Salesforce is the leading cloud platform for managing prospect and customer information. It is the home of millions of organizations' customer lists, business opportunities, campaign information and much more. The Abacus integration lets customers tap into this source of data to provide more context to employee expenses, while maintaining consistency across their business platforms.
All expenses in Abacus are individually categorized, which allows us to tag each expense with multiple data points. These tags can then be used to create custom views and reports of company expenses. The integration makes it easy to keep customer and prospect tags in Abacus up-to-date and accurate. They can also be mapped to custom fields in your accounting software and directly synced from Abacus.
By integrating your Salesforce data into Abacus to tag expenses, you’ll be able to get more accurate reporting on: