AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

millio | Truly native Salesforce banking.

Your online banking directly in Salesforce.

Overview

millio is a Salesforce online banking app that allows you to monitor all your bank accounts, log transactions, trigger money transfers or direct debits and analyze finances with reports - directly in Salesforce! Works with German and Austrian banks.

1 of 12

See How millio | Truly native Salesforce banking. Works

  • AUTOMATED PAYMENT MATCHING millio gives you a complete overview of all incoming and outgoing transactions from your bank accounts directly in your Salesforce org. Filter transactions after the parameters you choose and match them to specific records.

  • MONEY TRANSFERS & DIRECT DEBITS With millio, you can trigger money transfers and direct debits in Salesforce. Create them one by one - or completely automated. And submit all your transactions to your bank via click.

  • MULTIBANKING & CONTROL Add transparency to your cash flow by managing multiple bank accounts simultaneously with one single interface. Profit also from all Salesforce reporting tools - filter your cash flows, aggregate and analyze your transactions.

WHY MILLIO? millio is the first full-featured app for your online business banking in Salesforce. millio integrates all your bank accounts from Germany and Austria into your Salesforce interface, from which you can take a variety of actions. Because millio is Salesforce-native, its usage is intuitive. You benefit by integrating your banking activities easily into your Salesforce interface. With millio, you can monitor all your accounts, log transactions to Salesforce records, initiate money transfers and debits directly from Salesforce records and statistically analyze your account activity with the native reporting tools. YOU USE SALESFORCE BILLING? Then you should definitely take a closer look at our app, because millio is the perfect complement to organize all billing and payment processes in Salesforce - from invoicing to incoming payments. To start your 30 day FREE TRIAL click “Get it Now” in the top right corner. If you need any help to set millio up, just contact us and we will help you FOR FREE! You need any kind of further information? Visit our website 𝘄𝘄𝘄.𝗺𝗶𝗹𝗹𝗶𝗼.𝗰𝗼𝗺 or feel free to get in touch with us by contacting info@millio.com.

Categories

Business Needs
Finance
Accounting
Payments Processing
Personas
Administrator
Business Operations Manager
Consultant
Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Lightning Ready
Editable Code
Multiple Currencies
Person Accounts
Salesforce Shield

More from cloudworx GmbH

  • EasyFlow Projects | Salesforce-native project management
    by cloudworx GmbH
    No Ratings
    EasyFlow Projekte offers you a simple yet comprehensive standard process for your project management in Salesforce. And it's 100% native. This way, you can easily automate your project operations. Your bonus: free implementation! ~ Made in Germany
    Project Management

  • REEDR | AI document recognition.
    by cloudworx GmbH
    REEDR is your AI-based OCR assistant for automated text recognition and smart extraction of structured data from any document like invoices, identity documents, car licenses and many more. REEDR can act on the basis of AI or rules.
    ProductivityDocument Management

  • out.bounz | Outbound email automation.
    by cloudworx GmbH
    ✔️ Translate email messages with one click (DeepL integration) ✔️ Send emails to standard & custom objects ✔️ Create flexible & customised email templates ✔️ Optimise emails based on real-time data ✔️ Send transactional or (semi)automated emails
    ProductivityEmail & Calendar Sync

  • integraid | Easy no-code API integrations.
    by cloudworx GmbH
    No Ratings
    integraid is your tool for easy, fast and secure API integrations in Salesforce for your chosen apps, platforms and systems. Performable on your own, even without coding expertise - directly in Salesforce!
    Integration

  • in.bounz | Inbound email automation.
    by cloudworx GmbH
    ✔ Works with Outlook and every IMAP-supported mail provider (Gmail, ...) ✔ Store emails contextually in Salesforce ✔ Create automated tasks from emails ✔ Seamless history of relevant emails ✔ Upload files & store them in objects ✔ 100% customizable
    Productivity

  • cloudworx GmbH | Your entire value chain in just one system.
    by cloudworx GmbH
    We are process optimizers. We are IT specialists. We are certified Salesforce Partner. In short: we are cloudworx - your agency for digital process design and optimization. For much more than just your sales processes. Headquartered in Munich, Germany.

  • EasyFlow Invoices | Salesforce-native invoice management
    by cloudworx GmbH
    EasyFlow Invoices offers you a simple but comprehensive standard process for your accounting in Salesforce. And it's 100% native. This allows you to easily automate your accounting. Your bonus: free implementation!
    Accounting

  • DeepL for Salesforce | AI text translation and improvement.
    by cloudworx GmbH
    No Ratings
    Break down language barriers with DeepL for Salesforce. 🌍 Enhanced global communication 🌍 Easier customer support 🌍 Reduced workload ✨ Now with DeepL Write support for more polished business communications directly in Salesforce.
    CollaborationTranslation

  • XRSF | Create and read e-invoices.
    by cloudworx GmbH
    No Ratings
    Create, send and receive digital invoices directly from your CRM – easy, quick and sustainable. ✔️ Reduction of manual effort ✔️ Compliance with German e-invoicing regulations ✔️ Directly in Salesforce ✔️ Unlimited Users