Quick Receivable

7 reviews

Quick Receivable is a Salesforce-native, AI-powered accounts receivable automation solution designed to help businesses collect faster, reduce DSO, and improve cash flow without increasing manual effort. The platform uses intelligent AR agents to automate dunning emails, calls, follow-ups, dispute handling, and cash application. It prioritizes outreach, personalizes customer communication, and executes collection strategies automatically based on customer behavior and payment patterns. Quick Receivable provides complete visibility into invoices, payments, disputes, and customer interactions through real-time dashboards and reporting. It integrates seamlessly with existing ERP systems and works directly inside Salesforce, allowing teams to manage the entire receivables lifecycle in one place. Built for growing and enterprise teams, Quick Receivable helps organizations reduce overdue invoices, improve collection efficiency, and strengthen customer relationships through consistent, professional communication.

Quick Payable

2 reviews

Quick Payable is a user-friendly Salesforce app exchange application designed for businesses in need of a simple and basic version of an accounts payable system. With Quick Payable, businesses can easily manage bills from multiple vendors, automate invoice data capture through special software, and automate the approval process by assigning an approver based on configurations for a particular vendor. The app provides complete visibility of expenses through rich dashboards and reports, enabling businesses to identify unnecessary expenses and optimize their spending. Quick Payable streamlines the entire payable process and allows businesses to export their data to third-party ERP systems effortlessly. By using Quick Payable, businesses can improve their payable processes, reduce manual errors, and enhance their overall financial management capabilities.

Bank Summary

0 reviews

BankSummary is a Salesforce-native financial management solution that connects all your bank accounts in one place, delivering real-time balances, transaction visibility, and actionable financial insights. The platform securely syncs transactions from multiple banks, allowing finance teams to track cash positions, monitor spending, and analyze financial activity through smart dashboards and reports. With automated transaction syncing, category-wise insights, and forecasting capabilities, BankSummary helps organizations make informed financial decisions without logging into multiple banking portals. Designed with enterprise-grade security and compliance standards, BankSummary integrates seamlessly with Salesforce and trusted banking providers, making it ideal for businesses seeking clarity, accuracy, and control over their cash flow.