Salesforce Finance apps

Finance apps connect commercial activity to financial operations. Define the boundary between Salesforce and your finance system, then compare reconciliation, controls and visibility into the financial steps that follow a sale.

214 apps in the directory. Ordered by AppExchange review count.

Browse Finance appsAll app categories
Billing and revenue operations
Finance approvals and reconciliation
Financial reporting from CRM activity

Finance apps on the AppExchange

Compare the listings below, then open an app for its features, pricing plans, compatibility and publisher information.

  29. TrustHub

    By WealthHub Solutions Inc.

    The better way to manage trusts

    Rating
    5.0
    Reviews
    12
    Pricing
    Paid
    from $40 per user per monthView app: TrustHub

  31. nCino

    By nCino

    Agentic banking lives here. nCino is redefining how work gets done.

    Rating
    4.6
    Reviews
    11
    Pricing
    Paid
    from $1 per user per monthView app: nCino

  40. CANDID.

    By CANDID.

    A Mortgage Marketing Platform for the Modern Loan Originator.

    Rating
    4.5
    Reviews
    8
    Pricing
    Paid
    from $300 per user per monthView app: CANDID.

  52. Claim WRX

    By Medlinks Cost Containment, Inc. (Home of Claim WRX)

    Denial Management Solutions

    Rating
    5.0
    Reviews
    4
    Pricing
    Paid
    from $1,000 per user per monthView app: Claim WRX

  59. Aduno

    By SUNZINET GmbH

    Use aduno for effortless time tracking and automated invoicing

    Rating
    5.0
    Reviews
    3
    Pricing
    Paid
    from €100 per user per yearView app: Aduno

  79. Aurora

    By Northteq

    Loan origination and vendor management - simplified.

    Rating
    5.0
    Reviews
    1
    Pricing
    Paid
    View app: Aurora

  90. PIRM

    By Predictive IRM, LLC

    Crystal Clear Risk Management

    Rating
    5.0
    Reviews
    1
    Pricing
    Paid
    from $150 per user per monthView app: PIRM

  102. Credflow

    By Oktana

    Instant Credit and Background Checks Within Orgs for Retail Banking

    Rating
    Not rated
    Reviews
    0
    Pricing
    Free
    View app: Credflow

  107. Advyzon

    By Advyzon

    All-in-one platform for financial advisors that's easy and fun to use

    Rating
    Not rated
    Reviews
    0
    Pricing
    Paid
    from $25 per user per monthView app: Advyzon

  118. Baytree

    By FERN COMPUTER SERVICES LIMITED

    Complete native Salesforce core banking system

    Rating
    Not rated
    Reviews
    0
    Pricing
    Paid
    from $1 per user per monthView app: Baytree

  143. FailSafe

    By Innovis Data Solutions

    Delivering fast and secure identity authentication

    Rating
    Not rated
    Reviews
    0
    Pricing
    Paid
    from $100 per company per monthView app: FailSafe

  148. FundPanel

    By Aduro Advisors

    Alternative Asset Management Platform

    Rating
    Not rated
    Reviews
    0
    Pricing
    Paid
    from $650 per company per monthView app: FundPanel

  157. iiCredit

    By Triple Mesa LLC

    The CDFI operating system to increase impact

    Rating
    Not rated
    Reviews
    0
    Pricing
    Paid
    from $125 per user per monthView app: iiCredit

  172. Maxio

    By Maxio previously Chargify

    Maxio + Salesforce: Built for B2B SaaS

    Rating
    Not rated
    Reviews
    0
    Pricing
    Paid
    from $20 per user per monthView app: Maxio

  186. Rebatify

    By rSTAR Technologies

    Create a rebate management powerhouse with this easy-to-use intuitive App!

    Rating
    Not rated
    Reviews
    0
    Pricing
    Paid
    from $1,000 per company per monthView app: Rebatify

  187. Recs

    By Creo Solutions

    An Accounting System Built for Integration

    Rating
    Not rated
    Reviews
    0
    Pricing
    Paid
    from $70 per user per monthView app: Recs

  210. Wattyo

    By Wattyo

    Utilities can manage the entire Commercial Cycle in a single Solution

    Rating
    Not rated
    Reviews
    0
    Pricing
    Paid
    from €120 per user per monthView app: Wattyo

  213. WealthTrack

    By TechActif Consulting Ltd.

    Wealth Management CRM for Canadian Financial Advisors

    Rating
    Not rated
    Reviews
    0
    Pricing
    Paid
    from 40 CAD per user per monthView app: WealthTrack

  214. Zafin 360

    By Zafin

    Product and pricing software to address key banking challenges

    Rating
    Not rated
    Reviews
    0
    Pricing
    Paid
    from $1 per zafin instance per monthView app: Zafin 360

How to choose Finance apps

  • Identify which system owns each financial record.
  • Test currencies, entity structures and reconciliation exceptions.
  • Review financial permissions and audit history.

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Finance app questions

What do Salesforce Finance apps do?

Finance apps connect commercial activity to financial operations. Define the boundary between Salesforce and your finance system, then compare reconciliation, controls and visibility into the financial steps that follow a sale.

How should I compare Finance apps?

Identify which system owns each financial record. Test currencies, entity structures and reconciliation exceptions. Review financial permissions and audit history.

Where can I check pricing and compatibility?

Open an app listing to review its published pricing, supported Salesforce products and editions, and publisher details. Confirm current licensing, usage limits and implementation requirements with the publisher before purchasing.

Related Salesforce app categories