ACH Payments Integration
Financial Services
10+ employees
By bringing ACHWorks payment data into Salesforce, the organization can now track payments in real time, monitor return codes, and catch issues earlier in the funding cycle.
The Challenge
A B2B broker/funder needed a clearer way to track ACH payments linked to funding and collections. Their team checked ACHWorks manually, updated spreadsheets, and reviewed return codes after delays. This made it difficult to identify issues early or understand which payments required follow-up.
Before partnering with BigSolve, payment outcomes lived outside Salesforce, creating gaps in visibility for funding and collections teams.
They needed ACHWorks payment information inside Salesforce so return codes, statuses, and problem payments could be seen earlier and handled faster.
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Summary
A Salesforce integration that brings ACHWorks payment results into Payment records, applies return-code logic, and keeps statuses updated for easier tracking.
Differentiator
Focused development shaped around the client’s payment workflow—practical, reliable, and built to support real funding and collections operations.
Process Overview
Reviewed the ACH process and identified where delayed return-code updates and manual tracking slowed teams down.
Outlined a Salesforce model using Payment records, return-code metadata, and update rules to surface payment outcomes clearly.
Built Apex callouts, a scheduled update process, and automatic return-code mapping to highlight issues as soon as results are available.
Tested full payment cycles, refined return-code logic, and ensured payment statuses remain accurate throughout funding and collections.
