Salesforce account management tool - AI tools

Accorto streamlines professional services automation with integrated time, expense, project, resource management, and billing, all natively within Salesforce.

• Contact for Pricing

Apsona offers a suite of tools to simplify Salesforce data management, including data imports, reporting, document merging, and deduplication. It enhances productivity and streamlines operations for Salesforce users.

• Paid
• From 121$

Fyrestone CRM is an intelligent business management platform designed to help busy business owners organize contacts, automate workflows, manage bookings, invoices, and drive growth with ease.

• Paid
• From 9$

DataJib is a user-friendly, web-based tool designed to streamline the import, export, and deletion of Salesforce data for businesses. Enjoy cloud-based convenience, unlimited jobs, and robust security with flexible subscription options.

• Freemium
• From 19$

Akaunting is an open-source accounting software designed for small businesses and freelancers, offering invoicing, expense tracking, and comprehensive financial management tools online for free.

• Freemium
• From 8$

Financial Cents is an accounting practice management software designed to help firms track client work, automate processes, manage communication, and meet deadlines efficiently.

• Paid
• From 69$

Allyf is an accounting copilot that automates tasks like managerial account creation and statement reconciliation, freeing up finance teams. Launch your own customized accounting copilot.

• Free

Swantide is an AI-powered assistant that helps organizations automate Salesforce administration, debug issues, and streamline implementation through intelligent automation and documentation.

• Contact for Pricing

SASA is a comprehensive accounting software that helps self-employed professionals manage expenses, create invoices, scan receipts, and reconcile bank accounts with AI-powered features to maximize tax deductions.

• Paid
• From 10$

folk CRM automates busy work, allowing service businesses to focus on growth. It integrates with various platforms, providing a centralized hub for leads and deals.

• Free Trial
• From 25$

ZipBooks provides intuitive accounting software featuring invoicing, expense management, and AI-driven intelligence to streamline bookkeeping and enhance business insights.

• Freemium
• From 15$

Field Force Tracker is an enterprise-grade field service management solution designed to automate job scheduling, customer management, and billing, supporting teams across 30+ countries. Its robust platform includes advanced mobile apps and features for workflow optimization, inventory control, reporting, and payments.

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