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Description
Facilitate credit card and ACH transactions seamlessly within Salesforce. You can send payment requests directly to clients, allowing them to complete their payments straight from their email inboxes. With a simple drag-and-drop interface for payment components or terminals, no coding skills are required to set up. Within Salesforce, you have the ability to authorize, capture, void, or refund credit card transactions effortlessly. To enhance security, credit card information can be tokenized, ensuring that sensitive data is not stored. Additionally, you can log various types of payments, including checks, cash, and wire transfers. The system integrates with top payment processors, enabling you to use your current processor or easily create a new account with one that suits your needs. Invoice templates are fully customizable, offering options for discounts, shipping costs, taxes, credit card surcharges, and other potential fees. Flexibility is built in, allowing for down payments or multiple installment plans, and you can print or email multiple invoices simultaneously. The software also provides automatic reminders for any outstanding invoices, ensuring you stay on top of your accounts. It operates natively with Salesforce entities like accounts, contacts, opportunities, quotes, and products, making it a versatile solution for all your payment processing needs, whether you accept credit cards, eChecks/ACH, checks, wire transfers, or cash. Furthermore, this comprehensive system streamlines your financial transactions while enhancing customer convenience and security.
Description
ReconcileCSV efficiently aligns payout CSVs from payment processors with bank statement CSVs, allowing for seamless month-end closures without the need for client file uploads or processor connections. You can preview the service at no cost, and it requires only a one-time payment of $39. All files remain within your browser, eliminating the need for account creation, OAuth, or ongoing subscriptions. A 7-day refund policy is available upon request. The service currently supports popular processors such as PayPal, Square, Shopify Payments, Stripe, as well as generic CSVs that feature date and amount. Notably, Square and Shopify utilize the same date and amount matching system, negating the need for a distinct parser. It's important to note that the service does not establish connections with processors or banks, nor does it handle journal entries, ensuring a straightforward user experience.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
Ascent ERP
Yes
Authorize.Net
Yes
CSG Forte
Yes
Cybersource
Yes
Moneris
Yes
PayPal
Yes
Payeezy
Yes
QuickBooks Online
Yes
Salesforce
Yes
Stripe
Yes
Integrations
Ascent ERP
No
Authorize.Net
No
CSG Forte
No
Cybersource
No
Moneris
No
PayPal
No
Payeezy
No
QuickBooks Online
No
Salesforce
No
Stripe
No
Pricing Details
$2,999 per year
Free Trial
No
Free Version
No
Pricing Details
$39
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Kulturra
Founded
2012
Country
United States
Website
kulturra.com/payment-center-features/
Vendor Details
Company Name
Loopspur LLC
Founded
2026
Country
United States
Website
reconcilecsv.com
Product Features
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
