Top Finance Salesforce Apps

Make Every Cent Count: Financial Apps in Salesforce

Managing finances efficiently is essential for businesses, regardless of size or industry. Salesforce offers a wide range of finance Salesforce apps that simplify accounting, enhance financial planning, and automate critical processes. From tracking expenses to generating financial reports, these apps are designed to save time, reduce errors, and give teams a clearer picture of their financial health. For businesses in the financial sector, these tools are especially useful for handling complex workflows and delivering accurate insights.

For example, you can integrate one of the best finance applications Salesforce has to offer. By automating the invoicing process and integrating client data directly into Salesforce, you cut the billing cycle by half and improve client satisfaction. With the right Salesforce apps for financial advisors, organizations can automate routine tasks and focus on delivering value to their clients.

Insight:

Who Benefits from Financial CRM?

Financial CRM systems are helpful for many roles in the financial industry, including:

• Financial Advisors and Wealth Managers : These professionals use CRM software to organize client details like financial goals, investment history, and risk tolerance.
• Bank Officers : CRM systems help bank officers keep track of customer relationships across products like loans, credit cards, and investment plans.
• Insurance Agents : Agents use CRM tools to manage their clients throughout the policy lifecycle. These tools track policy renewals, handle claims, and highlight chances to offer additional products like life or health insurance.
• Customer Service Representatives : CRM software helps service teams resolve customer issues faster and improve the customer experience. It also keeps a record of all interactions, ensuring consistent and high-quality service.

A financial CRM system simplifies tasks, improves efficiency, and helps professionals build stronger relationships with clients.

In this guide, we’ll explore the top finance Salesforce apps that cater to diverse business needs. Whether you’re looking for the best accounting software for Salesforce or tools that enhance your financial planning capabilities, these apps provide effective solutions. Many of them integrate seamlessly with Salesforce Financial Services Cloud, making them a natural fit for advisors and consultants. To optimize the Financial Services Cloud further, check out this resource on becoming a Salesforce Financial Services Cloud consultant.

• How Apps Were Selected
• 1. OPAL for Salesforce: Goal-Based Planning & Monitoring
• 2. Zumzum Financials: SMB Accounting for Salesforce
• 3. Aedon.Accounting – Financial Management for Salesforce
• 4. Q2 Lending – Powerful Digital Lending and Leasing Solutions
• 5. sevdesk Integration for Salesforce: Invoicing, Quoting, Accounting, ERP
• 6. Equifax BusinessConnect !
• 7. Practifi – The Performance Optimization Platform for RIAs
• 8. QuickBooks Online 100% Custom Automation by SyncQ
• 9. Payments, Direct Debit and Card Payment & Billing by Asperato
• 10. Fusion Framework® System by Fusion Risk Management
• Final Thoughts on Unlocking the Potential of Salesforce Finance Apps
  • Recap of the Top Salesforce Finance Apps

Additionally, many apps in this list align with other Salesforce tools, such as Customer Service Salesforce solutions, enhancing the overall productivity of your organization.

How Apps Were Selected

The financial apps featured in this list were chosen based on their ability to meet the unique needs of Salesforce users in the finance industry. Our selection process focused on the following criteria:

• Integration with Salesforce: Apps that seamlessly connect with Salesforce CRM to ensure smooth workflows and data synchronization were prioritized.
• User Reviews and Ratings: Only apps with consistently high ratings and positive feedback from users were included, reflecting their reliability and performance.
• Industry-Specific Features: Apps offering tailored solutions for financial advisors, accounting teams, and finance departments were emphasized to address specific pain points in the industry.
• Customization and Flexibility: The ability to adapt to unique business processes and workflows plays a crucial role in app selection.
• Ease of Use: User-friendly interfaces and straightforward setups were preferred to ensure teams could get started without steep learning curves.
• Compliance and Security: Apps that help businesses maintain compliance with industry regulations and offer robust data security measures were prioritized.

These carefully chosen finance Salesforce apps are ideal for businesses looking to enhance their operational efficiency and improve financial outcomes. For more tools that optimize Salesforce performance, consider exploringSalesforce marketing automation tools or working with a Salesforce financial services cloud consultant.

So, let’s start with the first app from our Top Finance Salesforce Apps:

1. OPAL for Salesforce: Goal-Based Planning & Monitoring

Overview:

OPAL is a cutting-edge finance Salesforce app designed to help financial advisors improve client engagement and provide goal-based financial planning. With its integration into Salesforce Financial Services Cloud (FSC), OPAL enables advisors to deliver consistent, personalized, and scalable financial advice. It’s ideal for financial advisors and wealth managers looking to automate monitoring, improve client retention, and comply with regulations like MiFID II and FCA Consumer Duty.

Key Features:

• Goal-Based Financial Planning: OPAL connects individual client portfolios to their long-term financial goals, ensuring realistic and actionable investment strategies.
• Real-Time Monitoring: Advisors can track risk, goal feasibility, and portfolio performance for both individual clients and the entire client base.
• Dynamic Market Updates: Monthly updated economic scenarios for over 700 asset classes provide advisors with institutional-quality insights.
• Regulatory Compliance: Fully compliant with MiFID II and Consumer Duty regulations, ensuring suitable and consistent advice.
• Salesforce FSC Integration: OPAL seamlessly integrates with Salesforce Financial Services Cloud, streamlining client data and workflows.
• Customizable Projections: Tailor products, portfolios, and reports to match your investment offerings, providing a structured yet flexible approach.

Benefits for Teams:

• Enhanced Advisor Productivity: Automation reduces manual effort, enabling advisors to focus on personalized client interactions.
• Better Client Outcomes: Continuous risk profiling and proactive adjustments optimize client investment strategies.
• Improved Client Retention: Connecting portfolios to individual goals fosters trust and long-term relationships.
• Scalability: OPAL’s structured advice model allows wealth management businesses to scale efficiently.

Pricing: The base plan is priced at €60 EUR/user/month, excluding a one-time implementation fee for customization.

Rating: 5.0 ⭐⭐⭐⭐⭐ (8+ reviews)

Link: Explore OPAL for Salesforce on AppExchange

2. Zumzum Financials: SMB Accounting for Salesforce

Overview:

Zumzum Financials is a comprehensive Salesforce accounting app designed to provide small and medium businesses with all the tools they need for efficient financial management. Built 100% native on the Salesforce App Cloud, Zumzum Financials integrates seamlessly with Salesforce to streamline accounting processes, reduce manual data entry, and provide real-time insights into business performance. For companies searching for the best accounting software for Salesforce, Zumzum Financials is an excellent choice.

Key Features:

• End-to-End Accounting Integration: Manage sales orders, invoicing, purchase orders, and financial transactions directly within Salesforce, ensuring seamless operations and eliminating duplicate data entry.
• Real-Time Business Insights: Generate real-time analytics and create custom dashboards to view key performance indicators, giving businesses actionable insights to drive better decisions.
• Automated Compliance & Reporting: Simplify audits and compliance by automating VAT calculations and submitting returns directly to HMRC.
• 360-Degree Business View: Combine sales and finance data in one platform for a unified view of customer interactions, transactions, and financial performance.
• Customizable Salesforce Integration: Built natively on Salesforce, Zumzum Financials allows businesses to tailor layouts, screens, and workflows to fit their needs.
• User-Friendly Interface: Leverage Salesforce’s familiar interface for finance operations, minimizing the learning curve for users.

Benefits for Teams:

• Increased Productivity: Eliminate redundant data entry and automate recurring tasks like invoicing and payment reminders, saving time for both sales and finance teams.
• Improved Financial Visibility: Access real-time reports from any device, enabling better tracking of business performance and faster decision-making.
• Seamless Collaboration: With Salesforce Chatter integration, teams can communicate effectively within the platform, enhancing coordination between departments.
• Scalable for SMBs: Ideal for growing businesses, Zumzum Financials adapts to increased demands without requiring additional systems.

Pricing: Zumzum Financials starts at £29.99 GBP/user/month, billed annually. Discounts are available for nonprofits, with a 2-user free donation offer for eligible organizations.

Rating: 4.83 ⭐⭐⭐⭐⭐ (12+ reviews)

Link: Explore Zumzum Financials on AppExchange

Zumzum Financials is a standout Salesforce finance app, combining powerful accounting features with Salesforce’s robust CRM capabilities. Whether you’re looking for finance applications Salesforce or the best accounting software for Salesforce, Zumzum Financials delivers a streamlined, user-friendly solution to meet your business needs.

3. Aedon.Accounting – Financial Management for Salesforce

Overview:

Aedon.Accounting is a powerful Salesforce accounting app that merges CRM and finance functionalities to streamline operations, reduce costs, and boost revenue. This app is designed for industries such as financial services, professional services, and communications. With its focus on multi-company management, recurring invoices, and detailed financial reporting, Aedon is a standout choice among the finance applications Salesforce offers.

Key Features:

• Comprehensive Reporting: Utilize bottom-up reporting to combine actuals, budgets, and targets. Dashboards provide detailed insights into projects, customers, and account executives, enabling better decision-making.
• Recurring Revenue and Invoices: Automate recurring invoices and revenue recognition with built-in wizards, simplifying complex accounting processes.
• Full Integration with Salesforce: Manage the entire opportunity-to-cash process within Salesforce, leveraging pre-built APIs for seamless integration and automation.
• Multi-Company and Multi-Currency Support: Handle accounting for unlimited companies and currencies, ensuring scalability and adaptability for global businesses.
• Customizable Features: Use Salesforce tools like approvals, exception reporting, and flows to tailor processes to your needs. Add custom fields and objects for unique business requirements.
• Automated Bank Reconciliation: Simplify reconciliation tasks and stay compliant with UK and Irish VAT reporting requirements, including MTD (Making Tax Digital).

Benefits for Teams:

• Streamlined Processes: Aedon automates recurring tasks like invoicing and payments, freeing up your team to focus on higher-value activities.
• Enhanced Financial Oversight: With detailed dashboards and reporting tools, businesses can closely monitor project budgets, customer accounts, and revenue streams.
• Seamless Collaboration: By integrating finance and CRM, Aedon allows teams across departments to work with a single source of truth, improving efficiency and reducing errors.
• Global Scalability: Multi-currency and multi-company support make it ideal for businesses operating in diverse regions.

Pricing:

• Full License: £95 GBP/user/month (monthly) or £969 GBP/user/year (annually, with savings).
• Reviewer License: £25 GBP/user/month (monthly) or £255 GBP/user/year (annually). Discounts are available for nonprofits, and multi-year contracts offer up to 35% savings.

Rating: 5.0 ⭐⭐⭐⭐⭐ (14+ reviews)

Link: Explore Aedon.Accounting on AppExchange

Aedon.Accounting stands out among Salesforce finance apps for its robust features, scalability, and focus on automation. Whether you’re looking for the best accounting software for Salesforce or a complete Salesforce finance solution, Aedon offers tools to simplify financial management and drive growth.

4. Q2 Lending – Powerful Digital Lending and Leasing Solutions

Overview:

Q2 Lending is a comprehensive Salesforce finance app designed to streamline the entire lending and leasing lifecycle. Built natively on Salesforce Financial Services Cloud, it provides financial institutions (FIs) with tools to automate and optimize loan and lease processes, from application and onboarding to servicing and collections. With a 5-star rating, Q2 Lending stands out as a robust finance application Salesforce solution, driving efficiency and enhancing customer engagement.

Key Features:

• End-to-End Lending and Leasing Management: Automate and connect the entire lifecycle of loans and leases, including onboarding, servicing, and collections, for improved efficiency and better customer experiences.
• Enhanced Customer Engagement: Seamlessly integrate with existing loan or lease systems, removing tedious manual processes and enabling teams to focus on building relationships with clients.
• Customizable Workflows: Leverage API connectivity to create unique workflows tailored to your institution’s requirements, ensuring flexibility and efficiency in handling complex loan structures.
• Actionable Insights: Consolidate data from multiple systems to gain a complete view of the customer. Provide front-line teams with actionable insights and tools to structure, price, and negotiate better deals.
• Salesforce Integration: Built natively on Salesforce, Q2 Lending ensures smooth integration with Salesforce Financial Services Cloud, allowing businesses to leverage existing CRM capabilities.
• SBA Paycheck Protection Program (PPP) Support: Q2 offers a fully digital SBA PPP solution, automating application, disbursement, and forgiveness processes for faster, error-free transactions.

Benefits for Teams:

• Increased Efficiency: By automating repetitive tasks, Q2 Lending reduces operational costs and processing times, enabling financial institutions to close deals faster and scale operations seamlessly.
• Better Customer Experience: With real-time data and actionable insights, teams can offer personalized financial solutions, improving client satisfaction and loyalty.
• Enhanced Compliance and Security: Q2 ensures compliance with regulatory requirements through its secure and agile cloud platform, safeguarding sensitive customer data.
• Scalability for Growing Businesses: Modular solutions like Q2 Portal, Originate, Servicing, Collections, and Marketplace allow institutions to expand their services as their needs grow.

Pricing: Q2 Lending starts at $10,000 USD/company/month. Discounts are available for nonprofits, and additional pricing details are available upon contacting Q2 directly.

Rating: 5.0 ⭐⭐⭐⭐⭐ (14+ reviews)

Link: Explore Q2 Lending on AppExchange

Q2 Lending is a prime example of Salesforce finance solutions that unify lending and leasing operations into one streamlined process. By leveraging automation and actionable insights, financial institutions can enhance both their operational efficiency and customer relationships. For advisors and FIs seeking a top-tier Salesforce app for financial advisors, Q2 Lending offers a complete, scalable solution to drive growth and success.

5. sevdesk Integration for Salesforce: Invoicing, Quoting, Accounting, ERP

Overview:

The sevdesk integration for Salesforce is a powerful Salesforce accounting app designed to streamline financial processes by automating invoicing, quoting, and accounting directly within Salesforce. This finance application Salesforce offers seamless integration with sevdesk, a cloud-based accounting solution, to eliminate the need for manual data entry between systems. With a 5-star rating and robust functionality, sevdesk integration is a top choice for businesses aiming to unify their CRM and accounting workflows.

Key Features:

• Streamlined Lead-to-Cash Process: Generate financial documents like quotes, invoices, and credit notes directly from Salesforce, syncing them instantly with sevdesk for seamless accounting.
• Integrated Order Management: Simplify the creation of orders and financial documents using sevdesk’s professional templates, ensuring accuracy and consistency across systems.
• Revenue Reporting in Salesforce: Keep track of revenue by syncing financial data back into Salesforce, providing a clear picture of your financial health.
• Enhanced Productivity: Avoid duplicate data entry with real-time integration, allowing staff to focus on more strategic tasks instead of repetitive manual processes.
• Powerful Search Functionality: Quickly find financial files within Salesforce, ensuring easy access to invoices and documents when needed.
• Customizable Billing Pipelines: Adjust invoicing workflows to match your unique business processes, providing flexibility for diverse operational needs.

Benefits for Teams:

• Improved Efficiency: Automate invoicing and accounting processes, saving time and reducing errors caused by manual data entry. For example, sales teams can create invoices directly from Salesforce opportunities, which are then automatically synced with sevdesk.
• Unified Financial Management: Manage customer data, financial records, and CRM operations from a single platform, enabling better collaboration across departments.
• Real-Time Financial Insights: Access up-to-date revenue and financial performance metrics directly in Salesforce, helping teams make informed decisions quickly.
• Enhanced Scalability: Suitable for businesses of all sizes, sevdesk supports growing organizations by providing tools to manage increasing financial and CRM data effectively.

Pricing: sevdesk integration for Salesforce starts at €35 EUR/user/month, with discounts available for nonprofits. Annual plans are available at €419 EUR/user.

Rating: 5.0 ⭐⭐⭐⭐⭐ (18+ reviews)

Link: Explore sevdesk Integration for Salesforce on AppExchange

With its seamless integration and comprehensive accounting capabilities, sevdesk integration stands out as one of the best accounting software for Salesforce. By combining CRM and financial processes, this Salesforce finance solution helps businesses enhance productivity, improve accuracy, and gain a 360-degree view of their financial operations. Whether you’re managing invoices or tracking revenue, sevdesk integration ensures efficiency and transparency at every step.

6. Equifax BusinessConnect™ for Credit & Collections Management

Overview:

Equifax BusinessConnect™ is a powerful Salesforce finance app designed to align sales, credit, and collections processes. This finance application Salesforce offers comprehensive tools for streamlining workflows, managing credit decisions, and optimizing collections. With a data-agnostic platform and a 4.81-star rating, BusinessConnect empowers organizations to improve cash flow, enhance customer relationships, and make data-driven decisions.

Key Features:

• Streamlined Credit and Collections: BusinessConnect unifies sales, credit, and collections processes, enabling fast credit decisions, efficient dispute resolution, and effective collections.
• Real-Time Insights: Access real-time dashboards and reports to monitor customer accounts, credit limits, and collections performance, providing visibility across departments.
• Cross-Department Collaboration: Align sales terms with credit risk and collections efforts to reduce bad debt and improve cash flow.
• Data Integration: Leverage integrations with leading third-party data providers like D&B and Experian for comprehensive credit and risk analysis.
• Automation and Efficiency: Features like automated dunning notices, promise-to-pay tracking, and mobile-enabled credit decisions enhance operational efficiency.

Benefits for Teams:

• For Sales Teams:
  • Instantly make credit decisions at the point of sale with mobile-enabled tools.
  • Resolve invoice disputes quickly with visibility into past-due accounts.
  • Align sales terms with customer creditworthiness to close deals faster.
• For Credit Teams:
  • Monitor credit risk and default probability with integrated credit reports.
  • Use scorecards and custom credit policies to ensure consistent decision-making.
  • Analyze financial statements for informed credit assessments.
• For Collections Teams:
  • Automate prioritization of collections calls and track payment promises.
  • Forecast cash flow based on collections data.
  • Manage disputes and deductions effectively to reduce delays in payments.

Pricing: Equifax BusinessConnect™ pricing varies by user role:

• Sales Users: $650 USD/user/year
• Credit and Collections Users: $2,400 USD/user/year Volume discounts and nonprofit discounts are available.

Rating: 4.81 ⭐⭐⭐⭐⭐ (21+ reviews)

Link: Explore Equifax BusinessConnect™ for Credit & Collections Management on AppExchange

Businesses using Equifax BusinessConnect™ can reduce days sales outstanding (DSO) and bad debt expenses by aligning sales and credit strategies. This Salesforce finance solution enables seamless collaboration between departments, ensuring faster credit approvals, improved collections cycles, and a healthier cash flow.

Whether you’re managing customer relationships, assessing creditworthiness, or optimizing collections, Equifax BusinessConnect™ is a robust tool that simplifies processes and boosts financial performance. This Salesforce accounting app is essential for organizations aiming to streamline their credit and collections operations while enhancing decision-making.

7. Practifi – The Performance Optimization Platform for RIAs

Overview:

Practifi is a Salesforce-powered finance Salesforce app tailored for Registered Investment Advisors (RIAs). Designed to address the unique needs of wealth management firms, Practifi integrates data, automates workflows, and delivers actionable insights, empowering teams to scale operations and deliver outstanding client experiences. With a 5-star rating, it stands out as one of the most impactful Salesforce finance solutions for the financial services sector.

Key Features:

• Unified Data for Enhanced Efficiency: Practifi consolidates data from multiple sources, offering a 360-degree view of client relationships, business metrics, and workflows. This integration eliminates silos, making it a top choice among finance applications Salesforce users.
• Role-Based Applications: The platform provides bespoke apps tailored for advisors, client service teams, operating officers, and practice managers, ensuring every team has the tools they need to succeed.
• Pre-Built Workflows and Reports: With over 20 workflows and 38 reports ready to use, firms can avoid starting from scratch, saving time and effort in managing client pipelines and financial services.
• Industry-Leading Integrations: Practifi seamlessly integrates with tools like Addepar, Orion, Schwab, Xplan, and Microsoft, enabling RIAs to build a tech stack that supports their operations.
• Ongoing Updates and Training: With frequent product releases based on client feedback and access to PractifiU training resources, users can stay updated with best practices and enhance their platform expertise.

Benefits for Teams:

• For RIAs and Wealth Advisors:
  • Access a single source of truth with a comprehensive view of client financials, open tasks, and services.
  • Identify growth and retention opportunities using actionable insights from data visualizations.
  • Automate repetitive tasks, enabling advisors to focus on delivering exceptional client experiences.
• For Operations Teams:
  • Utilize robust workflow automation to streamline everyday processes, improving transparency and efficiency.
  • Monitor key business metrics in real-time with pre-built dashboards and reports.
• For IT and Practice Managers:
  • Leverage Practifi’s open API to integrate seamlessly with existing tools and systems.
  • Customize applications and workflows to fit the unique needs of the firm.

Pricing: Practifi’s base platform subscription starts at $1,200 USD/company/month, including 10 embedded Salesforce Platform licenses. Additional user licenses are priced at $120 USD/user/month.

Rating: 5.0 ⭐⭐⭐⭐⭐ (23+ reviews)

Link: Explore Practifi – The Performance Optimization Platform for RIAs on AppExchange

Practifi transforms operational inefficiencies into opportunities for growth by unifying data and automating processes. For instance, an RIA firm using Practifi reported increased client retention due to improved insights into client needs and automated workflows for follow-ups and service requests. This efficiency not only saves time but also enhances the quality of client relationships, making Practifi an essential tool for Salesforce apps for financial advisors.

By consolidating tools and streamlining workflows, Practifi empowers wealth management firms to scale sustainably while delivering personalized, high-value client experiences. This makes it a standout option among finance Salesforce apps for the wealth management industry.

8. QuickBooks Online 100% Custom Automation by SyncQ

Overview:

SyncQ offers a powerful integration tool to connect Salesforce with QuickBooks Online, enabling seamless data synchronization. As one of the best Salesforce accounting apps, SyncQ allows businesses to map and automate workflows between Salesforce objects and QuickBooks transactions. With advanced features like bi-directional sync, manual and automated workflows, and direct data transfer, SyncQ provides a secure and customizable solution for financial operations.

Key Features:

• Custom Mapping for Flexibility: Sync any Salesforce object to any QuickBooks transaction, such as invoices, bills, estimates, and journal entries. This customization ensures the integration aligns perfectly with unique business processes.
• Bi-Directional and Automated Sync: SyncQ supports bi-directional data transfer between Salesforce and QuickBooks, enabling real-time updates. Use automated workflows to streamline processes, or manually trigger syncs when necessary.
• Multi-Company Support: Manage multiple QuickBooks Company connections from a single Salesforce org, making it an ideal Salesforce finance app for businesses with complex structures.
• Direct and Secure Data Transfer: Data flows directly between Salesforce and QuickBooks servers, avoiding third-party intermediaries. SyncQ meets rigorous security standards, is evaluated by Intuit, and is compliant with NIST 800-30 Rev. 1 guidelines.
• Free Setup Assistance: Users receive free help in setting up mappings and configurations, with optional custom integrations available for an additional fee.

Benefits for Teams:

• For Accounting Teams:
  • Automate data entry for transactions like invoices and bills, reducing errors and saving time.
  • Manage related transactions such as payments and refunds with ease.
• For Sales Teams:
  • Automatically create QuickBooks invoices from Salesforce opportunities or orders.
  • Monitor customer financial history, including outstanding payments and transaction records, without leaving Salesforce.
• For Business Owners:
  • Gain a 360-degree view of financial data across Salesforce and QuickBooks.
  • Make better decisions with synchronized, real-time financial insights.

Pricing:

• Business Plan: $199 USD/month, includes 4 users per QuickBooks Company connection.
• Enterprise Plan: $350 USD/month, includes 10 users per QuickBooks Company connection.
• A 14-day free trial is available with setup assistance.

Rating: 4.86 ⭐⭐⭐⭐⭐ (29+ reviews)

Link: Explore QuickBooks Online 100% Custom Automation by SyncQ on AppExchange

SyncQ bridges the gap between Salesforce and QuickBooks, providing a seamless solution for businesses to manage their finances efficiently. For instance, a mid-sized retail company using SyncQ automated the creation of invoices and payment tracking directly from Salesforce opportunities. This eliminated manual entry errors and significantly reduced time spent on financial reconciliations, enabling faster invoicing and improved cash flow.

As a robust finance Salesforce app, SyncQ empowers businesses to unify their financial and CRM operations, delivering a streamlined experience that enhances productivity and decision-making.

9. Payments, Direct Debit and Card Payment & Billing by Asperato

Overview:

Asperato’s solution simplifies payment and billing processes within Salesforce, making it a must-have Salesforce finance app for businesses handling global transactions. This app provides seamless payment integration, supporting direct debit, card payments, and billing automation. By integrating with leading payment processors and Salesforce platforms, Asperato enhances efficiency and customer satisfaction while ensuring compliance with PCI DSS standards.

Key Features:

• Global Payment Collection: Collect payments from customers worldwide using direct debit schemes like SEPA, Autogiro, PaymentNZ, ACH, or card payment methods.
• Customizable Payment Options: Admins can fully customize payment and billing settings without coding, offering flexibility and control over payment methods and terms.
• Seamless Integration: Asperato integrates with Salesforce platforms, including Sales Cloud, Revenue Cloud, B2B Commerce, and Experience Cloud, and supports third-party solutions like Conga and FinancialForce.
• Automation for Efficiency: Automate billing, track payments, and handle errors proactively to reduce administrative tasks and improve cash flow.
• Payment Processor Compatibility: Connect instantly with popular processors such as Stripe, PayPal, GoCardless, Worldpay, Authorize.net, and more.
• PCI DSS Compliance: Beyond Salesforce’s compliance, Asperato ensures that all payment processes and integrations meet the required standards, providing an extra layer of security and auditability.

Benefits for Teams:

• For Finance Teams:
  • Streamline payment tracking and billing with automated workflows.
  • Reduce errors and manual interventions with integrated tools for invoicing and payments.
• For Sales Teams:
  • Enhance customer experiences with flexible payment options.
  • Monitor payment statuses directly within Salesforce to ensure smooth transactions.
• For Business Owners:
  • Improve cash flow by automating invoice collections and offering global payment capabilities.
  • Gain real-time insights into payment processes to make informed decisions.

Pricing:

• Default Plan: £480 GBP/company/month.
• Custom quotes are available based on specific billing and direct debit functionality requirements. Discounts are offered for nonprofits.

Rating: 4.76 ⭐⭐⭐⭐⭐ (38+ reviews)

Link: Explore Payments, Direct Debit and Card Payment & Billing by Asperato on AppExchange

Asperato stands out as a robust finance application for Salesforce, delivering automation and global payment integration while ensuring compliance and scalability.

10. Fusion Framework® System by Fusion Risk Management

Overview:

The Fusion Framework® System is a comprehensive risk and resilience management platform designed for businesses in the financial sector. Built on Salesforce’s Platform Cloud, this finance Salesforce app empowers organizations to anticipate risks, maintain operational continuity, and respond effectively to crises. With its interactive tools and data-driven insights, Fusion helps businesses mitigate risks and ensure resilience.

Key Features:

• Operational Resilience: Fusion allows businesses to understand their operational dependencies, identify risks, and develop actionable plans to mitigate impacts.
• Integrated Platform Capabilities: Tailor the platform to fit your organization’s unique needs, ensuring a cohesive approach to business continuity and risk management.
• Comprehensive Risk Analysis: Gain insights into how your business functions, where it might break down, and how to restore operations effectively.
• Shared Foundation of Data: Break down internal barriers by leveraging a centralized data platform that connects people across teams and departments for better collaboration.

Benefits for Teams:

• For Risk Management Teams:
  • Identify key risks and potential failures with visual analysis tools.
  • Access real-time data to make informed, proactive decisions.
• For Finance Teams:
  • Minimize disruptions to financial operations by preparing for risks that could impact key processes.
  • Ensure compliance with regulatory standards and maintain trust with stakeholders.
• For IT Teams:
  • Streamline IT risk management by integrating data from various systems into a unified view.
  • Respond quickly to crises with automated workflows and real-time updates.

Pricing:

• Default Plan: $30,000 USD/company/year.
• Contact Fusion Risk Management for detailed pricing tailored to your organization’s needs.

Rating: 5.0 ⭐⭐⭐⭐⭐ (44+ reviews)

Link: Explore Fusion Framework® System on AppExchange

Fusion Framework® System is an essential Salesforce finance solution for organizations seeking to strengthen their risk management capabilities while maintaining operational resilience. Its scalability and deep insights make it a powerful tool for financial institutions aiming to stay ahead of potential disruptions.

Final Thoughts on Unlocking the Potential of Salesforce Finance Apps

Salesforce finance apps bridge the gap between robust financial management and seamless customer experiences. From accounting and risk management to billing and client engagement, these apps empower organizations to handle complex processes while staying ahead of the curve.

By incorporating finance Salesforce apps into your CRM, you unlock real-time insights, automation, and scalable solutions tailored to the specific needs of financial institutions. Whether leveraging Salesforce apps for financial advisors, streamlining workflows with Salesforce accounting apps, or automating transactions with finance applications Salesforce, these tools deliver exceptional value.

Recap of the Top Salesforce Finance Apps

1. OPAL for Salesforce by Ortec Finance BV OPAL stands out among Salesforce apps for financial advisors by providing dynamic tools for goal-based financial planning. It integrates client portfolios with personal long-term goals, ensuring compliance with regulations like MiFID II. Advisors can deliver tailored plans and track progress in real time, making it a powerful finance Salesforce app for wealth management firms.
2. Zumzum Financials by Zumzum One of the best accounting software for Salesforce, Zumzum Financials is built 100% natively on the Salesforce platform. It accelerates lead-to-cash workflows, automates invoicing and billing, and provides real-time analytics. As a Salesforce accounting app, it eliminates redundant data entry and improves operational efficiency for SMBs.
3. Aedon Accounting by Aedon.Co Limited Aedon Accounting combines powerful automation and customization capabilities for recurring invoicing, revenue recognition, and reporting. It is highly regarded among Salesforce accounting apps for its ability to manage multi-company and multi-currency financial operations seamlessly. This app simplifies compliance with VAT reporting and provides detailed financial insights for decision-making.
4. Q2 Lending by Q2 Q2 Lending automates the loan and lease lifecycle, providing a unified solution for origination, servicing, and collections. This Salesforce finance app is ideal for financial institutions aiming to streamline operations and improve customer experiences. With advanced APIs and automation, it efficiently handles complex loans, making it a top choice among finance Salesforce apps.
5. sevdesk Integration for Salesforce by Cloudwharf GmbH A seamless finance application Salesforce, sevdesk integration simplifies invoicing and cash flow management. It automates the lead-to-cash process by syncing Salesforce data with sevdesk, reducing manual entry and ensuring accuracy. This app is perfect for small businesses looking to streamline their billing and accounting workflows.
6. Equifax BusinessConnect by Equifax Inc. BusinessConnect bridges sales, credit, and collections, providing real-time insights and automated workflows. It lowers DSO (Days Sales Outstanding) and reduces bad debt by aligning sales terms with credit risk. This Salesforce finance app integrates customer and portfolio-level data, offering robust solutions for credit risk management and cash flow improvement.
7. Practifi by Practifi Designed specifically for wealth management firms, Practifi unifies client data, tasks, and financial metrics in a single platform. It integrates seamlessly with Salesforce, offering automation and reporting tools to enhance client engagement. Recognized as one of the best Salesforce apps for financial advisors, it provides actionable insights and supports scalability.
8. QuickBooks Online by SyncQ by HelloCODER LLP This Salesforce accounting app offers custom syncing between Salesforce and QuickBooks Online. With bi-directional data transfer and flexible mapping capabilities, it ensures seamless financial processes. Ideal for businesses using finance applications Salesforce, it automates invoicing, payments, and transaction tracking, improving efficiency and accuracy.
9. Asperato Payments by Asperato – a Unaric Company Asperato simplifies billing and payment collection by integrating direct debit and card payments within Salesforce. This finance Salesforce app supports global payment processors like Stripe, PayPal, and GoCardless, enabling businesses to manage payments securely. It’s an excellent choice for organizations seeking Salesforce finance solutions that enhance cash flow management.
10. Fusion Framework® System by Fusion Risk Management, Inc. Fusion Framework is a leading Salesforce finance app for risk and resilience management. It provides interactive tools to identify operational risks, predict disruptions, and ensure business continuity. Built natively on Salesforce, it empowers organizations to make data-driven decisions and maintain resilience in a dynamic financial landscape.

These apps empower organizations to streamline operations, enhance productivity, and deliver superior customer experiences, all while leveraging the power of Salesforce.

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