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
Salesforce · Finance
Finance — Salesforce
348 finance apps for Salesforce
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
Plaid Connect: Real-time Bank, Identity, and Income verification
Verifies bank, income, and identity information inside Salesforce using Plaid integrations.
Cloud Maven, IncPaidCompare
2cloudnine | AU | Unified Platform for Recruitment & Labour Hire Australia
Automates recruitment and labour-hire payroll, billing, compliance workflows, and reporting within Salesforce.
2cloudninePaidCompare
Sales2Cash for Subscription Management & Recurring Revenue with SaaS metrics
Automates subscription opportunities, contracts, invoices, and revenue schedules in Salesforce Platform.
Growth HeroesPaidCompare
Financial Products for Salesforce - From Engine by MoneyLion
Matches Salesforce Contact Data with loan, refinancing, and savings options inside Salesforce.
Engine by MoneyLionPaidCompare
Sidetrade O2C App: Enhance Cash Culture With The Sidetrade App
Manage B2B invoice payment disputes in Salesforce for sales, sales administration, business-unit management and customer service teams.
SidetradePaidCompare
Loan Sphere LMS (v1)
Manage loans, treasury, repayments, investors, borrowers, and financial statements in Salesforce Platform.
Agro Business PTY LTDPaidCompare
Singlify Loan Management System for microfinance and impact investing
Manages flexible loans and relationship-based lending in Salesforce Platform for microfinance and social investment organizations.
SinglifyPaidCompare
FreshBooks for Salesforce
Automates invoicing, expense organization, time tracking, and client follow-ups for self-employed professionals and teams.
FreshBooksPaidCompare
Oval - Accounting for Salesforce
Provides double-entry accounting, multi-entity books, tax reporting, reconciliation, and period close within Agentforce.
Audit9 - Salesforce AI + DataPaidCompare
Kindsight Ascend
Manage advancement and fundraising in Salesforce with prospect, gift, pledge, relationship, and allocation workflows.
KindsightPaidCompare
Avalara for Salesforce CPQ
Connects AvaTax with Salesforce CPQ for address checks, tax calculation, customs charges, tax documents, and filing workflows.
AvalaraPaidCompare
Avalara for Sales Cloud
Calculates sales tax, customs duties, and import taxes in Sales Cloud.
AvalaraPaidCompare
DecisionEngines - Intelligent Process Automation
Automates Salesforce Service Cloud request processing, including case emails, attachments, and finance-related service desk tasks.
DecisionEngines.aiPaidCompare
Atachh Revenue Scheduler (ASC 606 / IFRS15 / Revenue Recognition)
Schedule revenue in Salesforce Platform, preview it during the sales cycle, and manage performance obligations.
AtachhPaidCompare
Chargent for Salesforce Billing
Accepts card, ACH, and direct debit payments within Salesforce CPQ & Billing through connected payment processors.
Chargent by AppFrontier LLCPaidCompare
inflooens - Single Screen Mortgage Solution
Manage mortgage leads, borrower interactions, loan progress, and origination tasks within Salesforce Platform.
inflooensPaidCompare
Decipher Loan Origination, Underwriting, and Compliance
Automates commercial loan origination, underwriting, and monitoring in Salesforce Platform.
Decipher Credit SolutionsPaidCompare
Lending Operating System by Surge
Provides cloud-based lending and loan origination functions within Salesforce Platform.
SurgePaidCompare
LASER Business Credit Access Business Credit Report Data in Salesforce
Retrieve commercial credit information and risk indicators within Salesforce, manually or through background automation.
LASER Accuracy, LLCPaidCompare
