Side-by-side comparison · 24 data points
Invoice your customers the way you want by executing your own billing processes, designed by you and for you, using clicks only, and without rekeying a thing.
| Invoices for Salesforce | IvyTek Finance | |
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| Tagline | ||
| Description | ||
| Screenshots | — | — |
| Languages | ||
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| Developer | ||
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Streamlines & automates end-to-end loan management needs - origination, underwriting, closing, funding & servicing. Simplifies online credit apps, automates credit approvals, calculates loans, monitors cash flow, collections, delinquency, & reporting.
| Metric | Invoices for Salesforce | IvyTek Finance: Loan Origination and Servicing |
|---|---|---|
| Rating | 5.0 ★ | ★ 5.0 ★ |
| Total reviews | ★ 163 | 6 |
| Free plan | — | — |
| Pricing | paid | paid |
| Built for Shopify | — | — |
| Pricing tiers | 2 tiers | 2 tiers |
| Listed features | 3 | 3 |
| Languages | 1 supported | 1 supported |
| Listed since | Jan 2012 | Aug 2014 |
Invoices for Salesforce and IvyTek Finance: Loan Origination and Servicing are evenly matched on rating (5.0★ vs 5.0★) — the differentiator comes down to pricing fit, feature breadth, and which app's interaction pattern suits your team's workflow. Pricing entry tiers: Invoices for Salesforce at paid, IvyTek Finance: Loan Origination and Servicing at paid. Check each app's tier structure for the capacity limits you actually need before deciding — the headline number is the same shape, but the gating shape per tier (apps, orders, integrations) varies. Invoices for Salesforce has the larger user base (163 reviews vs 6), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. IvyTek Finance: Loan Origination and Servicing's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat. Recommended evaluation path: install both apps' free tiers (where available) and run them in parallel on a small cohort of orders for 7-14 days before committing. The data tables below show the per-feature breakdown — for most merchants the deciding factor will be a single integration or workflow detail that's hard to compare from listing pages alone. 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: Invoices for Salesforce audit • IvyTek Finance: Loan Origination and Servicing audit
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| Keyword | Invoices for Salesforce | IvyTek Finance |
|---|---|---|
| your own | #1 | Not ranked |
| and process | #1 | Not ranked |
| and streamline | #1 | Not ranked |
| transunion | Not ranked | #5 |
| equifax | Not ranked | #9 |
Both Invoices for Salesforce and IvyTek Finance: Loan Origination and Servicing offer paid plans only. Invoices for Salesforce starts at paid; IvyTek Finance: Loan Origination and Servicing starts at paid. Compare the per-tier features in the Pricing section above before committing.
Invoices for Salesforce (5.0★, 163 reviews) and IvyTek Finance: Loan Origination and Servicing (5.0★, 6 reviews) are essentially tied on rating. Look at review velocity and individual reviewer quotes — both visible on each app's detail page — to differentiate.
It depends on what you're optimizing for. Invoices for Salesforce fits better if you prioritize broader integrations; IvyTek Finance: Loan Origination and Servicing is the call if you need the higher-rated option. Read both apps' detail pages on AppRanks for the full feature breakdown, install counts, and recent listing changes.
Both apps are one-click installs from the Salesforce AppExchange marketplace. Invoices for Salesforce has more onboarding documentation maturity (163 reviews vs 6), which usually translates to better-tested setup wizards and quicker time-to-value. AppRanks doesn't measure setup time directly — read the recent reviews on each app's detail page for merchant-reported install experience.
Invoices for Salesforce typically suits early-stage and growth-mode stores based on its review-base composition (163 reviews). IvyTek Finance: Loan Origination and Servicing aligns more with early-stage and growth-mode stores (6 reviews). Larger review bases generally mean the app has been load-tested at scale — relevant if you're processing high order volume or handling enterprise compliance requirements.
Migration support varies by app and category. Invoices for Salesforce and IvyTek Finance: Loan Origination and Servicing both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from IvyTek Finance: Loan Origination and Servicing" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.