Should I choose QuickBooks Online and Desktop Integration for Salesforce by DBSync / Avankia or OPAL for Salesforce: Goal Based Planning & Monitoring?

OPAL for Salesforce: Goal Based Planning & Monitoring holds the higher average rating (5.0★ vs 4.7★). That is the one dimension AppRanks can separate them on here — read both apps' detail pages for the feature breakdown and recent listing changes.

Which works better for small vs large Salesforce AppExchange admins?

QuickBooks Online and Desktop Integration for Salesforce by DBSync / Avankia typically suits early-stage and growth-mode teams based on its published review base (535 reviews). OPAL for Salesforce: Goal Based Planning & Monitoring typically suits early-stage and growth-mode teams based on its published review base (8 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

AppRanks

QuickBooks Online and vs OPAL for Salesforce — Salesforce

OPAL for Salesforce vs QuickBooks Online and Desktop Integration for Salesforce by DBSync / Avankia

Side-by-side comparison · 24 data points

OPAL for Salesforce

5.0·8reviews

OPAL enables financial advisors to provide timely, insightful, and valuable advice at scale. The result is more engaged clients, enhanced relationships, suitable and consistent advice and, ultimately, a wealth management business that can scale and grow.

salesforcepaid

Change

1. Listing metadata

Field-level data

	QuickBooks Online and Desktop Integration for Salesforce by DBSync / Avankia	OPAL for Salesforce
Tagline	“Connect Salesforce and QuickBooks with DBSync’s reliable, bi-directional sync. Automate workflows and improve data accuracy. Please note: the AppExchange ‘Free’ plan is limited. For a full-featured trial, please contact DBSync or try it via our website. ”255 chars	“OPAL enables financial advisors to provide timely, insightful, and valuable advice at scale. The result is more engaged clients, enhanced relationships, suitable and consistent advice and, ultimately, a wealth management business that can scale and grow.”254 chars
Description	716 / 2000 chars36% used	1193 / 2000 chars60% used
Screenshots	—	—
Languages	nlenfifrde+8 more	en
Platforms	Salesforce	Salesforce
Developer	DBSync	Ortec Finance BV

At a glance

8 metrics · auto-computed

Feature comparison between QuickBooks Online and Desktop Integration for Salesforce by DBSync / Avankia and OPAL for Salesforce: Goal Based Planning & Monitoring
Metric	QuickBooks Online and Desktop Integration for Salesforce by DBSync / Avankia	OPAL for Salesforce: Goal Based Planning & Monitoring
Rating	4.7 ★	★ 5.0 ★
Total reviews	★ 535	8
Free plan	★ Yes	—
Pricing	free	paid
Pricing tiers	—	1 tier
Listed features	3	★ 6
Languages	13 supported	1 supported
Listed since	Aug 2007	Sep 2020

AppRanks verdict

Generated from live data on this page

The call

OPAL for Salesforce: Goal Based Planning & Monitoring edges out QuickBooks Online and Desktop Integration for Salesforce by DBSync / Avankia on rating (5.0★ vs 4.7★), but the gap is small enough that pricing fit and feature differentiation should drive the decision more than the headline number.

Pricing

On pricing, QuickBooks Online and Desktop Integration for Salesforce by DBSync / Avankia offers a free tier (free) while OPAL for Salesforce: Goal Based Planning & Monitoring starts at paid. For early-stage teams validating fit, the free-tier path lets you run the app on real workloads before committing budget.

Review base

QuickBooks Online and Desktop Integration for Salesforce by DBSync / Avankia has the larger user base (535 reviews vs 8), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. OPAL for Salesforce: Goal Based Planning & Monitoring's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat.

Who should pick what

Recommended by size: small/early-stage admins who need fast install and low risk should default to OPAL for Salesforce: Goal Based Planning & Monitoring; mid-market and enterprise admins with specific feature requirements should evaluate both — QuickBooks Online and Desktop Integration for Salesforce by DBSync / Avankia's 535-review base may include the workflow context that matches your specific use case better than OPAL for Salesforce: Goal Based Planning & Monitoring's broader-but-shallower coverage.

How this is generated

This verdict is generated from the live marketplace data on this page — rating, review count, pricing tier, and category position all refresh from the canonical Salesforce AppExchange listing every 24 hours. AppRanks does not accept payment to influence comparison outcomes; the methodology is documented on the About page and applies identically to every pair on the site.

Read each app's audit: QuickBooks Online and Desktop Integration for Salesforce by DBSync / Avankia audit • OPAL for Salesforce: Goal Based Planning & Monitoring audit

Listed	August 10, 2007	September 11, 2020

Last updated	—	—

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	QuickBooks Online and Desktop Integration for Salesforce by DBSync / Avankia	OPAL for Salesforce
bi-directional sync	#1	Not ranked
bi-directional	#1	Not ranked
sync automate	#1	Not ranked
proactive monitoring	Not ranked	#7
monitoring	Not ranked	#8

6. App details

Long-form description · keyword frequency

QuickBooks Online and Desktop Integration for Salesforce by DBSync / Avankia

DBSync delivers reliable, bi-directional integration between Salesforce and QuickBooks (Online & Desktop). Automate invoice creation, sync critical data like Accounts, Contacts, Opportunities, and Payments effortlessly with zero-code pre-built templates. Trusted by 1000+ businesses, DBSync offers enterprise-grade security and supports multi-currency, multi-QuickBooks orgs. Save 100+ hours a month by eliminating manual data entry and reduce errors. Our platform provides complete visibility while ensuring fast setup, flexible customization, and award-winning support. Please note that the Appexchange 'Free' plan listing offers limited functionality. For the full trial, please visit our website or book a demo.

Top keywords

data2×2.20%
dbsync2×2.20%
offers2×2.20%
please2×2.20%

OPAL for Salesforce

OPAL facilitates goal-based planning and monitoring of client goals. Our solution addresses some of the major challenges in the traditional advice process: - Only a minority of clients receive some sort of planning when starting investing - Plans are often static documents and clients’ financial goals are not monitored - Assumption for growth in the underlying investment portfolios are often extremely basic and unrealistic. OPAL makes use of institutional-quality, realistic portfolio projections, based on monthly updated economic scenarios for more than 700 asset classes. This enables advisors, wealth managers and planners to translate their client’s goals into suitable investment decisions which comply with regulation. Goal-based planning leads to better investment decisions, realistic client expectations and helps advisors to keep track of the likelihood of achieving their client’s goals through dynamic updates that track the conditions and outlook on financial markets. Our institutional background and experience enables us to model a wide range of asset classes and funds and implement tailored client portfolios, matching the actual products that are offered to clients.

Top keywords

client5×2.89%
goals4×2.31%
clients3×1.73%
investment3×1.73%
planning3×1.73%
advisors2×1.16%
asset2×1.16%
asset classes2×1.16%
classes2×1.16%
client s goals2×1.16%
decisions2×1.16%
enables2×1.16%

OPAL for Salesforce vs QuickBooks Online and Desktop Integration for Salesforce by DBSync / Avankia

OPAL for Salesforce

1. Listing metadata

QuickBooks Online and Desktop Integration for Salesforce by DBSync / Avankia

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. App details

Frequently asked

Is QuickBooks Online and Desktop Integration for Salesforce by DBSync / Avankia or OPAL for Salesforce: Goal Based Planning & Monitoring cheaper?

Which has better reviews, QuickBooks Online and Desktop Integration for Salesforce by DBSync / Avankia or OPAL for Salesforce: Goal Based Planning & Monitoring?

Should I choose QuickBooks Online and Desktop Integration for Salesforce by DBSync / Avankia or OPAL for Salesforce: Goal Based Planning & Monitoring?

Which is faster to set up, QuickBooks Online and Desktop Integration for Salesforce by DBSync / Avankia or OPAL for Salesforce: Goal Based Planning & Monitoring?

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