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.
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
With the Cash-match App your finance team will be able to make use of:
The auto-match function will match automatically based on the sales invoice number.
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.