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Finblick – Salesforce Accounting, Quote and E-Invoice Management

Automate and manage e-invoices, quotes, financial documents in Salesforce.

Overview

Finblick automates accounting for Salesforce, streamlines e-invoicing, quoting and financial documents, and offers Salesforce accounting integration with tax apps like DATEV. Supports multi-entity, multi-currency, and tax rules.

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See How Finblick – Salesforce Accounting, Quote and E-Invoice Management Works

  • Quote, Order, Invoice & Credit Note Management Manage the full document lifecycle in Salesforce and streamline accounting in Salesforce from quotes through invoices and credit notes.

  • Customizable Financial Documents Design and automate branded financial documents with a flexible invoice management app supporting invoices, quotes, and credit notes.

  • Multi-Entity & Multi-Currency Support Operate globally with Salesforce accounting software supporting multi-entity, multi-currency, and multi-organization setups.

  • Tax Rules & Cost Center Automation Ensure compliant financial workflows with Salesforce for accounting, including automated VAT rules and cost center allocation.

  • Real-Time Invoice Tracking Track invoice status, payments, and outstanding balances in real time with Salesforce invoices visibility.

  • Automated Invoicing Workflows Automate invoice creation, sending, and processing in Salesforce using Salesforce invoicing workflows.

  • Invoice Creation & Management Create and manage invoices directly in Salesforce with full lifecycle control using invoice Salesforce functionality.

  • End-to-End Invoice Processing Handle complete document flows including invoices, credit notes, and corrections with invoices for Salesforce.

  • Payment & Billing Operations Support billing operations with SEPA Direct Debit, bank integration, and DATEV sync using Salesforce payment processing workflow.

TRANSFORM SALESFORCE INTO A POWERFUL FINANCIAL HUB Bridging the gap between sales and finance is vital for growth. Finblick is a comprehensive, native accounting and invoice management solution that makes your CRM the single source of truth. By eliminating manual data entry and disjointed systems, we help you accelerate cash flow and ensure compliance. END-TO-END FINANCIAL AUTOMATION: Manage complex financial operations without ever leaving Salesforce. QUOTE-TO-CASH: Automate and dispatch customized quotes, orders, invoices, and credit notes. ENTERPRISE SCALABILITY: Seamlessly manage multi-entity and multi-currency setups within a single org. E-INVOICING & SELF-BILLING: Stay compliant with modern e-invoicing standards and automate partner self-billing. BANKING & PAYMENTS: Sync bank accounts to your CRM and effortlessly collect payments via SEPA direct debit. TAX & DATEV INTEGRATION: Automate tax rules, cost center management, and transfer data flawlessly to DATEV. Ready to streamline your financial operations? Start your free trial today, or reach out to our billing experts to discover how Finblick can be customized to fit your needs.

Categories

Business Needs
Finance
Accounting
Industries
Horizontal Product
Personas
Business Operations Manager
Business User
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Lightning App Builder
Salesforce Mobile

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