Transform

At Lincoln Financial Group, we help you transform your finance organization with comprehensive functionality—from core accounting to global financial management. Our services have a single focus:  providing you with amazing financial management and accounting applications that can adapt to your existing organization infrastructure and integrate well with the other key applications you use to run your organization—giving you the freedom to choose and deploy the best applications for each of your departments.

We can have your outsourced processes up and running in just a few days or weeks, for unmatched time-to-value. Unlike traditional financial software that you install and run on your servers, our services are cloud computing based. So you pay as you go, only for what we need to manage your outsourced operations. No need to purchase or install hardware or software. And on your behalf, we can take advantage of robust migration tools, and an extensive library of pre-built, best practices templates, reports, and workflows. As your organization grows, we can easily adapt our services to match the unique needs of your business—now and into the future.

Expect that and more! We can provide you with deep insights into the health of your organization right now—or whenever you need—using real-time, role-based dashboards and rich reporting and analysis. We can set up secure role-based access to our cloud-based applications, reports, and dashboards for all of your stakeholders, wherever they may be—remote offices, traveling, at home. Plus complete audit trails ensure we and you always know who did what and when.

Save time and money by letting us take the risks and make the investments in technology and infrastructure for you, while you get world-class software, regular updates, security, on-demand scalability, manageability, and much more—all included in our agreed to service. You pay only for what you need, and only when you need it. There’s no hardware to purchase, no software to install. And you can view real-time reports and Dashboards right from your PC, Mac, iPad, or Android tablet. All you need is an Internet connection to collaborate in real time and view custom Dashboards we custom designed for your specific business needs.

There inevitably comes a time to evaluate whether your application is still meeting your needs. Outgrowing your system is a milestone you should celebrate—it means you’ve achieved the level of success and scale in your business where you’re ready to graduate to a professional, full featured financial management system.

Salesforce CRM provides your sales and executive teams with anytime, anywhere access to lead and opportunity information and gives you visibility into your entire sales pipeline. But once your sales people close an opportunity, Salesforce CRM stops. That’s where we take over as the order moves to your finance department to be booked, invoiced, shipped, collected and turned into cash, revenue and commissions. If you’re already using Salesforce—the most popular cloud-based CRM system—we can easily connect Salesforce with our software solutions, which happen to be the most popular financial application on the Salesforce AppExchange.