Resources

Top Salesforce Finance Resources

Related Insights

Top AppExchange Apps for Financial Professionals

Related AppExchange Apps

Breadwinner for Xero

Automatically update Salesforce with live Xero Accounting data

PitchBook

Integrate PitchBook data directly into Salesforce.

nCino

nCino streamlines all customer and employee interactions within a single cloud-based Bank Operating System.

Orion Connect

Industry-Leading Reporting & Client Experience Platform for Advisors

Accounting Seed

Native general ledger, project accounting and ERP application built right in Salesforce.

Quickbooks

Use the Salesforce Connector by QuickBooks to connect your SalesForce and QuickBooks accounts.

Related Integrations

AWS Medical Comprehend

Leverage the AWS Comprehend Medical API within Salesforce Health Cloud

Squarespace

Squarespace is a leading all-in-one content management system, or CMS, which includes hosting, professionally designed layouts, and a user friendly paltform for creating beautiful websites.