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Accounting Seed

Salesforce-Native

Salesforce-Native Transportation And Accounting On One Platform

FTM and Accounting Seed both run inside Salesforce. Transportation operations and accounting share one platform, one data model, and one security model, without external synchronization, middleware, or duplicate databases.

Transportation and accounting on one platform
Customer Request
Enters FTM inside Salesforce
FTM Transportation Record
Quote, load, dispatch, billing
Billing
Customer charges prepared in FTM
Accounting Seed
Accounting inside same Salesforce org
Financial Reporting
Finance and leadership, inside Salesforce
4.9
AppExchange rating
14 days
Typical core go-live
46+
Integrations
24
Countries
Salesforce-native architecture

One Platform. No Middleware. No Synchronization.

Every other accounting integration in FTM connects to an external system. QuickBooks, Xero, and Sage Intacct each require data to leave Salesforce, cross an API boundary, and land in a separate database. Accounting Seed is different. It runs inside the same Salesforce organization as FTM.

Traditional Accounting Integration
FTM  (Salesforce)
API  / Connector  / Middleware
External Accounting Platform

Data crosses an API boundary. Separate databases. Synchronization delays and potential mismatches.

FTM + Accounting Seed
One Salesforce Organization
FTM  (Transportation)
Accounting Seed  (Accounting)

No API boundary to cross. No separate database. No synchronization required. Both applications work from the same Salesforce data model.

Why this matters
One Salesforce Platform Instead Of Two Separate Systems

Most transportation platforms integrate with accounting software across separate systems. FTM and Accounting Seed operate inside the same Salesforce platform, helping reduce integration complexity while keeping operational and financial records closely connected.

From operations to accounting

Transportation Activity Becomes Financial Activity

Revenue and costs begin with operational activity. Because FTM and Accounting Seed share the same Salesforce environment, each financial record stays connected to the transportation record that created it.

01

Operations creates the source record

Customer requirements become a load or service record in FTM, with the operational details needed for execution and billing.

Customer requirement Load or service record Billable items
02

The record stays connected

Billing information remains attached to the same Salesforce records. There is no external export, duplicate database, or delayed synchronization step.

One organization One security model One reporting layer
03

Finance completes the workflow

Accounting Seed manages the accounting activity while finance and leadership report from records already connected to the transportation workflow.

Invoice Accounting Seed Financial reporting

One connected workflow: operations creates the activity, Accounting Seed manages the accounting, and both teams work from the same Salesforce records.

Proper separation of responsibilities

Operations And Finance Keep Their Proper Roles

Running inside the same Salesforce organization does not mean FTM and Accounting Seed do the same things. Each application manages what it is designed for, while sharing the same records, security model, and reporting layer.

FTM Manages
Transportation operations and load management
Quoting and customer pricing
Dispatch and shipment execution
Customer charges and billing preparation
Carrier settlements and operational costs
Operational reporting and load-level margin
Document automation via AutoFill
Accounting Seed Manages
General ledger and chart of accounts
Accounts receivable and payable
Financial reporting and statements
Accounting controls and period close
Accounting workflows inside Salesforce
Finance-team visibility into all Salesforce records
Both Applications Run In The Same Salesforce Organization
Finance teams using Accounting Seed can access the same Salesforce records that operations uses in FTM. There is no separate system to log into, no export to wait for, and no data to reconcile between databases.
Why Salesforce-native matters

One Platform Changes How Operations And Finance Work Together

When transportation and accounting operate inside the same Salesforce environment, the coordination overhead that normally exists between a TMS and an accounting platform is substantially reduced.

What FTM sees
Load-level revenue, cost, and margin
Customer charge status and billing stage
Carrier settlements connected to each shipment
Operational performance by lane, carrier, and customer
What Accounting Seed sees
The same Salesforce records operations created
AR and AP within the same data model
General ledger and financial statements
Financial reporting for leadership inside Salesforce
One Data Model
FTM records and Accounting Seed records live in the same Salesforce database. No copy, no transfer, no latency.
One Security Model
Salesforce profiles and permissions govern who can see what across both FTM and Accounting Seed.
One Reporting Layer
Salesforce reports and dashboards can combine operational data from FTM with financial data from Accounting Seed.
No External Sync
There is no API boundary to cross, no middleware to maintain, and no synchronization process that can fall behind or fail.
Before and after

What Changes When Accounting Runs Inside Salesforce

Moving accounting inside Salesforce changes more than where invoices are stored. It changes how operations and finance coordinate, how reports are built, and how much manual work happens at month-end.

External accounting platform
Transportation records in Salesforce; accounting in a separate system
Data leaves Salesforce to cross an API before accounting sees it
Finance team logs into a second platform to view financial records
Reports require combining exports from two separate systems
Month-end reconciliation between TMS data and accounting data
FTM + Accounting Seed on Salesforce
Transportation and accounting records share the same Salesforce org
No API boundary for financial data to cross
Finance works inside the same Salesforce environment as operations
Salesforce reports can combine operational and financial data directly
Month-end works from one data source rather than two
Document automation

AutoFill Connects Transportation Documents To Accounting Records

AutoFill can identify transportation records and populate operational and billing fields from documents, reducing manual data entry before billing records are reviewed and handed to Accounting Seed.

From document to accounting-ready record
Turn transportation documents into structured records ready for billing review.
AutoFill reads the customer document and populates load and charge data inside Salesforce. The billing record is reviewed before it moves to Accounting Seed, all within the same Salesforce environment.
Explore AutoFill
Transportation Document
FTM AutoFill
Operational Record
Billing Review
Accounting Seed
Business outcomes

What Salesforce-Native Accounting Changes For Your Team

No middleware to maintain
Without an API connector between FTM and an external accounting system, there is no synchronization layer to configure, monitor, or troubleshoot.
Operational and financial data in one place
Finance teams access the same Salesforce records operations uses. There is no second system to log into and no exports to pull at month-end.
Reports that combine operations and finance
Salesforce reports can draw from FTM transportation records and Accounting Seed financial records in a single view without manual data joins.
One security model for all records
Salesforce profiles and permission sets govern access across both FTM and Accounting Seed. No separate user management in a second accounting platform.
Reduced month-end reconciliation
When transportation and accounting data share the same database, finance teams spend less time reconciling figures that came from separate systems.
AutoFill reduces upstream manual entry
Transportation documents populate operational and billing fields automatically, so accounting records reflect what happened on the load rather than what was typed in later.
Related capabilities and integrations

Related FTM Capabilities

Accounting Seed FAQ

Questions teams ask about Salesforce-native accounting.

For questions specific to your Salesforce environment, a specialist can walk through your use case.

Accounting Seed runs natively inside Salesforce alongside FTM. QuickBooks, Xero, and Sage Intacct are external platforms that require data to cross an API boundary. With Accounting Seed, transportation and accounting records share the same Salesforce organization, the same data model, and the same security model.
The value is that both FTM and Accounting Seed operate natively within Salesforce, which reduces the complexity of a traditional integration. There is still configuration required to connect transportation billing workflows to accounting records, but this happens inside Salesforce without an external connector or middleware.
Yes, subject to Salesforce profile and permission set configuration. Because both applications run in the same Salesforce organization, finance teams can view transportation records that are accessible under their permissions without logging into a separate system.
No. FTM manages transportation operations, billing, and operational reporting. Accounting Seed manages the general ledger, AR/AP, financial statements, and accounting controls. Each application manages what it is designed for while sharing the same Salesforce environment.
Yes. Because both applications use the Salesforce data model, Salesforce reports and dashboards can combine operational data from FTM with financial data from Accounting Seed without manual exports or joins between separate databases.
No. Organizations can deploy FTM inside an existing Salesforce environment or launch with Salesforce provisioned as part of implementation. Existing Salesforce licenses are not required before engaging with FTM.
Core FTM workflows can typically go live in approximately 14 days. Accounting Seed configuration timing depends on your chart of accounts, billing workflow requirements, and how existing Salesforce data is structured.
See the platform

See Transportation And Accounting Running Together On Salesforce

Bring one transportation workflow and see how FTM and Accounting Seed manage operations and accounting together inside Salesforce, without middleware, without a second platform, and without data leaving your Salesforce organization.

Core FTM workflows can typically go live in approximately 14 days. Accounting Seed configuration depends on your Salesforce environment and billing requirements.
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