The billing solution for Salesforce users

Discover Sofacto, the first SaaS application Salesforce integrated for subscription management, recurring billing & payments.

Facturation & Paiement

Intégrés nativement à votre CRM Salesforce

Sofacto transforms your billing

Sofacto is an innovative solution that redefines the way you manage subscriptions and billing. Fully integrated with Salesforce, our solution lets you easily manage your financial processes without leaving your CRM environment. Simplify your billing management, reduce errors and free up time to focus on growing your business.

Salesforce native integration

Sofacto integrates seamlessly with your Salesforce CRM, eliminating the need for manual synchronization and reducing error risks.

Subscription Management

Automate subscription management and your customer lifecycle.

Fast implementation

Benefit from fast, easy deployment thanks to an intuitive interface and automated processes.

Customizable & Scalable

Adapt Sofacto to your business model. Our flexible solution adapts to your specific needs. Whatever the size of your organization, Sofacto evolves with you to support your growth.

All your processes centralized in your Salesforce CRM

Every cent counts

Start by reducing invoice errors

Recurring & non-recurring billing

Fully or partially automated, you save considerable time in your sales processes.

  • No more payment delays

  • Data entry time reduced by 50%

  • Quick & easy to learn

  • All types of invoicing: pay-as-you-go, recurring, one-off, etc.

Subscription Management

Sofacto simplifies subscription management: your invoices are pre-issued with the default payment method for each subscription. Create subscriptions with a wide variety of monthly payments, invoicing certain products at specific times, etc.

  • Automatic recurring direct debit

  • CB, SEPA or Paypal payment

  • Real-time MRR on your reports

  • Automated dunning management

Boosting late payments?
Finance has seen brighter days.

Discover the power of automation. No more cost to your cash flow.

Seamless Payment process

Managing payment is great, but being able to do it from your Salesforce CRM is even better. The first invoicing and payment platform to be fully integrated with your Salesforce CRM and to offer very attractive commission rates thanks to its independence from acquirers.

  • Automatic recurring direct debit

  • Automatic debt collection management

  • SEPA, CB, Paypal

  • No more payment delays

Automatic Cash Collection & Debtor Management

With Sofacto your financial health is improved thanks to our automated workflows and processes. All you have to do is manage your business, and we’ll take care of all the time-consuming tasks: payment reminders, automatic sending of invoices, etc.

  • Automated cash flow

  • Payment management

  • Automated reminders for late payments

  • Sales accounting entries

A complete solution

Security & Compliance

Sofacto ensures that all your billing complies with current regulations. What’s more, our solution ensures the security of your financial data, using state-of-the-art security protocols to protect your sensitive information.

Cash flow Optimization

By automating invoicing and cash collection, Sofacto improves your financial statements. So you can better forecast, plan investments and ensure your company’s financial health.

Save time & Reduce errors

Thanks to its complete integration with Salesforce, Sofacto considerably reduces the risk of data entry errors and mistakes. Customer and financial information is centralized and updated in real time, guaranteeing data accuracy and consistency.

Maximize your revenue

With a seamless integration into your Salesforce CRM

Sofacto’s major advantage lies in its ability to seamlessly integrate regulatory compliance, as well as the ease with which codes incorporated into its application can be managed. Another notable advantage is the seamless connection between CRM and e-invoicing, offering fluid, optimized process integration. Sofacto also simplifies reporting and data analysis, making it easy to get to grips with Salesforce.

Charles-Antoine Chuun
Admin IT.

L’atout majeur de Sofacto réside dans sa capacité à intégrer de manière transparente la conformité aux réglementations, ainsi que la facilité de gestion des codes incorporés dans son application. Un autre avantage notable réside dans la connexion transparente entre le CRM et la facturation électronique, offrant une intégration fluide et optimisée des processus. Sofacto simplifie également la génération de rapports et l’analyse des données, avec une prise en main facile de Salesforce.

Charles-Antoine Chuun
Admin IT.