Kolleno Payments
Cash application isn’t flashy. But when it’s broken, it shows. Finance ends up buried in spreadsheets. Sales chases payment status. And leadership loses trust in the numbers.
If you’re using Salesforce but still applying payments manually, it’s time to upgrade. The right cash application software not only reduces workload—it gives you a clearer picture of customer behaviour, cash flow, and risk.
Below, we’ve reviewed six of the best tools that integrate with Salesforce to bring speed, accuracy, and automation to your AR process.
The Top 6 Cash Application Tools That Integrate With Salesforce
If you’re managing receivables inside Salesforce, cash application is where things often break down. Payments come in, but reconciling them to open invoices still involves spreadsheets, guesswork, or clunky middleware.
The right cash application automation software eliminates that friction. It automatically matches payments to invoices, syncs data across systems, and gives your team a real-time view of what’s been paid—and what’s still outstanding. Below, we’ve rounded up six of the top-rated solutions that offer direct, seamless integrations with Salesforce.
1. Kolleno
Built specifically for finance teams, Kolleno offers a native Salesforce integration that brings real-time AR visibility into your CRM. It automates the full cash application process—from reconciling payments to surfacing risk across accounts—so sales, finance, and customer success teams are always on the same page.
You don’t need middleware, connectors, or manual uploads. Just plug Kolleno into Salesforce and NetSuite, and let it handle the rest.
Key features:
- Native Salesforce integration with real-time AR data
- Automated payment matching and invoice reconciliation
- Customer payment history and status directly in Salesforce
- Support for NetSuite, Xero, QuickBooks, and more
- Clean UI and designed for finance + revenue teams
G2 rating: 4.9*
2. HighRadius
HighRadius is an enterprise-grade platform designed for large finance teams managing complex AR workflows. Its AI-powered cash application engine automates payment matching using remittance data from emails, portals, and bank statements.
With Salesforce integration, HighRadius keeps your CRM in sync with financial updates, helping teams manage disputes, credit limits, and collections more efficiently.
Key features:
- AI-driven payment matching using multi-source remittances
- Syncs customer data, payment status, and collections info with Salesforce
- Dispute and credit management modules
- Strong support for global banking formats
- Suited for large or high-volume AR teams
G2 rating: 4.3*
3. Gaviti
Gaviti focuses on accelerating collections, and its cash application features are built to support that mission. It integrates smoothly with Salesforce to ensure your AR and collections teams have access to real-time payment and invoice data inside the CRM.
The tool helps automate reminders, prioritize accounts, and shorten time to payment—all while maintaining alignment across sales and finance.
Key features:
- Salesforce integration with live invoice and payment data
- Automated dunning workflows and follow-up sequences
- Centralized dashboard for tracking AR health and activity
- Prioritisation engine for high-risk or high-value accounts
- Easy onboarding and intuitive interface
G2 rating: 4.4*
4. Quadient AR Automation (formerly YayPay)
Quadient AR Automation brings powerful cash application and collections capabilities into Salesforce. It automatically matches payments to invoices using invoice matching AI. The platform also sends payment reminders and improves AR efficiency—all within your CRM.
Key features:
- Cash application with invoice-payment matching
- Automated dunning workflows and reminders
- Customer credit tracking and dispute management
- Real-time AR dashboards inside Salesforce
- Integration with ERP systems for end-to-end visibility
G2 rating: 4.4*
5. Upflow
Upflow is built for clarity, control, and collaboration. Its Salesforce integration provides unified dashboards and an AI-powered payment matching engine that keeps your receivables accurate and visible across teams.
Key features:
- Smart payment matching with high accuracy
- Self-service customer portal for invoice access
- AI-driven collections and customizable AR workflows
- Strong reporting, credit management, and compliance tools
- Responsive support and easy implementation
G2 rating: 4.8*
6. JustOn Cash Management for Salesforce
JustOn brings full cash application and reconciliation to Salesforce—but with a caveat: it’s a newer entrant in the market. That means while it offers core functionalities like bank statement import and automatic invoice reconciliation, it currently has only one G2 review. It’s potentially worth testing, but be wary that it’s not as tried or tested as the other options on this list.
Key features:
- Bank statement ingestion via EBICS/API
- Automatic reconciliation of payments to invoices
- Support for SEPA/ACH and online payments within Salesforce
- Enables real-time cash matching directly in the CRM
G2 rating: 5*
The Benefits of Integrating Cash Application Tools with Salesforce
For businesses using Salesforce CRM to drive their sales process, cash application is often the missing link. Without tight integration, finance and sales teams are left juggling manual tasks, inconsistent financial data, and delayed customer payments.
Integrating a cash application tool directly with Salesforce apps creates a more connected, accurate, and efficient payment process, from invoice to reconciliation.
Real-Time Payment Visibility Inside Salesforce
When your cash application tool is fully embedded within Salesforce CRM, your team gets immediate access to payment details, transaction data, and customer information—without leaving their pipeline view.
Sales reps can see if an invoice is unpaid. Finance can view live bank payments and track remittance info directly from bank transfers or digital payments. This level of visibility improves payment tracking, reduces back-and-forth, and keeps everyone focused on the next best action.
A Faster, More Automated Payment Process
Integrated cash application automates one of the most manual parts of the sales-to-cash cycle. Payments from debit cards, payment gateways, or bank transactions are automatically matched to invoices and pushed into your accounting software.
This doesn’t just reduce errors—it shortens your time to get paid faster, improves your cash flow, and frees up valuable time for teams to focus on higher-impact work.
Cleaner Data, Fewer Duplicates
Disconnected systems create messy, overlapping records. With seamless Salesforce integration, your customer, payment, and invoice data stay in sync—, emoving duplicate records, minimising rework, and supporting accurate custom reports and forecasting.
It also gives leadership the key metrics and valuable data needed for better decisions, without relying on stale spreadsheets.
Better Customer Experience and Retention
The impact goes beyond operations. Faster reconciliation leads to more accurate digital invoices, fewer late payments, and a smoother customer experience.
Customers are less likely to be chased for already-settled payments. Sales and service teams can respond quickly with up-to-date payment methods, invoice statuses, and billing questions, improving customer satisfaction and boosting customer retention.
Why Kolleno Is the Leading Choice
Kolleno stands out for one simple reason: it was built from the ground up for modern finance teams using Salesforce CRM. While many platforms bolt on integrations as an afterthought, Kolleno offers a seamless Salesforce integration that puts real-time customer payments, financial data, and reconciliation tools exactly where your team needs them—inside the CRM.
It automates the entire payment process, matching bank transfers, digital payments, and payment gateway transactions to outstanding invoices with zero manual effort. This eliminates delays, cuts down on data entry, and helps your team get paid faster. For finance leaders, this means stronger cash flow visibility and faster close cycles. For sales teams, it means fewer blind spots and less friction with customers.
The user experience is another standout. Kolleno offers a user-friendly interface that requires no coding, no middleware, and no workarounds. Its plug-and-play design connects easily with tools like NetSuite, Xero, and QuickBooks, while pushing payment details, customer information, and sales data directly into Salesforce. It’s designed to slot naturally into your existing workflow, no retraining, no rebuilds.
Kolleno doesn’t just support your current operations—it scales with you. Whether you’re dealing with a handful of monthly invoices or thousands across multiple sales channels, its automation features and smart reconciliation logic are built to adapt. That makes it the ideal fit for businesses focused on speed, accuracy, and long-term revenue potential.
Final Thoughts
Manual cash application drains resources, slows down the payment process, and creates blind spots across your salesforce CRM. But with the right tool, one that integrates directly with Salesforce, you can streamline operations, boost cash flow, and give your sales teams and finance teams a single source of truth.
Whether you’re a scaling startup or a mature enterprise, a strong cash application setup helps you get paid faster, reduce friction, and improve customer satisfaction. Each of the tools we’ve covered brings something valuable to the table—but Kolleno leads the pack with its clean design, powerful automation features, and seamless Salesforce integration.Now’s the time to ditch the spreadsheets, clean up your financial data, and connect your sales process to your payment methods, without adding complexity. Book a demo with Kolleno to begin.
