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Statement2CSV VS Finblick

Compare Statement2CSV 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

Statement2CSV logo Statement2CSV

Free, private, in-browser tool that converts PDF bank statements into clean CSV or Excel files. Nothing is uploaded โ€” all parsing happens on your device.

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
  • Statement2CSV Landing page
    Landing page //
    2026-08-05
  • 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.

Statement2CSV

Website
elgomass.github.io
Pricing URL
-
$ Details
free
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

Statement2CSV features and specs

  • Free and accessible
    The tool is hosted on GitHub Pages and appears to be free to use, making it accessible without requiring payment or subscription for converting statements to CSV format.
  • Browser-based convenience
    Since it runs in the browser, users don't need to install any software or dependencies, allowing quick access from any device with a web browser.
  • Privacy-friendly potential
    Client-side processing tools like this often process data locally in the browser rather than uploading sensitive financial data to a server, which can be a privacy advantage if implemented this way.
  • Simple single-purpose tool
    Being focused on one specific task (converting statements to CSV) makes it straightforward to use without unnecessary features or complexity.
  • Open source transparency
    Hosted on GitHub, the tool likely has publicly available source code, allowing users to verify how their data is processed and contribute improvements.

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.

Analysis of Finblick

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

Statement2CSV videos

No Statement2CSV videos yet. You could help us improve this page by suggesting one.

Add video

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 Statement2CSV and Finblick)

Statement2CSV

Finblick

Accounting & Finance
53 53%
Accounting & Finance
47% 47
Accounting
0 0%
Accounting
100% 100
Small Business Accounting
100 100%
Small Business Accounting
0% 0
Salesforce App
0 0%
Salesforce App
100% 100

Questions & Answers

As answered by people managing Statement2CSV 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 Statement2CSV and Finblick, you can also consider the following products

BankStatementToCSV.cc - Convert PDF bank statements into editable Excel and CSV transaction tables.

JustOn - JustOn offers electronic billing and invoicing solutions.

Bank Statement Converter - Accurately Convert PDF Bank Statements to CSV. Convert bank statement PDFs to Excel for free.

Accounting Seed - Accounting software on Salesforce

PDF.co - A low code and REST API for PDF conversion, editing, extraction, automation and more.

PDF Butler - Document Generation

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