{"id":1262,"date":"2018-11-06T16:14:37","date_gmt":"2018-11-06T21:14:37","guid":{"rendered":"https:\/\/blog2wrkdev.wpenginepowered.com\/afa-salesforce-automation\/"},"modified":"2026-09-29T06:46:22","modified_gmt":"2026-09-29T10:46:22","slug":"afa-salesforce-automation","status":"publish","type":"post","link":"https:\/\/blog2workato.wpengine.com\/afa-salesforce-automation\/","title":{"rendered":"How the Air Force Association Uses Workato to Provide Real-Time Financial Reports to the Board"},"content":{"rendered":"\nThe Air Force Association<\/a> (AFA) is an independent nonprofit that provides career, financial, health, legal, and other services to over 120,000 current and former USAF members in 49 states. The organization also works to educate the public on aerospace\u2019s role in a strong national defense.\n\nThe Board of Directors for the AFA were frustrated with the limited visibility they had into the organization\u2019s finances\u2014they wanted to know where millions of dollars were coming from and how it was being used to benefit their members. Trying to provide this information was a real pain point for the organization, because financial reports took over a month to compile. The Board of Directors wanted to know why it took over a month to get up to date financials, and the AFA wanted to update their technology and processes to address this issue.\n\n\"\"\n

Transitioning to a Cloud-Based Strategy Reveals a Need for Automation<\/h2>\nTo help modernize its operations and solve their reporting problem, AFA first replaced their older technology with cloud-based apps. These apps include Fonteva Membership\u2014which is built on Salesforce<\/a>\u2014for member services and Sage Intacct<\/a> for accounting.\n\nAlthough switching to cloud-based solutions was a step in the right direction, it didn\u2019t fully solve the reporting problem. Financial data now lives in two separate apps, and it had to be reconciled and synced before the accounting team could generate an accurate report.\n\nMoving the data manually was a daunting prospect. Because of the sheer volume of records and the overall complexity of AFA\u2019s accounting, it would take too much effort and would be too error-prone. The team needed a better approach\u2014one that could speed up the reporting process and eliminate manual data entry.\n

Connecting Salesforce and Intacct with Intelligent Automation<\/h2>\nWhen AFA teamed up with Venn Technology<\/a> to find a solution, they recommended using Workato<\/a> to help AFA integrate its new cloud apps and automate the process of reconciling financial data.\n\n\"\"\n\nWith Workato, transactions are now seamlessly synced between Salesforce and Intacct on a nightly basis. These transactions are also automatically assigned the correct code in Intacct\u2019s general ledger, properly segmented, and associated with the right account. Errors are automatically flagged and reported for easy follow-up. As Venn Technology puts it, the AFA is now cruising on auto-pilot!\n

1 Million+ Records, $MMs Processed, 451 Batch Entries to GL in 5 Months and Zero Manual Operations<\/h2>\nSalesforce automation and integration have drastically simplified AFA\u2019s accounting operations. The month-end close, for example, has been shortened by ten days. That\u2019s a huge savings, both in terms of efficiency and in terms of staff hours. Over the past five months, in fact, AFA has automatically synced and reconciled over one million records in 451 batches, thanks to Salesforce automation!\n\nAdditionally, data is now always accurate and up-to-date; the organization\u2019s leadership, which used to wait up to a month for financial reports, can see accurate data right away\u2014with zero manual operations. As AFA\u2019s CFO, Joseph Stangl, puts it: \u201cNow we have up-to-date numbers every day. When the finance team walks into work, they can get the numbers while still drinking their first cup of coffee!\u201d\n

Want to learn more about how Workato empowers Salesforce users to automate their work? <\/i>Download our free Salesforce automation ebook ><\/i>\n<\/a><\/h3>\n","protected":false},"excerpt":{"rendered":"

The Air Force Association (AFA) is an independent nonprofit that provides career, financial, health, legal, and other services to over 120,000 current and former USAF members in 49 states. The organization also works to educate the public on aerospace\u2019s role in a strong national defense. The Board of Directors for the AFA were frustrated with […]<\/p>\n","protected":false},"author":15,"featured_media":11928,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[31,34],"tags":[],"class_list":["post-1262","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-automation-integration","category-customer-stories"],"acf":[],"yoast_head":"\nSalesforce Automation: How the AFA Uses Workato for Easier Financial Reporting<\/title>\n<meta name=\"description\" content=\"Here's how AFA, a national nonprofit, uses Salesforce automation to streamline their financial reporting and improve visibility.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog2workato.wpengine.com\/afa-salesforce-automation\/\" \/>\n<meta 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