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Finblick

Salesforce-native accounting software for quotes, invoices, e-invoices (XRechnung, ZUGFeRD), DATEV integration, bank sync, and SEPA payments – no external tools needed.

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

Who It's For

Finance and sales teams at SMBs, mid-market companies, and multi-entity organizations already using Salesforce for CRM — particularly in the DACH market (Germany, Austria, Switzerland).

Pricing

From €8/user/month, modular licensing. View full pricing. Prices subject to change, as of July 2026.

A startup from Munich, Germany.

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Pricing:

Paid
€9.0 / Monthly (per User)
Official Pricing

Platforms:

Salesforce

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Finblick Reviews and Details

This page is designed to help you find out whether Finblick is good and if it is the right choice for you.

#Salesforce App #Accounting #B2B SaaS #Salesforce Tools #Accounting & Finance #Accounting & Legal

Screenshots and images

Finblick quote overview in Salesforce – with line items, discount groups, and one-click document generation. //
2026-07-09
Branded quote PDF generated directly in Salesforce – ready to submit for approval with one click. //
2026-07-09

Features & 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.

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Promote Finblick. You can add any of these badges on your website.

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Questions & Answers

As answered by people managing Finblick.

What makes Finblick unique?

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 Finblick over its competitors?

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 Finblick?

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 Finblick?

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 Finblick?

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).

Videos

E-Rechnung – was ist das und wie bildet ihr sie in Salesforce ab?

Angebote in Salesforce schneller erstellen | Finblick App Demo (Angebotsprozess)

How to Create Quotes in Salesforce | Finblick App Demo (Quoting Only)

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finblick.com

Is Finblick good? This is an informative page that will help you find out. Moreover, you can review and discuss Finblick here. The primary details have been verified within the last quarter. So they could be considered up to date. If you think we are missing something, please use the means on this page to comment or suggest changes. All reviews and comments are highly encouranged and appreciated as they help everyone in the community to make an informed choice. Please always be kind and objective when evaluating a product and sharing your opinion.

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