formerly FinancialForce
formerly FinancialForce
Financial Management Cloud
Streamline, simplify, and automate your financial management on the Salesforce Platform. Customer-centric Financial Management Cloud software from Certinia gives you a flexible general ledger, automated billing processes, and brilliant intelligence all in one place.
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Turn accounting, billing, and financial planning into real-time, actionable insights that drive smarter decisions, happier customers, and faster growth—with Certinia Financial Management Cloud.
Accounting & Financial Reporting
Streamline, simplify, and automate your financial operations with business financial management software. In just a few clicks, tackle routine tasks while generating real-time financial analysis, modeling, and impeccable compliance reports.
Subscription & Usage Billing
Say good-bye to complex billing issues. Effortlessly manage all billings—whether you deal in time and materials (T&M), subscription-based contracts, fixed-fee services, or a blend. Develop pricing and billing processes tailored to your customers’ needs, not system constraints.
Revenue Management
No more wasted admin time, project delays, or lost revenue. Track all your revenue streams, automate compliance, and forecast revenue from a single source of truth—so nothing falls through the cracks.
Procurement
See, manage, and analyze the procurement of goods and services across your organization. Enforce spend policies, source and manage suppliers, and easily identify new ways to save time and money—all with Salesforce-native software for financial management.
Order & Inventory Management
Simplify the order and fulfillment of goods and services alike. Gain visibility into flexible pricing structures, upsell opportunities, available inventory, and line-level margins.
Financial Management Communities
Speed up collections and elevate services with Certinia FM Communities. Empower customers to view account information, resolve questions using Salesforce Chatter, make payments online, and track activity and balances.
Financial Management Analytics & Reporting
Increase revenue and streamline operations with unparalleled business insights generated by FM Analytics and Reporting powered by CRM Analytics. Make data-driven decisions that will expand your business footprint and put predictability at your fingertips.
For many finance teams, revenue recognition is a time-consuming, error-prone process that leaves them exposed to risk and revenue leakage. Even small changes like contract modifications or shifts in pricing demand thorough reassessment in compliance.
Fortunately, you can centralize your database, automate complex calculations, and simplify audit readiness—without the headache.
Discover the three biggest compliance challenges CFOs face and how to solve them, protecting your bottom line.
Certinia AI is changing how global services businesses address the challenge of adopting AI into their cash flow, forecasting, and spend control processes. By leveraging curated datasets and closed-loop AI models, Certinia AI enables business leaders to unlock hidden insights, predict trends, and make informed decisions.
A single source of certainty
Certinia is native to Salesforce–sharing the same customer record, user experience, and industry leading analytics as the world’s most trusted cloud business platform. Empower your teams with real-time collaboration across your entire services business and deliver truly differentiated customer experiences.
See the benefits this tech company gained from unifying its operations and financials on the Salesforce Platform—including 30% revenue growth year on year.
Learn how this high-growth consultancy unlocked 90-day resource planning and annual forecasting—essential for enabling its ambitious growth plans.
Discover how this services provider outgrew its manual processes—and upgraded them, resulting in elimination of data inaccuracies and delays in its operations and financials.
Schedule a demo today and learn how Certinia can help you build a customer-centric platform for smarter, more connected financial management.
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Our CFO now has information at his fingertips using Certinia financial report builder, which only took about two weeks for us to spin up. The business now has access to reports and dashboards they did not have access to previously.
Erin Boensch
VP, Operations & Applications, Govplace
