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Finblick VS statement2excel

Compare Finblick VS statement2excel 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?
statement2excel

Securely extract transactions from PDF bank statements into Excel.

Rating
0 reviews
Alternatives Is it good?
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Which is more popular?

Accounting & Finance popularity
33% vs 67%
alternatives listed
4 vs 51

Base details

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

Finblick
statement2excel
Website finblick.com statement2excel.com
Pricing
Paid €9 / Monthly (per User) Official pricing
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
Bank Statment Convert Pdf To Excel PDF Converter Accounting & Finance +1

About Finblick and statement2excel

In their own words, as submitted to SaaSHub.

Finblick
statement2excel

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 statement2excel yet.

Features and specs

What each product offers, as listed by its team.

Finblick 9 features
statement2excel 5 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.
  • User-friendly Interface
    Statement2Excel offers an intuitive and straightforward user interface that makes it easy for users to convert their bank statements into Excel format without requiring technical expertise.
  • Multiple Bank Compatibility
    The platform supports a wide range of banks, allowing users to convert statements from various financial institutions seamlessly.
  • Quick Conversion Process
    Statement2Excel provides a fast conversion process, which saves users time by enabling them to quickly obtain financial data in Excel format.
  • Data Accuracy
    The tool ensures high accuracy in data conversion, minimizing errors and providing reliable export of financial information.
  • Secure and Private
    Statement2Excel prioritizes security and privacy, using encryption and other security measures to protect users' sensitive financial data during the conversion process.

Possible disadvantages

  • Cost
    Users may incur costs for using the service, as it might not be free or may require a subscription beyond a trial period.
  • Limited Customization
    The tool might offer limited customization options for generating Excel reports, which could be a drawback for users needing more tailored data formats.
  • Dependency on Internet
    Users need a stable internet connection to use the service effectively, which might be inconvenient in areas with poor connectivity.
  • Potential Format Limitations
    Some users may experience limitations with specific file formats or additional manual adjustments needed for certain types of statements.

Analysis

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

Finblick
statement2excel

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

  • Statement2Excel is a solid, convenient tool for anyone who needs to convert bank or financial statements from PDF into clean, editable Excel spreadsheets quickly, saving significant manual data-entry time.

Why this product is good

  • Automates the tedious process of converting PDF bank statements into structured Excel or CSV files
  • Saves time compared to manual data entry and reduces transcription errors
  • Typically supports a wide range of bank statement formats
  • User-friendly interface that requires little to no technical expertise
  • Useful for reconciliation, bookkeeping, and financial analysis workflows

Recommended for

  • Accountants and bookkeepers processing many client statements
  • Small business owners managing their own finances
  • Individuals who need to analyze personal spending in Excel
  • Financial analysts requiring structured data from PDF statements
  • Anyone needing to migrate statement data into accounting software

Videos

Walkthroughs and reviews on video.

Finblick 4 videos + Add
statement2excel 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 statement2excel 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
statement2excel
33% 33%
Accounting & Finance
67% 67%
100% 100%
Accounting
0% 0%
0% 0%
PDF Converter
100% 100%
100% 100%
Salesforce App
0% 0%

Questions & Answers

As answered by people managing Finblick and statement2excel.

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 statement2excel

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