The payment engine for
Salesforce, powering
Customer Payment Happiness
FinDock balances customer experience and operational efficiency by bringing payments into Salesforce – giving customers a smooth way to pay, and your team’s predictable revenue with less manual work.
The payment engine for
Salesforce, powering
Customer Payment Happiness
FinDock centralizes processing, recovery, and reconciliation in Salesforce – helping Finance & Ops teams reduce failures, speed up reconciliation, and improve the customer journey.
The payment engine for Salesforce
FinDock brings the full payment lifecycle into Salesforce – from processing to recovery to reconciliation. Eliminating manual work and messy integrations so your team can close faster & recover more revenue.
Get paid faster, and with less effort.
Payment Processing
Capture every payment with full customer context. Give customers choice, while your team saves time and costs.
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Payment Recovery
Recover more payments, safeguard recurring income, and retain more customers.
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Payment Reconciliation
Match bank, PSP and even offline payment data inside Salesforce. Close faster, with less work – even with millions of transactions.
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Every transaction is an interaction
If managing payment data isn’t at the heart of your CRM strategy, you’re missing a vital connection in the customer journey. Payment data is customer data and it should live in Salesforce.
Every payment has two sides: the customer experience and the operations behind it. Most tools solve one. FinDock solves both by keeping payment data inside Salesforce, through a balance of excellent customer experience and efficient operations.
Customers get choice: how, when, and where to pay – online, offline, or recurring. Operations teams get control: reconciliation, recovery, and automation at scale.
More bills paid. Less manual work. One system. Customer Payment Happiness – for both sides.
Our customers report the following benefits:
%
Reduction in time spent reconciling data
%
Increase in user satisfaction
%
Improvement in customer/donor insights
%
Increase in data quality
* Data from the FinDock customer impact study, 2024
Trusted by 370+ companies from nonprofit to enterprise
Customer experience at the core
With FinDock, every payment becomes part of the customer journey – whether online, recurring, or through an agent over the phone.
Great payment experiences drive revenue by reducing drop‑offs, cutting recovery needs, and building loyalty. Payments should strengthen relationships, not create friction. FinDock makes it possible – all within Salesforce, the world’s leading customer experience platform.
The FinDock advantage: every department thrives
When payments are embedded into Salesforce, it creates a spiral of success that benefits every part of your organization.
Industries we serve
Fundraising
Easy donations with full donor visibility.
Insurance
Simple policy payments that reduce admin.
Memberships
Smooth membership payments that improve retention.
Education
Streamline tuition management and student experience.
Energy & Utilities
Simplify utility payments connecting finance, service, and ops.
Communications
Effortless subscription payments that boost engagement.
Housing
Simplified rent payments with connected tenant relationships.
Public Sector
Efficient policy payments that streamline operations.
Effortless payment
integration and
optimisation in Salesforce
FinDock seamlessly integrates global and local payment providers into Salesforce, letting you manage payments, toggle methods, and gain real-time insights. All within your CRM.
Take a look at our factsheet to discover all supported payment methods and processors.
Ready for Customer Payment Happiness?
FinDock is trusted by 370+ organisations worldwide, processing over 100 million transactions annually and managing $3 billion in revenue. With a 4.98-star rating on the Salesforce AppExchange, we sometimes end up with an award in hand.
