SalesForce – Jewish Community Center of San Francisco Poised for an 80% Increase in Financial Efficiency with Accounting Seed
Single Source of Truth
A major aspect that pushed JCCSF onto Accounting Seed was the precise, real-time reporting. Combined with the power of Salesforce, JCCSF now has all of their transaction, accounting and qualitative data in one location.
“We’ve built dashboards with our financial information right against our registration records, our new sales, and our membership levels […] all in one place,” said Peterson.
Streamlined Accounts Payable Process
In 2020, JCCSF closed the entire center for an extended period of time. This closure forced them to make changes to their accounts payable (AP) process. Their antiquated AP process involved sending paper invoices around and email approvals. Now, JCCSF has a cloud-based and paperless process, with simple routing and audit friendly approval reporting.
“We leveraged approval processes and routing. The record starts in Accounting Seed and people can collaborate on the same record and add their information. Then, approvals kick in, leaving a nice audit trail,” said Peterson.
Accounting Seed Improves Efficiency
With a streamlined AP process and custom reporting tools, JCCSF realized the impact in just four months. In fact, Peterson gave Salesforce access to their auditors, saving time and improving accuracy.
“Within one fiscal year, I’m projecting that we save 80% of the daily repetitive task time. This is my goal for the accounting department,” said Peterson.
To read JCCSF’s full success story, click here.
About Accounting Seed
Headquartered in Columbia, Maryland, Accounting Seed was founded in 2008 by Tony Zorc, a CPA and former CFO who believes in a better way to do accounting. The platform’s innovative, flexible, and robust architecture allows customers to manage their financial data, their way. Powered by the Salesforce platform, Accounting Seed’s secure and trusted technology enables a 360-degree view of a customer’s business. For more information, visit accountingseed.com.
SOURCE Accounting Seed
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