millio logo

millio

Truly native Salesforce banking.

By cloudworx GmbHAccounting

Rating
5.0
Reviews
8
Pricing
Paid
From โ‚ฌ140 per user per month
Listed since
2021

About millio

Your online banking directly in Salesforce.

WHY MILLIO?

millio is the first full-featured app for your online business banking in Salesforce. millio integrates all your bank accounts from Germany and Austria into your Salesforce interface, from which you can take a variety of actions.

Because millio is Salesforce-native, its usage is intuitive. You benefit by integrating your banking activities easily into your Salesforce interface. With millio, you can monitor all your accounts, log transactions to Salesforce records, initiate money transfers and debits directly from Salesforce records and statistically analyze your account activity with the native reporting tools.

YOU USE SALESFORCE BILLING?

Then you should definitely take a closer look at our app, because millio is the perfect complement to organize all billing and payment processes in Salesforce - from invoicing to incoming payments.

To start your 30 day FREE TRIAL click โ€œGet it Nowโ€ in the top right corner. If you need any help to set millio up, just contact us and we will help you FOR FREE!

You need any kind of further information? Visit our website ๐˜„๐˜„๐˜„.๐—บ๐—ถ๐—น๐—น๐—ถ๐—ผ.๐—ฐ๐—ผ๐—บ or feel free to get in touch with us by contacting info@millio.com.

Highlights

  • AUTOMATED PAYMENT MATCHING millio gives you a complete overview of all incoming and outgoing transactions from your bank accounts directly in your Salesforce org. Filter transactions after the parameters you choose and match them to specific records.
  • MONEY TRANSFERS & DIRECT DEBITS With millio, you can trigger money transfers and direct debits in Salesforce. Create them one by one - or completely automated. And submit all your transactions to your bank via click.
  • MULTIBANKING & CONTROL Add transparency to your cash flow by managing multiple bank accounts simultaneously with one single interface. Profit also from all Salesforce reporting tools - filter your cash flows, aggregate and analyze your transactions.

Screenshots

Your online banking. In Salesforce.

Image 1 of 12

Your online banking. In Salesforce.

Pricing

Paid, from โ‚ฌ140 per user per month.

millio plans
PlanPriceBilled
Default Planโ‚ฌ140 per userMonthly

Find pricing details on https://www.millio.com/en#pricing.

The publisher offers discounts.

Compatibility

Requires
  • Platform Cloud
Salesforce editions
  • Enterprise
  • Unlimited
  • Performance
  • Developer
  • Salesforce Platform
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on March 2, 2021
Languages
  • English

More Accounting apps

The most reviewed Accounting apps on the AppExchange, to compare before you choose.

All app categories