Reporting for Professional Services

Is your company looking to find the most innovative and productive cloud-based reporting application? Would you like to combine your CRM with your accounting software to provide you with an amazing streamline automation accounting application that maximizes financial reporting for your professional service? Is it important for your company to have the best set of tools available to manage your reports?

Interested in learning more about Certinia PSA?

Look no further. Certinia is a revolutionary accounting application that has integrated into the Salesforce platform. Supercharge your services business with the next generation of anytime anywhere cloud applications. Certinia provides better reporting for professional services in order to streamline and optimize their business focused on people, task, project, and client management.and amounts

With multiple views through one lens your company will have access to:

  • Visibility through dashboards, reports, or on the customer/project record
  • Creating a library of status reports for reference
  • Configurable reports that can be emailed with automation options
  • An automated project status report configurator

Professional Services Automation Tour – Watch Video

Certinia Professional Services Automation (PSA), ranked #1 on G2, leverages the power of Salesforce CRM and the Salesforce platform. Gain unprecedented visibility into your business across sales, services delivery, and finance. Keep projects on time, customers happy and reports up to date–all on one integrated platform.