Financial planning & analysis

Connected businesses are dynamic and planning should be too

Transform your budgeting process with a powerful, all-on-one platform FP&A solution that empowers teams to run a connected business.

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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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Financial planning & analysis

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One platform

Unified datasets

Deliver accurate plans with core financials and analytics, all on a single platform. Speed your planning cycles with a single source of certainty.

Scenario planning

Better planning, better outcomes

Quickly build multiple what-if scenarios using calculation rules and mass functions. Create dynamic plans and stress-test assumptions, so you can better anticipate how much to spend and where.

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More control

Take command of the planning process

Whether top down or bottom up, you can create effective plans without version control issues. Recommend different budget options to management with greater confidence.

Enterprise-wide collaboration

Finance as true strategic partners

Finance teams can present most likely business outcomes, avoid endless negotiations, and promote active participation from all corners of the business.

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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