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Finblick – Salesforce Accounting, Quote and E-Invoice Management
Automate and manage e-invoices, quotes, financial documents in Salesforce.
- Industries
- Horizontal Product
- Business Need
- FinanceAccounting
- Requires
- Sales Cloud
- Compatible With
- Service CloudExperience Cloud
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.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Service CloudExperience Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimited
App Details
- Version
- Finblick/0.280.0 0.280.0
- Listed On
- 01/23/2025
- Latest Release
- 07/31/2026
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 44Custom Tabs: 17Custom Apps: 1
- Lightning Components
- Global: 22App Builder: 2Community Builder: 0
- Languages
- EnglishGerman
Security
Additional Details
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.
Need help?
Cloudwharf GmbH
Munich
Our customer success team is here to help you get the most out of your financial automation. Contact us with any questions or to schedule a demo.