Close Deals Faster — Collect Payments Inside Salesforce
DataFi Payments connects to Salesforce so your sales and finance teams can trigger payments, track collections and reconcile receivables — all without leaving the CRM your team already lives in.
From Closed-Won to Paid — Without Leaving Salesforce
With DataFi Payments connected to Salesforce, your sales team can trigger a payment request the moment a deal closes — and finance can track collections, match payments and reconcile AR all inside the CRM.
- Trigger payment requests from Salesforce opportunities
- Payment status visible on every account and deal
- Automatic sync between Salesforce and your ERP
- Works with Sales Cloud and Service Cloud
Eliminate the Sales-to-Finance Handoff
Stop the back-and-forth between sales and finance. DataFi gives both teams full payment visibility inside Salesforce — reducing delays, disputes and missed collections.
- Automated payment reminders triggered from Salesforce
- Accept ACH, card and eCheck from customers
- Real-time payment status on every Salesforce record
- Complete audit trail inside Salesforce
Why Businesses Choose DataFi for Salesforce
Built for the way B2B finance teams actually work.
Works Inside Salesforce
DataFi connects natively to Salesforce — payment data lives where your team already works.
Sales & Finance Aligned
Both teams see the same payment data in real time — no more email chains or spreadsheet updates.
Fast Implementation
Our team handles setup, field mapping and testing. Live inside Salesforce within a week.
Every Payment Method
ACH, credit card, eCheck — all payment types sync automatically to Salesforce records.
ERP Sync Included
DataFi syncs payment data between Salesforce and your ERP — one source of truth for your entire team.
Dedicated Support
A DataFi team that understands Salesforce and B2B payments — here when you need us.
Ready to Collect Payments Inside Salesforce?
Connect DataFi Payments to Salesforce and close the gap between deal close and cash collected.