Accounting & finance

Get off spreadsheets
and onto the same page

Meet a cloud accounting application that’s powerful yet elegant. Tackle routine tasks in a few clicks while generating real time financial analysis, modeling and impeccable compliance reports. It’s easy to implement, straightforward to learn, and trouble-free to maintain.

Manage financials and accounting on the same platform as everything else

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

Accounting & finance

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A best-in-class accounting solution

Manage global operations with ease. The multi-everything accounting engine scales with you and supports your multi-company, multi-currency, multi-book, multi-chart of accounts, and multi-language needs. Certified for NF 203 compliance in France.

Financial reporting

Financial reporting for today and ready for tomorrow

More than just financial statements–it’s real-time financial analysis and modeling with day-to-day operational reporting and trackable KPIs. Anticipate opportunities with deeper, richer analysis and keep decisions smart.

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Unified ledger

Flexible, efficient, and always balanced

A unified ledger accounting system built to handle the most diverse business requirements while streamlining the most tedious, time consuming chores like period-end processing and financial consolidations.


One platform, one system, and multiple entities

Intercompany / multi-company accounting software measures your firm’s financial health across its entire portfolio. Handle transactions, reporting and reconciliations from multiple companies in multiple currencies–effectively and painlessly.

Receivables & collections

Optimize cash flow

Close the gaps! Using the same customer record as Salesforce CRM, cash processing is organized and accurate. You and your sales teams are on the same page at all times and with every customer.

Payables & settlement

Pay your vendors on time

Use your own unique workflow and processing rules to automate accounts payable processes. Configure routing pathways to match your organizational structure and control processes.

Fixed assets management

Know your assets

Take complete control of what you own. Know what each asset costs, where it is and how much it’s worth now. Track the entire lifecycle of your assets from procurement to disposal.

Cash management

Cash is king

Monitor cash inflow and outflow across multiple bank accounts. Ensure cash balances are always accurate and ready to reconcile-across all currencies.

Certinia for Salesforce

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.