FINANCIAL MANAGEMENT CLOUD
Unify your financials. Accelerate your growth.
Connect your financials, billing, and revenue management to your customer and delivery data with Certinia Financial Management (FM) Cloud. Ensure every financial action supports a cohesive customer journey.
How businesses leverage FM Cloud for success
Don’t let spreadsheets stall growth
Perform faster, more reliable financial analysis, modeling, and compliance reporting. Execute routine tasks in just a few clicks, not hours in a spreadsheet.
Simplify complex billing models
Watch subscription, usage-based, or hybrid billing complexity fade—when everything is run through one Salesforce-native system that’s built for accuracy and scale.
See all revenue in one view
Automate revenue recognition and access real-time insights to maximize margins and ensure compliance. Make smarter decisions across every revenue stream.
Make financial decisions with confidence
Easily follow trendlines with data that works for you. Use predictive analytics and detailed reporting to ensure your next move is always backed by insight.
Increase billing efficiency and reduce DSO
Empower customers to manage billing through online communities, accelerating collections, reducing DSO, and freeing up your finance team’s time.
Don’t let spreadsheets stall growth
Perform faster, more reliable financial analysis, modeling, and compliance reporting. Execute routine tasks in just a few clicks, not hours in a spreadsheet.
Simplify complex billing models
Watch subscription, usage-based, or hybrid billing complexity fade—when everything is run through one Salesforce-native system that’s built for accuracy and scale.
See all revenue in one view
Automate revenue recognition and access real-time insights to maximize margins and ensure compliance. Make smarter decisions across every revenue stream.
Make financial decisions with confidence
Easily follow trendlines with data that works for you. Use predictive analytics and detailed reporting to ensure your next move is always backed by insight.
Increase billing efficiency and reduce DSO
Empower customers to manage billing through online communities, accelerating collections, reducing DSO, and freeing up your finance team’s time.
Organizations using FM Cloud achieve metrics like
Financial Management Cloud key features
Certinia named a Leader in IDC MarketScape AI-enabled PSA ERP Applications
Discover why uniting financial management and services delivery is so critical to your services business success. With Certinia, you get strengths in:
- Visibility and AI enablement
- Built for the future
- Product road map
Citation: IDC MarketScape: Worldwide AI-Enabled PSA ERP Applications 2025-2026 Vendor Assessment, #US50655323, November 2025
How Certinia FM Cloud helps specific industries
Consulting & Advisory
Manage profitability from proposal to closeout.
- Gain full visibility into project financials
- Streamline budgeting, forecasting, and margin tracking
- Make data-driven decisions in Salesforce
IT Services
Connect delivery with finance in real-time.
- Unify project, billing, and revenue data
- Improve cash flow and reduce leakage
- Ensure accurate, timely invoicing
Software
Align SaaS financials with service delivery.
- Automate revenue recognition and billing
- Track service margins to support growth
- Maintain compliance—all in Salesforce
IT Hardware
Gain real-time control of service revenue.
- Integrate project, sales, and service data
- Improve quoting accuracy and forecasting
- Analyze margins and cost centers
Tax & Audit
Ensure profitability and compliance at scale.
- Streamline time-tracking and billing
- Automate financial reporting and workflows
- Maintain transparency and reduce overhead
See why customers love Certinia FM Cloud
“As part of driving business transformation, I led the project to automate our sales, invoicing and booking system. We leveraged Certinia FM Cloud to make this happen, and could not have done it otherwise.”
- Richard Williams
- Finance Director
Terrapinn
“Our month-end close has been reduced from nearly 20 days to an impressive nine days. This efficiency boost has been particularly felt in the finance department, where the ability to access information across the Salesforce platform has revolutionised operations.”
- Greg Price
- CFO
Checkit plc
"The combination of Salesforce and Certinia gives us everything we need for managing our customer relationships, projects, and accounting. This end-to-end solution is just what our business needs to continue its growth path."
- Daniel Cox
- Group Manager - Technology
Proximity
Maximize your Salesforce investment with Certinia
See the impact Certinia + Salesforce could have on your services business.
