Unified Payments Group Helps Your Customers Get Paid

Unified brings deep payment processing experience to the Salesforce® platform. We offer 0% Cost Credit Card Acceptance with compliant surcharge technology and more as part of our modular solutions for automated Account Receivables.

Unified Payments for Salesforce is lightning-ready and integrates with Sales Cloud, CPC, Service Cloud, FSL, Manufacturing Cloud, Health Cloud and any custom objects in Salesforce.

Benefits for Salesforce AEs and SEs Recommending
Unified Payments Group

Unified provides an easy to implement, seamlessly integrated solution that saves your customers money on day one. Salesforce AEs and SEs partnering with Unified Payments Group can:

•   Increase Salesforce footprint with tangible savings and a compliant solution

•   Show ROI quickly – “how much did they pay in credit card fees last year?”

•   De-risk a deal competitively

•   Enable systems consolidation

•   Accelerate the deal to closure – only $120 per year for the service plus a percentage of payments processed

•   Quickly implement in 3 easy steps

Unified is ready to partner closely with you and your account team to ensure your customer is well taken care of pre and post-sale. We’ll follow your lead – whether you want to introduce us, have us join the discovery or demo, or help you set up a demo without us.

Tools for AEs and SEs

Unified Payments Group brings deep payment processing
experience to the Salesforce platform. We offer 0% Cost Credit Card
Acceptance with automated, compliant surcharge technology
as part of our modular solutions for…


Award-Winning Fintech for Seamless Integration to Salesforce

Simplify your client’s AR process with best-in-class, integrated payment processing. Unified Payments, recognized as a “TOP 10 AR and E-Invoice Solutions Provider” in 2018 and 2019 by CFO Tech Outlook Magazine, helps businesses of all sizes accelerate cash flow, lower costs and generate useful business insights through robust payment and remittance data with digital solutions to AR workflows.

Make Getting Paid Easy for Your Clients
with Integrated Payment Acceptance

With more than 100 years of combined management success from the payments and treasury management industries, Unified Payments helps businesses accelerate invoice to cash and start saving money on day one. We partner closely with Salesforce AEs and SEs to ensure a smooth evaluation for you and the customer, however you prefer we engage. Benefits to your customers include:

•   Easily integrate with Salesforce in 3 easy steps

•   Process and store payments on ANY object

•   0% cost card processing and ACH payments with automated surcharges on customer credit card payments

•   Reduce fraud risk with real-time fraud detection algorithms

•   PCI-Compliant, tokenized and secure

•   Gain real-time insight into payment status and remittance data from your customer’s record

•   Take advantage of concierge-level support and customer-dedicated subject matter experts


Reduce fees and increase margins with a more modern way for your customers to do business. Learn how one Supply Company reduced fees by 130K one quarter after implementation.

High Tech

Customers expect doing business with you to be easy. Simplify the AR process & increase your time to revenue with automated, digital and compliant account payment processing.

Customer Success Story

M&A Supply contacted Unified Payments Group for a
complimentary, custom AR Consultation and to learn more
about Unified’s compliant surcharge solution which
passes credit card processing fees…


Help your Clients get Paid Faster and Easier.

Create an AR Experience that Provides Your Clients Immediate ROI.
Engage with Unified Payments Group Today.

Let’s talk about your client’s AR goals.