FinDock

Highlights

• Customer Payment Happiness Give customers easy ways to pay and give your team instant visibility of every payment in Salesforce, so nothing falls through the cracks on either side
• The Payment Engine for Salesforce Manage the full payment lifecycle, from processing to reconciliation, inside your Salesforce org, with a single source of truth across channels and systems.
• Every transaction is an interaction Balance customer experience and operational control by keeping payment data in Salesforce, so teams can recover, reconcile and automate at scale.
• Payment Processing Accept one-time and recurring payments online or offline, using your preferred PSPs, banks and payment methods, all managed in Salesforce.
• Recurring revenue, simplified Automate subscriptions, memberships, instalments and direct debit schedules so revenue is predictable and finance can forecast and report with confidence.
• Payment Recovery Identify failed or late payments and trigger automated recovery journeys, send secure PayLinks, retry, or offer alternative methods to recover more revenue with less manual chasing.
• Payment Reconciliation Import bank and PSP files and match payments to Salesforce records with Guided Matching, close periods faster and keep a clean, auditable trail.
• Multi-entity, multi-market support multiple currencies, countries and schemes (e.g., SEPA, Bacs, ACH) while keeping consistent processes, controls and reporting across your organisation.
• Salesforce-native and secure ISO/IEC 27001:2022 certified, PCI DSS 4.0 Level-1 Service Provider (QSA assessed), GDPR compliant, and payer-facing payment pages independently audited to WCAG 2.1 AA. Built for regulated payment operations.