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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.
GImageReader FinblickThis software is recommended for individuals who need to digitize printed documents, researchers handling archival material, students who want to convert notes into editable text, and anyone looking for a free and open-source solution for OCR.
Finblick'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).
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