FinancialForce Billing Pricing, Features, Reviews & Comparison of Alternatives

FinancialForce Billing

Subscription & usage billing for Salesforce CRM

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FinancialForce Billing overview

What is FinancialForce Billing?

FinancialForce Billing is an automated billing and invoicing application designed to work with Salesforce CRM accounts to streamline the order to cash process and reduce invoicing errors. The app integrates with the Salesforce platform so that once a customer's order is closed in the CRM, FinancialForce Billing automatically generates invoices using the data already logged in the CRM.

This automatic invoice creation tool increases the accuracy of information for both invoicing and accounting, connecting data among your CRM as well as your ERP system. FinancialForce Billing provides a single platform from which all teams can view and access all account related information including sales, services and billing.

FinancialForce Billing optimizes your opportunity to cash cycle by ensuring that following deal closure invoicing processes happen without delay and with increased accuracy. The app lets you create invoices with one click from within Salesforce CRM using the data you have already entered. You can create invoices directly from any opportunity, support case or custom object captured in Salesforce CRM. These invoices can be customized for email or printing, or they can be posted online in a customer portal. All of the data related to these sales orders, invoices and accounts are all logged within FinancialForce for a single point of access of all transactions.

Along with consolidating data between Salesforce CRM and FinancialForce Billing, the app also pushes data to your ERP system. FinancialForce auto-generates the associated General Ledger and Accounts Receivable entries for each invoice it creates. You can then choose to export these entries to your ERP system of choice. Any Accounts Receivable activity carried out in these ERP systems is then fed back to FinancialForce Billing for complete 360° visibility. The app can store invoices, payments, credits, refunds and write-off transactions on the customer account object.


Pricing options
Value for money
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Business size



United States, Australia, Canada, Europe, United Kingdom

Supported languages

FinancialForce Billing screenshot: View the accounts payable dashboard through seamless integration with Salesforce CRMFinancialForce Billing screenshot: Get quick access to plans, contracts, pricing stuctures, billing schedules, documents, usage and more from the welcome pageFinancialForce Billing screenshot: Manage contracts FinancialForce Billing screenshot: View contract status, details, and moreFinancialForce Billing screenshot: Use filters to view dataFinancialForce Billing screenshot: View accountsFinancialForce Billing screenshot: View data in a visual formatFinancialForce Billing screenshot: Access the FinancialForce Billing platform from a mobile device

FinancialForce Billing reviews

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FinancialForce Billing pricing

Pricing options
View Pricing Plans

Please contact FinancialForce for a custom quote.

FinancialForce Billing features

Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Customizable Reporting
Invoice Management
Reporting & Statistics
Third Party Integration

API (251 other apps)
Accounting Integration (158 other apps)
Compliance Management (171 other apps)
Data Import/Export (164 other apps)
Electronic Payments (153 other apps)
Expense Tracking (156 other apps)
Invoice Processing (142 other apps)
Multi-Currency (152 other apps)
Real Time Data (141 other apps)
Real Time Reporting (123 other apps)
Workflow Management (139 other apps)

Additional information for FinancialForce Billing

Key features of FinancialForce Billing

  • One-click invoice creation
  • Seamless integration with Salesforce CRM
  • Invoice creation from cases, opportunities and objects
  • Single view of all account activity
  • Automatic General Ledger and Accounts Receivable entries
  • Integration with your ERP
  • Integration with FinancialForce Accounting
  • Integration with Salesforce Chatter
  • 2-way Accounts Receivable activity syncing
  • Store invoices, payments, credits, refunds and more
  • Post invoices in online customer portal
  • Customize invoices for email/ printing
  • Full account and revenue reporting
  • Support one-time bills, recurrent billing & payment schedule
  • Automated tax calculations
  • List views and scheduled jobs
  • One time or batch invoice generation
  • Approval processes for credit note requests
  • ClickLink field mapping tool
View All Features


Integrates seamlessly with your Salesforce CRM account, syncing data between FinancialForce and Salesforce.

Create invoices with one click, automatically using data from opportunities, quotes and custom objects.

Customize invoice formats for email or printing. Upload invoices to an online customer portal.

Integrate FinancialForce Billing with FinancialForce Accounting or your ERP system of choice.

Provide sales and finance teams with a single point of access to all account, order and customer transactions.

Full account and revenue reporting with data from the platform.

Integrates with Salesforce Chatter, the enterprise social networking tool, to connect sales people with receivables and credit teams and improve communication.