Case Study: Blue Shield of California Foundation achieves automated accounting and faster pay cycles with FinancialForce Accounting

Blue Shield of California Foundation - Customer Case Study

Blue Shield of California Foundation, a San Francisco–based not‑for‑profit health plan, was experiencing rapid growth and found QuickBooks unable to keep up—lacking CRM integration, real-time financials, and system integration, with spreadsheet overload, slow pay cycles and single points of failure. To modernize accounting and workflows they deployed FinancialForce Accounting.

FinancialForce implemented a cloud accounting solution on the Force.com platform, consolidating systems into a single data source with automated workflows, Salesforce-driven approvals and real‑time dashboards. FinancialForce’s solution reduced errors, sped up the pay cycle and soft close (accounts payable is now completed at least one day earlier), simplified audits, and freed teams to spend less time on transactions and more on strategic analysis.

Blue Shield of California Foundation

Scott Travasos

CFO