Q2 Relationship Pricing - PrecisionLender Connector
Connects PrecisionLender pricing opportunities with Salesforce client information for commercial banking deal teams.
Q2PaidCompare
Salesforce · Finance
Finance — Salesforce
348 finance apps for Salesforce
Nest Wealth Pro for Salesforce | Client Onboarding & Account Opening
Onboards clients and opens accounts in Salesforce using CRM data, custodian forms, questionnaires, and application documents.
Nest Wealth SolutionsPaidCompare
Upstart AI Lending for Salesforce
Connects Upstart personal loan applications and reporting with Salesforce Sales Cloud.
Upstart Networks, Inc.PaidCompare
Notaroo NMS
Adds signing-agent profiles, loan-signing status updates, and secure document transfers to Salesforce Platform.
NotarooPaidCompare
CaseQube
Manages legal client intake, matters, documents, billing, payments, trust accounting, and reporting in Salesforce.
Law Accounting LLCPaidCompare
m3ter Connector for Salesforce
Connects Salesforce CRM, CPQ and Revenue Cloud with m3ter for shared account, pricing and billing data.
m3ter UK LimitedPaidCompare
Payment Data - Chargent for Salesforce Data Cloud and Einstein 1
Connects payment information with customer records in Salesforce Data Cloud.
Chargent by AppFrontier LLCPaidCompare
Authvia: Payment & Payout Solutions
Collect payments and send payouts in Salesforce Experience Cloud through text, email, online, chat, or WhatsApp.
AuthviaPaidCompare
Accountify.ai
Automates accounting tasks, including reconciliation, transaction categorization, and reporting, within Salesforce.
Arka BizApps INCPaidCompare
CaptivateIQ: Making Commissions 10x Better
Automates sales commission administration, calculations, reporting, and management in Salesforce Platform.
CaptivateIQPaidCompare
AC Fundraising: Native peer-to-peer and standard fundraising campaigns
Manage donor records, fundraising campaigns, donations, communications, and payments in Experience Cloud.
Advanced CommunitiesPaidCompare
Rebatify
Create and manage loyalty and rebate programs in Salesforce Platform.
rSTAR TechnologiesPaidCompare
DC Payments
Process one-off payments through Stripe, RazorPay, or PayTM from Salesforce objects.
DataColada Pty LtdPaidCompare
Orkkestra Billing | Manage Invoices-Subscriptions-Revenue Analytics more easily
Manage Salesforce orders, subscriptions, billing schedules, invoices, credit notes, and revenue analysis.
YelidoPaidCompare
Nano Digital Mortgage Origination Platform
Mortgage origination platform for digital applications, real-time credit decisions, and exception underwriting in Salesforce Platform.
NanoPaidCompare
cmLending: Loan Origination, Loan Management, and Servicing Platform
Manages loan origination, servicing, syndication, and leasing on Salesforce Platform.
Cloud Maven, IncPaidCompare
WealthConnect Professional
Manages client administration, practice management, and wealth management in Salesforce Financial Services Cloud.
GBST WealthConnectPaidCompare
Credit Check by PipeLaunch: Real‑time credit data to power Sales & Finance
Perform credit checks and view credit reports, scores, utilisation, and report-change alerts within Salesforce.
PipeLaunchPaidCompare
REDA Construction - Project Management and Accounting Automation
Manage construction projects, budgets, inventory, and project accounting in Salesforce Platform.
REDA One LLCPaidCompare
REDA Pay - Inbound & Outbounds Payments, EMD, Banking Controls, Reconciliation
Automates inbound and outbound payments, deposits, payouts, EMD, transaction controls, and reconciliation in Salesforce.
REDA One LLCPaidCompare
Recs
Accounting application for Salesforce Platform covering ledger, payables, receivables, reconciliation, assets, and reporting.
Creo SolutionsPaidCompare
Prudence GEMS
Manage grant allocations, proposals, reporting, approvals, and fund-monitoring workflows in Salesforce Platform.
Prudence B2B, LLCPaidCompare
