Transform Your Salesforce CRM Into a Complete Financial Powerhouse
OnlineCheckWriter.com- Powered by Zil Money is a fintech, not a bank. FDIC coverage is provided through our partner banks Texas National Bank and Lincoln Savings Bank.
 
 
 
 
 
 
 
 
The Challenge: Bridging the Gap Between Sales and Finance
Manual and Repetitive Data Entry
Transferring financial data from Salesforce to your accounting software is often a manual, time-consuming process prone to human error and costly mistakes.
Delayed Payment Processing
Businesses struggle with payment processing delays, limited payment options, and the complexities of managing recurring subscriptions.
Lack of Real-Time Visibility
Without a unified view of your financial data, it’s difficult to get an accurate, up-to-the-minute understanding of your cash flow and financial health.
Security and Compliance Concerns
Managing sensitive financial data across multiple platforms exposes your business to security risks and makes compliance challenging.
The Solution: Complete Financial Control Through Integration
| Challenge | Solution with OnlineCheckWriter.com |
|---|---|
| Manual Data Entry & Reconciliation |
Automated Data Sync
The integration automates financial data flow between Salesforce and OnlineCheckWriter.com - powered by Zil Money, eliminating manual entry and reducing errors.
|
| Complex Payment Processing |
All-in-One Payment Platform
Accept and send payments through ACH, wire transfers, credit cards, and checks from a single platform.
|
| Recurring Billing Management |
Automated Subscription Management
Set up and manage recurring billing with ease, ensuring timely payments and reducing churn.
|
| Lack of Financial Visibility |
Unified Financial Dashboard
Gain real-time, 360-degree view of payments, invoices, and cash flow in a single intuitive dashboard.
|
| Security and Compliance |
Bank-Grade Security
SOC 2 Type II, PCI DSS, and ISO 27001 certified platform ensures your financial data is always protected.
|
Key Benefits of the Integration
Automate Financial Workflows
Say goodbye to manual data entry and repetitive tasks. Automate your entire financial process from invoice generation to payment processing.
Complete Payment Control
Manage all payments from a single, centralized platform. Offer customers multiple payment options including ACH, wire, credit cards, and checks.
Reduce Costs & Improve Efficiency
Reduce labor costs by automating manual tasks, minimize costly errors, and save on payment processing fees with competitive rates.
Enhanced Security
Bank-level security with SOC 2 Type II, PCI DSS, and ISO 27001 certifications. Maintain compliance with HIPAA and GDPR regulations.
Real-Time Visibility
Gain comprehensive insights with real-time reporting and analytics. Track payments, invoices, and cash flow from a unified dashboard.
Scalable Solutions
Handle high-volume transactions and bulk payments with ease. Scale your financial operations as your business grows.
How It Works: Simple and Powerful
Connect Your Accounts
Simply connect your Salesforce and OnlineCheckWriter.com – powered by Zil Money accounts to enable the integration. The setup process takes just minutes.
Sync Your Data
The integration automatically syncs your customer, invoice, and payment data between the two platforms, ensuring your financial data is always up-to-date.
Automate Your Workflows
Set up automated workflows to streamline your financial processes, from generating invoices to processing payments without manual intervention.
Manage Everything in One Place
Manage all your payments, invoices, and financial data from a single, centralized platform, giving you complete control and visibility over your cash flow.
Why Choose OnlineCheckWriter.com – powered by Zil Money for Salesforce?
All-in-One Platform
OnlineCheckWriter.com – powered by Zil Money is more than just a payment processor; it’s a complete financial platform that allows you to manage all your payments, invoices, and financial data in one place.
Unmatched Flexibility
With support for a wide range of payment methods, including ACH, wire transfers, credit cards, and checks, you can offer your customers the payment options they prefer.
Competitive Pricing
OnlineCheckWriter.com – powered by Zil Money offers some of the most competitive pricing in the industry, with no hidden fees or long-term contracts. Get started with a 15-day free trial.
Dedicated Support
Our team of experts is always here to help you get the most out of the platform, with dedicated support and resources to ensure your success.