Oval logo

Oval

Accounting for Salesforce

By Audit9 - Salesforce AI + DataAccounting

Rating
Not rated yet
Reviews
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Pricing
Paid
From £20 per user per month
Listed since
2020

About Oval

Native, scalable and secure Accounting designed for Salesforce

Oval Accounting is a lightweight and flexible accounting solution designed for the Salesforce platform.

Available now on the Salesforce AgentExchange; improve efficiency and accuracy with AI-powered Agentforce Accounting Agent Actions.

Oval provides an accounting engine which is optimised for customisation by Salesforce point-and-click tools, to align with your requirements, and for integration use cases such as the conversion of CRM records to coded journals for ERP.

At the core Oval is a robust, unified ledger accounting engine based on double-entry bookkeeping principles with advanced multi-* features.

Key features:

  • Standards-based APIs & Platform Actions
  • Multi-* Entity, Currency & Dimensional Accounting
  • Accounting Journals
  • Financial Transactions
  • Financial Year & Period Close
  • Tax Rules & Tax Reporting
  • Bank Reconciliation (Bank Rules)
  • Revenue Recognition
  • Real-time Reporting (Financial 360) for Customers & Suppliers

Highlights

  • SALESFORCE ACCOUNTING ENGINE Unified Ledger, robust accounting engine based on double-entry bookkeeping principles. Multiple entity (e.g. corporate structures), multiple currency (per-entity) and multi-dimensional (e.g. projects, strategic) accounting.
  • SEAMLESS INTEGRATION Built for customisation and extension using the point-and-click configuration tools provided by Salesforce. Standards-based APIs and Platform Actions are provided for data integrations.
  • DESIGNED FOR SALESFORCE Designed to blend with existing Salesforce features to ensure a seamless user experience. 100% native, scalable and secure; data never leaves the Salesforce instance. Architected by a Salesforce Certified Technical Architect/CTA.
  • REAL-TIME REPORTING Measure performance and track exceptions in real-time and project the impact of changing business conditions. Oval implements a dynamic calculation model which ensures that balances and financial measures are accurate in the moment.
  • SPRING '25 HIGHLIGHTS ✔ Agentforce Accounting Agent Actions.

Screenshots and videos

Accounting for Salesforce

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Accounting for Salesforce

Pricing

Paid, from £20 per user per month.

Oval plans
PlanPriceBilled
Standard Pricing£20 per userMonthly

Pricing is calculated by licensed User; a minimum limit may apply. Volume discounts and bundle pricing is available. Standard User pricing starts at £20 per user per month (USD and EUR pricing available). Non-profit pricing available (Pledge1%).

The publisher offers discounts.

Compatibility

Works with
  • Sales Cloud
  • Service Cloud
  • Platform Cloud
Requires
  • Sales Cloud
Salesforce editions
  • Essentials
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Supported
Salesforce security review
Passed on September 1, 2021
Industries
  • Horizontal Product
  • High Tech
  • Professional Services
Languages
  • English

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