What is Finblick?
Finblick is a Salesforce-native accounting and invoicing application. It allows finance and sales teams to manage the Quote-to-Cash workflow directly within the Salesforce environment, eliminating the need for external accounting tools or manual data synchronization.
Key Features
- Quotes and Proposals: Provides tools for creating branded quotes using customizable templates, dynamic placeholders, and multi-language/multi-currency support. It includes automation for discounts and structured approval workflows.
- Invoicing: Supports the generation of single, partial, down-payment, and cancellation invoices, as well as credit notes, with support for document attachments.
- E-Invoicing: Generates legally compliant electronic invoices in XRechnung and ZUGFeRD formats, designed to meet German regulatory requirements.
- DATEV Integration: Automates the export of financial data to DATEV for direct transfer to tax advisors and accounting professionals.
- Bank Integration: Provides Open Banking connectivity via FinAPI for bank account synchronization and transaction management within the Salesforce platform.
- SEPA Direct Debit: Manages automated payment collection through integrated SEPA mandate management.
- Multi-Tenancy: Enables the management of multiple legal entities within a single Salesforce organization, supporting the requirements of holdings and corporate groups.
- AI-Based Quoting: Utilizes an Agentforce-based AI agent to generate complete quotes from meeting notes or text prompts directly within the application.
Who Uses Finblick
Finblick is designed for finance and sales teams at small-to-mid-market companies and multi-entity organizations operating on the Salesforce platform. The application is particularly suited for organizations that must comply with German e-invoicing regulations and those requiring DATEV compatibility for financial reporting.
Deployment and Pricing
Finblick is available on the Salesforce AppExchange and functions as a native application requiring no custom development for initial deployment. Licensing is structured on a modular basis, allowing organizations to select specific user types and features. As of July 2026, pricing begins at €9 per user per month for View-Only Users (Management & Support), €23 for sales users (quotes only), and €39 per month for full access to its features. A discount is available for annual billing.
Categories & Use Cases
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Screenshot of Finblick quote overview in Salesforce – with line items, discounts, and one-click document generation.
