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Certify VS Finblick

Compare Certify VS Finblick and see what are their differences

Certify

Travel and Expense Report Management Software

Rating
0 reviews
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Alternatives Is it good?
Finblick

Salesforce-native accounting software for quotes, invoices, e-invoices (XRechnung, ZUGFeRD), DATEV integration, bank sync, and SEPA payments – no external tools needed.

Rating
0 reviews
Pricing
Paid €9 / Monthly (per User)
Promote on VibeVoted
Alternatives Is it good?
Deciphrfi
The intelligent crypto financial operation system. sponsored

Which is more popular?

Expense Tracking popularity
100% vs 0%
alternatives listed
128 vs 4

Base details

Website, pricing, platforms and company facts side by side.

Certify
Finblick
Website certify.com finblick.com
Pricing
Official pricing
Paid €9 / Monthly (per User) Official pricing
Platforms —
Salesforce
Company — Startup from Germany · 10 - 19 employees · 2025
Listed in
Expense Tracking Expense Reporting Expense Management And Reporting Accounting +1
Salesforce App Accounting B2B SaaS Salesforce Tools Accounting & Finance Accounting & Legal +3

About Certify and Finblick

In their own words, as submitted to SaaSHub.

Certify
Finblick

No description of Certify yet.

Finblick is a Salesforce-native accounting and invoicing app that connects sales and finance within a single Salesforce org — no external tools, no data exports, no switching between systems. Quote-to-Cash in Salesforce Manage the entire revenue workflow without leaving Salesforce: Quotes &...

Read more about Finblick

Features and specs

What each product offers, as listed by its team.

Certify 5 features
Finblick 9 features
  • User-Friendly Interface
    Certify offers an intuitive and easy-to-navigate interface, making it simple for users to manage their expenses and travel activities with minimal training.
  • Comprehensive Expense Management
    The platform provides extensive features for managing expenses, including receipt capture, expense reporting, and integration with various accounting software.
  • Mobile App
    Certify's mobile app allows users to manage their expenses on the go, including capturing receipts using their smartphone camera and submitting expense reports directly from the app.
  • Automated Expense Reporting
    The system can automatically generate expense reports, reducing the time and effort needed for manual report creation and submission.
  • Customer Support
    Certify is known for its responsive and helpful customer support, providing assistance via phone, email, and live chat.

Possible disadvantages

  • Cost
    Certify can be on the expensive side, especially for small businesses or startups with limited budgets.
  • Complex Implementation
    Some users may find the initial setup and implementation process to be complex and time-consuming, requiring significant resources and planning.
  • Limited Customization
    While Certify offers many features, some users have reported that the platform lacks sufficient customization options to tailor it to specific business needs.
  • Integration Issues
    There can be occasional issues and limitations when integrating Certify with other third-party applications or accounting systems.
  • Learning Curve
    Despite its user-friendly design, some users may experience a learning curve when first using certain advanced features of the platform.
  • Quotes Management
    Create branded, multilingual quotes with customizable templates, dynamic placeholders, discount automation, and a built-in approval workflow.
  • Invoicing and Billing
    Generate single invoices, partial invoices, down payment invoices, cancellation invoices, and credit notes directly in Salesforce, with document attachments and multi-currency support.
  • E-Invoicing (ZUGFeRD & DIN-5008 Compliant)
    Legally compliant electronic invoices in XRechnung and ZUGFeRD formats, meeting German e-invoicing requirements.
  • DATEV export
    Automated export of financial data to DATEV for seamless handover to tax advisors.
  • Bank Integration
    Connect bank accounts via Open Banking (FinAPI) for transaction management and bank reconciliation within Salesforce.
  • SEPA Direct Debit
    Automate payment collection from customers via SEPA mandate management directly in Salesforce.
  • Multi-Tenancy Support
    Manage multiple legal entities or companies within a single Salesforce org, ideal for holdings and corporate groups.
  • AI-Powered Features
    Agentforce-based AI agent that generates quotes automatically within Salesforce.
  • Document Management
    Attach files and documents to invoices and quotes; generate branded PDF documents on demand.

Analysis

An editorial look at what each product does well and who it suits.

Certify
Finblick

Overall verdict

  • Certify is generally considered a good choice for businesses looking to simplify and improve their expense management workflows. Its comprehensive features and ease of use make it a reliable option for organizations of various sizes.

Why this product is good

  • Certify is a well-regarded expense management software known for its user-friendly interface and robust features. It offers automated receipt capture, mobile expense reporting, and seamless integration with popular accounting systems. Users appreciate its ability to streamline expense reporting processes, reducing the administrative burden and enhancing accuracy in expense management.

Recommended for

    Certify is recommended for small to medium-sized businesses, corporations with frequent travel needs, and any organization seeking to automate and optimize their expense reporting and management processes.

Overall verdict

  • I don't have verified, up-to-date information about Finblick (finblick.com) to make a reliable assessment of its quality, legitimacy, or performance. I'd recommend conducting independent research before forming an opinion or using the service.

Why this product is good

  • I lack specific data on Finblick's features, pricing, or user reviews
  • I cannot verify the company's regulatory status, security practices, or business legitimacy
  • My training data may not include recent information about this specific service
  • Making claims about an unfamiliar financial or tech product without verification could be misleading

Recommended for

  • Anyone considering Finblick should check independent review sites like Trustpilot or the Better Business Bureau
  • Users should verify the company's regulatory status if it involves financial services
  • Readers should look for recent user testimonials and news coverage
  • Potential customers should contact the company directly for detailed information about their offerings

Videos

Walkthroughs and reviews on video.

Certify 3 videos + Add
Finblick 4 videos + Add

Instructor Tutorial: Certify Reviewer

More videos

  • - Certify Mobile: Overview
  • - Retroactive Certify for Benefits Notice 이메일을 받으셨다고요? 아주 간단합니다. 코멘트 반드시 꼭 봐 주세요.(4:02~4:16 소리가 깨집니다.)

E-Rechnung – was ist das und wie bildet ihr sie in Salesforce ab?

More videos

  • - Angebote in Salesforce schneller erstellen | Finblick App Demo (Angebotsprozess)
  • - How to Create Quotes in Salesforce | Finblick App Demo (Quoting Only)
  • - Using an AI Agent for Quoting in Salesforce | Agentforce Use Case | Finblick

Category popularity

How often each product is chosen within a category, 0–100% relative to the other.

Score bands 0–20 21–40 41–50 51–60 61–100
Certify
Finblick
100% 100%
Expense Tracking
0% 0%
0% 0%
Salesforce Tools
100% 100%
100% 100%
Expense Management And Reporting
0% 0%
0% 0%
Accounting & Finance
100% 100%

Questions & Answers

As answered by people managing Certify and Finblick.

What makes your product unique?

Finblick's answer:

Finblick is built entirely inside Salesforce – not just integrated with it. Finance and sales teams work in the same system, with no data exports, no duplicate entries, and no switching between tools. The result is a true quote-to-cash workflow within a single Salesforce org, covering quotes, invoices, e-invoices (XRechnung, ZUGFeRD), DATEV export, bank synchronization, and SEPA direct debit – all natively.

On top of that, Finblick supports AI-powered quoting via Agentforce: sales reps can turn meeting notes into a complete, ready-to-send quote with a single prompt – without leaving Salesforce.

Why should a person choose your product over its competitors?

Finblick's answer:

Most accounting tools either require a separate system alongside Salesforce or offer only basic invoicing functionality. Finblick covers the full financial document lifecycle – from quote to payment – without leaving Salesforce.

It is specifically designed for the DACH market, with built-in compliance for German e-invoicing standards (XRechnung and ZUGFeRD) and a DATEV integration. Setup requires no custom development, and the modular licensing model means teams can start with what they need and expand later.

How would you describe the primary audience of your product?

Finblick's answer:

Finance and sales teams at SMBs, mid-market companies, and multi-entity organizations (holdings, corporate groups) that already use Salesforce for CRM and need accounting functionality within the same platform – primarily in the DACH market (Germany, Austria, Switzerland).

What's the story behind your product?

Finblick's answer:

Finblick was developed by Cloudwharf, a Salesforce-focused software company. The product was born out of a recurring challenge: companies using Salesforce for sales were still managing finance in separate, disconnected tools. Finblick closes that gap by bringing accounting natively into Salesforce, eliminating the friction between sales and finance teams and enabling a seamless quote-to-cash process within one platform.

Which are the primary technologies used for building your product?

Finblick's answer:

Finblick is built natively on the Salesforce platform using Apex, Lightning Web Components (LWC), and other Salesforce technologies. It leverages Salesforce's AppExchange infrastructure and integrates with external services including DATEV (accounting export) and FinAPI (Open Banking).

User comments

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