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.​

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.  

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Clients

Find out how we implemented these solutions with our clients. 

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 
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