The Salesforce Accounting Software incl. E-Invoices
Create all your financial documents directly in Salesforce — complete with attachments, customized design, and e-invoicing. No lengthy implementation, no large development team required: install Finblick from AppExchange and most teams are up and running within weeks.
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. Unlike most specialized invoicing apps on AppExchange, Finblick covers the entire process: from quote creation to DATEV export. One app instead of multiple point solutions.
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 Salesforce Accounting App That's Easy to Set Up — and Grows With Your Business
Our Salesforce accounting software is built to get you started fast — no developer needed, no lengthy onboarding project. The interface is clear enough that both sales and finance teams get up to speed quickly. The app scales with your business – a natural fit for startups and SMBs that want to start lean and grow: kick off with quotes and invoices, add SEPA debit, bank integration, or multi-tenancy as your needs grow — without ever switching tools.
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'll find answers to common questions about Finblick — from getting started to day-to-day use 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 a particularly strong fit for startups and growing SMBs: the modular structure means you can start with the basics and activate additional features — like SEPA debit, bank integration, or multi-tenancy — as your needs evolve.
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.
How much effort does it take to set up an accounting software directly in Salesforce?
Finblick is typically up and running within a few weeks — even without deep Salesforce expertise in-house. As a native Salesforce accounting software, it is designed to be implemented without custom development or external consultants. For startups as well as small and mid-sized businesses that want to move fast, this is a significant advantage compared to traditional ERP solutions or more complex AppExchange products that often require multi-month implementation projects. The Finblick documentation is also there to help you get started quickly.
Do I need Salesforce development skills to set up Finblick?
No. Finblick is built so that standard configuration requires no Apex code or custom development. The app uses native Salesforce mechanisms for permissions, data access, and workflows. If you can administer Salesforce, you can set up Finblick. This makes it a strong fit for SMBs and mid-market companies that don't have a dedicated Salesforce developer on staff.
Can I manage both quotes and invoices in a single Salesforce app?
Yes — and that is one of the key differentiators from many other finance apps on AppExchange. Finblick covers the full quote-to-cash process: from quote creation and order confirmations to invoicing, e-invoicing, and DATEV export — all within one app, with no system switching. Many standalone invoicing apps on AppExchange do not handle quotes at all.
Is Finblick available on the Salesforce AppExchange?
Yes. Finblick is officially listed on the Salesforce AppExchange and can be installed directly into your Salesforce org from there.
Flexible pricing –
as individual as your team
Starting from 8 € per user.
Quick to set up, ready to use.
Learn more here