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Agentforce Revenue Management
Agentforce Revenue Management + Billing 
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Migrate from CPQ to Agentforce Revenue Management 
Microsoft
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Built for Financial Services
Built ERP
for
Financial
Services & Fintech
Quote, bill, and collect —Salesforce platform
100% Salesforce Native
Go-live in under a week
From $40/user/month
Trusted by Leading Companies
Our Globally 80+ Clients.
10+
Years of Salesforce Excellence
80+
Happy Clients
95%
Implementation Success Rate
Certified Salesforce
ISV & ConsultingPartner
The Problem
The challenges financial services teams face
Revenue operations in financial services depend on accurate billing, fast quoting, and clean reconciliation. Disconnected tools create errors at every step of the cycle.
Manual quoting
Service quotes and approvals handled by hand slow down deals and create inconsistencies across teams.
Recurring billing complexity
Billing plans and fees manually each cycle is error-prone and doesn't scale as your client base grows.
Payment tracking
Capturing and allocating payments across invoices is hard to keep accurate without a connected system.
Multi-currency operations
Serving clients across currencies complicates pricing, billing, and reporting without a unified system.
Reconciliation delays
Data that doesn't flow into accounting automatically slows the close and leaves finance working from incomplete numbers.
Tool sprawl
Separate apps for quoting, billing, and finance mean more cost, more admin, and more broken data across teams.
The Solution
One platform for revenue operations, built natively on Salesforce
Cloudy Business Ops 360 brings quoting, subscription and recurring billing, payments, multi-currency, and finance into a single Salesforce-native app. Sales and finance work from the same real-time data — no middleware, no double entry.
Quote
Approvals
Subscription
Plans
Billing
Recurring
Payments
Collection
Reconciliation
Finance
Accounting
Sync
From first quote to reconciled books — fully connected, fully visible.
Capabilities
Built for the way financial services teams work
Quoting & approvals
Build service quotes with pricing, discounts, and approval workflows, then convert them to orders in a single click.
Subscription & recurring billing
Run automated billing schedules for plans and services — invoices generate on time without manual intervention each cycle.
Payments & allocation
Capture payments online or offline and allocate them against the right invoices — no manual matching or reconciliation gaps.
Multi-currency transactions
Price, bill, and report across currencies — consistent financial treatment for every client regardless of where they operate.
Debit & credit notes and refunds
Handle billing adjustments cleanly with debit notes, credit notes, and refunds — all tracked with a full audit record.
Native accounting integration
Sync invoices, payments, and taxes with QuickBooks, Xero, or Zoho Books — your books stay accurate without manual exports.
Outcomes
What changes for your business
Real results that directly impact your billing accuracy, cash flow, and financial close speed.
Faster quoting and approvals — deals move without waiting on manual steps.
Accurate, automated recurring billing every cycle without manual intervention.
Clear payment tracking and faster reconciliation at every period close.
One source of truth across sales and finance — inside Salesforce.
Why Cloudy Business Ops 360
One platform. Native to Salesforce.
100% Salesforce native
Secure, scalable, always in sync. No external systems or middleware — everything lives inside your Salesforce org.
Fast go-live
Most teams are up and running in under a week — not months. Minimal setup, maximum speed.
One vendor, predictable pricing
Replace a patchwork of apps with a single platform from $40/user/month. One vendor, one contract, one bill.
Scales with you
From a single team to multi-entity, multi-currency operations — Cloudy Business Ops 360 grows as your business does.
Clients Feedback
Don't Just Take Our Word for It
Cloudy Wave played a key role in building our complex financial operations with Salesforce ERP software. Their deep technical expertise, combined with a responsive and reliable approach, helped us streamline processes and scale efficiently
Over the past 8 years, Cloudy Wave has consistently delivered exceptional value. Their expertise in Salesforce ERP software, combined with a reliable and forward-thinking approach, has transformed our operations and enhanced our overall business performance.
We’ve partnered with Cloudy Wave for over 8 years, and their expertise in Salesforce ERP software has been exceptional. They consistently deliver high-quality solutions and proactively recommend improvements that have enhanced our operations and customer experience.
Ready when you are
Ready to streamline quoting, billing, and payments?
See how Cloudy Business Ops 360 unifies your revenue operations on Salesforce.
Financial Services & Fintech ERP — FAQ
How Cloudy Business Ops 360 helps financial services and fintech businesses run billing, payments, subscriptions, and finance on one Salesforce-native platform.
Financial Services & Fintech ERP FAQs
Cloudy Business Ops 360 helps financial organizations streamline billing, payments, subscriptions, procurement, expense management, and operational workflows from a single Salesforce-native platform.
Yes. Businesses can automate recurring billing, subscription renewals, usage-based billing, invoicing, and payment tracking while maintaining complete customer visibility.
Yes. The platform supports invoice generation, payment tracking, credit notes, debit notes, and transaction management, helping finance teams maintain accurate records.
Yes. The platform supports multiple currencies, making it suitable for businesses operating across countries and serving international customers.
Yes. Automated billing schedules, payment tracking, and integration with accounting systems help streamline payment collection and reconciliation.
Yes. The platform supports integrations with accounting solutions such as Xero, QuickBooks, and Zoho Books, helping streamline financial operations and reconciliation processes.
Yes. Organizations can track operational expenses, procurement costs, payments, and financial transactions while gaining access to real-time reporting and analytics.
Yes. Every financial transaction, invoice, payment, and adjustment is recorded with a complete audit trail for operational transparency.
By connecting billing, payments, procurement, inventory, subscriptions, and finance in one platform, businesses can reduce manual processes and improve accuracy.
Yes. The platform scales with business growth, supporting increasing transaction volumes, customer accounts, subscriptions, and operational complexity.
Yes. Businesses can access real-time dashboards and reports covering invoices, payments, expenses, subscriptions, procurement, and operational performance.
Cloudy Business Ops 360 provides a Salesforce-native solution that unifies billing, payments, subscriptions, procurement, expenses, and financial operations, helping organizations improve visibility, efficiency, and scalability.