10 Must-Have Salesforce Integrations for Financial Management
How many times has a late-night spreadsheet session turned into a nightmare when you realized that a simple formula error had thrown off your entire cash flow forecast?
Managing finances manually isn’t just tedious – it’s risky. 94% of spreadsheets contain errors that can lead to costly financial mistakes. For fast-moving startups and SMBs, relying on outdated methods means missed opportunities, cash flow surprises, and wasted hours that could be spent on strategy, not number crunching.
That’s where Salesforce integrations for financial management solutions come in. With a well-designed integration architecture, Salesforce doesn’t just store customer data – it becomes a central hub for financial workflows, ensuring sales, revenue and expense data flow seamlessly between systems.
This data virtualization means automated bookkeeping, real-time cash flow tracking and accurate revenue forecasting, all without manual data entry.
In this post, we’ll cover the 10 must-have Salesforce integrations that simplify financial management, improve accuracy and save you time.
Top 10 Salesforce integrations for managing finances in 2025
Fuelfinance
Fuelfinance is a cloud-based FP&A (Financial Planning & Analysis) platform that automates financial workflows, giving startups and SMBs instant clarity on cash flow, revenue and expenses. Unlike traditional accounting tools, Fuelfinance combines AI-driven insights, real-time financial tracking and expert CFO support, so you’re not just staring at numbers – you’re making data-backed decisions that drive growth.
With its Salesforce data integration, it goes a step further – pulling sales and marketing data straight into the Fuelfinance dashboard. This means real-time financial forecasting for startups and SBMs based on actual customer transactions, so you can predict revenue, control spending and dodge cash flow surprises before they happen.
Key features
Real-time financial dashboard: Fuelfinance pulls your revenue, expenses, burn rate and key financial metrics into one sleek, centralized dashboard created by experts based on experience helping over 600 SMBs. Everything updates in real time, so you always know where your business stands financially. It works as a standalone cloud platform that can be integrated with your Google Sheets.
Automated financial statements: With built-in financial reporting services, Fuelfinance automatically generates your profit & loss statements, cash flow reports and balance sheets, giving you a crystal-clear view of your finances.
Smart financial forecasting: Fuelfinance syncs with Salesforce to pull in real-time sales data and builds revenue projections based on actual trends. AI-boosted forecasts are based on real conversion rates, customer payments and revenue performance.
Churn and revenue recognition: Not all customers bring equal value. Fuelfinance helps you track revenue by customer segment and identify churn risks early, so you can retain high-value clients and optimize your sales strategy before losing revenue.
Expert CFO support: Most finance software leaves you to figure things out alone (spoiler: not Fuelfinance). You get access to a fractional CFO who provides strategic insights, financial planning and optimization recommendations.
Tired of messy spreadsheets and financial guesswork? So are we. Fuelfinance integrates with 300+ tools, including a QuickBooks integration and Stripe and HubSpot connectors, keeping your financial data connected and up to date.
Book a free demo today and see how it can bring clarity, control, and even a little excitement to your finances.
Customer reviews
Capterra: 5
G2: 4.9
QuickBooks
QuickBooks is an accounting software that helps startups and small businesses track income and expenses, send invoices and generate financial reports., It automatically imports transactions by connecting bank accounts, giving businesses a centralized view of their financial activity.
This Salesforce integration also offers basic inventory management and project expense tracking, making it useful for day-to-day bookkeeping. QuickBooks syncs invoices, payments and account data stored in Salesforce, helping businesses connect sales and financial records from external systems.
Key features
Automated invoicing: QuickBooks allows businesses to create, send and track invoices with real-time payment updates. Users can set up recurring invoices for ongoing clients and send them in batches to save time.
Bank reconciliation: Once a bank account is connected, QuickBooks automatically imports and categorizes transactions, making it easier to track income, expenses and account balances. Users can match transactions to invoices and bills, ensuring accurate records.
Custom financial reporting: Businesses can generate profit & loss statements, cash flow reports and balance sheets to get insights into financial performance. They can be customized to focus on specific accounts, transaction types or time periods.
Inventory management: QuickBooks tracks stock levels, incoming orders and product costs in real time. It provides alerts when inventory is running low.
Xero is an online accounting software for small businesses, bookkeepers and accountants. It automates billing, expense tracking, payroll and bank reconciliation.
By integrating it with Salesforce, businesses can create invoices, track payment statuses and access financial data directly within their CRM. This connection lets sales and marketing teams view invoice history, sync customer payment details and match financial records without switching between platforms.
Key features
Bill and expense management: Xero centralizes all outstanding bills, purchase orders and employee expenses in one dashboard. Schedule bill payments, store receipts digitally and categorize expenses.
Bank reconciliation: It automatically imports transactions from connected bank accounts and matches them to recorded expenses and payments. This feature ensures that financial records are accurate, categorized correctly and always up to date.
Payroll processing: The tool automates salary calculations, tax deductions and employee leave tracking, helping process payroll accurately and comply with tax regulations. It also integrates with payment systems, ensuring timely salary payments.
Inventory management: Track stock levels, populate invoices and monitor orders directly in Xero.
Zoho Books is a cloud-based accounting and financial planning platform that helps small and mid-sized companies manage invoices, track expenses, reconcile bank transactions and generate financial reports. With built-in automation, Zoho Books reduces manual accounting tasks and ensures businesses comply with tax regulations.
By integrating with the Salesforce platform, Zoho Books syncs customer data, invoices, payments and financial transactions, providing a connected view of sales and accounting operations.
Key features
Invoicing: Create, customize and send invoices directly from Zoho Books. The system allows for recurring invoices, automated payment reminders and online payment options, ensuring faster collections.
Online payments: Zoho Books integrates with PayPal, Stripe and other payment gateways, allowing customers to pay directly from invoices to process transactions faster and reduce late payments.
Expense tracking: Record business expenses, upload receipts and categorize transactions. Automated bank feeds import transactions directly from connected accounts, simplifying reconciliation.
Sales tax management: Zoho Books calculates sales tax automatically based on location and applicable tax laws, helping businesses stay compliant without manual calculations.
Customer reviews
Capterra: 4.4
G2: 4.4
NetSuite
NetSuite is an ERP platform that combines financial management, CRM and eCommerce capabilities in a single system. It automates core accounting processes, including invoice matching, bank reconciliation and financial reporting.
By integrating Salesforce with NetSuite, businesses can sync financial data, track invoices and access NetSuite reports directly within Salesforce CRM. This connection ensures that sales and finance teams have real-time visibility into customer transactions and financial performance.
Key features
General ledger: Acts as the central repository for all financial transactions, automatically recording data from NetSuite modules like CRM and supply chain management. This ensures real-time financial updates and eliminates manual data entry errors.
Accounts payable (AP): Automates the invoice processing cycle, including invoice capture, purchase order matching and approval workflows.
Accounts receivable (AR): Simplifies the invoicing and collections process by automating invoice creation, sending payment reminders and tracking outstanding balances.
Multi-currency management: Supports international businesses by automatically converting transactions into the base currency and tracking exchange rates.
Customer reviews
Capterra: 3.9
G2: 4
Sage Intacct
Sage Intacct is an accounting and business budgeting platform that helps businesses automate financial workflows, track real-time financial data and manage multiple entities efficiently. With its AI for finance automation, it simplifies accounts payable, accounts receivable and revenue recognition.
Sage Intacct is particularly valuable for companies with complex financial structures, offering AI financial analysis and insights through customizable dashboards and reports. By integrating Salesforce data with Sage Intacct, businesses can sync sales, invoicing and financial data to simplify financial operations and real-time visibility into cash flow and revenue performance.
Key features
AI automation: Automates key accounting tasks like accounts payable (AP), accounts receivable (AR) and general ledger management. AI-driven anomaly detection reduces errors and manual intervention.
Automated workflows: Eliminates manual data entry with automatic approvals, reminders and notifications for purchasing, billing and order management.
Multi-entity management: Consolidates financial data across multiple business units, seperating entity-specific transactions while simplifying financial reporting.
Dimensions and tagging: This allows businesses to categorize financial transactions by location, department or project, enabling more detailed financial analysis and budgeting.
Plaid connects businesses to financial institutions, giving access to bank transactions, balances and identity verification. Its Plaid Link API (Application Programming Interface) simplifies financial data integration, removing the need for custom banking infrastructure. Businesses use Plaid to automate payments, verify accounts and access real-time financial insights.
By integrating Salesforce with Plaid, you can sync banking data directly into the Salesforce user interface. This enables sales reps access real-time financial information, track payments and improve sales forecasting.
Key features
API for financial data integration: The API connects applications to banks and financial institutions, ensuring seamless business logic integration between financial platforms and CRMs like Salesforce.
ACH authentication: This simplifies account authentication for ACH (Automated Clearing House) payments, reducing errors and enabling fast, secure transactions.
Transaction categorization: Machine learning algorithms automatically categorize transactions into predefined categories, e.g., groceries, entertainment and bills.
Identity verification: Validates user identities by cross-referencing banking details, addresses and ID numbers, reducing fraud and ensuring compliance.
Customer reviews
Capterra: 4.3
G2: 4.1
Stripe
Stripe is an online payment platform that lets you accept payments, manage subscriptions and automate financial workflows. It has developer-friendly APIs and global payment capabilities that support credit cards, digital wallets and bank transfers, making it a popular choice for e-commerce, SaaS and subscription-based businesses.
By integrating Salesforce with Stripe, business users can sync payment data, automate invoicing and track transactions in real time. This connection ensures a unified view of customer payments within the Salesforce sales engagement platform.
Key features
Payment processing: Stripe supports credit cards, debit cards, digital wallets (Apple Pay, Google Pay) and local payment methods across multiple currencies.
Subscription billing: Automate recurring billing for subscription-based businesses, including custom billing cycles, trials and upgrades/downgrades.
Fraud prevention: Machine learning algorithms detect and block fraudulent transactions in real time, helping businesses minimize chargebacks and financial losses.
Mobile payments: Mobile SDKs secure in-app and web payments, enabling businesses to accept payments via smartphones and tablets.
Customer reviews
Capterra: 4.6
G2: 4.2
Tableau
Tableau is a business intelligence and data visualization platform that analyzes complex financial data and transforms it into interactive reports. It integrates with financial systems, CRMs and cloud services, connecting, blending and visualizing data from multiple systems.
Integrating Salesforce with Tableau, lets you view all customer data and create interactive financial dashboards.
Key features
Data connectivity: Tableau connects to spreadsheets, databases, cloud services and ERP systems like QuickBooks and SAP.
Interactive dashboards: Drag-and-drop dashboards let users build custom visualizations of financial performance, sales revenue and cash flow that update in real time.
Data blending: Combine data from different financial systems and CRMs, enabling finance teams to analyze multiple data points without manually consolidating sources.
Collaboration features: Teams share dashboards, comment on reports and create shared projects, ensuring alignment across departments.
Customer reviews
Capterra: 4.6
G2: 4.4
Workday Financial Management
Workday Adaptive Planning is a scenario planning platform that forecasts finances, manages workforce plans and optimizes operations. Its AI-driven insights and automated reporting adapt to changing business conditions. Finance teams can create budgets, detect data anomalies and model different scenarios for better decision-making.
Integrating Salesforce with Workday Adaptive Planning lets you sync sales data with financial forecasts, automate planning and improve revenue predictions.
Key features
Financial planning: Supports continuous financial planning, budgeting and forecasting with automated scenario modeling and real-time data updates, improving financial agility.
Workforce planning: Lets businesses create dynamic headcount and skills-based workforce plans, aligning HR strategy with financial and operational goals.
Sales and operational planning: Helps optimize sales resources, forecast revenue and model operational capacity, ensuring teams can meet demand and financial goals.
Real-time AI assistance: Workday’s AI assistant analyzes financial data, detects trends and automates repetitive tasks. It helps finance teams navigate budgeting, adjust forecasts and generate reports with recommendations and guided insights.
SMBs needing affordable accounting with invoicing and tax management
Capterra: 4.4 G2: 4.4
NetSuite
General ledger Accounts payable (AP) Accounts receivable (AR) Multi-currency management
Mid-sized to enterprise companies needing comprehensive ERP and financial management
Capterra: 3.9 G2: 4
Sage Intacct
AI automation Automated workflows Multi-entity management Dimensions and tagging
Growing businesses needing multi-entity accounting and financial automation
Capterra: 4.3 G2: 4.3
Plaid
API for financial data integration ACH authentication Transaction categorization Identity verification
Fintechs integrating banking data, payments and identity verification
Capterra: 4.3 G2: 4.1
Stripe
Payment processing Subscription billing Fraud prevention Mobile payments
Businesses of all sizes managing online payments and subscriptions
Capterra: 4.6 G2: 4.2
Tableau
Data connectivity Interactive dashboards Data blending Collaboration features
Enterprises analyzing financial data with advanced visualizations and reporting
Capterra: 4.6 G2: 4.4
Workday Financial Management
Financial planning Workforce planning Sales and operational planning Real-time AI assistance
Large businesses handling AI-driven financial planning and workforce management
Capterra: 4.5 G2: 4.3
Ready for a financial peace of mind?
Keeping your finances in check is tough when all your customer data and financial information are scattered across different platforms. Without seamless integration between financial tools and Salesforce, tracking cash flow, forecasting revenue and managing budgets becomes a slow, tiring process.
The right integrations connect everything, giving your team real-time access to sales, expenses and revenue data while automating financial processes.
Fuelfinance is the top financial management tool for startups and small businesses, connecting directly with Salesforce. It uses platform events to sync sales and marketing data in real time, giving you a complete, always-up-to-date financial picture.
With automated financial reports, real-time dashboards and expert support, Fuelfinance simplifies planning and forecasting so you can focus on scaling your business.
Book a free demo today and see how Fuelfinance can help you stay in control of your finances.
FAQs
What are Salesforce integrations?
Salesforce integrations connect Salesforce with other software tools, allowing businesses to sync external data, automate workflows and enhance functionality without manual data entry.
How many integrations does Salesforce have?
Salesforce offers over 4,000 integrations through its AppExchange marketplace, covering CRM, finance, marketing, customer support and more.
Does Salesforce have API integration?
Yes, Salesforce has strong API capabilities that let businesses connect custom applications, automate processes and share data between Salesforce and other platforms.
What programs work with Salesforce?
Salesforce integrates with financial tools (Fuelfinance, QuickBooks, Stripe), marketing automation solutions (HubSpot, Mailchimp), productivity apps (Slack, Google Workspace) and many other business solutions.
