Case Study: Harmoney achieves real-time 360° business insights and scalable cloud accounting with FinancialForce

Harmoney - Customer Case Study

Harmoney, New Zealand’s first licensed peer-to-peer lending platform, needed mission‑critical financial applications that could scale with rapid growth. Their legacy accounting system (Xero) forced manual consolidation across entities and risked siloed, out-of-date information, so Harmoney chose FinancialForce—deploying FinancialForce Accounting on the Salesforce1 platform integrated with Salesforce CRM—to unify core apps on one cloud.

FinancialForce implemented FinancialForce Accounting on the Salesforce platform, delivering a single cloud solution that eliminated manual consolidation, gave Harmoney a real‑time 360° view via dashboards and reporting, and reduced costs and the need to grow headcount as the business scaled. The integration with Salesforce CRM improved cross‑team collaboration and decision speed, provided timely stakeholder reporting and data confidence, and enabled Harmoney to analyze customer drivers and adjust performance in real time.

Harmoney

Simon Ward

CFO, Harmoney