From bottlenecks to financial control: how Saar aan Huis transformed their payments with Salesforce and FinDock
Saar aan Huis is a healthcare organization in the Netherlands with a mission to connect clients in need of care with caregivers who can offer personal, compassionate support. With several thousand people working for them, including both employees and contractors, the organization plays a critical role in the Dutch care system. But behind the scenes, Saar aan Huis was facing a growing financial challenge that was hurting both their operational efficiency and customer experience.
“Before FinDock and Salesforce, it was costing us a lot of money just to get our money. That’s behind us now.”
– Daniel Oosterhuis, CTO at Saar aan Huis
Disconnected systems and growing payment complexity
As Saar aan Huis grew, so did the complexity of its financial operations. With a unique multi-audience model, Saar aan Huis serves:
- Individuals receiving personal care services (often elderly)
- Care organizations that temporarily lack staff
- A vast network of freelance caregivers who must be paid on time
This diversity brings financial complexity. Saar aan Huis manages thousands of payments every month, ranging from small invoices to individuals, to large payments from organizations, and timely payouts to contractors, all under strict regulatory timelines. Yet their financial systems weren’t keeping up, the connection between Salesforce and Exact was not working for them.
The consequences were significant: no single source of truth, invoices manually adjusted in multiple systems, and delayed payouts. With the scale of their operations, even small issues had the potential to snowball quickly. “We felt that our finance department could increase their efficiency significantly if we would improve on the billing process.”
For Saar aan Huis, the path forward meant simplifying their systems and bringing billing and payments closer to where their customer data already lived: Salesforce.
Streamlining payments with Salesforce and FinDock
With a clear vision to simplify and centralize financial operations, Saar aan Huis brought their entire payment process into Salesforce with FinDock, leveraging Sales Cloud, Service Cloud, and their core CRM.
“We were able to move quickly and learn a lot in the process. The FinDock Customer Success Team really helped us in this process and made a real difference.”
Today, they run an intelligent and automated setup powered by Salesforce and FinDock:
- Direct Debits (SEPA) for recurring collections
- PayLinks for secure, flexible payments
- SEPA Credit Transfers to pay out contractors
- Guided Matching to reconcile bank files with high accuracy
Their automation is driven by flows within Salesforce. Each outgoing invoice is automatically assessed: is there a valid mandate? Is the amount above a risk threshold for direct debit? Has a previous debit failed twice? Based on these criteria, the system determines whether to send a PayLink or initiate a direct debit, without human involvement.
This level of automation and flexibility has not only improved their payment operations, it’s laid the foundation for true Customer Payment Happiness.
“Thanks to FinDock, customers pay faster, collections are easier, and we have much more control over our finances. We can follow up quickly, and errors in invoicing have been drastically reduced.”
The results: stronger Payment Operations and Experiences
The transformation at Saar aan Huis can be seen on two sides of the coin: their internal payment operations have become far more efficient, and their clients now benefit from a smoother, more reliable payment experience.
Payment Operations: getting control
With automation, clear flows, and real-time visibility, the team has reduced complexity and regained control:
- Time spent on payment operations went down with 71%, allowing them to scale down the time spent without compromising performance
- Automated invoice logic determines whether to send a PayLink or trigger a direct debit
- Guided Matching simplifies reconciliation of thousands of incoming and outgoing payments
- Errors drastically reduced, and issues can be followed up instantly
Payment Experiences: reliable, flexible, and client-friendly
Beyond internal efficiency, Saar aan Huis now offers a far better experience to their audiences. Examples of how the experience has improved:
- Invoices include QR codes and PayLinks for easy, fast payments
- Direct Debits handled smoothly, even at scale
- Clients pay faster and more consistently, reducing overdue balances
- Trust has increased now that invoicing errors and mismatches are gone
“The delays in payment processing have now been minimized so that clients and caregivers are presented with up-to-date information about the status of invoices and payments.”
Exploring new features to support clients even faster
With payments and billing now streamlined in Salesforce, Saar aan Huis is already looking at how to extend that efficiency into a real-time banking integration with BankFeed. And in a later stage, Agentforce might be an additional efficiency step in the future as well.
“We receive support tickets through Salesforce already. With Agentforce, we could answer some of those, like invoice questions, without involving the finance team.”
Delivering Customer Payment Happiness
Saar aan Huis now runs a more scalable, efficient, and client-friendly finance operation, fully embedded in Salesforce and built around delivering Customer Payment Happiness.
“Implementing FinDock was one of the best decisions we’ve made. It gave us grip, clarity, and peace of mind. And in a sector where every euro and every hour matters, that makes all the difference.”