Bank-to-Cash Auto-Match

Processes that are better, faster, smarter. 

Cash Match is a managed package app built on Salesforce platform and integrated with FinancialForce which processes your bank statements, posts and matches the cash entries to your accounting system on FinancialForce.​

#006B95.png

What is the Cash-Match App

Fully automate your manual entry processes 

The FinancialForce Add-on allows you to automate the process of entering bank account movements each day, creating Cash Entries and match them to invoices. 

Cash-Match App process 
Add items to cart (2).png

With the Cash-match App your finance team will be able to make use of: 

​​

  • Bulk posting of sales invoices, cash entries, and journals. 

  • Salesforce currencies and accounting currencies that are updated automatically. Any source can be chosen. 

  • Direct debit functionality available. Storno's are automatically processed.  

5.png

Clients

Find out how we implemented these solutions with our clients. 

servlet.png

Salesforce Appexchange

Find out more about Salesforce Appexchange  

Users of the Cash-Matching App 

All of these key industry players have made use of the app 
better%20cotton%20initiative_edited.png
solidaridad%202_edited.png
council of international schools.png