About Us

At Finances on Salesforce, we are committed to being your financial partner in achieving your business goals. We specialize in choosing appropriate solutions tailored to your unique challenges.

Guiding Principles for Lasting Partnerships


We conduct ourselves with the highest level of integrity, honesty, and transparency in all interactions with clients.


We strive for excellence, aiming to exceed client expectations and recommend solutions that make a meaningful impact.

We embrace innovation and continuously seek creative approaches to solve complex challenges, staying ahead in the dynamic business landscape.

We believe in the power of collaboration, with our clients. By fostering open communication, we achieve greater outcomes.

Our Approach

Empowering Your Success Through Perfect Financial


We understand the individuality of each business, with its distinctive opportunities and challenges. Our approach is centered on gaining a profound understanding of your specific needs, and objectives. After analyzing your requirements, we recommend a perfect tool for the financial management of your business.


How do you select which apps to review?

We try to review any app that has been listed on the AppExchange, has multiple reviews, and has a free trial. If you would like your app to be reviewed, please contact us!

Are you unbiased?

We try to be! All apps are listed in alphabetical order, and all app providers are contacted and we ask them to double-check the accuracy of what we have written.

Can I create/write my own integration instead of using these apps?

Absolutely! Just google “Integrate Salesforce and [Finance System] using [Apex / Flows / Triggers]” and you’ll find a lot of people have posted guides on this.

I have specific questions about my business situation, can I ask you which app is best for my company?

As of now, we do not have the capability of answering business-specific questions. That said, please do contact and we’ll try to direct you to an appropriate Salesforce Consultant.

Should I attempt to install these integrations myself or with a Salesforce Consultant?

That really depends on your business needs and your level of expertise with Salesforce. If you know the finance system fairly well, and your business needs, and you are a Salesforce Admin who has installed and configured dozens of apps before, then most of the apps we review should be fairly straightforward. 

However, if you are a novice Salesforce Admin and you don’t have much experience with the finance system, then this may prove quite complicated, and we would suggest working with a Salesforce Consultant.