The Top 6 Reconciliation Software Compatible With Salesforce

Accurate reconciliation is essential. Without it, you risk delays in closing, mismatched financial data, and weak audit trails.

Salesforce stores a huge volume of customer data and sales information, but it doesn’t handle reconciliation on its own. That’s where dedicated tools come in.

We’ve pulled together six top-rated options that give finance teams the automation, control, and visibility they need to get reconciliation right.

The Best Reconciliation Software Compatible with Salesforce

Finance teams aiming to close faster and reduce errors shouldn’t have to jump between platforms. Salesforce holds valuable customer data and billing context—but the real efficiency gains come from using reconciliation software that connects directly and automates the validation of transactions.

Here’s a comparison of the best reconciliation tools that natively integrate with Salesforce.

1. Kolleno

Kolleno is a modern reconciliation and receivables platform built for finance teams that want automation without complexity. With a native Salesforce integration, it syncs invoices, payments, and customer records in real time—enabling fast and accurate reconciliation.

Key features:

• Two-way sync keeps “all your data” current between platforms
• AI-powered matching of incoming payments to invoices
• Automated bank reconciliation across feeds, gateways, and bank statements
• Drag-and-drop reconciliation workflows and exception handling
• Secure payment links and a customer self-service portal
• Dashboards offering real-time insights into reconciliation status and cash flow
• Built for audit readiness, with exception trails and sign-off processes

G2 rating: 4.9*

2. Xero

Xero is a cloud-based accounting platform known for its intuitive interface and seamless bank reconciliation tools. Its native Salesforce integrations—via apps like Breadwinner—enable finance teams to access key financial data directly from the CRM, making bank reconciliation and payment tracking significantly more efficient.

Key Features:

• Two-way sync between Xero and Salesforce ensures customer data, invoices, and payments stay aligned
• “Smart bank reconciliation” learns transaction patterns and speeds up matching with bank feeds
• Automatic import of bank statements, reducing manual data entry
• Automatic payment reminders and customer-facing billing tools
• Invoicing, accounts receivable, and basic expense tracking–all in one ERP-connected tool

G2 rating: 4.3*

3. QuickBooks Online

QuickBooks Online is a go-to solution for small and mid-sized businesses seeking a user-friendly accounting software with powerful bank reconciliation tools. Through reliable third-party integrations, it enables finance teams to pull customer data, invoices, and payments into Salesforce and vice versa, simplifying the reconciliation workflow.

Key Features:

• Bi-directional sync of customers, invoices, and payment data with Salesforce
• Automatic import of bank statements and bank feeds, reducing manual data entry
• Smart matching of payments to invoices for smooth bank reconciliation
• User-friendly interface and straightforward onboarding
• Strong ecosystem of third-party apps for enhanced financial operations

G2 rating: 4*

4. BlueCopa

BlueCopa offers AI-driven bank reconciliation software with end-to-end automation and a focus on corporate finance efficiency. A standout feature is the ability to match financial transactions across multiple payment gateways, bank accounts, and systems—with near-zero manual effort.

Key Features:

• Automated workflows and RPA tools for fast reconciliation
• Multi-way matching across bank transactions, invoices, and payments
• Real-time dashboards offering live cash flow visibility and financial reports
• Support for multi-entity and multi-currency reconciliation
• Centralised audit trail and documented exception handling

G2 rating: 4.8*

5. HighRadius Accounts Receivable

HighRadius delivers enterprise-grade account reconciliation software as part of a broader AR automation suite. It integrates with payment gateways, ERP systems, and Salesforce, making it a solid choice for large finance teams that handle complex receivables.

Key Features:

• AI-powered invoice matching and cash application routines
• Automated bank reconciliation tools with configurable workflows
• Integrated credit scoring and customer risk assessment
• Detailed analytics, reporting, and KPI tracking
• Pre-built connectors to ERPs and CRMs—including Salesforce

G2 rating: 4.3*

6. Quadient AR Automation by YayPay

Quadient AR Automation (formerly YayPay) offers a streamlined, AI-enhanced tool focused on improving reconciliation and collections. It integrates well with Salesforce and payment gateways, giving finance teams confidence that the right data flows where it needs to go.

Key Features:

• High-accuracy invoice matching and cash application workflows
• Automated reminders and payment reminders based on customer behaviour
• Analytics tooling for cash flow management and reconciliation status
• User-friendly interface with built-in integration to ERPs, Salesforce, and others
• Secure audit trail with detailed exception tracking

G2 rating: 4.4*

The Benefits of Integrating Reconciliation Software with Salesforce

Connecting your reconciliation software directly to Salesforce isn’t just a nice-to-have—it’s a practical way to improve visibility, speed up cash flow, and reduce manual work. By integrating these systems, finance and sales teams can stay aligned and act faster.

Let’s look at the key benefits in more detail.

Improved Visibility Into Financial Data

Integrating reconciliation software with Salesforce gives both finance and sales teams access to real-time, accurate financial data—right where they need it. You can track outstanding invoices, recent payments, and account status without switching between systems. This unified view supports faster decision-making and improves customer conversations.

Faster Reconciliation Process

With automatic syncing of bank statements, payment gateways, and transaction data, you can reduce the time spent manually matching payments. Most reconciliation software can automatically identify discrepancies, suggest matches, and update records in Salesforce and your accounting software. That means a faster month-end close and fewer errors.

Stronger Collaboration Between Teams

When sales and finance share the same data, collaboration improves. Sales teams can follow up on late payments with the latest reconciliation status. Finance teams can flag issues or billing discrepancies quickly. The integration creates a shared source of truth, helping both teams stay aligned without relying on email chains or duplicate records.

Reduced Manual Data Entry

Manual data entry is not only tedious—it’s risky. Integrating reconciliation software with Salesforce helps eliminate this risk by automating data flows between systems. This cuts down on errors, reduces rework, and frees up time for more strategic tasks across your finance operations.

Why Kolleno Is the Best Choice

Kolleno stands out from other reconciliation tools by putting finance teams first. It’s purpose-built for accounts receivable and reconciliation—so everything from the dashboard to the automation features is designed to make cash flow tracking, matching transactions, and managing financial data easier and more efficient.

Its native Salesforce integration brings customer data, invoices, payments, and reconciliation status into one unified view. That means sales and finance teams can collaborate more easily, respond faster, and eliminate delays caused by disconnected systems or manual data entry.

Unlike more generic accounting software, Kolleno uses AI to match payments to the correct invoices, flag discrepancies, and surface actionable insights in real time. It simplifies the reconciliation process across multiple bank accounts, payment gateways, and business entities—without the need for constant oversight or IT support.

It’s also fast to deploy and intuitive to use. Finance teams can get started in days, not weeks. And with a 4.9* G2 rating, Kolleno has already earned the trust of high-performing teams looking to modernise their financial operations and streamline reconciliation workflows inside Salesforce.

Final Thoughts

Reconciliation is a critical part of any finance function—but in many businesses, it’s still slow, manual, and error-prone. Integrating the right reconciliation software with Salesforce can transform that process. It gives finance teams real-time visibility, reduces manual work, and ensures your financial data stays accurate and audit-ready.

Whether you’re working with a handful of bank accounts or managing transactions across multiple entities, the right tool can simplify reconciliation and improve your financial operations.

And while there are plenty of capable platforms on the market, Kolleno offers something different: a finance-first solution with powerful automation, seamless Salesforce integration, and best-in-class usability. It’s built to help finance teams do more with less—and get reconciliation right every time.Ready to see it in action? Book a demo with Kolleno to learn how smarter reconciliation can save your team time, reduce risk, and improve cash flow.