Payment Reconciliation
What reconciliation means for payment operations teams
A clear picture of every payment
Track every incoming and outgoing payment, and see immediately who has paid, what it was for, and what is still open – all in one trusted system.
Close the books faster
Automate imports and matching so finance teams spend less time chasing data. With accurate payment information in Salesforce, it’s easy to export to your finance system of choice and close accounts on schedule.
Data your entire organization can trust
Finance, operations, and customer support share the same up-to-date payment data for quicker month-end reporting, fewer disputes, and a better experience for your customers.
Reconcile bank payments in Salesforce
With FinDock, every failed or missed payment is pulled into Salesforce with clear error codes and context. Teams immediately know what went wrong and which payments need attention, so they can respond with the right message, cut manual checks, and recover revenue faster.
Payment Service Provider (PSP) Payments
Reconcile payments across multiple PSPs that your organization uses. FinDock’s Integration with a wide range of PSPs so all notifications and transactions are captured in a single source of truth – Salesforce. Giving you multi-vendor flexibility while keeping reconciliation consistent in one system.
Non-FinDock processed payments
Reconciliation also covers payments collected outside of FinDock. Data from third‑party platforms or unsupported PSPs can be imported into Salesforce, typically with the aid of our Guided Matching. This gives payment operations teams full visibility across all sources, and ensures even off‑platform payments are connected to the right customer records. Your customers payments are still recognized and linked correctly, no matter how they were made.
How we make this happen?
Bank Feed Automation
Automatically imports bank transactions from over 2,500 banks across Europe and the UK into Salesforce using Open Banking.
No manual file handling – payment operations teams get faster updates, fewer errors, and quicker financial closing.
Guided Matching
The engine that automatically connects payments to the right Salesforce records.
It uses rule-based matching to update invoices, subscriptions, or pledges quickly, automates matching at scale, and flags exceptions for review – helping finance teams close their books faster with fewer manual checks.
File Parsing
Incoming files are parsed, deduplicated, and structured for easy matching.
Automated handling of multiple bank file formats reduces delays in confirming payments, removes duplicate data, and lightens reconciliation workloads.
Reconciliation also shows when payments don’t match an expected record. FinDock flags these exceptions, so your team knows right away what needs attention. If a payment is missing or failed, Payment Recovery gives you clear options to follow up – retry, notify the customer, or offer another method.
Accept and Process every payment method your customers expect, online, offline, recurring, or one-time.All managed natively in Salesforce and connected to the customer record.
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Automate recovery when payments fail and keep revenue flowing without manual follow-up.
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Eliminate manual reconciliation with real-time visibility and guided matching, allowing finance teams to spend less time in spreadsheets and more time driving business outcomes.
Only FinDock gives you this complete view of payments inside Salesforce, connecting every failed transaction with customer data so you can take the best next step.