Seamless Salesforce integration
Salesforce manages customer relationships, sales pipelines, and growth operations.
2-way Rillet ↔ Salesforce sync
Keep Sales and Finance in total alignment by syncing opportunities, contracts, invoices, ARR, and customer data across Salesforce and Rillet. This real-time connection eliminates manual handoffs and gives you complete visibility into every deal.
Automation from deal to ledger
Rillet ingests closed-won data from Salesforce to automatically create invoices, recognize revenue, and generate journal entries — no manual work required.
Flexible reporting in Rillet
Build custom, GAAP and investor-ready reports in minutes. No need to build large ad-hoc financial models to create standard reports anymore.
Integrating Salesforce to Rillet is fast and easy
Connect to Salesforce from Rillet
Install Rillet managed package in Salesforce
Set Up Account Layout in Salesforce to complete setup
Discover the power of seamless connections
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