Accounting
The accounting area, under Accounting in the sidebar, brings figures from your finance system into the CRM so the people talking to customers can see the commercial reality of the relationship: what has been invoiced, what is outstanding, what a customer is actually worth.
It is not a bookkeeping system, and it is not trying to be. Your accounting system remains where the books are kept and where an accountant works. Nothing here replaces it, and figures shown are a reflection of it rather than a second set of records.
This matters because it decides where to fix things. A wrong amount is fixed in the accounting system and flows back; correcting it in the CRM would only create disagreement between the two.
What it is genuinely useful for is the conversation before a renewal or a chase. An account manager who can see that a customer has two overdue invoices and a falling spend goes into that meeting properly prepared, and none of that is visible from the CRM records alone.
Without a connected accounting system, this area has little to show. See "Connect an accounting system".
Related areas: invoices for the billing documents themselves, and the liquidity forecast for what the money means for cash coming in.
In this section
Connect an accounting system
Connect your accounting system once, for the whole company
How the accounting sync behaves
What syncs, in which direction, how often, and which system wins a disagreement
Match accounting-system salespeople to DealJourney users
Link the person your finance system holds as responsible for a customer to the DealJourney user who is the same human
Income statement, balance sheet and trends
Your figures from the accounting system, read inside the CRM