Skip to content

Make billing even easier for your customers with enhanced self-service portal

As consumers, most of us have long appreciated the convenience of self-service account management functions such as online bill pay, subscription renewals, and support requests. But these customer-centric conveniences and efficiencies still aren’t quite so common in the B2B world. Certinia is helping to change that with Financial Management Community, a self-service financial portal for your customers and key feature in our market-leading accounting application—all built on the Salesforce platform.

Self-service efficiency
With Financial Management Community, your customers can view account information, make cash and credit payments, and easily track activity, balances, and payments. They can also set up payment and reminder preferences and view and print billing history and invoices in a few simple clicks. And built-in social tools like Chatter make it easy to communicate and collaborate with customers in real-time. All of this quickly adds up to improved customer satisfaction and faster payment cycles.

Branded user experience
The self-service communities from Certinia can be easily customized with each customer’s logo and colors to ensure every customer interaction in the portal reflects the brand. Customers will also get a consistent user experience whether logging in via their desktop, tablet, or mobile device, which means they can access what they need anytime, anywhere.

Modern UX
Financial Management Community features a modern user interface and flexible design. This includes greater configuration capabilities utilizing the latest Salesforce Lightning Components to offer a more personalized, self-service customer portal. Empower users to act with confidence through predictable navigation and consistent information organization.

Want to see it in action? Register for a free demo here and see how you can make all your accounting and billing functions easier. 

Contact us
See a demo