Truly native Salesforce banking.
millio is the first full-fledged app for your online banking in Salesforce. Intuitive. Efficient. Secure.
With millio you can organize your entire business banking directly in your familiar Salesforce interface and
fully automate manual tasks of your finance team.
Manage all accounts with a single app
Most companies use more than one bank account to organize finances. However, this involves an enormous amount of administrative work.
millio solves this problem: Almost all German and Austrian banks as well as payment services such as PayPal can be managed centrally in Salesforce with millio.
You can fully access all your bank accounts - regardless of the credit institution.
All transactions at a single glance
Switching back and forth between your business bank accounts and keeping track of all account activity takes an enormous amount of time. This is where Millio comes in.
The Salesforce Banking solution Millio allows you to connect all your bank accounts and provides you with an optimal overview of account activities and transactions.
So that you are always up to date.
Compare invoices and transactions automatically
Manual reconciliation and allocation of incoming payments and invoice data on a daily basis is not only time-consuming and cost-intensive, but also prone to errors.
millio fully automates your payment reconciliation: The app matches account transactions with invoices in your Salesforce system, sets the status of the invoice to "Paid" and notifies you of the assignment.
Make money transfers in Salesforce
Often, remittance data must be entered and payments triggered manually. The result: massive time expenditure and potential sources of error.
Make this process as efficient as possible with Millio: Transfer your invoices and create standing orders directly from your familiar Salesforce environment. Fields in the transfer form are automatically pre-filled from your CRM data, if you wish.
So you can trigger payment orders with a click in Salesforce and save time.
Submit direct debits directly from Salesforce
Direct debit simplifies the day-to-day work of companies with frequently recurring payments.
With Millio you can easily create single and recurring direct debits from all your accounts directly in Salesforce. And without an intermediary third party like your bank.
Evaluate cash flows with reporting, list views and dashboards
Budgeting, planning, monitoring and evaluating important financial figures often require a lot of time investment and various programs in everyday business.
Thanks to millio and the intelligent reporting tools from Salesforce, you can see at a glance what is happening with your money. All key figures and developments can be easily visualized in diagrams.
Transform your business banking
Automating repetitive business processes is the best and easiest way to keep your business competitive. By eliminating manual and time-consuming tasks, you have more time for your customers and forward-looking projects.
- Monitor all bank accounts at a glance
- Receive automated notifications of important incoming payments
- Reconcile incoming payments with invoices fully automatically
- Create standing orders directly from invoices
- Have your transfer forms pre-filled automatically
- Evaluate your transactions in real time with reports
Your safety is our highest priority
When it comes to data protection, you're on the safe side with millio. millio communicates with your accounts via the third party provider finAPI, which has been working with various banks for many years and is constantly being developed with the highest security standards. Using REST-API and SSL encryption, your data is reliably transferred directly to Salesforce and protected from third-party access. Completely without intermediate storage on the millio servers.
All Features for one price.
Transparent. Can be cancelled at any time.
Now with free installation service!
140 €per month and user