Xero
Zoho books
Quickbooks
Built for Financial Services & Fintech
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.
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.
Ready when you are
Ready to streamline quoting, billing, and payments?
See how Cloudy Business Ops 360 unifies your revenue operations on Salesforce.
Financial Service & Fintech ERP — FAQ
How Cloudy Business Ops 360 helps Financial Service & Fintech businesses run inventory, procurement, orders, and finance on one Salesforce-native platform.
Financial Service & Fintech ERP FAQs
Yes. Stock can be allocated based on volume, weight, and dimensions, with real-time storage Bin-level utilization and inventory tracking .
Yes. Both inbound and outbound shipments are tracked end-to-end and linked to inventory, orders, and warehouse transactions.
Yes. Barcode scanning, bin management, and inventory allocation help reduce fulfillment errors and improve warehouse productivity.
Yes. Generate and scan barcodes and QR codes for items, bins, warehouses, inventory transactions, and shipments using mobile devices or standard scanners.
Yes. Inventory can be transferred between warehouses and storage bins with complete audit history and traceability.
Yes. The platform supports integrations with accounting solutions such as Xero, QuickBooks, and Zoho Books, helping streamline financial operations and reconciliation processes.
Yes. Bin-level tracking and warehouse visibility help monitor storage utilization and optimize space allocation.
Because it combines inventory management, warehouse operations, shipment tracking, barcode scanning, fulfillment, and finance into a single Salesforce-native platform, providing complete operational visibility and control.
Yes. Cloudy Business Ops 360 is 100% Salesforce-native, so wholesale and distribution businesses run inventory, procurement, orders, and finance on the same platform as their CRM — with no middleware and no data syncing between separate systems.
Yes. Every inventory transaction, adjustment, transfer, receipt, and shipment is recorded for complete operational visibility.