- Partnership brings cloud-native automation, Salesforce integration, and real-time reporting to strengthen SCVO’s finance function
The Scottish Council for Voluntary Organisations (SCVO), the national membership body representing over 3,800 voluntary sector organisations in Scotland, has partnered with cloud accounting software leader AccountsIQ, to modernise its finance operations and drive efficiency.
SCVO needed to replace its legacy, server-based finance system, which was costly to maintain and relied heavily on manual processes across sales, purchase ledgers, banking, and reporting. With Salesforce already embedded as SCVO’s CRM system, it was critical to implement a financial management platform with proven integration, flexibility, and ease of use.
AccountsIQ was selected for its cloud-native architecture, intuitive interface, and seamless Salesforce integration as well as smart automation features and data-driven reporting capabilities. The onboarding process included bespoke support to configure general ledger and reporting structures tailored to SCVO’s needs.
Since implementation, the platform has automated repetitive workflows, eliminating time-consuming manual data entry and freeing the finance team to focus on higher-value tasks. Bank reconciliations have been streamlined through automated feeds, significantly reducing errors. Integration with Excel also enables fast, accurate, real-time reporting, giving the finance team instant visibility across the organisation.
Martin McComb, Head of Finance at SCVO, said: “AccountsIQ stood out because of its intuitive platform and proven history of Salesforce integration. The onboarding process was smooth and efficient, and we now have far greater automation across our finance function. It has saved us significant time, reduced errors, and allowed our team to focus on strategic, value-added work. I would absolutely recommend AccountsIQ to any organisation looking for a scalable, cloud-based solution.”
The system is agile and continues to evolve alongside SCVO’s operational requirements, ensuring that the finance function remains efficient and future-ready. The result is a single, integrated finance ecosystem where reports can be generated in seconds, routine processes are automated and the finance team can concentrate on analysis and strategic priorities rather than administrative tasks.
Darren Cran, CEO at AccountsIQ, added: “We’re proud to be supporting SCVO in its mission to champion Scotland’s voluntary sector. By integrating seamlessly with Salesforce and automating critical finance processes, AccountsIQ is enabling SCVO’s finance team to save time, improve accuracy and focus on what really matters – supporting members and driving social impact.”