Non-FinDock Processed Payments
Turn external payment files into Salesforce records
Whether payments arrive from a lockbox vendor, a giving platform, or an unsupported PSP, FinDock matches the data to the right Salesforce record, and gives your finance team complete visibility without the manual work.
Every payment in Salesforce, regardless of where it came from
Bring lockbox vendors, third-party platforms, and external processors into one system. When every external payment flows into Salesforce alongside the rest, your entire operation becomes cleaner, faster, and easier to understand.
Reliable payment data
FinDock’s Guided Matching eliminates duplicates and ensures every payment lands on the right record. One source of truth your team can rely on.
Faster reconciliation
Import your data and let predefined rules match payments to the right records. Finance teams save time, reduce manual effort, and close the books faster.
Complete customer context
Every payment tied to the right contact or account gives your team the full picture for better support, stronger relationships, and smarter decisions.
Guided Matching matches everything automatically
Configure how your external file maps into Salesforce once, then let FinDock’s Guided Matching do the work. Every imported payment follows a transparent, rule-based pathway you can see and audit, updating and enriching the right CRM records automatically.
Learn more about Guided Matching →
Turn any payment file data into clean Salesforce data
Lockbox exports, fundraising platform data, third-party processor files – FinDock handles them all and routes each payment to the right Salesforce record.
Lockbox vendor files
Import processed check and payment files from your bank's lockbox vendor and match them to open invoices, pledges, or customer records in Salesforce.
External giving platforms
Import data from fundraising platforms like JustGiving and CAF into Salesforce so every donation connects to the right donor, campaign.
Any external processors
If a payment provider isn't natively integrated with FinDock, you can still import its data from a payment file and reconcile it alongside everything else.
How FinDock turns files into matched records
The same engine that powers bank and PSP reconciliation handles your external file data, with the rules, flexibility, and oversight your finance team needs.
Step 1
Import your file data
Import your lockbox, giving platform, or third-party payment data into FinDock’s staging object.
Step 2
FinDock turns files into matchable data
FinDock processes incoming payment data, removes duplicates, and structures the data so each transaction is ready to be matched in Salesforce.
Step 3
Guided Matching links payments to records
Using your predefined matching rules, FinDock’s Guided Matching links each payment to the corresponding contact, invoice, or pledge in Salesforce.
Guided Review handles exceptions with confidence
Guided Review helps teams handle payment matching exceptions when automation needs extra context. If a customer has two open invoices for the same amount, it shows both possible matches side by side instead of relying on a rule alone. Your team can confirm the right match in seconds, combining the speed of automation with the confidence of human oversight.
Get in touch to learn more!
Ready to take your payment management to the next level? Get in touch today to learn how FinDock can transform your business and drive Customer Payment Happiness!