FinDock for social housing & commercial real estate
FinDock connects rent and related payments – from recurring rent and service charges to deposits, utilities and refunds – directly to Salesforce so you can cut manual work, keep recurring collection under control, and make it easier for residents and tenants to pay over the long term.
Trusted by leading organisations globally
Payments on Salesforce
Salesforce runs the day-to-day operations of social housing and commercial real estate – resident and tenant records, cases, communications, and the context teams need to serve people well. FinDock completes this by enabling teams to manage payments in Salesforce.
Every rent charge, payment, failure, refund, and arrears status is linked to the right tenant or account, so your teams don’t chase updates across portals or spreadsheets. Automation can trigger the moment something changes, and Finance works from clean, reconciled numbers.
Recurring rent, without the admin
Manage schedules, mandates, and changes in Salesforce across Direct Debit and cards.
Tenant-friendly payment flexibility
Offer a dedicated self-service portal for tenants to pay, without creating back-office complexity.
Arrears recovery with context
Detect failed payments early and recover revenue with Salesforce-driven journeys.
Reconciled, audit-ready finance
Match transactions back to tenants, accounts and charges for a clean close.
A complete payment engine
FinDock manages the full payment lifecycle for rent and related charges on Salesforce, from rent set-up and first payment, through recurring collection, failed payments and arrears recovery, to reconciled income as your portfolio grows and payment complexity increases.
Payment Processing
Collect and route rent, deposits and service charges via Direct Debit, cards and online or contact-centre journeys, straight into Salesforce.
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Payment Recovery
Reduce failed and late rent payments with automated retries, PayLinks and Salesforce-driven dunning journeys.
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Payment Reconciliation
Match bank and PSP transactions to tenant, account and lease records so Finance gets one accurate view of incoming and outgoing payments.
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Works with your property platform
If you use a Salesforce-based property management system like Wunderbricks to manage tenants, leases, units, and operational workflows, FinDock complements it by powering payment processing, recurring collection, recovery, and reconciliation in Salesforce – all linked back to the same tenant/account records.
One tenant, one payment view
FinDock shows what’s due, what’s paid, what failed, and what’s still open directly on the tenant record in Salesforce, so your teams can answer faster and tenants don’t have to repeat themselves.
Collect rent and charges in Salesforce
FinDock turns Salesforce into your rent and charges collection engine. Every rent payment, service charge and deposit is tied to the right tenant, account or property context, not buried in bank portals or PSP dashboards.
Automated recurring rent →
Run monthly/weekly rent across Direct Debit and cards, with schedules and mandates managed in Salesforce.
Rent, charges, deposits - all connected
Link deposits, utilities, service charges and adjustments to the same tenant/account for a complete picture.
Outbound payments →
Pay refunds or reimbursements from Salesforce and keep a clear audit trail of every payout.
Tenant choice, without extra admin
Give tenants flexible ways to pay with portals or PayLinks, while keeping one consistent process for teams.
Payments built across your Salesforce clouds
FinDock adds a payment engine built on the Salesforce Platform, working across the clouds property teams rely on:
Every rent charge, deposit, fee, refund, and payment outcome is written back to the right tenant, account, case, or agreement in Salesforce – giving teams one source of truth and letting you trigger journeys the moment a payment succeeds, fails or changes. You keep full freedom of banks, bureaus and PSPs without fragmenting payment data.
See all supported payment methods and providers in the FinDock factsheet.
Recover rent without damaging tenant relationships
Missed payments don’t have to mean lost revenue or escalations. FinDock gives housing and finance teams clear visibility into failed or late payments in Salesforce, plus tools to recover revenue in a way that’s consistent, fair, and tenant-friendly.
Visibility on at-risk payments
See failed/missed rent payments in Salesforce with clear reasons and the right next step.
Flexible Recovery Workflows
Trigger the right recovery flow, retries, reminders, PayLinks; all tailored by segment, property, or region.
Tenant-friendly resolution options
Enable retries, PayLinks, and structured catch-up approaches where policy allows.
Clear audit trail
Keep recovery actions, outcomes, and communications tied to the tenant record for consistency and reporting.
Using Salesforce Experience Cloud with FinDock, Ho-Chunk Housing and Community Development Agency (HHCDA) unified rent payments and improved the tenant experience. What once took days to process payments, issuing receipts, and chasing down details, is now handled automatically, freeing the team to focus on supporting families and planning for the future.
“That automation alone is a game-changer. Before, someone had to call every person when a check bounced. Now, it’s all handled behind the scenes. FinDock just takes care of it.”
Tara Chapman, HHCDA
Match every payment to the right record
FinDock Reconciliation removes manual work like downloading bank statements, re-keying data and hand-matching payments. Incoming and outgoing payments are matched in Salesforce so Finance, Operations and Tenant Services all trust the same figures.
A clear picture of every payment
See rent, charges, deposits and refunds in one Salesforce view with who paid, what it was for, and what’s still open.
Close the books faster
Automate imports and matching from banks and PSPs, then export reconciled data to your finance system for a faster close.
Spot exceptions early
Track failed or unmatched payments in Salesforce with clear reasons and what needs follow-up.
Bank, PSP and off-platform reconciliation
Reconcile payments from multiple sources and tie everything back to tenant/account records, including off-platform payments matched with Guided Matching.
Why housing & real estate teams choose FinDock
Built for recurring rent revenue
Handle rent, service charges, deposits and adjustments without fragmenting data or workflows.
Designed for complexity, not just size
Ideal for organisations with multiple entities, regions, currencies, banks and PSPs — even when teams are lean.
Finance and operations in lockstep
Clear boundary with property management
Data, not funds
FinDock never holds your money – payments flow directly between tenants and your payment providers, while FinDock orchestrates the payment data in Salesforce.
Our customers report the following benefits:
%
Reduction in time spent reconciling data
%
Increase in user satisfaction
%
Improvement in customer insights
%
Increase in data quality
* Data from the FinDock customer impact study, 2024
Explore more use cases
Managing failed rent payments smarter with Salesforce and FinDock
Bring arrears workflows into Salesforce so your teams can act quickly with the right context.