The Salesforce Accounting Software incl. E-Invoices
Create all your financial documents directly in Salesforce - complete with attachments, customized design, and e-invoicing. And of course Finblick is available on AppExchange!
All Your Accounting Workflows,
Unified in One App
From automated pricing and document templates to invoicing and e-invoicing: Finblick gives you all core finance features you need — directly inside Salesforce.
Invoices
Create, manage, and send invoices directly in Salesforce
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Quotes
Create, send, and manage quotes directly in Salesforce
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Self-Billing
Automatically create self-billing invoices for freelancers and partners
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DATEV Integration
Transfer accounting data seamlessly from Salesforce to DATEV
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Bank Integration
Connect bank accounts to sync transactions with Salesforce
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SEPA Debit
Collect payments via automated SEPA direct debit
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Multi-Tenancy
Manage multiple organizations within a single Salesforce setup
read moreA Versatile Accounting Software that You Enjoy Using
With the needs of our customers in mind, we have developed an accounting software that is not only perfectly integrated into Salesforce, but also offers the option for multiple legal entities and a user interface that you simply love to use.
Lead-to-Cash Process - Deeply Integrated in Salesforce
Manage your entire workflow in Salesforce and benefit from having all your data in one place. This means you can easily automate VAT regulations, account determination, etc. Once set up, all the information that your tax consultancy or tax advisor needs can be automatically exported from Salesforce – making collaboration easier and more reliable than ever before!
Quotes, Order Confirmations, E-Invoices and Credit Notes from Salesforce
With just a few clicks, you can create your financial documents directly in Salesforce and, if you wish, send them from Salesforce. And there are no costs per generated document, nor are there any problems due to the file size of attached documents being too large.
Moreover, with our accounting software creating e-invoices directly from Salesforce is effortless.
borisgloger uses Finblick...
...for an end-to-end Lead2Cash process on one platform so that advisors can focus on the essentials: actively supporting their customers.
DATEV Integration
Send all relevant receipts and documents directly from Salesforce to your tax advisor – easily, securely and without detours. Benefit from an error-free transfer that helps you meet tax deadlines and significantly reduces your administrative workload. Learn more about the DATEV integration for Salesforce.
FAQs about Finblick
Below you will find answers to frequently asked questions about Finblick and managing financial processes directly in Salesforce.
What is Finblick and what does it do in Salesforce?
Finblick is a native Salesforce app that allows you to create, manage, and automate quotes, invoices, e-invoices, and other financial documents directly in Salesforce. All processes run inside your Salesforce environment without relying on external tools.
Is Finblick a native Salesforce app or an external tool?
Finblick is a 100% native Salesforce app. It runs entirely within Salesforce, uses existing data and permissions, and does not require any external systems or integrations.
Which financial documents can I create with Finblick?
With Finblick, you can create and manage quotes, invoices, e-invoices (such as XRechnung and ZUGFeRD), credit notes, and other accounting-related documents directly in Salesforce.
Who is Finblick designed for?
Finblick is designed for sales teams, finance and accounting teams, and companies that want to manage their quoting and invoicing processes centrally in Salesforce. It is suitable for both small teams and more complex organizations with multiple legal entities.
Is Finblick suitable for both sales teams and accounting teams?
Yes. Finblick connects sales and accounting in one seamless process. Sales teams benefit from fast quote creation, while accounting and tax advisors gain access to structured, consistent, and export-ready financial data. Learn more about Finblick's flexible pricing for companies with large sales teams.
Does Finblick support e-invoicing requirements in Europe?
Yes. Finblick supports European e-invoicing requirements and enables the creation of e-invoices in formats such as XRechnung and ZUGFeRD. This helps ensure compliance with current regulations.
