Frictionless Bank Payments
Seamlessly import and reconcile bank payments directly within Salesforce, utilizing FinDock’s powerful Bank Feed (coming soon) and Guided Matching features, ultimately delivering Customer Payment Happiness.
Bank Feed
Bank Feed offers instant importing of bank transactions, providing a real-time, 360-degree view of customers’ bank payments and eliminating manual intervention.
Eliminates manual data entry
Improve efficiency and accuracy by automating the import of bank transactions into Salesforce, eliminating manual effort and reducing errors.
Error reduction
Minimize errors associated with manual handling of financial data, leading to more reliable financial records and reporting.
Real-time transaction updates
Receive instant financial data, ensuring they are always informed and can make timely decisions.
No complicated learning required
Bank Feed is easy to use, requiring no complex training or expertise, which means you don’t have to rely on specialized staff to manage your financial transactions.
Bank Feed coverage and file format support
FinDock’s Bank Feed feature provides seamless integration for over 2,500 banks across Europe, offering extensive coverage in key markets such as the UK, Netherlands, and Germany.
While we strive to include as many banking institutions as possible, we understand that some banks, especially those outside these primary markets, may not yet be compatible with Bank Feed. For these cases, FinDock also supports traditional file formats like CAMT, MT940, and N43.
For a complete list of supported bank file types, please refer to our factsheet.
Guided Matching
FinDock’s Guided Matching provides a reliable solution for automating large volume bank payment matching processes and ensuring the accuracy of your CRM data. With complete control and visibility over the matching process, users can customize rules to meet their unique needs and improve the relevance of their data.
Key Benefits
Save time and increase efficiencies
FinDock enables you to reconcile payment data from bank statements to existing CRM data in order to keep up-to-date financial records and make data-driven decisions, even when you receive many unexpected payments with multiple references.
Increase productivity and reduce manual errors
By automating processes through the use of CRM data and Salesforce functionality, tasks that were previously performed manually can be streamlined and executed more efficiently.
Improve collaboration across the organisation
Having a single source of truth for data can help improve collaboration across different teams and departments. By removing data silos, everyone can access the same data, reducing the risk of miscommunication or conflicting information.
Improve customer engagement and retention
Customers appreciate quick responses and timely communication, so by sending custom follow-up messages faster, you can improve customer satisfaction and build long-term relationships.
Match every payment to its record
Automated Matching
Automatically matching your bank payments based on custom business rules streamlines the end to end process. The rule execution view provides full visibility of the rules being executed, the matching progress, and the results, making the data-matching process efficient and accurate.
Guided Review
If there are payment exceptions or ambiguous data, Guided Review will suggest potential matches and provides a progress report for increased visibility. This increases accurate data matching even when automated processes may not be sufficient, and streamlines the process of manual data matching, saving time and increasing efficiency.
Match every payment to its record
Automated Matching
Automatically matching your bank payments based on custom business rules streamlines the end to end process. The rule execution view provides full visibility of the rules being executed, the matching progress, and the results, making the data-matching process efficient and accurate.
Guided Review
If there are payment exceptions or ambiguous data, Guided Review will suggest potential matches and provides a progress report for increased visibility. This increases accurate data matching even when automated processes may not be sufficient, and streamlines the process of manual data matching, saving time and increasing efficiency.
Bank Feed + Guided Matching = Frictionless Bank Payments
Leverage the combined power of FinDock’s Bank Feed and Guided Matching to transform your financial operations. Automatically import bank transactions into Salesforce in real-time with Bank Feed, eliminating manual data entry. Then, allow Guided Matching to efficiently align these transactions with corresponding invoices and records.
