Client Highlights
Salesforce Apps For Accounts Receivable, Accounts Payable, And Payment Processing
Payment Processing and Automation for Accounts Receivable and Payable
The only unified payment platform for Salesforce. Now you can process credit card, ACH transactions, and physical check payments directly inside your Salesforce organization with lower transaction costs and faster processing times.
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Bring Your Own Bank
Our bi-directional gateway connects you directly to your banking institution or merchant account, which means we never possess your funds, and your payments settle faster.
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One Unified Platform for Payments
Both the Payology Payment Gateway API and Salesforce app empower your team to keep track of all payment-related data in one platform.
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Lower Transaction Costs
We connect you directly to your bank or merchant account so you can process payments for less instead of paying costly fees for 3rd-party processors
Check Scanning
Reduce check processing time with our Check Scanning Salesforce App. With our check scanning solutions, users can scan batches of checks and remittance items, extract and parse the data, and automate accounts receivables directly in their Salesforce org.
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Automate and Apply Data to A/R Records
Scan batches of checks and remittance items together and let payology check scanning automate the rest of the process, from extracting the data to applying it to your accounts receivable records.
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Extract the Data from the Check or Remittance
Payology Check Scanning software locates, extracts, and parses OCR scanline data, MICR line, and barcodes, plus data such as account, routing, check number, amount, and payer information.
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Reduce Errors and Exceptions
Our built-in validation engine catches and informs users of errors, including duplicate scans of the same check. At the same time, our bi-directional gateway guarantees a one-to-one match between your bank statements and internal reports.
Mobile Check Capture
Capture check payments on-location with any mobile device. Available as an SDK, API, or Salesforce App, this solution extracts and parses the data from the check, applying it to invoices, accounts, or any other records.
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Snap Photos of Check Payments With a Mobile Device
Capture a photo of the front and back of the check with your mobile device, and Mobile Check Capture instantly rotates, crops, and saves the check images.
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Extract and Apply Check Data to Receivable Records
Locate, extract, and parse data, including payer info, MICR line, and check amount, and automatically apply that data to accounts receivable records.
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Same-Day Posting, Next-Day Settlement of Check Payments
Any check captured with Mobile Check Capture gets posted to your account the same day, with funds available to you the next business day.
Docusplit for Salesforce
All the benefits of a PDF editor and more in a native Salesforce application. Scan or import your documents directly in Salesforce, split PDF/image files, and apply them to records. Edit, annotate, and save a page or group of pages to records.
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Import, Edit, and Manage Documents in Salesforce
Annotate, redact, and split pages from a PDF or image document and instantly save the file to a record.
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Unify Your Documents into One Platform
Scan or import PDFs or image documents directly in Salesforce; no other platforms are necessary to import, edit, save or manage documents.
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Automate the Workflow for Processing and Saving Documents
Manage documents faster with automation features like automatic record updates, file naming, and file saving. For example, automate file names to auto-populate upon upload based on data in your CRM.
Made for Developers: Data Extraction and Payment Processing SDK's and API’s
Industry Solutions
Payology’s payment solutions are perfect for highly regulated industries that receive and send large volumes of physical and electronic payments. Click on any of the industries below to learn more.
