Versatile Accounting System in Your Salesforce

Create all your financial documents directly in Salesforce - complete with attachments and customized design

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Quotes, Order Confirmations, 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.

A 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!

The Most Important Features at a Glance

Support for multiple legal entities
Quotation, order, invoice and credit note management
Unlimited generation of financial documents

Advanced editor for all financial documents
Flexible and customized design for your documents

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.

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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.