formerly FinancialForce
formerly FinancialForce
Subscription & usage billing
Embrace new business models with confidence. Centralize and manage the most complex customer relationships in one solution. Create a single source of business certainty, improve accuracy, and boost efficiency with the best subscription billing software for Salesforce.
Manage financials and accounting on the same platform as everything else
11 reasons to connect your ERP and CRM on the Salesforce platform
Billing central
Products, subscriptions and usage-based billing models each have unique billing structures. Configure the pricing and contract terms from one screen. Use plans to package or bundle products. Consolidate multiple invoices into one. Automate billing operations and taxation.
One customer record
Now everyone has the information they need to manage the customer relationship. Protect renewals with proactive notifications. Analyze customer data at any stage, make informed decisions, and take actions that have impact.
One platform
The Certinia subscription billing app instantly connects to Salesforce CRM and any app in the Certinia solution suite. Connect billing data across all your apps and share one customer master record across all departments. Establish an end-to-end audit trail and make compliance a breeze.
BI & analytics
One unified system makes powerful real time insights and analytics possible. Get comprehensive reports, dashboards and drill down capabilities. Use template reports or create your own. See across the entire business and make decisions based on data.
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
