ERP 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.

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Manage financials and accounting on the same platform as everything else

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11 reasons to connect your ERP and CRM on the Salesforce platform

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ERP analytics software

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CFO dashboard

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.

Forecasting

Predictive, actionable insights

Leverage the predictive power of CRM Analytics across your General Ledger and Balance sheet. Get the data you need to predict future revenues, collections, cash flow, and other business outcomes.

Scorecards & metrics

Metrics that matter

Get instant access to critical scorecards and metrics to easily assess business health. User-defined alerts will notify you when thresholds and conditions are met on any metric.

Insights

Powerful, real-time reporting

Search tens of millions of rows of accounting transactions, including details and context. Eliminate the need to update processes and run cumbersome calculations and balances.

Customer engagement

Consolidated customer metrics

View customer revenue and profitability across projects, products, services, and subscriptions. Gain a real-time understanding of customer lifetime value along with comprehensive insights you can act on.

Mobile-ready

Access from anywhere

Get relevant, contextual reporting, and analytics at your fingertips. Make business-critical decisions anytime, anywhere.

Featured customers

View more customer stories

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

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

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