JustOn Cash Management

 

Direct data transfer to your banks

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JustOn Cash Management  connects Salesforce with banks and credit institutions: automatically, securely, without media breaks and without intermediaries.

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JustOn Cash Management
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The best banking app for Salesforce CRM

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Payment Management

Bank payment functionality for any payment request in Salesforce

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SEPA direct debit

Direct transmission from the Salesforce Org to your bank account

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Online Payments

Direct online payments without media breaks and intermediaries

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Payment reconciliation

Automatic bank reconciliation process with your payment requests in Salesforce

JustOn Cash Management – bank integration

Payment Management

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Payment Management via EBICS

JustOn Cash Management for Salesforce stands for successful automation of payment processes on the Salesforce Platform. It seamlessly connects all Salesforce applications with all EBICS compliant banks and credit institutions: automatically, securely and without media breaks.

Retrieval of bank statements

With our innovative payment solution, you retrieve automatically your bank statements. The bank statement items of the daily bank statement are displayed transparently and clearly.

Bank payment functionalities

JustOn Cash Management offers bank payment functionality for any receivable or payment request (invoice, remittance etc.) in Salesforce. By paying directly from your Salesforce CRM, you save time and reduce errors that occur when processing one-time or recurring payments manually.

Bank transfer and SEPA direct debit trigger

Making bank transfers

With JustOn Cash Management, you transfer your one-time payments as payment information directly from your Salesforce Org to your bank accounts.

Recurring payments as challenge

For companies that work on the basis of a business model with recurring payments, the direct debit process offers secure and fast payments. Until now, direct debit requests could only be managed and initiated directly via banks and credit institutions.

Triggering SEPA direct debits

Our Payment App brings the change: via the banking solution, SEPA direct debits can now be triggered directly from the Salesforce system – for both one-time and recurring payments. This means that all data is and remains in one system without manual intervention.

Überweisung über JustOn Bank Payments für Salesforce

Online Payments without intermediaries

Online Payments

JustOn Cash Management offers integrations with payment providers such as Stripe, PayPal, Mollie. They enable online payments directly from Salesforce.

Secure and direct data transfer

Without any media breaks or intermediaries, you can manage your payments hassle-free, automatically and without errors. Independent of third-party providers, you take the direct and secure way from your CRM system to your banks. Benefit from the true reconciliation process.

Direct transfer to accounting systems

After receiving the payment, it is directly reconciled with the matching payment request and the transaction could be transferred to the accounting system.

Reconciliation of payments with receivables

Automatic Payment reconciliation

After a certain number of transactions, manual matching of payment requests and payments is ineffective and highly error-prone. JustOn Cash Management automatically reconciles all incoming payments with the open receivables and marks them as paid. 

The perfect overview

At a glance, you have an overview of all transactions, payment processes and your cash flow. Automatic reconciliation reduces time and costs in the organisation of your Salesforce Org.

Transparent reports et analyses

Use Salesforce reports, lists and dashboards to evaluate your KPIs. Thanks to the direct integration with JustOn Cash Management, you can take advantage of all the tools Salesforce offers for handling financial indicators and business developments.

Zahlungsabgleich über JustOn Bank Payments für Salesforce

Management of multiple Bank Accounts and Payments

Multibanking über JustOn Bank Payments für Salesforce

Multibanking as Challenge

Most companies use several bank accounts to organize income and expenses in a purposeful and useful way. This decision to use so-called multibanking is correct in principle, but it involves a great administrative effort and is highly prone to errors.

Management of all bank accounts on one platform

This is exactly where our payment solution comes in. The application connects your Salesforce Org directly with your bank accounts. This means that you manage your accounts via a central platform and maintain an overview of all transactions.

Efficiency and Security

The automatic data transfer between Salesforce and your bank accounts reduces your administrative effort and thus increases the efficiency of your processes. European security standards ensure the protection of your sensitive financial data.

Compliant with European safety standards

Direct bank integration

The advantage of the JustOn Cash Management application is its seamless integration into the banking systems. It guarantees direct access to account statements, the ability to make payments and collect direct debits.

EBICS Compliance

The banking communication via JustOn Cash Management is compliant with all banks according to the Electronic Banking Internet Communication Standard (EBICS). EBICS, the European standard meets all requirements for secure and flexible banking communication.

Solid technical base

The banking interaction via JustOn Cash Management is based on a solid technical foundation: it offers the conversion of (payment request) data into SEPA formats for correct transfer, a cryptographic protection of each trans- action step through encryption and an electronic signature option.

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Strong partners make customers happy

JustOn

JustOn is a german based software developer and Salesforce ISV partner, who offers the application JustOn Cash Management. The Company stands for successful automation of billing, invoicing and payment processes on the Salesforce Platform. Worldwide, well-known companies trust in the innovative software products. They help them to detect revenue leakage, to monetize any sales idea and to analyze their KPI.

Salesforce

Salesforce is a customer relationship management (CRM) solution that brings companies and customers together. More than 150,000 companies are increasing employee productivity, team collaboration, customer loyalty, and, most importantly, sales revenues using the world’s #1 CRM platform.

Salesforce AppExchange

Salesforce is the leading provider of tools to help businesses find customers, win their business, and keep them happy for life. That’s why JustOn Cash Management is offered on Salesforce AppExchange the leading enterprise cloud marketplace. All Salesforce applications make it easy to connect your systems so you can build closer relationships with customers and grow your business faster than ever.

1,2,3 – Trois étapes simples pour installer l’application

You need all information about JustOn Cash Management at a glance?

The data sheet summarises all the advantages of the application.

  • numerous payment functions,
  • EBICS compliance,
  • integration options and much more.

Download the sheet.

Download Data Sheet

Learn more about JustOn Cash Management

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Free 30 days trial

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