About REDA Financials AI

REDA Financials AI is an AI-powered accounting ERP built on the Salesforce platform. It is a horizontal accounting platform — industry-agnostic by design, equally at home in trading, services, manufacturing, technology, or non-profit organisations — with AI, automations, and Salesforce’s CRM embedded in the same system your books run on. Whether your organisation already uses Salesforce or is adopting it for the first time, REDA Financials serves as your complete accounting system — covering the full financial lifecycle from General Ledger and Accounts Receivable to Tax Management, Fixed Assets, and Financial Reporting.

Whether you are a single-country business or a global enterprise operating across multiple countries, currencies, and legal entities — REDA Financials AI scales to your needs. AI is built into the accounting app itself — invoice scanning, bank-reconciliation matching and GL mapping all run inside REDA Financials, with their own usage tracking. It also works alongside REDA AI, the agentic AI platform, which is included in your subscription and installs as its own managed package alongside the accounting app — see the REDA AI documentation to set it up. Banking, payments, and reconciliation are powered by REDA Pay, handling both inbound and outbound payments, settlements, and bank statement reconciliation.

Who is REDA Financials AI for?

REDA Financials AI is built for businesses of any size — from single-country operations to global enterprises:

• Need a modern, cloud-based accounting ERP — whether or not they already use Salesforce
• Operate multiple legal entities across different countries
• Need multi-currency accounting with proper foreign-exchange handling
• Require compliance with international standards (IFRS, US GAAP, local tax laws)
• Want AI-powered automation for invoice processing, bank reconciliation, and GL mapping
• Need extensive API access and custom development capabilities to integrate with existing systems
• Want a unified platform where CRM, accounting, and AI work together without middleware

Typical users include Accounting Controllers who manage the chart of accounts and period closures, AR Specialists who handle invoicing and collections, AP Specialists who process purchase orders and vendor payments, Banking teams who reconcile bank statements, and CFOs / Finance Directors who review financial reports and dashboards.

What modules are included?

REDA Financials ships as a single managed package. All modules are included — there are no add-on charges per module. Here is what you get:

The REDA ecosystem

REDA Financials does not operate in isolation. It is part of a connected ecosystem of products that work together:

API & extensibility

Because REDA Financials is built on Salesforce, every object, field, and record is accessible through the full suite of Salesforce APIs:

• REST API — create, read, update, and query any accounting record programmatically
• SOAP API — enterprise-grade integration for legacy systems
• Bulk API — import or export millions of records (journal entries, invoices, transactions)
• Streaming API — real-time event notifications when accounting records change
• Configuration deployment API — move custom configurations across environments

Beyond APIs, the platform supports:

• Custom business logic — build custom logic that hooks into the posting engine, tax calculation, or any accounting workflow
• Custom interface components — build custom UI components that embed alongside REDA Financials screens
• Automated processes — automate accounting processes without code, using the platform's built-in automation tools
• AppExchange ecosystem — connect to thousands of pre-built integrations (payment gateways, e-invoicing providers, expense management, payroll)
• Configuration-driven extensibility — add custom accounting dimensions, form fields, and PDF columns without changing the installed package
• Extension packages — REDA supports a provider-agnostic extension architecture for e-invoicing (e.g. Sovos for LATAM) and bank feeds (e.g. Plaid)

Key design principles

Double-entry integrity

Every financial transaction in REDA Financials produces balanced debit-and-credit Accounting Transactions. These records are immutable — once posted, they cannot be edited or deleted by any user or permission set. All writes go through a single centralised Posting Engine. This ensures your books are always balanced and audit-ready.

Transparent edit and delete

Users can freely edit or delete posted documents (invoices, receipts, journal entries). When they do, the system automatically and invisibly generates the correct reversal entries in the background. The user experience is simple; the audit trail is complete. This behaviour is controlled per entity, so you can enable it for some subsidiaries and lock it for others.

Multi-entity, multi-currency, multi-ledger

Each legal entity has its own functional currency, its own set of default GL accounts, and its own accounting periods. Entities are grouped under Territories (e.g. “India”, “United States”). Each entity can have multiple ledgers (Transaction for day-to-day operations, Budget for planning). The currency architecture supports a three-tier model for orgs that operate in multiple currencies.

Compliance-first

REDA Financials is built with international accounting standards at its core:

• IFRS / IAS — IAS 7 (Cash Flow Statement), IAS 12 (Income Taxes), IAS 16 (Property, Plant & Equipment), IAS 36 (Impairment), IFRS 15 (Revenue Recognition foundations)
• US GAAP — ASC 360 (Asset Recognition), ASC 606 (Revenue Recognition foundations)
• SOX Controls — Field history tracking on critical fields (status, amounts, relationships) across all objects, segregation of duties enforcement via permission sets, and a complete audit trail via immutable Accounting Transactions
• Global Tax — VAT, GST, Sales Tax, Withholding Tax / TDS across 70+ country seed templates

Configuration-driven extensibility

Every source document (Sales Invoice, Purchase Invoice, Journal Entry, etc.) supports three configurable field lists:

• Dimension list — custom accounting dimensions (e.g. Property, Department, Cost Centre) that automatically flow through to Accounting Transactions
• On-screen field list — additional fields rendered on the New/Edit form without any code changes
• PDF column list — custom columns added to PDF documents by extension packages

This means your implementation partner can add client-specific fields and dimensions without changing the installed package.

Security model

REDA Financials uses Salesforce’s native security model exclusively. There are no external databases, no API calls to third-party systems for core accounting operations, and no data stored outside your org.

• 5 Permission Sets shipped with the package, covering Accounting Admin, Accounting Controller, Accounts Receivable, Accounts Payable, and Read Only roles
• Segregation of Duties enforced — the Accounts Payable and Accounts Receivable sets are separate write scopes, and posted Accounting Transactions are read-only to every set
• Field-Level Security respected everywhere — all database operations run in User Mode
• Accounting Transactions are read-only across all permission sets — no user can directly insert, update, or delete posted ledger entries

For more detail, see Permission Sets Overview.

Platform details

Licensing & plans

REDA Financials is available in two plans:

A free trial is available with full functionality and no credit card required. See Activating Your Licence Key for setup instructions.

For pricing details or to schedule a demo, contact the REDA sales team at sales@reda.one. For technical support, reach out to support@reda.one.

How REDA Financials AI compares

Teams evaluating REDA Financials usually weigh it against two kinds of alternatives: standalone accounting and ERP systems — such as NetSuite, Sage Intacct, QuickBooks, or Xero — that run outside Salesforce, and other accounting apps built natively on Salesforce. The comparison below is deliberately at the level of architecture, not a feature-by-feature scorecard: every product’s exact capabilities and pricing change over time, so confirm specifics with each vendor. What doesn’t change is where the software lives — and that is REDA Financials’ core difference.

Next steps

Where to go next

1. Why Salesforce-Native Accounting — the platform advantage explained.
2. Key Concepts & Terminology — the vocabulary the rest of this KB builds on.
3. Compliance & Standards — the standards REDA is built to meet.
4. Your Setup Roadmap — the whole implementation journey in order.
5. Installation & Upgrades — how to get the package into your org.

Frequently asked questions