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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.
Highlights
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.
Provider Details
Cloudwharf GmbH
Munich
Cloudwharf is a young software company of talented developers, architects and project managers who focus on understanding your business needs and the ideal customization of the most advanced cloud technologies that will serve you. Our goal is to create intelligent, user-friendly, transparent and 100% cloud-based business applications, which fit precisely into your processes and bring your whole team together to increase your company's success. We started in 2010 as a small department for business systems and processes optimization. Our main focus was the adoption of Salesforce cloud technologies to establish and optimize sales, marketing, support and human resources processes. After 3 years of solid work in this area we decided to found a start-up company to share our gathered expertise and know-how with you.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Finblick View-Only User (Monthly)
€9 EUR/user/month
Free trial available for 30 days
Finblick View-Only User (Yearly)
€96 EUR/user/year
Free trial available for 30 days
Finblick Sales User (Monthly)
€23 EUR/user/month
Free trial available for 30 days
Finblick Sales User (Yearly)
€240 EUR/user/year
Free trial available for 30 days