millio | Truly native Salesforce banking.
by cloudworx GmbH Paid ★ 5.0 (8 reviews)
millio is a Salesforce online banking app that allows you to monitor all your bank accounts, log transactions, trigger money transfers or direct debits and analyze finances with reports - directly in Salesforce! Works with German and Austrian banks.
View on AppExchange →Highlights
- AUTOMATED PAYMENT MATCHING
millio gives you a complete overview of all incoming and outgoing transactions from your bank accounts directly in your Salesforce org. Filter transactions after the parameters you choose and match them to specific records. - MONEY TRANSFERS & DIRECT DEBITS
With millio, you can trigger money transfers and direct debits in Salesforce. Create them one by one - or completely automated. And submit all your transactions to your bank via click. - MULTIBANKING & CONTROL
Add transparency to your cash flow by managing multiple bank accounts simultaneously with one single interface. Profit also from all Salesforce reporting tools - filter your cash flows, aggregate and analyze your transactions.
What millio | Truly native Salesforce banking. does
WHY MILLIO?
millio is the first full-featured app for your online business banking in Salesforce. millio integrates all your bank accounts from Germany and Austria into your Salesforce interface, from which you can take a variety of actions.
Because millio is Salesforce-native, its usage is intuitive. You benefit by integrating your banking activities easily into your Salesforce interface. With millio, you can monitor all your accounts, log transactions to Salesforce records, initiate money transfers and debits directly from Salesforce records and statistically analyze your account activity with the native reporting tools.
YOU USE SALESFORCE BILLING?
Then you should definitely take a closer look at our app, because millio is the perfect complement to organize all billing and payment processes in Salesforce - from invoicing to incoming payments.
To start your 30 day FREE TRIAL click “Get it Now” in the top right corner.
If you need any help to set millio up, just contact us and we will help you FOR FREE!
You need any kind of further information? Visit our website 𝘄𝘄𝘄.𝗺𝗶𝗹𝗹𝗶𝗼.𝗰𝗼𝗺 or feel free to get in touch with us by contacting [email protected].
Screenshots
Source: the public AppExchange listing for millio | Truly native Salesforce banking., retrieved Oct 16, 2026. AppX Radar is not affiliated with Salesforce or cloudworx GmbH. Check the listing for current pricing and requirements.
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