Best Reconciliation Software for Salesforce
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Compare the Top Reconciliation Software that integrates with Salesforce as of December 2025
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This a list of Reconciliation software that integrates with Salesforce. Use the filters on the left to add additional filters for products that have integrations with Salesforce. View the products that work with Salesforce in the table below.
What is Reconciliation Software for Salesforce?
Reconciliation software automates the process of matching and verifying financial transactions across accounts, systems, and statements to ensure accuracy and consistency. It helps identify discrepancies, errors, or fraud by comparing data such as bank statements, invoices, payments, and general ledger entries. The software often includes features like automated matching rules, exception handling, audit trails, and reporting to streamline reconciliation workflows. By reducing manual effort and improving accuracy, reconciliation software enhances financial control, compliance, and audit readiness. It is widely used by finance teams in banking, accounting, and corporate environments to maintain trustworthy financial records. Compare and read user reviews of the best Reconciliation software for Salesforce currently available using the table below. This list is updated regularly.
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1
FreshBooks
FreshBooks
Make invoicing and billing painless for your small business with FreshBooks. A top-rated invoice and accounting software for self-employed professionals and small businesses, FreshBooks offers a fast, easy, and secure way of crunching numbers so companies can focus on doing the work they love. It offers a wealth of powerful features that includes invoicing, expense tracking, time tracking, project management, payment processing, and reporting. FreshBooks also lets users work from anywhere with the Freshworks mobile app.Starting Price: $6.30/month -
2
QuickBooks Online
Intuit
QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 50% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the goโanytime, anywhere.Starting Price: $9/month (normally $15/month) -
3
Upflow
Upflow
Upflow helps B2B companies around the world unlock owed cash reserves with cutting-edge AR technology. Join thousands of finance leaders achieving cash collection excellence with Upflow. We seamlessly integrate with your accounting stack in just a few clicks to help you better manage your Accounts Receivables and gain instant real-time insights through our comprehensive analytics to drive effective cash collection efforts.Starting Price: Free to Start -
4
Workday Adaptive Planning
Workday
Build accurate planning models faster, reduce errors, and drive better decision-making. Your business is dynamic, so your planning and forecasting environment should be as well. That's why we built world-class scale, speed, and flexibility into the modeling and forecasting capabilities of Workday Adaptive Planning. Harness world-class modeling to stay ahead in finance, sales, workforce planning, and beyond. Plan as a team and adapt with agility with built-in collaboration. Drive business performance with interactive dashboards, data visualizations, and charts that are easy to create, personalize, and share. Access easy-to-use management, financial, and sales reporting softwareโall in the cloud. Deliver stunning, instantly updated management reports with the Microsoft Office Suite and OfficeConnect. Easily connect to ERP, HCM, CRM, and other data sources for fast, reliable, and accurate business planning. -
5
BiCXO
BiCXO
BiCXO is an AI-driven finance transformation platform powered by its intelligent consultant, MiWa, which helps finance teams shift from backward-looking reporting to forward-focused strategic decision-making. The system automates repetitive finance tasks, analyzes operational performance, and provides data-backed recommendations for business strategy, forecasting, and KPI alignment. MiWa uses advanced reasoning to uncover hidden patterns, explain financial fluctuations, and evaluate cause-effect relationships across business variables. It supports key finance functions including FP&A reporting, consolidation, reconciliation, AR/AP management, treasury workflows, and planning. With real-time insights, role-based access, and secure data architecture, BiCXO enables organizations to streamline financial processes and improve accuracy. The platform helps teams make smarter, faster, and more confident decisions across strategy, operations, and financial performance.Starting Price: $300 for unlimited users -
6
QuickBooks Online Advanced
Intuit
Get the tools you need to streamline your business and the insights to drive it forward. All in QuickBooks Online Advanced. Get the insights you need most with customizable, presentation-ready reports. Sync your spreadsheets for more accurate business data and custom insights.* Do less manual work by importing and sending hundreds of invoices and expenses at once. Enter and edit multiple bills and checks in just a few steps. We take security seriously, keeping your financial information protected with encryption and security safeguards. Customize how you work with your pick of seamless app integrations built just for QuickBooks Online Advanced.* Integrate with premium apps like DocuSign, Bill.com, HubSpot, Salesforce, and more to make Advanced even more powerful.Starting Price: $100 per month -
7
DualEntry
DualEntry
DualEntry is #1 AI-native ERP built by and for accountants. Itโs designed to scale with high-performing teams from mid-market to IPO, handling up to 40 billion transactions per business per month. ๐๐๐ถ๐น๐ ๐ฏ๐ ๐ฎ๐ฐ๐ฐ๐ผ๐๐ป๐๐ฎ๐ป๐๐, ๐ณ๐ผ๐ฟ ๐ฎ๐ฐ๐ฐ๐ผ๐๐ป๐๐ฎ๐ป๐๐, ๐๐๐ฎ๐น๐๐ป๐๐ฟ๐ ๐ผ๐ณ๐ณ๐ฒ๐ฟ๐: โข Multi-entity consolidation across global subsidiaries โข Multi-currency support, covering 180 local currencies in 240 countries, with live FX rates โข Automated intercompany eliminations and journal-entry posting โข Custom workflows and granular access controls โข Role-based, real-time dashboards โข Audit-ready financials with SOX, SOC 2, and GDPR compliance โข A flexible, complete GL that you can tailor to you with unlimited nestable classifications and custom feeds โข Real-time insights and drillable, multi-dimensional reporting across entities โข 13,000+ native bank connections covering 60+ countries โข 200+ free, seamless integrations across CRM, AP, AR.. -
8
HubiFi
HubiFi
We help you automate your financial data, empowering you with actionable financial intelligence. HubiFiโs fully automated accounting and continuous reconciliations, integrated with the tools you use, allow you to close an accounting period in hours instead of weeks. Integrate with the most popular accounting software, ERPs, and CRMs. Full audit trail and lineage from report summary to operational record and all modifications along the way. Never again hear that the data โneeds to settle.โ Real-time visibility over the companyโs financial performance empowers finance leaders to seize growth and revenue opportunities, instead of playing catch up. And you stay GAAP-compliant along the way. Drill down into the underlying data and answer questions on the spot. Generate real-time financial reports. Intra month monitoring and alerting. Integrate with various financial and operational systems and data sources.Starting Price: $1,900 per month -
9
Access PaySuite
Access
Automate your payment process, keep track of recurring payments, simplify subscription models, and eliminate the risk of failed collections using our industry-leading platform. Are you constantly chasing payments? Are you drowning in manual reconciliations? Access Paysuiteโs cloud-based software delivers seamless, secure & affordable payment solutions to businesses of all shapes and sizes, giving you the freedom to focus on growing your business, while we take care of the payments. Get paid online from any device and simplify transactions, giving your customers a simple, seamless payment experience. No more multiple logins! We connect with your existing internal systems and software for seamless financial experiences and insights at a glance. We integrate with Xero, Salesforce, and more. A no-cost-to-you employee benefits service. Engage your workforce like never before, and reduce staff turnover by giving your people instant access to their accrued pay with Access EarlyPay.
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