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2025/12/01

Basics

Check payment status directly in Salesforce: Here's how it works with millio

Want to see which customers have paid in Salesforce immediately—without bank portals or manual reconciliation? With millio, you can connect your bank accounts, synchronize incoming payments, and have transactions assigned automatically. This allows you to keep track of outstanding and received payments directly in your CRM.

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2025/10/28

Use Case

Online banking directly in Salesforce: Here's how it works with millio

Want to manage payments, account balances, and transactions directly in Salesforce? We'll show you how to seamlessly integrate online banking to automate and simplify your financial processes and keep track of them in real time.

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2025/05/28

News

Country expansion for millio: Integrate even more banks in Europe now

Efficient payment reconciliation for the whole of Europe - with millio
Digitalization in the financial sector is advancing - and companies are under increasing pressure to automate their processes and scale internationally. Our Salesforce app millio supports them in this: as a central solution for automated payment reconciliation, it is already in use at many companies. With the current country expansion, millio is now opening up to other European markets - and making bank-related automation even easier to access.

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2024/10/30

Basics

What data structure do I need for millio?

To make optimal use of millio, the innovative app for integrating online banking into Salesforce, a well-thought-out data structure is essential. It forms the foundation for fully leveraging millio’s features and making financial processes in companies more efficient.

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2024/10/16

Basics

How to get your business banking ready for 2025

The requirements for business banking are constantly changing. Digitalization and technological innovations are bringing a breath of fresh air to the financial world and confronting companies with the challenge of adapting their financial processes to remain competitive and meet rising customer expectations.

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2024/02/20

Basics

Future Finance: What's important to be successful tomorrow

The digital transformation is bringing with it a multitude of innovative technologies and new structures. In the world of finance, we are at the beginning of revolutionary changes driven by digitalization and an increasing flood of data. Find out here how to navigate the flood of data correctly and what is important to be successful in the future.

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2024/01/10

Basics, Salesforce

These innovative Salesforce tools will help you in the financial sector

Which Salesforce tools are best for your finance department and why? Learn about powerful Salesforce solutions that are guaranteed to revolutionise your finance department.

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2023/12/07

Basics

AI in finance: How technology can help you make financial decisions

Artificial intelligence (AI) is also playing an increasingly important role in the financial sector, especially when it comes to forecasting and decision-making. We take a look at where you can use the technology to your advantage.

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2023/11/09

Basics

Everything you need to know about SEPA direct debit

By using a SEPA direct debit, amounts are automatically transferred from the payer’s account to the payee’s account. The required mandate serves as confirmation for this transaction. Everything else you need to know can be found here.

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2023/11/08

Basics

Accounting in a startup: 5 signs that your startup needs an accountant

If you notice that financial transactions are becoming more complex and detailed financial reports are being requested, it's time for an internal accountant in your startup. Here are some other signs to look out for.

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2023/10/11

Success Story

SaaS: How AMX works with millio

Time savings and flexibility were particularly relevant for AMX GmbH when it came to a financial solution in Salesforce. Sebastian Paasch, Managing Director at AMX, tells us what other advantages millio brings to the company.

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2023/09/27

Salesforce

Here's how you can use Salesforce in your finance department

Salesforce is primarily known as a system for customer data management. However, you can also optimally use CRM in your finance department to optimise financial processes. In this article we show you how.

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2023/08/03

Success Story, Use Case

SaaS: How we at millio work with millio

“Drink your own champagne,” as the saying goes… meaning to use your own products in everyday life. We do, of course. And here we give you an insight into how we use millio ourselves in our financial process.

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2023/07/31

Salesforce

Efficient, error-free, and time-saving: The advantages of automated financial processes in Salesforce

The secret of successful finance departments lies in automated financial processes. However, many do not know that these processes can also be implemented in Salesforce. There are numerous advantages to managing your finances in the CRM system as well.

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2023/06/20

Success Story

Success Story: well:fair foundation

An overview of the available financial resources as well as efficient donation management is a must for every non-profit organisation. This is how millio helps the well:fair foundation in its daily work.

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2023/06/05

Use Case

millio@work: Real estate industry

Payment processes in the real estate industry are highly complex. However, they are often still processed manually and are therefore prone to errors. Find out here what makes millio the perfect support for your finance department in the real estate sector.

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2023/06/01

Use Case

millio@work: Non-profit organisations

Non-profit organisations make an invaluable contribution to society. But often there are manual processes happening in the background that keep you from doing your actual charitable work. millio helps you with the administration and allocation of your donations. Find out how here.

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2023/04/24

Basics

Efficient accounting: 5 advantages of a digital accounting solution for SMEs

In times of digitalisation, a modern solution for your invoices offers numerous advantages. From time savings to cost savings to environmental friendliness, these are the 5 benefits of a digital invoice solution...

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2023/02/22

Basics

Banking protocols compared: EBICS or HBCI/FinTS?

The choice of the right method for handling banking transactions is of crucial importance for companies. We explain what EBICS and HBCI/FinTS are, what the standards can do, and highlight the differences to help you choose the appropriate method for your corporate banking.

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2023/02/15

News

New partnership: bluplanet x millio

We are happy to announce a new partnership: bluplanet is the #1 digital marketplace for Salesforce Cloud solutions, through which you can now easily and quickly obtain millio licences.

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2022/12/09

Success Story

Success Story: vibe moves you

vibe moves you has its sights firmly set on the future of electromobility. And we at millio help vibe keep an eye on the finances directly in Salesforce.

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2022/11/27

Success Story

Success Story: Schwäbische Liegenschaften

How the real estate developer and portfolio holder is taking its financial processes to a new level with millio.

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2022/10/18

Basics

E-bill - These 5 points you have to consider

They hardly exist any more: the invoice by post. In the Corona year 2021, more electronic invoices were sent than ever before. But there are also a few things to consider when sending e-invoices. We'll tell you what these points are in our article.

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2022/10/11

Basics

Start-ups should keep an eye on these 8 financial KPIs

There are countless key figures that an entrepreneur has to keep an eye on. However, overloaded controlling quickly frustrates. Which KPIs are particularly relevant for start-ups? In this article you will learn which key figures are really important for your start-up.

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2022/09/19

Use Case

How millio optimises your business online banking

When companies talk about process optimisation, they rarely think about payment and banking processes.
But integrating accounting into Salesforce has numerous advantages. Find out what they are here.

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2022/08/22

News

New partnership: allUpp x millio

We are pleased about a new partnership: With allUpp - one of the most successful Salesforce implementation and reselling partners from Austria - we at millio are entering into a comprehensive cooperation to jointly digitalise finance departments.

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2022/04/07

Use Case, Basics

What is millio?

millio is the first native online banking app for Salesforce to automate banking and invoicing processes. Find out here what millio can do and how the business banking app supports your finance department in its daily work.

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2022/03/17

Salesforce

4 reasons for the CRM integration of your online banking

Business processes are increasingly mapped in CRM and ERP systems to make them even more efficient and transparent. Find out here what you can gain by integrating your business online banking into the CRM.

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2022/03/08

Basics

Wie XS2A und FinTS das Banking verändern

Wenn es um Bankschnittstellen geht, fallen häufig die Abkürzungen „XS2A“ und „FinTS“. Doch worum genau handelt es sich dabei? Und was ist der Unterschied? Die Antwort darauf findest du hier.

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2022/01/12

Basics

What does Open Banking mean?

Banking is becoming increasingly simple, pleasant, and service-oriented. Getting an up-to-date overview of your account balance via an app is—especially in the B2C sector—no longer new. But what exactly is meant by Open Banking? We clarify.

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2021/11/22

Basics

Everything you need to know about finAPI

millio uses the interface from finAPI. But who or what exactly is finAPI, and why does millio need this interface? We reveal that in this article.

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2021/10/22

Salesforce

What is Salesforce CPQ?

Salesforce offers numerous additional solutions to optimise business processes. Salesforce CPQ is one of them. In this article you can find out in which areas CPQ is used and what CPQ can do.

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2021/09/23

Basics

How to take away the fear of process automation from your employees

The introduction of process automation technologies makes sense, but is not always easy. Staff and teams are often critical of the change. With these tips you will succeed in the implementation.

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2021/09/16

Basics

These are the skills you need to be successful as a CFO in the future

Not only companies are facing the challenges of our time. The requirements for specific positions are also changing dramatically. Find out here what the CFO of the future will look like and what skills he or she will need in the future.

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2021/08/25

Basics

3 reasons why you should automate your business processes immediately

Globalisation and enormously rapid technological changes are forcing more and more companies to deliver optimal results in less time. This is only possible through automated processes. We show you why you should automate your processes today.

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2021/08/23

Basics

Process Optimization 1.0 – The Basics Explained

Every company knows how important process optimization is, but it’s rarely truly tangible.
What exactly does process optimization mean? Where do you start, and at what point do you stop? Many questions that we want to answer on our blog in the future.

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