Finance on Salesforce

Highlights

• Salesforce-Native Finance: Manage invoicing, accounts payable, budgeting, expenses, approvals, OCR, and financial reporting directly inside Salesforce.
• Advanced Invoicing: Create sales invoices, milestone invoices, recurring invoices, credit notes, and customer billing workflows connected to orders and operations.
• Accounts Payable Automation: Manage supplier bills, approvals, payment status, vendor records, and AP workflows to reduce manual entry and processing delays.
• OCR Document Capture: Capture data from receipts, supplier invoices, and finance documents using OCR to speed up expense and invoice processing.
• Budgeting & Spend Control: Create, track, and manage budgets with real-time visibility into spend, commitments, variances, and financial performance.
• Purchase Order Management: Create purchase orders, manage approval flows, track supplier activity, and connect procurement with accounts payable inside Salesforce.
• Approval Workflows: Route invoices, expenses, purchase orders, payments, and budget requests through configurable approval processes with real-time status tracking.
• Cash Flow Visibility: Monitor receivables, payables, overdue invoices, payment activity, and cash flow using Salesforce dashboards and reports.
• Connected Finance Operations: Connect finance with sales, procurement, inventory, fulfilment, vendors, customers, and operations on one Salesforce-native platform.