Open for Salesforce
Package for Salesforce. Brings bank balances and statement lines into Salesforce, sends approved payments through Open and posts settled payments back.
- Built by
- Open
- Vendor
- Salesforce
- Category
- CRM
- Type
- Package
Setup guide
Setting up Open in Salesforce
How it works
Banking, inside Salesforce
- 1
Statements and balances
Balances and statement lines from your connected bank accounts arrive in Salesforce, ready for your team to reconcile.
- 2
Pay and reconcile
Payments approved in Salesforce are sent through Open. Settled payments post back with their bank reference.
- 3
Monitor every sync
See the status of each sync, find what failed and retry it from the same place.
Bring your banks together. Get more done.
Connect your current accounts and start using Open through your dashboard, ERP or internal systems.