Skience Financial Solutions for Salesforce® Financial Services Cloud
Manage household-level client onboarding, guided workflows, data integrations, and digital signatures in Financial Services Cloud.
Skience, LLCPaidCompare
Salesforce · Finance
Finance — Salesforce
495 finance apps for Salesforce
BoniReport für Creditreform - Credit Check - Internationale Bonitätsauskünfte
Runs Creditreform credit checks in Salesforce and transfers credit, company, and report PDF data to Accounts or Leads.
Unique GmbH + Co. KGPaidCompare
Sage Intacct Contract Billing for CRM
Automates contract billing and revenue recognition between Salesforce and Sage Intacct for fixed-price and usage-based agreements.
Sage IntacctPaidCompare
Schwab Advisor Center Integration for Salesforce
Downloads daily Schwab account data, opens new accounts, and updates client addresses in Sales Cloud.
Charles Schwab & Co., Inc.FreeCompare
Auto FX for Salesforce by Bringing Solutions Ltd (Currencies)
Updates Salesforce Platform exchange rates from external providers for revenue forecasting and currency conversion.
Bringing Solutions LtdPaidCompare
Infosys Loan Calculators
Calculates loan, mortgage, home affordability, and auto loan or lease figures in Salesforce Platform.
Infosys LimitedFreeCompare
Vertex Tax Links for Sales, Commerce, and Revenue Clouds.
Calculates indirect tax across Salesforce Revenue Cloud, Sales Cloud, and Commerce Cloud.
Vertex Inc.PaidCompare
Business Credit Reports, Inc.: Synergy for Salesforce
Order blended business credit reports for Salesforce Accounts and Leads using Experian, Dun & Bradstreet, and Equifax data.
Business Credit Reports, Inc.PaidCompare
2cloudnine | Schedule-to-Pay on a Unified Platform for Australian Healthcare
Manage time and attendance, award interpretation, and payroll for Australian healthcare organisations in Salesforce Health Cloud.
2cloudninePaidCompare
HCM - Data Hydrocarbon Contract Management.
Manage hydrocarbon contracts, production data, royalties, assets, and operational reports in Salesforce Platform.
Minsait, Tech for impactPaidCompare
Risk Profiling Tool for Financial Services Cloud
Measures client risk attitudes in Financial Services Cloud with a questionnaire and risk-profile score.
Salesforce LabsFreeCompare
GoldFinch Salesforce ERP: Manufacturing, Inventory & Accounting
Runs accounting, inventory, manufacturing, purchasing, billing, and warehouse operations in Salesforce Platform.
GoldFinch Cloud SolutionsPaidCompare
Amp Impact: Portfolio Management, Grant Management, and Impact Measurement
Manage nonprofit grants, portfolios, budgets, and impact data within Salesforce Nonprofit Cloud.
Vera SolutionsPaidCompare
Roostify for Salesforce
Connects Roostify leads and loan applications with Salesforce Service Cloud.
Roostify, Inc.FreemiumCompare
FUNDINGO: Loan Origination & Underwriting
Manage loan origination and underwriting workflows in Salesforce Platform, from applications and documents through approvals, closing, and funding.
FUNDINGO, Inc.PaidCompare
Cloudsquare Broker - Merchant Cash Advance Software & CRM
Manage merchant cash advance applications, submissions, renewals, and commissions in Salesforce.
CloudsquarePaidCompare
Jedox Planning | Smarter Budgeting, Forecasting and Quota Setting
Plan budgets, forecasts, and sales quotas in Salesforce.
JedoxPaidCompare
NetSuite Integration with Salesforce
Synchronizes Salesforce and NetSuite data, including billing and invoice information, through configurable cloud workflows.
DBSyncPaidCompare
Business Credit Checker for real-time Business Credit Reports and Scores
Pulls business credit reports and scores, plus entity and tax-ID checks, within Salesforce Platform.
Cloud Maven, IncPaidCompare
Medical Insurance Verification: Eligibility and Benefits Verification Salesforce
Verify patient insurance eligibility, benefits, coverage, authorizations, and referrals inside Salesforce Service Cloud or Health Cloud.
Cloud Maven, IncPaidCompare
sevdesk Integration for Salesforce: Invoicing, Quoting, Accounting, ERP
Send Salesforce products, orders, and opportunities to sevdesk for invoicing, quotes, accounting, and ERP workflows.
Cloudwharf GmbHPaidCompare
wealthpilot Advisors' Digital Solution
Manage wealth data, planning, reporting, and advisor-client engagement within Salesforce Platform.
wealthpilot GmbHPaidCompare
