Payment orchestration and reconciliation, built for Salesforce native finance teams
Collect, pay, and reconcile across every payment channel, inside the Salesforce accounting or ERP platform your team already runs on.
Bank imports, matching and exceptions
FinDock brings bank transactions, PSP payments, and other payment sources into your accounting system and matches them automatically to the right invoice and customer account. While our automated Guided Matching handles complex scenarios, from overpayments, underpayments or partial matches.
The result is a real-time view of what has been paid, what is outstanding, and what needs attention. All inside Salesforce.
Bank statement import
CAMT.53, MT940 & CODA
Drop in standard bank statement files from any European or global bank.
Live bank feeds
Real-time transaction streams pulled directly from your banks.
Rule-based auto-matching
Match by invoice numbers, custom references, as-of-aging or outstanding amounts
Configurable tolerances, oldest/newest first, highest/lowest amount first.
Multi-line and partial-payment splits
Reconcile bank statement transactions with single-invoice, multi-invoice and partial-invoice payments.
Automated exception handling
Payroll, interest & balancing journals
Recurring non-invoice items handled by rules, reducing manual work.
Exceptions inbox
Low-confidence matches land in a triage view with ranked suggestions.
Overpayment handling
Automatic cash balance booking
When no open invoice remains, the surplus posts automatically to the customer balance.
Inbound collections and outbound payments
FinDock processes inbound direct debits, card payments, and paylinks, and generates outbound payment files for local and cross-border rails. All from inside Salesforce.
Inbound · Direct Debit
SEPA DD, BACS DD, e-mandates
Mandate management, retries, and PSP integrations — all from Salesforce.
Inbound · Cards & paylinks
Credit card payments via PSPs
Tokenised charges via your provider of choice.
Branded paylinks
Hosted, branded payment pages sent directly from your records.
Outbound · Multi-regional files
SEPA pain.001, Swiss QR IBAN, cross-border
Pain.001 file-based payments for SEPA, Swiss QR bill, cross-border. EU, US, Canada, Hong Kong and more.
Outbound · Regional rails
Official Clearinghouse member for Sweden and Norway
Sweden Bank Giro Clearing plus the Norway equivalent.
Submit without re-entering data
Direct from your accounting records
Upload the file to your bank portal, without the need to copy and paste, or rework spreadsheets.
Everything finance ops needs to collect, pay, and close faster
Purpose-built for Salesforce accounting and ERP systems. Reduces manual reconciliation with automated journal exception entries. Single audit-ready outbound payment processing.
Real-time auto-matching
Pattern, amount, reference, and fuzzy matching reconcile inbound payments against open invoices the moment they land.
Multi-source reconciliation
Bank transfers, Stripe, Adyen, SEPA, ACH, cards, and marketplaces — all normalised into one matchable stream against your ledger.
Exceptions inbox
Anything the engine cannot auto-match lands in a triage view with suggested matches and one-click apply.
Native to Salesforce
Installed managed package. Writes directly to Cash Entries, Receipts, and directly to your GL.
Audit-ready by default
Every match is logged with rule, score, and operator. Reversals are one click and fully traceable.
Close metrics dashboard
Track match rate, exceptions ageing, and DSO impact in real time. Share weekly close health with leadership.
From payment initiation to closed books — in four steps
A continuous matching pipeline. Payments execute and reconcile as money moves.
Step 1
Connect banks and providers
Plug in bank accounts, PSPs, and payment rails via CAMT, MT940, or live bank feed.
Step 2
Generate outbound payment files
Produce standards-compliant payment files for local and cross-border payment rails in EU, US, Canada, Hong Kong and more. Submit to your bank portal without re-entering a single line item.
Step 3
Collect and reconcile all inbound payments
Bank transfers, direct debits, card payments, and paylinks all auto-match against open invoices in real time — using configurable rules and ML. No manual journal entries.
Step 4
Post and close
Matched transactions post to Cash Entries and to your GL automatically. Exceptions automatically triaged. Reducing your close period from days to hours.
A complete payment and reconciliation stack for Salesforce finance teams
Matching engine
- Reconcile bank statement transactions with single-invoice, multi-invoice and partial-invoice payments
- Match by invoice numbers, custom references, as-of-aging or outstanding amounts
- Streamline customer credit note refunds with our automated payment schedules
- Auto-match supplier credit note refunds through our reconciliation matching rules
- Custom rules per entity or business unit
Platform integration
- Native managed package on Salesforce
- Reconcile cash and book journals directly to your GL
- Multi-org and multi-entity ready
- Respects Salesforce permission model
- Customer and vendor refunds posted directly to your GL
Payment initiation
- Outbound payment file generation: SEPA, wire, cross-border
- Direct debit with mandate and retry logic
- Credit card charges via your PSP
- Branded paylinks sent from Salesforce
- Automated payment schedules for SEPA direct debit file,cross-border.
Ready to close your books faster?
FinDock is trusted by 400+ organisations worldwide, processing over 190 million payments contracted annually and managing $5.7 billion in revenue. With a 4.98-star rating on the Salesforce AppExchange, we sometimes end up with an award in hand.
Get started
with FinDock
Share a few details about your use case and we’ll connect you with the right team. We’ll help you:
Identify the best approach for payments on Salesforce
Understand key capabilities, integrations, and pricing
Define the next steps for implementation
