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?

Payology Consulting - Payment Processing, Accounts Receivable and Payable

Digital Transformation for Payment Processing, A/R, and A/P

Salesforce Consultants
No Ratings

Description

Payology Consulting is a boutique consulting firm and financial software shop specializing in payments and financial operations. When it comes to financial operations, organizations need solutions to fix disjointed workflows, unify disconnected data, and relieve their teams of tedious, repetitive tasks. Payology Consulting provides our clients with white-glove customer service and a highly skilled team that will find solutions to streamline your financial operations, unify all data into Salesforce, automate workflows, increase employee retention, and reduce costs. Our team boasts expertise in business analysis, Salesforce development, and implementation & adoption, offering a deeper understanding of Salesforce, finances, payment processing, and business analysis.

Highlights

AREAS OF EXPERTISE ➔ Payments ➔ Banking ➔ Accounts Receivable ➔ Accounts Payable

OUR SERVICES ➔ Strategic Consulting & Execution ➔ Business Analysis ➔ Implementation ➔ General Admin Services ➔ Development ➔ Best Practices ➔ Change Management ➔ Data Loading ➔ Security Review ➔ Reporting/Analytics

INDUSTRIES WE SERVE ➔ Nonprofit ➔ Education ➔ Self-Directed IRA Custodians ➔ Property Management / Real Estate ➔ Insurance ➔ Field Services

Provider Details

Check21.com LLC
Fort Lauderdale, FL 33021
Founded
2009
Phone
866-989-2432

Check21.com is a financial technology company focused on delivering cloud based payment processing and document management solutions. Specifically, clients may utilize our native Salesforce applications to scan checks and/or remittance advice using check scanners, capture checks using a mobile device, debit or credit customers utilizing ACH (direct client-to-bank connection - no middle man), or scan, parse and edit documents using any Twain/WAI compatible scanner.

Languages

Supported Languages

English • Portuguese • Spanish

More From This Provider

by Check21.com LLC
Docusplit allows you to scan or import, then split PDF/image files natively within Salesforce and apply them to records. Edit, annotate and save a page or group of pages to records. Get all the benefits of a PDF editor and more in a native application!

by Check21.com LLC
Scan checks directly into Salesforce, apply them to any records you choose, and transmit them to your banking institution for deposit. Flexible configuration to support all business requirements.

by Check21.com LLC
No Ratings
Check Verification offers multiple methods of verifying account validity and check-writing history directly within Salesforce. Choose between ATM/NCN Verification and ForeWarn - or use them in combination to further mitigate your risk of returns.

by Check21.com LLC
Mobile Check Capture allows Salesforce field agents and/or end-users to snap photos of checks to be instantly uploaded to Salesforce, applied to receivables records, and transmitted to a client's financial institution for deposit.