millio: eBanking-Anbindung für Salesforce

Name: millio: eBanking-Anbindung für Salesforce
Brand: Cloudworx
Price: 168.0 EUR
Availability: OutOfStock

Cloudworx

millio is the first full-fledged banking solution for your online banking in Salesforce. Intuitive. Efficient. And of course secure. With millio, you can organize all business banking directly in your familiar Salesforce interface, completely automating manual recurring tasks for your finance team.

€168,00

Tax included. | Price per User. Monthly billing.

millio: eBanking-Anbindung für Salesforce

Save yourself the enormous amount of time spent on manual transfer data and automate transactions as efficiently as possible with the innovative cloud solution millio. You can create individual and recurring direct debits directly in Salesforce in a time-saving and simple manner without an intermediary third party such as your bank. Thanks to intelligent reporting tools, you can see all important key figures and developments in diagrams.

And of course millio plays it safe when it comes to data protection. Because millio communicates with your accounts via an interface from the third-party provider finAPI, which is continuously being developed with the highest security standards. Using REST API and SSL encryption, your data is reliably forwarded directly to Salesforce and protected from third-party access. Completely without intermediate storage on millio servers.

How do I know if millio is the right solution for me?

If you already use Saleforce and have bank accounts in Germany or Austria, milio will help your company make all your banking and payment processes more efficient. Automate the allocation of invoices and transactions and always keep a full overview of your current financial situation.

Which banks and payment service providers can I access with millio?

You can integrate accounts of almost all relevant German and Austrian banks into your Salesforce system.
This applies to current, savings and call money accounts, credit cards and securities accounts.
In addition, payment service providers such as PayPal can be integrated into your account overview. If you would like to integrate banks from other countries in the SEPA area, you can inquire at info@millio.com whether this is possible.

What is finAPI?

finAPI is a German company and is part of SCHUFA Holding AG. As a registered account information service, finApi also received the license to provide payment initiation services (ZAD) from the German Federal Financial Supervisory Authority (BaFin) in 2019. finAPI provides millio with the interface for secure communication between your bank and Salesforce.

What makes millio so unique and what does the app offer me?

millio is the first app that seamlessly integrates your company's online banking with the Salesforce CRM system.
With millio, you can connect your banks to Salesforce, effortlessly access all your business accounts and thus organize your entire online banking from a Salesforce environment.
millio not only saves you a lot of time. It automates and optimizes your company's entire accounting with little effort.

Highlights

Multibanking and simple transactions

It takes a lot of time to keep track of different accounts, different payment methods such as Paypal and different bank accounts. The Salesforce Banking solution milio enables the connection to Salesforce and thus provides an overview of all account activities and transactions.

Automate your payment reconciliation

Manual reconciliation and allocation of transactions and invoice data on a daily basis is not only time-consuming and cost-intensive, but also highly error-prone.
millio completely automates your company’s payment reconciliation: The app matches account transactions with invoices in the Salesforce system, sets the status of the invoice to "Paid" and notifies you of this assignment.

Evaluate cash flows with reporting, list views and dashboards

Mit Millio können Sie alle Bankkonten überwachen, Kontoaktivitäten mit Rechnungen vollautomatisiert abgleichen, Zahlungsaufträge und -prozesse automatisieren und Kennzahlen in Echtzeit mit Reports auswerten. Dank millio und den intelligenten Reporting-Tools von Salesforce sehen Sie ebenfalls auf einen Blick, was mit Ihrem Geld passiert.

Contact

Do you have any questions?

Your personal contact will be happy to help you.

Joshua Müller-Meerkatz

Account Executive

E-Mail

Call