Financial management analytics & reporting — powered by CRM Analytics
Make everyone a genius
Bring greater certainty to your business with predictive analytics and flexible reporting. Drill down into the details that matter, spot trends faster, and make better decisions that accelerate business growth.
Financial management analytics software
Data that drives certainty and success
Get both global and detailed views across your revenue, spend, collections, AP/AR, and profitability. Access an instant, global view of financials to make timely, informed decisions.
Financial reporting for today and ready for tomorrow
More than just financial statements–it’s real-time financial analysis and modeling with day-to-day operational reporting and trackable KPIs. Anticipate opportunities with deeper, richer analysis and keep decisions smart.
Flexible, efficient, and always balanced
A unified ledger accounting system built to handle the most diverse business requirements while streamlining the most tedious, time consuming chores like period-end processing and financial consolidations.
One platform, one system, and multiple entities
Intercompany / multi-company accounting software measures your firm’s financial health across its entire portfolio. Handle transactions, reporting and reconciliations from multiple companies in multiple currencies–effectively and painlessly.
Featured customers
With Certinia solutions, we can ensure all consulting-related information seamlessly flows from sales to services to invoicing, paving the way for our continued growth. We now have one source of truth, faster invoicing and faster month-end closes.
— Monica Engelhardt, CFO, Clearsulting
Even though we’re a small company, Certinia worked closely with us to help define our key processes, enabling us to implement the right tool to fit our growing company. Plus, because the Certinia solution is so flexible, it will support our changing needs.
— Ida Pai, CFO, DeepRoot
Revenue forecasting is one of the biggest things that we do. Pulling data from our opportunities in sales and analyzing what the forecast is going to look like for revenue over the next 12 months is hugely critical for us.
— Sean McDermott, CEO, Windward
Knowing it was all going to be in one area where I could see from quoting through the CRM and onto cash collection, all in one place on the Salesforce platform, I was sold.
— Sara Curry, CFO & Director of Operations, Interra Global
After moving off QuickBooks and onto Certinia, we are able to do reporting for our combined companies all as one. Certinia was the perfect solution for our Salesforce-centric organization.
— Jim Radochia, CTO, SimuTech
Explore Certinia’s Financial Management Cloud Solutions
Run your services business with clarity, speed, and confidence
See how the Certinia PSA suite and Veda work together to connect your entire lifecycle—and make every step smarter.
