integraid

Connect and automate finAPI

Your no-code integration tool to combine finAPI with Salesforce.

With integraid, you integrate the finAPI Banking API (XS2A / PSD2) into Salesforce. Fetch live account balances, initiate SEPA credit transfers and direct debits—all within your CRM.

This lets you merge banking data, automations, and CRM workflows—perfect for payment reconciliation, rounding logic, or dunning processes.

  • Quick setup using finAPI XS2A / Banking API

  • Multibanking across different banks in one overview

  • Create SEPA credit transfers and direct debits from Salesforce

  • Auto-fetch transactions and match them with invoices – up to 90% manual effort saved

  • Push notifications on inbound/outbound payments via Notification Rules

  • GDPR compliant, PSD2-secure—BaFin licensed and EU-standard API

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finAPI

Kategorien:

Payments & Banking

finAPI is a Germany-based Open Banking platform that provides PSD2-compliant access to bank accounts (AIS) and payment initiation (PIS), plus powerful data intelligence for categorization, cash-flow and risk analyses. It offers modern REST APIs and webhooks to retrieve accounts, balances, transactions (including pending), execute payments and standing orders, and receive push notifications. finAPI also provides KYC modules and a hosted PSD2 web form to handle secure user consent. And with integraid, you can connect finAPI with Salesforce — without writing any code.

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Use Cases:

  • Banking data & categorization in Salesforce

    Aggregate customers’ accounts and transactions via AIS, enrich them with finAPI’s Data Intelligence (categories, cash-flow, contract detection), and write insights to Salesforce (e.g., custom finance objects on Accounts/Opportunities) for a single source of truth.

  • Initiate payments from CRM

    From a Salesforce Opportunity or Case, trigger SEPA credit transfers or standing orders through finAPI’s Payments endpoints; store execution status, references, and notifications on the related record via webhook rules.

  • KYC & risk workflows

    Use finAPI’s KYC solutions and account analytics to verify identity, assess affordability, and detect recurring liabilities. Sync decision signals (e.g., income stability, risk flags) back to Salesforce to speed onboarding and credit decisions.

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.