Fully pay sales invoice lines or record part payments
View all your payment allocations
Total flexibility in how you manage your cash.
Easily apply payments to accounts not tied to an invoice, record payments not applied to a single customer and transfer funds across accounts. Automate manual processes and improve your staff productivity.
Easily reconcile your bank accounts to maintain accurate cash balances.
Reconcile all your current, savings and credit card accounts from any web browser. Quickly detect banking errors, handle exceptions and report on accurate balances.
Get a complete, real-time picture of your company’s cash flows.
Track bank receipts, payments and transfers for all your bank accounts, companies and currencies. Use list views, reports and dashboards to drill down to individual bank account transactions.
Find out how we can help you improve your cash management processes.
Streamline your end to end business processes, increase your staff productivity and retire your spreadsheets, 100% native on the Salesforce platform.
Privacy & Cookies Policy
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.