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Salesforce-Native ERP Finance

Finance Management Built for Real-Time Business Decisions

Built on Axolt's Salesforce ERP platform, finance operations connect purchasing, inventory, production, billing, receivables, payables, and reporting inside one real-time Salesforce-native system.

Connected Finance Workflow

Live

Sales & Operations

Transactions update finance in real time through connected manufacturing finance workflows.

Live

Ledger & Reporting

Automated financial visibility and audit trails.

Synced

Cash Flow & Forecasts

Connected planning across purchasing, inventory, and sales.

Ready

Compliance & Close

Faster close with fewer manual reconciliations.

Controlled
Automate Financial Workflows
Improve Cash Flow Visibility
Accelerate Month-End Close
Scale Without Complexity

Axolt Finance connects accounting, operations, purchasing, inventory, and forecasting in one real-time Salesforce-native platform.

The problem

Finance Should Drive Decisions, Not Create Delays

Most finance teams lose time reconciling disconnected systems, chasing approvals, updating spreadsheets, and fixing reporting inconsistencies.

Where time goes today

Common Finance Bottlenecks

Reconciling disconnected systems

Chasing invoices and approvals

Updating spreadsheets manually

Fixing reporting inconsistencies

Managing delayed operational visibility

One connected platform

What Axolt Connects

Sales

Inventory

Purchasing

Manufacturing

Logistics and operations

Axolt delivers end-to-end financial operations fully native to Salesforce, helping your business make faster, more accurate decisions with real-time financial data.

Financial operations

One Connected Financial Platform on Salesforce

01

Real-Time Financial Visibility

Live dashboards and financial reporting connected directly to operational activity.

What you see
Revenue and profitability
AR and collections
AP and outgoing cash flow
Budget vs actual performance
02

OCR-Based Vendor Bill Capture

Capture vendor invoices automatically and convert them into structured financial records.

What changes
Faster invoice processing
Reduced manual entry errors
Axo AI on Agentforce

AI That Helps Finance Teams Operate Faster and Smarter

Predict overdue payments
Forecast cash flow risks
Recommend procurement timing
Features

Every Finance Workflow, Connected in Salesforce

From invoicing and payments to tax, reconciliation and the general ledger, each module works from the same live operational data.

01 · Customer & Supplier Invoices

Create and Track Invoices Seamlessly

Generate customer invoices from sales orders and supplier invoices from purchase orders. Post documents instantly and maintain complete financial history.

Sales & PO-based invoice creation
Real-time financial updates
Full transaction traceability
Customer and Supplier Invoices.
02 · Accounts Receivable

Control and Track Incoming Payments

Automate entries, track outstanding balances, and manage partial or advance payments for improved cash flow.

Auto transaction posting
Outstanding tracking through connected accounts receivable workflows
Partial & pre-payment support
Explore module
Accounts Receivable
03 · Payments

Flexible Payment Processing Across Channels

Accept multiple payment methods and integrate with gateways like PayPal and Authorize.net.

Multiple payment methods
Gateway integrations
Pre-payment handling
Payments
04 · Invoice Generation

Structured and Accurate Invoice Creation

Formalize transactions and maintain detailed financial records for tracking and compliance.

Structured invoice records
Compliance-ready documentation
Improved financial tracking
Generation of invoices
05 · Purchase Orders

Manage Procurement with Full Control

Issue POs with defined pricing, quantities, and supplier terms through connected procurement operations inside Salesforce.

Supplier agreements
Accurate order tracking
Legal purchase documentation
Explore module
Purchase orders
06 · Accounts Payable

Streamline Vendor Payments and Tracking

Automate AP workflows and manage supplier payments with full visibility.

Payment automation
Vendor tracking and approvals through connected accounts payable workflows
Flexible payment handling
Explore module
Accounts payable
07 · Expense Management

Simplify Expenses and Employee Payments

Manage employee expenses in one system with faster approvals and payments.

Unified expense tracking
Faster approvals
Improved payment efficiency
Expense management
08 · Tax Management

Automate Tax Tracking and Reconciliation

Capture and reconcile taxes automatically to simplify compliance and reporting.

Tax automation
Input/output reconciliation
Faster financial closure
Tax receipts
09 · Bank Reconciliation

Ensure Financial Accuracy Across Systems

Compare bank statements with system records and resolve discrepancies quickly.

Automated matching
Error detection
Accurate financial records supported by automated bank reconciliation
Explore module
bank-reconciliation
10 · General Ledger

Complete Financial Overview in One Place

Track accounts, transactions, and financial performance with full visibility.

Account-level insights
Financial compliance
Growth visibility
General Ledger
Connected business

Finance Connected Across the Entire Operation

Sales

Revenue and invoicing.

Inventory

Connected inventory management for valuation, costing, warehouse visibility, and stock movement tracking.

Purchasing

Integrated procure-to-pay workflows connecting purchasing, approvals, supplier invoices, and payments.

Compliance

Audit readiness.

See it live

Want to see this inside Salesforce?

Axolt connects inventory, orders, purchasing, finance, shipping, and service on one Salesforce-native ERP platform.