Sales & Order Management with Accounting

Xaccounting’s Sales & Order Management solution is fully integrated with Salesforce, enabling seamless management of opportunities, sales orders, and product inventory. With end-to-end financial oversight, Xaccounting automates the entire sales process—from quoting and invoicing to managing sales tax and product fulfillment—ensuring accuracy and efficiency in every transaction.

Key Accounting Features

Sales Opportunity Integration

Sync Salesforce opportunities directly with Xaccounting to automatically generate sales orders and manage the sales cycle end-to-end.

Product & Inventory Management

Track products, manage inventory levels, and ensure accurate product costing and availability within the sales process.

Sales & Use Tax Automation

Automate sales tax and use tax calculations based on customer locations, ensuring compliance across multiple jurisdictions.

Order Invoicing & Billing

Generate invoices automatically based on sales orders and sync payments with financial records for real-time tracking.

Comprehensive Reporting

Customize financial and sales performance reports to track order history, product sales, and revenue across customers, products, or regions.

This solution leverages Salesforce’s CRM capabilities while adding robust accounting and financial management features for complete control over the sales and order lifecycle.

Success Stories

I can't say enough about the software and the Law Accounting team. The software is fantastic. Fully customizable, robust and powerful. As good as the software is, the Law Accounting team is even better. They are incredibly responsive, creative, honest, pleasant and personable, highly competent and infintely patient as they worked with us to implement their software. They consistently underpromised and overdelivered. Anything less than a flawless implementation is unacceptable to this wonderful team. Thank you Law Accounting!!!!

Brian Belt CEO, Acevedo Law

Switching to LawAccounting on the Salesforce platform transformed our accounting processes. The streamlined workflows and automations have significantly reduced staff time and costs. The support is excellent, and the platform is intuitive. Highly recommend LawAccounting to anyone looking for a reliable accounting solution.

Jessica Hall CFO, WhLaw

I would absolutely recommend this app! We came from Accounting Seed program, used it for 7 years and were never as happy as we are now. This app is amazingly easy to use, all automated and is very much simple. No more "posting and unposting transactions" 🙂

Anna Shapiro CEO, Shaprio LawFirm

Law Accounting is an app with a lot of potential. We implemented Law Accounting as our Accounting software and as with any new software, we ran into some issues. However, the Law Accounting team has been very helpful and patient in assisting our firm in fixing and smoothing out the product for our purposes. We'd like to continue our relationship with them as we grow our firm and as they continue to improve Law Accounting to its full potential.

Michael Garcia CFO, Greenberg Hamid LawFirm

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