the same library

Truity CPQ, Projects and Logistics read and write the same records: quote to order to revenue, without leaving the platform.

Implementation

Built and implemented by the same team. The people configuring your org are the people who build and support the product, so they know it first-hand.

A Finance engagement typically 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.

Bring these to the first conversation
  • How long after month-end can reps see account profitability today?
  • What does your CRM-to-accounting integration cost 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?

Already proven in production. Truity Finance is live and running the books for businesses in the US, Canada and Australia. Book a walkthrough on your own chart of accounts and see it against your numbers.

info@truitycloud.com · truitycloudsolutions.com/finance

“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.”
Josh H., a US-based manufacturing CFO