Vloeiend IT has recently entered into a partnership with HGJB, a non-profit organization active in the field of youth work. For their member, donor and customer administration, HGJB uses the Salesforce apps Converse and Findock and they also work with the Twinfield accounting package. By implementing a Twinfield Salesforce integration, Vloeiend IT has helped HGJB to simplify their financial processes and prevent double administration.

The challenge

Invoicing required regular manual exports from Salesforce to Twinfield for accounts receivable and invoices. In short, a lot of time was spent on all kinds of manual exports and on top of that, many adjustments were needed before an export file was suitable for import.

Our solution

To streamline their financial administration, we suggested synchronizing Twinfield and Salesforce with Sync 360. The processes have now become much simpler and clearer. Invoicing and managing accounts receivable are now done directly in Salesforce. As a result, accounts receivables no longer need to be exported from Salesforce to Twinfield. This is only necessary for a number of journal entries to balance the accounts.

The reading and reconciliation of bank statements is now only done in Twinfield. Rules that can’t be reconciled in Twinfield are then retrieved by Sync 360 and placed in Salesforce. Findock Guided Matching is then used to find the correct invoice for payment.

Results

The bank statements now only need to be processed from Twinfield once. What can’t be processed from Twinfield is automatically processed in Salesforce. There are now far fewer imports and exports to be done by hand, and the processes are much less error-prone.

Interested?

Would you like to know more about our integration Sync 360? Please contact us for a consultation. Vloeiend IT is a certified Twinfield partner.