FinDock

FinDock is a payment application built natively on Salesforce. It lets organisations manage payments from their chosen banks and payment providers inside the customer record. Its pitch is that payment data is customer data and belongs in the CRM.

What FinDock offers

• Payment processing — capture online, recurring and offline payments with full customer context.
• Recovery — tools to win back failed payments and protect recurring income.
• Reconciliation — match bank, PSP and offline payment data inside Salesforce.
• Provider connections — dock and switch banks and payment providers without rebuilding processes.

Who it works with

FinDock lists over 400 customers, from nonprofits to large enterprises. Finance and operations teams use it to cut manual work, while customers get a choice of how to pay.

Key facts

• Platform: Salesforce
• Customers: 400+, nonprofit to enterprise