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millio | Truly native Salesforce banking.

By cloudworx GmbH

Your online banking directly in Salesforce.

€140   EUR/user/month

Discounts available for nonprofits

Try It
Business Need
Finance
Accounting
Payments Processing
Requires
Platform Cloud

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Salesforce Editions
Enterprise
Unlimited
Force.com
Developer

App Details

Version
Millio/June 2026 1.161.0
Listed On
03/09/2021
Latest Release
06/01/2026
Supported 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
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
03/02/2021

Additional Details

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.

Need help?

cloudworx GmbH

Munich

We want to make using millio as easy as possible. This is why we offer 1h of free implementation support to every customer. Just contact us and we help you implement millio in your Salesforce-Org.

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