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millio | Truly native Salesforce banking.

Your online banking directly in Salesforce.

€140   EUR/user/month

Discounts available for nonprofits

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Business Need
Finance
Accounting
Payments Processing
Requires
Platform Cloud

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MVP
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Top Reviewer
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Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
5
Lifetime average
Showing 8 of 8 Reviews
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Millio macht die Automatisierung im Rechnungsprozess komplett

Als Ergänzung zu EasyFlow und den weiteren Cloudworx-Apps rundet Millio das Gesamtpaket für uns perfekt ab. Erst durch das Zusammenspiel der Lösungen wird es möglich, den Eingangs- und Ausgangsrechnungsprozess in Salesforce fast vollständig zu automatisieren. Die Tools greifen sinnvoll ineinander und schaffen eine durchgängige, effiziente Prozesslandschaft. Dadurch reduzieren sich manuelle Schritte deutlich, was nicht nur Zeit spart, sondern auch Fehlerquellen minimiert.

Hervorragende Integration und Unterstützung: Millio und cloudworx GmbH überzeugen auf ganzer Linie

Wir haben Millio eingeführt und es hat alles perfekt geklappt. Die Integration verlief reibungslos und wir erhielten großartige Unterstützung von Anfang bis Ende. Besonders hervorheben möchten wir die umfassende Betreuung durch das Team von cloudworx GmbH, das uns bei jedem Schritt zur Seite stand und alle unsere Fragen kompetent beantwortete. Millio hat sich als sensationelle Lösung erwiesen, um den Zahlungsverkehr in Salesforce zu integrieren. Die Benutzerfreundlichkeit und die nahtlose Integration haben unsere Arbeitsprozesse erheblich verbessert und uns viel Zeit gespart. Wir sind beeindruckt von der Leistungsfähigkeit und Zuverlässigkeit dieser Lösung und können sie uneingeschränkt weiterempfehlen. Ein besonderer Dank gilt unserem Betreuer Daniel, der nicht nur äußerst kompetent, sondern auch sympathisch und hilfsbereit ist. Seine Unterstützung und sein Fachwissen haben maßgeblich zum Erfolg der Implementierung beigetragen. Wir fühlen uns bei cloudworx GmbH in besten Händen und freuen uns auf die weitere Zusammenarbeit.

Great banking app

millio is a great tool for managing banking in Salesforce. Thanks to millio, we now receive automated bank feeds on a regular basis and can initiate outward SEPA payments directly from Salesforce. Since using millio, we have significantly reduced our processing time.

Jan Minnerup
05/26/2025

Thank you for your great feedback and for taking the time to share your experience with millio! We truly appreciate your trust and look forward to supporting your continued success!

Great Banking Tool that saves a lot of time

millio helps us keep track of our accounts and financial data. The app optimises and automises our payment processes and thus saves us a lot of time.

Jessica Lochmann
06/22/2023

Thank you so much for your review, Kai! :) We are grateful to have such great customers like you and we are happy that millio provides you with such value.

Reliable game changer

The app was simple to install thanks to detailed documentation available and support all the way throughout from their friendly team. Using bank transactions on salesforce is providing a tremendous improvement to how me manage donors, donations and receipts. I think this app is a no brainer in case where you work with bank transactions, because within salesforce you can do so much more with it.

Jessica Lochmann
02/27/2023

Thank you, Neven, for your great review! We are very happy to hear that millio supports you so excellently in managing your donations and receipts :)

Jakob Klammer
Double Star Ranger

Amazing Banking Tool

Great way to speed up and automate the regular payment run. Thanks to millio, we can also allocate incoming payments without additional effort and thus have a list of all open positions. Great product!

Jessica Lochmann
08/25/2022

Thank you, Jakob, for this great review! :) We are very happy to hear that millio takes a lot of manual effort off your hands.

Finances under control

We introduced Salesforce for our membership management, since then we have been using Millio to debit the fees. We also make refunds through it. Millio connects us to the bank so that we have an overview of our members' payments at all times. Great customer support!

Jessica Lochmann
06/28/2022

Thank you so much for your review, Gesche! We are glad to work with such great customers and are always happy to help :)

Great time saver - prevents errors

As a Salesforce CPQ and Billing customers we have a large amount of incoming payments from our customer as well as many outgoing payments to our suppliers. With Millio I could automate many former manual tasks which saves a lot of time and prevents many errors. Great customer support! Big recommendation for everyone with many incoming and outgoing payments.

Timo Müller
Ranger
03/16/2021

Thank you, Sebastian, for your review. Was a pleasure to assist you with your implementation. I'm happy that Millio helps you :-)