What is better Salesforce Financial Services Cloud or Sage Expense Management? Comparing products to get the best Accounting Software need not be complicated. On our review platform, you can easily match Salesforce Financial Services Cloud and Sage Expense Management and promptly evaluate their distinct features. We allow you to examine their capabilities, supported devices, support service, prices, terms, and many more.
You can even review their overall score (8.8 for Salesforce Financial Services Cloud vs. 8.0 for Sage Expense Management) and overall customer satisfaction level (98% for Salesforce Financial Services Cloud vs. 96% for Sage Expense Management). Spend some time and assess your leading choices and determine which one is best for your company. You should also assess the vendor’s background; can you count on them and will they still be operating a few years from now?
People who want to save some time or need a Financial Reporting Software advice from our team may want to take a look at these top choices for this year: FreshBooks, Zoho Books, NetSuite ERP.
Salesforce FInancial Services Cloud currently has three editions for you to choose from: Financial Services Cloud Professional, Financial Services Cloud Enterprise, and Financial Services Cloud Unlimited. These are bundled according to the types of features you need and the number of functionalities you want. However, the vendor does not offer their pricing details publicly, so be sure to get in touch with their representatives for more information.
Salesforce Financial Services Cloud can be used alongside the other productivity tools in the Salesforce Suite. Moreover, it has a custom functionality to connect with DriveWealth, at third-party open API. This allows it to integrate with a multitude of applications, build Lightning components to extend the platform, and more. For more details about the integrations Salesforce FInancial Services Cloud can support, don’t hesitate to contact the vendor.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Farmers Insurance, OneUnited Bank, United Capital, and Central Bank
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
email
phone
live support
training
tickets
General Info
Salesforce Financial Services Cloud is a wealth management platform that lets you manage your finances in line with CRM goals.
Sage Expense Management offers usage-led pricing, billing users only when they create at least one expense or have a corporate card connected to Sage Expense Management with at least one transaction on it in a month. These are called active users. This means users can onboard all employees but get charged only for active users. They can then book a demo to get a quick tour of how the software works.
Below are the three plans Sage Expense Management offers based on the users’ needs:
Growth – $11.99/month
Unlimited receipt scanning with automated data extraction
Receipt collection & expense completion via Text Messages
Unlimited expense tracking from, Gmail, Outlook, Slack, and more.
Sage 300 Construction & Real Estate (Sage fees as applicable)
QuickBooks Desktop (additional cost applicable)
Direct, third-party, and API integrations with any accounting, travel, HRMS, and payroll software
Premium Support with 24/7 live chat and email-based support, with a named account manager
Optional SSO (additional fee applicable)
Enterprise – By quote
Everything in Business plan, plus:
IP whitelisting of admin accounts
Google single sign-on (SSO)
Single sign-on with AD and Okta
Branded account and emails
Dedicated Enterprise Account Manager
Half-yearly business reviews to optimize cost and compliance
Customer Advisory Group for feature suggestions and direct FaceTime with the Product and Engineering teams, with priority access to features and planned deployments.
Please keep in mind that while both Salesforce Financial Services Cloud and Sage Expense Management may provide an excellent array of features every service could be aimed at a different company size. If you are comparing features you should focus on a business type they are catering to. Some functionalities may scale up well for large enterprises but if you have a small or medium business it’s frequently better to stay away from paying for complex features that you might never use.
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