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Finblick VS Dataflo

Compare Finblick VS Dataflo and see what are their differences

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)
Alternatives Is it good?
Dataflo

Dataflo is a data platform tailor-made for leaders across the GTM functions where you can visualize, analyze, and uncover insights by building custom KPI dashboards.

Rating
0 reviews
Pricing
Freemium Free trial $99 / Monthly (Unlimited Users)
Alternatives Is it good?
VaultNow
All-in-one crypto finance platform for companies that run on stablecoins. Invoicing, payouts, treasury, budgets and AML — the whole money path in one non-custodial system. No banking friction, no spreadsheet reconciliation. sponsored

Which is more popular?

Accounting & Finance popularity
100% vs 0%
alternatives listed
4 vs 12

Base details

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

Finblick
Dataflo
Website finblick.com dataflo.io
Pricing
Paid €9 / Monthly (per User) Official pricing
Freemium Free trial $99 / Monthly (Unlimited Users) Official pricing
Platforms
Salesforce
—
Company Startup from Germany · 10 - 19 employees · 2025 —
Listed in
Salesforce App Accounting B2B SaaS Salesforce Tools Accounting & Finance Accounting & Legal +3
Business Intelligence B2B SaaS Data Dashboard Reporting & Dashboard Subscription Management Subscriptions Subscription Revenue Reporting +4

About Finblick and Dataflo

In their own words, as submitted to SaaSHub.

Finblick
Dataflo

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

No description of Dataflo yet.

Features and specs

What each product offers, as listed by its team.

Finblick 9 features
Dataflo 0 features
  • 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.

No features have been listed yet.

Analysis

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

Finblick
Dataflo

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

Overall verdict

  • Dataflo is a solid no-code analytics and reporting platform that helps growth and marketing teams consolidate data from multiple sources into unified dashboards, making it a good choice for teams seeking quick, actionable insights without heavy technical setup.

Why this product is good

  • Connects to numerous marketing, sales, and product data sources for centralized reporting
  • No-code interface makes it accessible to non-technical users like marketers and growth teams
  • Offers real-time dashboards and metric tracking to monitor KPIs efficiently
  • Enables self-serve analytics, reducing dependency on data engineering teams
  • Provides customizable metrics and visualizations tailored to business goals

Recommended for

  • Growth and marketing teams needing consolidated analytics
  • Startups and SMBs without dedicated data engineering resources
  • Teams wanting no-code, self-serve dashboards
  • Businesses tracking multi-channel marketing and sales KPIs

Videos

Walkthroughs and reviews on video.

Finblick 4 videos + Add
Dataflo 0 videos + Add

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

No Dataflo videos yet. You could help us improve this page by suggesting one.

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
Finblick
Dataflo
100% 100%
Accounting & Finance
0% 0%
0% 0%
Reporting & Dashboard
100% 100%
100% 100%
Accounting
0% 0%
0% 0%
Business Intelligence
100% 100%

Questions & Answers

As answered by people managing Finblick and Dataflo.

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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Alternatives to Finblick and Dataflo

When comparing Finblick and Dataflo, you can also consider the following products.

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