formerly FinancialForce
formerly FinancialForce
Revenue Recognition Software
Drive higher margins with automated revenue recognition. Inform decisions with real-time financial insights. Stay compliant, no matter the revenue model—on a solution native to Salesforce, built for services businesses.
Learn how PSA streamlines, simplifies, and automates business processes.
11 ways Salesforce-native financial management helps you work smarter.
Streamline and automate revenue recognition for faster decision-making, better financial visibility, and complete compliance across any revenue model.
One view, all your revenue
Manage all revenue streams in one place
Track all revenue streams—whether it be products, subscriptions, services, usage-based contracts, or mixed models—on a single system that supports all currencies and entities. No more wrestling multiple systems and spreadsheets—get the full revenue picture in real time, in one place.
Simplify multi-element arrangements
Easily manage bundled offerings with a single invoice. Automate complex revenue calculations and allocations using SSP, percent complete, equal split, or deliverables—eliminating manual work and reducing errors.
Seamless automation, faster closes
Simplify compliance
Automatically match revenue to performance obligations. Easily configure rules to meet ASC 606, IFRS 15, and evolving global standards, minus the headache.
Accelerate period-end close with confidence
Get rid of delays and manual errors. Automate your period close—from revenue schedules to journal entries—for faster, more accurate financial reporting. Spend less time on process and more on strategic decisions that drive growth.
Accurate forecasting, empowered teams
Predict future revenue for smarter decisions
Level up your strategy with accurate revenue forecasts. Predict future recognition effortlessly with dynamic schedules. Inform business plans with data from real-time dashboards comparing actual revenue versus forecasts.
Leverage Salesforce-native data for precise forecasts
With a Salesforce-native solution, integrate revenue management directly into your Salesforce CRM. Access real-time sales data for a unified, 360° view of customer activity and transaction trends, ensuring forecasts are based on the latest data. No more delays or syncing issues—just faster, smarter 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 how end-to-end integration helped this consultancy scale from three to 200+ people—slashing invoicing and month-end close times by 50%.
See how an IT company spearheaded digitization that unified its data from finance to sales, unlocking real-time, 360° views of the business and revenue forecasts up to 12 months out.
See how this architecture firm connected its global teams with a unified, Salesforce-native platform, which boosted data accuracy by 95% and slashed month-end closes from 30 days to 5.
Manage the finances of your global operations with ease—all on the Salesforce Platform.
Confidently embrace innovative business models with the best subscription billing software for Salesforce.
Optimize every stage of the fulfillment process and make delivery more profitable—for both goods and services.
Unlock 360º visibility and control over the entire procure-to-pay process with end-to-end enforcement.