integraid

Connect and automate BuchhaltungsButler

Your no-code integration tool to use BuchhaltungsButler in Salesforce.

With integraid, you can take your accounting workflows to the next level: connect BuchhaltungsButler directly to Salesforce and automate the exchange of invoices, receipts, and customer data between both systems.

You’ll save time, reduce errors – and bring your sales and accounting teams closer together.

  • Easy setup with no technical knowledge required

  • Automatic sync of invoices, payments, and contact data

  • Smooth integration of BuchhaltungsButler into your Salesforce workflows

  • Secure, GDPR-compliant data handling

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BuchhaltungsButler

Kategorien:

Accounting & ERP

BuchhaltungsButler is a cloud accounting platform for SMEs that automates data capture and bookkeeping with OCR and AI-assisted categorization. It synchronizes bank, PayPal, and card transactions, generates invoices and e-invoices (e.g., ZUGFeRD), and supports reports from P&L and EÜR to VAT returns — all GoBD-compliant with audit-proof archiving and DATEV export. Teams benefit from faster processing (up to 76% time savings) and transparent workflows. And with integraid, you can connect BuchhaltungsButler with Salesforce — without writing any code.

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Use Cases:

  • Quote-to-invoice from Salesforce

    When an Opportunity is marked closed-won, integraid creates a matching invoice in BuchhaltungsButler and writes back invoice number, due date, and status to the Opportunity or related Account — keeping CRM and finance in sync.

  • OCR-powered AP automation

    Forward supplier PDFs to BuchhaltungsButler for OCR and smart posting; integraid maps the extracted fields (vendor, amount, VAT, cost center) into Salesforce records (e.g., custom AP objects or Files on the Account) for searchable, compliant documentation.

  • Bank sync & payment reconciliation in CRM

    Pull cleared transactions from BuchhaltungsButler’s bank feeds and automatically match them to open invoices linked to Salesforce Accounts. Update payment status and create follow-up Tasks for overdue items — with GoBD-safe references retained.

Here is what you get

Why choose Integraid?

Integraid supports you by seamlessly connecting your apps to Salesforce, automating workflows without coding, enabling independent integration management, and offering clear guidance through easy-to-follow tutorials.



easy setup
done in minutes

Setting up your desired application's API takes minutes instead of weeks. Our intuitive interface, combined with clear, step-by-step video tutorials on YouTube, empowers you to manage integrations on your own.



seamless connection
no obstacles

Streamline your workflows effortlessly as your tools and systems integrate smoothly within Salesforce. Say goodbye to manual processes and enjoy an optimized, efficient experience for your team.



your safeguard
securing your data

Rely on Salesforce’s built-in safeguards and SSL encryption from the third-party API of your choice to ensure your data remains secure at all times.



flexible compatibility
covering 98%

Easily connect with 98% of third-party APIs, whether it's a basic marketing tool or a sophisticated ERP system. Customizable to fit your requirements.