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?

FinDock - Payment Engine for Salesforce: Processing, Recovery, Reconciliation

Streamline payments in Salesforce for happier customers & smoother ops.

Overview

FinDock, the Salesforce-native payment engine for Processing, Recovery & Reconciliation. Automate recurring payments, donations & billing — creating delightful customer experiences and streamlining payment operations.

1 of 19

See How FinDock - Payment Engine for Salesforce: Processing, Recovery, Reconciliation Works

  • Customer Payment Happiness Give customers easy ways to pay and give your team instant visibility of every payment in Salesforce, so nothing falls through the cracks on either side

  • The Payment Engine for Salesforce Manage the full payment lifecycle, from processing to reconciliation, inside your Salesforce org, with a single source of truth across channels and systems.

  • Every transaction is an interaction Balance customer experience and operational control by keeping payment data in Salesforce, so teams can recover, reconcile and automate at scale.

  • Payment Processing Accept one-time and recurring payments online or offline, using your preferred PSPs, banks and payment methods, all managed in Salesforce.

  • Recurring revenue, simplified Automate subscriptions, memberships, instalments and direct debit schedules so revenue is predictable and finance can forecast and report with confidence.

  • Payment Recovery Identify failed or late payments and trigger automated recovery journeys, send secure PayLinks, retry, or offer alternative methods to recover more revenue with less manual chasing.

  • Payment Reconciliation Import bank and PSP files and match payments to Salesforce records with Guided Matching, close periods faster and keep a clean, auditable trail.

  • Multi-entity, multi-market support multiple currencies, countries and schemes (e.g., SEPA, Bacs, ACH) while keeping consistent processes, controls and reporting across your organisation.

  • Salesforce-native and secure ISO/IEC 27001:2022 certified, PCI DSS 4.0 Level-1 Service Provider (QSA assessed), GDPR compliant, and payer-facing payment pages independently audited to WCAG 2.1 AA. Built for regulated payment operations.

THE PAYMENT ENGINE FOR SALESFORCE FinDock connects payments to Salesforce so every team sees the full picture. Customers get easy ways to pay. Finance gets clean records. Operations stops chasing payments manually. Trusted by financial services organisations, insurers, nonprofits and commercial enterprises. Works with Salesforce ERP solutions including Certinia. WHAT IT DOES: - Accept one-time, recurring, and Direct Debit payments - Send payment requests and give customers a link to pay - Automatically follow up on missed or failed payments - Take payments by phone, QR code, online or in person - Match incoming bank payments to Salesforce records automatically PAYMENT PROVIDERS: Stripe, Adyen, Authorize.net, PayPal, Worldpay, GoCardless, Mollie, Buckaroo, Axerve, Checkout.com, Redsys, SmartDebit, FinDock (native direct debit), Tikkie, Vipps MobilePay, Swish, Saferpay, Paya HOW YOUR CUSTOMERS CAN PAY: Card, Direct Debit, bank transfer, Apple Pay, Google Pay, PayPal, mobile payment apps, and local payment methods across Europe, the US, and the Nordics. FinDock is built natively on Salesforce, ISO 27001 and PCI DSS 4.0 certified, GDPR compliant, and WCAG accessible.

Categories

Business Needs
Personalization
Payments Processing
Subscriptions
Industries
Horizontal Product
Financial Services
Nonprofit
Personas
Architect
Business Operations Manager
Service Agent / Supervisor
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.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
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.
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.
Accessible Solution
This company indicates that their solution meets certain accessibility standards. To learn more, review the Accessibility Conformance Report provided by the company. We don't independently audit a solution's accessibility.
View Report
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile
Accessible Solution

More from FinDock

  • FinDock: AI Agentforce Showcase
    by FinDock
    No Ratings
    Agentforce unlocks the full potential of integrated payment data within Salesforce. With payment and CRM data seamlessly connected, organizations can empower payment agents. Agentforce + FinDock bring more happiness to your employees and customers.
    FinancePayments Processing

  • Nuvei Payments for Salesforce
    by FinDock
    No Ratings
    Manage Nuvei payments across Salesforce clouds and the full payment lifecycle. Accept one-time and recurring payments, keep payment activity connected to customer records, recover failed payments, and simplify reconciliation.
    FinancePayments Processing