Seamless Salesforce integration
Salesforce gets you to closed-won. Rillet takes you to closed books — generating invoices, streamlining revenue recognition, and delivering actionable reporting.
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
Rillet natively integrates with your existing stack.
No disruption, just seamless connection.
Salesforce
Salesforce gets you to closed-won. Rillet takes you to closed books — generating invoices, streamlining revenue recognition, and delivering actionable reporting.
Stripe
Integrate Rillet with Stripe to manage payments and customer transactions seamlessly in one centralized platform.
Ramp
Integrate Rillet with Ramp to streamline your expense tracking, vendor billing, reimbursements, and card payments—all in one platform.
Brex
Sync vendors, charges, and GL mappings between Brex and Rillet—so your books stay accurate and current without the manual effort.
Anrok
Automate your invoice tax calculations with Anrok’s seamless integration in Rillet—ensuring accurate, compliant taxes through smart product mappings and tax codes.
