Banking and accounting {automation} for Salesforce
Automate all your banking operations on Salesforce, covering inbound and outbound payments, deposits, and payouts. Optimise your financial management with seamless payment processing and integration options for your accounting software.
Backend payment processor powered by
J.P.Morgan
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Comprehensive banking automation, not just a payment solution!
The all-in-one solution for seamless and automated banking operations on Salesforce, covering everything from A to Z.
Traditional Solutions
On Salesforce app-exchange
Inbound Payments
Manual payments | Schedule payments | Payment Links | Branded digital experience
Outbound Payments
Account payables banking automation to pay suppliers, vendor or for subscriptions.
EMD (Earnest Money Deposits)
Dedicated secured payments rails to capture deposit made by a buyer to show earnest of good faith.
Flexible Funds Routing
Allowing users to auto direct inbound and outbound payments to different bank accounts or companies.
Deposits - Transaction Reconciliation
Seamless deposit reconciliations by capturing fund deposits with detailed transactions data.
Payouts - Transaction Reconciliation
Powerful automation to reconcile payouts, refunds and any outbound payments with detailed transactions data.
Robust Transaction Fees Management & Routing
Powerful control on managing custom convenience fees, fees pass through, fees routing and deposits.
Powerful Transaction Controls
Ultimate controls at multiple levels including allowed pay methods, fees and stop payments.
Transaction - Dispute Management
Seamless integrated payment dispute management, tracking and resolution.
Integrated financial infrastructure for Salesforce
Inbound Payments
Experience seamless multi-channel payments, real-time settlements, and robust security while automating your reconciliation processes.
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Outbound Payments
Securely make instant or scheduled payments through various channels, receive real-time updates, and efficiently automate payout reconciliation.
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Deposits & Payouts
Experience automated, real-time bank deposits and payout feeds for streamlined cash flow management and improved bank statement reconciliation.
No-code or low-code payment automations
Automate banking and accounting for peak efficiency
Effortlessly automate complex processes, streamline financial workflows, and eliminate manual tasks with REDA Pay. Its intuitive, drag-and-drop interface allows you to customize automated workflows to fit your unique business needs, delivering unparalleled efficiency.
Integrated CRM workflows
Transform your banking and accounting with seamlessly integrated CRM workflows. Manage unlimited transactions effortlessly—from inquiries, accounts, contacts, calendars, tasks, to communication and properties—all in one user-friendly platform.
Excellent Digital Experience
Enhance your banking experience with a centralized, omnichannel digital platform featuring branded payment links, customer portals, partner portal integrations, and connected web payments, ensuring seamless financial interactions.
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Compatible with Salesforce Clouds
REDA Pay seamlessly integrates with popular Salesforce Clouds, empowering businesses to streamline financial processes and gain valuable insights within their existing CRM ecosystem.
You are in good company!
Trusted by businesses, loved by people!
Seamless Transition with Top-Notch Security
"Before we implemented REDA Pay, our team was constantly struggling with visibility and the tedious task of reconciling thousands of transactions every month. We wasted countless hours on manual data entry and tracking down transaction audit trails on the processor side. But ever since we started using REDA Pay, everything has changed. We're now fully compliant, and we have clear transaction trails directly in Salesforce. Plus, our cash flow has improved dramatically with settlements happening three times faster. We've even received positive feedback from tenants about their experience. I highly recommend REDA Pay!"
Daisy Black
Director Property Management
Game Changer
REDA Pay has given my organization the flexibility to continue our growth and scale while enhancing the user interface and experience. Implementation and support have been white-glove and highly recommended if you are experiencing growing pains with a current payment processor. Great product!
Michael Wolfel
CFO
Worth Every Penny
We recently transitioned from our last payment handler tool to the RedaPay payment tool in salesforce in our organization and we couldn't be more happier than using this.
The best part was that the transition was smooth and we rarely have any major issues with payments in/out from Salesforce. We do not encounter any major bugs and any add-on implications requested are done within hours so the after-service of RedaPay is commendable. While the product is good and the service is amazing we assumed that it would be heavy on our pocket but this is truly under our budget. Thanks from a happy customer.
Rahul Rawat
Salesforce Developer,
REDA adds value to your org
REDA has a wonderful team that we've worked with for 6+ years. Our previous payment processing system had many challenges and we've moved to this pay app in the last quarter. The transition has been one of the smoother experiences during our with Salesforce. Encourage any business exploring a new payment processing system to consider this pay app.
Adam Eiseman
Chief Executive Officer
FAQs
Curious? We've got the answers.
What is the implementation process?
Our implementation specialists will work closely with you to configure REDA Pay according to your specific needs. This includes setting up accounts, integrating with your Salesforce modules, and training your team on how to use the system.
How long does it take to implement REDA Pay?
Implementation time varies depending on the complexity of your Salesforce setup. With REDA Pay, implementation is lightning-fast! We can have you up and running in a mere 2-4 days.
Do I need any special technical expertise to implement REDA Pay?
No, you do not need any special technical expertise. Our implementation team will handle all technical aspects of the setup.
How secure is my data with REDA Pay?
We take data security very seriously. We use industry-leading security measures to protect your data, including encryption and regular security audits.
Which Salesforce modules does REDA Pay support?
REDA Pay supports a wide range of Salesforce modules, including Sales Cloud, Service Cloud, Marketing Cloud, and CPQ.
Can I customize REDA Pay to meet my specific needs?
Yes, REDA Pay can be customized to meet your specific requirements. We offer a range of customization options, including custom fields, flow automations, and reports.
Can I continue using my existing accounting tool with REDA Pay?
Absolutely! REDA Pay is designed to work alongside your existing accounting tool, providing you with a unified view of your financial data.
What is your support SLA?
Our support team aims to respond to all support requests within 24 hours. You will get a dedicated Account Manager for all your queries.
What are convenience charges?
Convenience charges are fees that may be charged for certain payment methods. These charges are typically assessed by the payment processor.
Does REDA Pay charge convenience fees?
REDA Pay does not charge any convenience fees. However, your payment processor may assess convenience fees depending on the payment method you choose.
How much does REDA Pay cost?
REDA Pay offers a range of pricing plans to fit your specific needs. Please contact our sales team for a customized quote or for more details
Are there any setup fees?
Yes, there is a one-time setup fee for REDA Pay. For more details
What is included in my subscription?
Your subscription includes access to the REDA Pay platform, ongoing support, and updates.
Still have a question?
Maximising ROI with CRM, banking and accounting automation
+500% ROI achieved
Unlock your potential with REDA Pay!
Ready to unlock efficiencies, eliminate redundancies, and enhance compliance!
Ready to ignite your financial journey with blazing speed? Choose REDA Pay for lightning-fast transactions and a seamlessly elevated experience.