All integrations
Open for Salesforce
Package for Salesforce. A native plugin that works inside Salesforce with no complex syncing of your data: it brings bank balances and statement lines in, 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
Stay in control
See the status of every statement and payment, find what failed and retry it from the same place.
Free tools for finance teams
Calculators and templates that run in your browser. Nothing you enter is sent anywhere.
- Bank time savings calculatorTell us how your team works with banks today. See the hours and rupees that go on bank logins, payouts and statements, and what you get back when your banks are connected to your ERP.Open the tool →
- Multi-bank cash position and statement mergerAdd your accounts to see one consolidated cash position by bank, entity and currency, or drop in CSV statements from different banks and get a single merged statement.Open the tool →
Bring your banks together. Get more done.
Connect your current accounts and start using Open through your dashboard, ERP or internal systems.