Oval
Agentforce Accounting Agent Actions
By Audit9 - Salesforce AI + Data
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From £10 per user per month
- Listed since
- 2025
About Oval
Improve Efficiency and Accuracy with Accounting Agents
Accounting Agents can help improve the efficiency and accuracy of your Salesforce Accounting processes.
Automate repetitive Accounting tasks. For example, convert a Salesforce CRM Opportunity to a Sales Invoice, generate an invoice PDF and send to a Contact via Email.
Agentforce + Oval Accounting Benefits :
+ Automate the conversion of CRM records to financial transactions. + Improved efficiency of financial document generation (Sales Invoice PDF) and sending documents to Contacts.
Highlights
- ACCOUNTING AGENTS + Agents can convert a Salesforce CRM record (Opportunity) to a Sales Invoice. + Agents can generate Documents (Sales Invoice PDF). + Agents can send Documents to a Contact via email.
- FUTURE USE CASES + Streamlined categorisation (mapping) of CRM data to Accounting entities. + Bank reconciliation. + Tax calculation.
Screenshots
Pricing
Paid, from £10 per user per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Launch Pricing | £10 per user | Monthly | 5 days |
Launch pricing offers early adopters access to the initial set of Agent Actions at a reduced cost. As the Accounting Agent concept and capabilities evolve, pricing will update for new customers to reflect the additional value.
The publisher offers discounts.
Compatibility
- Requires
- Einstein 1
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce security review
- Passed on February 14, 2025
- Industries
- Horizontal Product
- Financial Services
- High Tech
- Languages
- English