Official Implementation Partner

Native Accounting.
Right Inside
Salesforce.

Astrea IT Services is an official Accounting Seed implementation partner โ€” helping businesses eliminate the gap between their CRM and finance operations, permanently.

ASTREA
IT Services
ร—
ACCOUNTING
SEED
100%
Native on Salesforce
0
Integrations Needed
2โ€“4
Days Saved at Month-End
2026
Official Partner
Your CRM and General Ledger.
Finally, One System.
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Salesforce CRM
Opportunities, Accounts, Contacts
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Accounting Seed
General Ledger ยท AP ยท AR ยท Bank Recon
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Unified Reporting
Salesforce Dashboards ยท Financial Statements
โœ…
One Source of Truth
Zero sync ยท Zero middleware ยท Zero lag

Built natively on Salesforce

Accounting Seed is not integrated with Salesforce โ€” it is built on it. Same platform, same database, same security model. There is nothing to sync.

A complete accounting system

General ledger, accounts payable, accounts receivable, bank reconciliation, financial reporting, multi-entity management โ€” all within Salesforce.

Familiar tools, no new learning curve

Your Salesforce admin already knows how to manage it. Reports, flows, dashboards, and custom objects all work exactly as you'd expect.

AppExchange verified

Listed on the Salesforce AppExchange with a proven track record across hundreds of businesses worldwide.

The Partner Who Knows
Both Worlds.
Deep Salesforce expertise meets accounting knowledge. We don't just install Accounting Seed โ€” we make it work for your exact business.
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Salesforce-First Expertise

As a certified Salesforce consulting partner, we understand the platform deeply โ€” from data modelling to automation to custom development. Accounting Seed is a natural extension of that expertise.

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End-to-End Implementation

We handle everything from initial scoping and configuration to data migration, UAT, go-live, and ongoing support. You focus on your business; we handle the technical complexity.

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Smooth Migration from QuickBooks or Xero

Moving from a disconnected accounting system? We've done it before. Our structured migration approach ensures data integrity and minimal disruption to your operations.

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Tailored to Your Business

No two businesses are alike. We configure Accounting Seed around your chart of accounts, revenue model, approval workflows, and reporting requirements โ€” not the other way around.

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Training & Adoption Support

We ensure your finance and operations teams are confident using the system โ€” not just from a technical perspective, but from an accounting workflow perspective too.

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Long-Term Partnership

Our relationship doesn't end at go-live. We provide post-implementation support, system health checks, and enhancements as your business grows and evolves on Salesforce.

What We Deliver
A full suite of Accounting Seed services from initial assessment through to live operations and continuous improvement.
01

Discovery & Assessment

We begin with a thorough review of your current accounting setup, Salesforce configuration, and business requirements โ€” identifying the fastest and cleanest path to Accounting Seed.

Requirements Gap Analysis Roadmap
02

Implementation & Configuration

Full Accounting Seed setup โ€” chart of accounts, ledgers, financial periods, AP/AR workflows, bank connections, tax configuration, and multi-entity setup where required.

GL Setup AP / AR Bank Recon
03

Data Migration

Structured migration of your historical financial data from QuickBooks, Xero, Sage, or spreadsheets โ€” with validation and reconciliation to ensure nothing is lost.

QuickBooks Xero Legacy ERP
04

Custom Workflows & Reporting

Build Salesforce dashboards combining CRM and financial data, automate approval chains, revenue recognition workflows, and custom financial reports for your leadership team.

Dashboards Flows Reports
05

Training & Change Management

Role-specific training for finance teams, sales operations, and admins โ€” ensuring high adoption and confidence from day one, not just technical go-live.

Finance Teams Admins RevOps
06

Support & Optimization

Ongoing managed support, quarterly system reviews, and feature enhancements as your Salesforce org evolves. We grow with you.

Managed Support Enhancements Health Checks
Built for Teams Already
on Salesforce.
If your organization runs Salesforce for sales or service, Accounting Seed is the most natural path to connecting your financial data.
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CFO / Finance Leaders

Financial Oversight
  • Tired of manual reconciliation between QuickBooks and Salesforce every month
  • Want real-time visibility into cash flow, AR aging, and financial health
  • Need faster month-end close without more headcount
  • Looking to eliminate duplicate data entry across systems
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VP Sales / RevOps

Revenue Operations
  • Reps can't see invoice status, payment history, or account balances in Salesforce
  • Forecasting is incomplete without post-close financial data
  • Want a unified revenue cycle view from opportunity to cash collected
  • Need to reduce friction between sales and finance handoffs
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IT / CTO

Technology Leadership
  • Maintaining a fragile Salesforce โ†” QuickBooks integration nobody wants to touch
  • Want to reduce the number of platforms, vendors, and integrations to manage
  • Need SOC 2 readiness and a unified audit trail within one platform
  • Looking to leverage existing Salesforce investment more deeply