SalesforceSoftware & SaaS

Salesforce invoices collected for you

Quit digging through email for Salesforce invoices every month. belege.ai hunts them down, pins each one to the right bank transaction, and keeps the paper trail in one place.

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A visual mock-up of the belege.ai Mac app with sample data — not an actual Salesforce receipt or a screenshot of a customer account. It doesn't show an active connection.

From the charge to the receipt in three quick steps

  1. 1

    Hook up the right source

    Link Gmail, Outlook, or IMAP — or forward one Salesforce invoice to your personal belege.ai address and you're set.

  2. 2

    The Salesforce receipt gets picked up

    The moment a Salesforce charge shows up in your bank account, the agent goes after the matching receipt — even if it only becomes available later.

  3. 3

    Tied to the payment

    The receipt lands on the right transaction, ready for the monthly package or your bookkeeper handover.

Salesforce receipts, pulled from where they actually live

  • Fished out of your inbox

    Salesforce invoices for CRM licenses arrive by email; the agent pulls them from the inbox and matches them to the payment.

  • Kicked off by a missing receipt

    belege.ai starts from the bank charge and goes looking for the one Salesforce receipt that matches it.

Why every Salesforce receipt gets pinned to its payment

  • No more folder archaeology

    Your open bank transactions are the to-do list. The agent knows which charge still needs a document — you never have to comb through portals and email folders yourself.

  • Daily sweep, targeted hunt

    By default, AI checks new email for receipts once a day. If a charge still has no document, the agent hunts for the one receipt that fits it: amount, date, counterparty, and context. You can switch the daily sweep off for any inbox, or let the Mac app check Gmail right on your device with Apple Intelligence.

  • Bookkeeper-ready

    The PDF, receipt date, amount, and payment context travel together — ready for the monthly close and the handover to your bookkeeper.

  • Gaps stay on the radar

    When the original document can't be found, the transaction stays visible and traceable — nothing gets quietly filed away.

Your Salesforce invoices, minus the monthly scramble

How do I put Salesforce invoice collection on autopilot?

belege.ai keeps an eye on your bank transactions for missing receipts and pulls the matching Salesforce invoice from the connected source. Depending on the vendor, that's email, forwarding, an API, or the browser agent.

What if the Salesforce receipt only shows up later?

The agent keeps the charge open, waits for the receipt, and retries. If the original truly can't be found, belege.ai can propose a documented substitute receipt as a fallback.

Can my bookkeeper work with the Salesforce receipts directly?

Yes. Each receipt is matched to its transaction and goes into the monthly package or a login-free link your bookkeeper can open — no account needed.

Stop chasing Salesforce invoices yourself

Two minutes to set up. Free to start — no credit card required.

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