Enterprise DNA

Instead of Salesforce Financial Services Cloud

Stop renting Salesforce Financial Services Cloud. Own your lending desk.

We build your version around your credit policy and review cycle, bring your Salesforce clients and accounts across, and run it for you. No licence for every banker, analyst and manager.

Salesforce lists Financial Services Cloud Sales at US$325 a user a month on Core, US$500 on Advanced and US$700 on Max, billed annually. At the entry edition that is US$3,900 a banker a year.

Get your version built See it working
  • check_circleYour data in a database you own
  • check_circleOpen source, no lock-in
  • check_circleBuilt and run by Enterprise DNA

The licence

What the per-user price is paying for

From Salesforce’s own Financial Services Cloud pricing pages for Asia Pacific, checked 5 November 2026. Prices are in US dollars, billed annually.

group

A licence for every banker

Sales Core lists at US$325 a user a month. Across a year that is US$3,900 for each person who works in the client records.

trending_up

More for the automation

Advanced lists at US$500 a user a month, US$6,000 a year, and Max at US$700. The higher editions add more automation capacity and a full sandbox.

layers

Sales and service priced apart

Sales Core and Service Core are each US$325 a user a month. The combined Sales and Service Core edition lists at US$350.

add_circle

Add-ons listed without a price

Data Cloud and several banking agents are shown as available for purchase. The pricing pages give no figure for them.

visibility

Seats for the people who only check

Credit analysts, managers and support staff who open client records need licences too, so the bill grows with the team around the bankers.

settings

Your policy is configuration

Page layouts, reports and review rules are set up by an administrator or a partner, and changed again each time your credit policy moves.

Your lending desk

The questions your credit team asks, answered from your own records

Exposure

See the whole group, not one entity

A dairy company and the family trust that owns its land are one risk. The desk adds them up.

  • check Client groups with every company and trust added together
  • check Worst risk grade and watchlist status for each group
  • check Share of the book in each industry
  • check Facilities drawn above 90 percent of their limit

Banking Code

Never miss a notice date

Every interest-only, balloon and revolving small business facility shows the last day to give notice of a decision not to extend.

  • check Three-month notice dates worked out from each maturity
  • check Default notices held back if they give under 30 days or state no grounds
  • check Financial covenants flagged on standard small business loans
  • check Each check names the paragraph of the Code it comes from

Reviews

Keep the annual review cycle honest

Reviews due, overdue and never scheduled, with the paper written from the record.

  • check Clients with no review booked inside twelve months
  • check A review paper in your brand with exposure, conduct and contact history
  • check Grade changes recorded with the person who approved them
  • check KYC refresh dates set by each client’s risk rating

Covenants

Test covenants and chase what is owed

Record the figure and the desk decides pass or breach, then sets the next test date.

  • check Interest cover, loan to value and presales tests on their own cycle
  • check Waivers kept with a note of who approved them
  • check Late annual accounts and certificates, with days late
  • check Polite chase letters drafted for a banker to send

Make it yours

Design your own Salesforce Financial Services Cloud replacement

Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Salesforce Financial Services Cloud. Try it here, and we build the real one.

2. What it runs

3. Make it fit

4. Your colour

Your business · your Salesforce Financial Services Cloud replacement Your version
YB Your business

auto_awesome

Answered from your own database

Build my version

We build it from the open-source base, bring your Salesforce Financial Services Cloud data across and run it for you.

What it looks like

Ask it like you would ask a colleague

Real answers from the demo data that ships with Business Lending for Claude Code. It runs in Claude Code inside the Claude app, so it feels like any chat you already use.

forum

Business Lending for Claude Code

Connected to your own database

Which client groups are our biggest exposures, counting every entity?

GRP-01

Name
Kereru group
Entities
2
Facilities
3
Limits
$4,550,000
Drawn
$4,020,000
Worst grade
4

CL-06

Name
Totara Build Partners
Entities
1
Facilities
1
Limits
$4,500,000
Drawn
$2,900,000
Worst grade
6

GRP-02

Name
Ashby group
Entities
2
Facilities
3
Limits
$4,350,000
Drawn
$3,985,000
Worst grade
6
Watch
yes

CL-08

Name
Riverbend Childcare Centres Ltd
Entities
1
Facilities
1
Limits
$1,500,000
Drawn
$1,100,000
Worst grade
3

CL-05

Name
Harbourside Freight Ltd
Entities
1
Facilities
1
Limits
$1,200,000
Drawn
$700,000
Worst grade
3

CL-07

Name
Moana Seafoods Ltd
Entities
1
Facilities
1
Limits
$600,000
Drawn
$410,000
Worst grade
5

CL-09

Name
Pukeko Vineyards Ltd
Entities
1
Facilities
1
Limits
$500,000
Drawn
$380,000
Worst grade
5
Watch
yes

Ask it anything

Questions Salesforce Financial Services Cloud cannot answer

Every one of these is a real question the demo answers today. Yours will be different, and that is the point.

chat_bubble Which client groups carry the most exposure, counting every company and trust they trade through?
chat_bubble Which interest-only and revolving facilities pass their Banking Code notice date in the next 30 days with no decision?
chat_bubble Which covenants are due for testing, and which failed or were waived last time?
chat_bubble Whose annual accounts are late, and by how many days?
chat_bubble Which financial covenants sit on standard small business loans, where the Code does not allow them?
chat_bubble Which clients have not heard from their banker in 90 days?
chat_bubble Whose KYC refresh is overdue for their risk rating?
chat_bubble Which facilities are drawn above 90 percent of their limit?
chat_bubble Whose risk grade got worse at their last review?
chat_bubble How much of the book sits in each industry, and how much of it is on the watchlist?

Switching

How to switch from Salesforce Financial Services Cloud

A move usually involves exporting your client and financial account records, checking the import, and running both systems side by side while you confirm the new database fits your team’s work.

  1. 1

    Export your Salesforce records

    Use Salesforce Data Export or Data Loader to export Account and Financial Account records. These provide the starting data for clients and facilities. Include any custom fields your team relies on, such as risk grades, covenants and review dates, where your export allows it. Salesforce export options can depend on your account, so check with Salesforce if you are unsure what you can export.

  2. 2

    Load the records as a test

    Bring the exported records into Business Lending for Claude Code and run the import in dry-run mode first. This previews the import without loading the records, so you can check the counts before proceeding. The import matches records using their Salesforce IDs and can be run again without creating duplicates. Once the test looks right, run the import to load the records.

  3. 3

    Check what needs mapping

    Review the import results and note what was not brought across or needs attention. Households, custom risk fields, covenants and review dates may need mapping, and files do not come across as part of the standard import. Check that the client and facility records look right, then decide which additional fields, rules and history your team needs represented in the new database.

  4. 4

    Run both systems side by side

    Keep Salesforce available while your team starts using the new database for a short period. Check that bankers and operators can find the client, facility and other information they need, and compare important records with Salesforce. Use this period to identify missing data or changes needed to your fields and rules before your team relies on the new system.

  5. 5

    Switch off Salesforce

    When your team has checked the records and is comfortable using the new database, make it the system your team works from and stop using Salesforce Financial Services Cloud for this work. Confirm internally that the move is complete before ending Salesforce access or service. Handle any renewal or account changes directly with Salesforce.

construction

Where the real effort goes

The import covers standard client and financial account records, but the main work is usually mapping your own fields and rules, then deciding how much history to bring across. Custom fields, households and files need particular attention. If you have Enterprise DNA install and run the system, Enterprise DNA handles this mapping and migration work with you.

Not ready for a call?

Get your Salesforce Financial Services Cloud switch plan by email

We will send you the step-by-step plan for moving your business off Salesforce Financial Services Cloud, what the move really involves, and how we would do it for you.

One email with your plan. No spam, and you can unsubscribe any time.

Three ways to own it

Do it yourself, have it customised, or have it run for you

Open source

Do it yourself

Free, open source

  1. 1 Clone the repo, then npm install and npm run demo
  2. 2 Open it in Claude Code, Codex, OpenCode or Cursor and type /attention
  3. 3 Export Account and Financial Account from Salesforce and run the import as a dry run first
  4. 4 Point it at your own database and set your review cycle and notice periods
Get it on GitHub

Built around your business

We customise it

One setup fee, then a retainer

  • check Your risk grades, review cycle, covenant types and credit policy rules
  • check Your Salesforce client groups, accounts and history mapped and checked
  • check A screen or a mobile form for site visits if your bankers want one
  • check Balances fed nightly from your loan system
Get your version built

Omni by Enterprise DNA

We run it for you

One setup fee, then a retainer

  • check Installed with access controls and backups
  • check The weekly desk review and review papers prepared for your bankers
  • check Kept in step as your credit policy and the Code change
  • check Operated through Omni by Enterprise DNA alongside your other systems
Book a 30-minute call with Sam

Questions

Instead of Salesforce Financial Services Cloud, answered

Is this a loan system? expand_more

No. It does not hold the ledger, interest or repayments. It is the relationship desk around your loans: groups, limits, covenants, reviews, notices and contact. Balances come from your loan system, by import or a nightly feed in the version we build.

Our bankers use the Salesforce app on site visits. What replaces that? expand_more

In the free version a banker logs the visit afterwards by describing it in plain words. If your team wants to log from the paddock or the factory floor, a simple mobile form is part of the version Enterprise DNA builds.

How does our Salesforce data come across? expand_more

Clients and financial accounts come across from the standard exports, and the import can be run again without doubling anything. Households, risk grades, covenants and review dates usually live in custom fields, and mapping those is part of what we do.

Does it make us compliant with the Banking Code? expand_more

No system does that on its own. It checks your records against the notice periods and covenant rules you confirm, and shows each breach with the paragraph it comes from. Your people still decide and sign every notice.

What do we pay Enterprise DNA? expand_more

One setup fee, then a retainer. There is no licence per banker. Hosting and the assistant your team uses are separate, and usually far less than a year of seats. Bring your Salesforce renewal and we will scope it against your book.

Bring your renewal and one client group

30 minutes with Sam. We look at what Financial Services Cloud costs you a year, how your team tracks reviews, covenants and notice dates today, and what your version would look like. If it fits, we build and run it. If not, take the free version and run it yourself.

Book a 30-minute call with Sam Get the free version

Business Lending for Claude Code is free and open source, published by Enterprise DNA.

Done paying for Salesforce Financial Services Cloud?

Get your version built