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SmartAPI VS Finblick

Compare SmartAPI VS Finblick and see what are their differences

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Contents:
  1. ยป Base Details
  2. ยป Videos
  3. ยป Reviews
  4. ยป Alternatives

SmartAPI logo SmartAPI

erminas SmartAPI is a native, fast, well-engineered API for RQL. Extend Open Text WSM with plug-ins and automate complex tasks.

Finblick logo Finblick

Salesforce-native accounting software for quotes, invoices, e-invoices (XRechnung, ZUGFeRD), DATEV integration, bank sync, and SEPA payments โ€“ no external tools needed.
Visit Website
  • SmartAPI Landing page
    Landing page //
    2023-01-22
  • Finblick Finblick quote overview in Salesforce โ€“ with line items, discounts, and one-click document generation.
    Finblick quote overview in Salesforce โ€“ with line items, discounts, and one-click document generation. //
    2026-07-15
  • Finblick Branded quote PDF generated directly in Salesforce โ€“ย ready to submit for approval with one click.
    Branded quote PDF generated directly in Salesforce โ€“ย ready to submit for approval with one click. //
    2026-07-09

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.

Quote-to-Cash in Salesforce

Manage the entire revenue workflow without leaving Salesforce:

  • Quotes & Proposals โ€” create branded quotes with customizable templates, dynamic placeholders, multi-language and multi-currency support
  • Invoicing โ€” single invoices, partial invoices, down payment invoices, cancellation invoices, and credit notes
  • E-Invoicing โ€” legally compliant XRechnung and ZUGFeRD formats for the German market
  • DATEV Integration โ€” seamless data transfer to tax advisors via DATEV export
  • Bank Integration โ€” connect bank accounts via Open Banking (FinAPI) for transaction management
  • SEPA Direct Debit โ€” automate payment collection directly in Salesforce
  • Multi-Tenancy โ€” manage multiple legal entities within one Salesforce org
  • AI-Powered Quoting โ€” Agentforce-based AI agent that generates quotes automatically within Salesforce (more AI agents to come โ€“ stay tuned!)

Who It's For

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).

Pricing

From โ‚ฌ8/user/month, modular licensing. View full pricing. Prices subject to change, as of July 2026.

SmartAPI

Website
erminas.com
Pricing URL
-
$ Details
-
Platforms
-
Release Date
-
Edit details

Finblick

Website
finblick.com
Pricing URL
Official Finblick Pricing
$ Details
paid โ‚ฌ9.0 / Monthly (per User)
Platforms
Salesforce
Release Date
2025 January
Startup details
Country
Germany
State
Bavaria
City
Munich
Employees
10 - 19
Edit details

SmartAPI features and specs

  • Ease of Integration
    SmartAPI facilitates seamless integration with various systems, reducing the complexity and time required for connecting different software components.
  • Comprehensive Documentation
    The platform offers well-detailed documentation, which aids developers in understanding and implementing APIs effectively.
  • Scalability
    SmartAPI is designed to handle growing amounts of work, making it suitable for businesses looking to expand their operations without worrying about API performance bottlenecks.
  • Security Features
    Provides robust security measures to protect data integrity and confidentiality, which is crucial for businesses handling sensitive information.

Possible disadvantages of SmartAPI

  • Learning Curve
    New users may face a steep learning curve when initially getting familiar with the system, potentially requiring training or consulting.
  • Cost
    There might be a significant cost associated with using SmartAPI, especially for small businesses with limited budgets.
  • Compatibility Issues
    There could be compatibility issues with older or less common systems that may require additional customization effort.
  • Dependency on External Provider
    Relying on SmartAPI creates some dependency on an external provider for updates, support, and maintenance, which could be a concern for some businesses.

Finblick features and specs

  • 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.

SmartAPI videos

+ Add

Algorithmic trading for traders using Angel Broking's SmartAPI

Finblick videos

+ Add

E-Rechnung โ€“ was ist das und wie bildet ihr sie in Salesforce ab?

More videos:

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

Category Popularity

0-100% (relative to SmartAPI and Finblick)

SmartAPI

Finblick

Finance
100 100%
Finance
0% 0
Salesforce Tools
0 0%
Salesforce Tools
100% 100
Currency Exchange
100 100%
Currency Exchange
0% 0
Accounting & Finance
0 0%
Accounting & Finance
100% 100

Questions & Answers

As answered by people managing SmartAPI and Finblick.

What makes your product unique?

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.

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 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.

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 โ€“ 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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What are some alternatives?

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

Plaid - Infrastructure that powers financial technology by enabling applications to connect with users' bank accounts.

JustOn - JustOn offers electronic billing and invoicing solutions.

Bank Account Starter API - This API enables users to open a 360 Savings Account or a 360 Money Market Account.

Accounting Seed - Accounting software on Salesforce

Credit Offers API - Our Credit Report API offers a secure, easy, and effective tool to access consumer credit data from either 1, 2, or all 3 Credit Bureau's.ย 

PDF Butler - Document Generation

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