Circulus
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At Circulus, we provide Product and Service Offerings designed to Optimize, Augment, and Automate AP Processes. Circulus has developed Cloud-Based and Robust End-to-End AP Solution for companies of all sizes and complexities.
Through AP Automation, we help our clients advance from standard Accounts Payable procedures to a Strategic Web-Based Powerhouse. Our Tech-Enabled Process Outsourcing offers the advantage of both Technology and Human Brainpower to create Advanced Automation Engines. We also offer Flexible & Scalable Offshoring Solutions with World-Class Infrastructure, Talent Resources & Technical Capabilities under our BOLT Model. Conquer with Circulus!
Finblick is a Salesforce-native accounting and invoicing app that connects sales and finance within a single Salesforce org โ no external tools, no data exports, no switching between systems.
Manage the entire revenue workflow without leaving Salesforce:
Finance and sales teams at SMBs, mid-market companies, and multi-entity organizations already using Salesforce for CRM โ particularly in the DACH market (Germany, Austria, Switzerland).
From โฌ8/user/month, modular licensing. View full pricing. Prices subject to change, as of July 2026.
Circulus FinblickFinblick's answer:
Finblick is built entirely inside Salesforce โ 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 โ 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 โ without leaving Salesforce.
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 โ from quote to payment โ 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.
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 โ primarily in the DACH market (Germany, Austria, Switzerland).
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.
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).
Bill.com - Your financial operations platform. The intelligent way to create and pay bills, send invoices, manage expenses, control budgets, and access the credit your business needs to growโall on one platform.
JustOn - JustOn offers electronic billing and invoicing solutions.
Tipalti - Tipalti is a supplier payments automation solution to streamline all phases of the AP and payment management workflow.
Accounting Seed - Accounting software on Salesforce
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PDF Butler - Document Generation