Accounts Receivable Automation

Payology Check Scanning for Salesforce

With the Payology Check Scanning Salesforce app, your team can scan checks and remittance items directly into Salesforce, apply the data to any record, and transmit payments to your banking institution for same-day posting.

  • Flexible configuration to support any business requirement
  • Extract, parse, and allocate the data on the check to Salesforce records
  • Same-day posting, next-day settlement of deposits

Automate Your Accounts Receivable

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Automate the Entire Check Scanning Process

  • Quickly Process Checks

    Easily scan high-volume batches of checks and remittance items all at once. The check images and data will automatically appear in Salesforce

  • Extract the Data

    From barcodes to payee info, our OCR engine captures all the data on the check and remittance items, including MICR lines and check amounts

  • Apply Data to Records

    Automatically apply the data on the check to any accounts receivable record in Salesforce, from contacts to accounts to opportunities

  • Greater Accuracy

    The built-in validation engine confirms that all the data is allocated correctly with customizable validations for any business need

Quickly Capture, Extract, Parse and Allocate the Data on the Check

Compatible with almost any commercial check scanner, the Check Scanning Salesforce app allows you to automate the entire check scanning process from image capture to data allocation.

  • Locate, extract, and parse the OCR scanline data, MICR line, and barcode
  • Extract payment details: account, routing, and check numbers, amount, and payee info
  • Reduce check processing times down to just a few seconds

Worry-Free Implementation: 10 Hours of Development Included

Payology includes 10 hours of Salesforce development and admin work in our activation fee to help onboard all new organizations and users.

  • Our highly skilled team will customize our solution for your organization
  • Client success team available to our clients around-the-clock for technical support
  • Access our team by phone, email, or through a dedicated Slack channel for your organization

5-Star Rating on Salesforce’s AppExchange

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We recommended Check21/Payology to a client who needed batch check and envelope scanning capabilities for a high volume. After doing some vetting in the industry, Check21/Payology stood out, and they lived up to their promises and then some.

Their depth of Salesforce is outstanding, and their customer service and project management were an absolute pleasure to work with. They also worked with our client to customize a solution to meet their needs. Will absolutely recommend again!

Greater Accuracy and Security With Bi-Directional Bank Integrations

We serve as a gateway to your banking institution, which means we connect you directly to your bank and never hold your funds.

  • Reduce float times with same-day posting and next-day settlement of deposits
  • Automatically matches and synchronizes check returns to the original check record in Salesforce
  • One-to-one match between your bank statements and Salesforce reports

Automatically Remain Compliant With Regulations for Check Payments

Automate tedious compliance tasks with our built-in regulatory features.

  • Validate checks in real-time
  • Physically or virtually endorse check images
  • View the post-mark date from mailing envelopes

Automated Check Processing

  • Less than 6 steps in the process
  • 15 seconds per check to process
  • 1 solution to scan, store, and track all data
  • Automated auditing
  • Total of 1 team involved in the process

Outdated Check Processing

  • 21+ steps in the process
  • 1-3 minutes per check to process
  • 3+ solutions to store and track data
  • 3 teams auditing data
  • Total of 4 teams involved in the process

Why Choose Payology Check Scanning for Salesforce?

  • Greater accounting accuracy
  • OCR functionality for all the data on the check
  • Unify all of your data on Salesforce
  • Save hundreds of hours for your check processing team

Who Uses Payology Check Scanning for Salesforce?

Any organization that uses Salesforce as their CRM and receives a high volume of check payments can benefit from Payology Check Scanning for Salesforce, including:

  • Nonprofits and Higher-Ed
  • Property Management
  • Self-Directed IRA Custodians & Administrators
  • Insurance
  • Municipalities

NPSP Extension for Nonprofit Organizations

Our NPSP Check Scanning Extension powers some of the largest nonprofit organizations in Salesforce, helping them:

  • Customize the gift processing operation to fit any business requirement
  • Scan checks and corresponding remittance items (i.e. mailers, letters, envelopes)
  • Apply each check and item to a household, organization, or third-party partner
  • Create donations, payments, soft credits, and GAU allocations on post-batch closure

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