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formerly FinancialForce

Why Certinia
- - Why Certinia
    Everyone gets that CRM is essential. But today’s businesses also need a way to unify sellers with other key business functions, including professional services teams and traditionally back-office roles, such as accounting and finance.
Products & Solutions
- - SOLUTIONS BY
  - Business Outcome
    - BUSINESS OUTCOMES
    - Improve Cash Flow
      - Improve Cash Flow
        Certinia’s solutions can streamline your cash flow, giving you flexibility to invest in your organization and capitalize on business opportunities.
    - Keep Projects Profitable
      - Keep Projects Profitable
        With Certinia’s solutions, you can track a project’s path in real time and make course corrections that not only ensure, but optimize, profit margin.
    - Optimize Employee Utilization
      - Optimize Employee Utilization
        With Certinia’s solutions, you can better understand resourcing and skill needs based on your actual project pipeline, then forecast, plan, and manage your resources with certainty.
    - Drive Employee Satisfaction
      - Drive Employee Satisfaction
        With Certinia’s solutions, you can get the best out of your employees and consultants by keeping them fully engaged and focused on work they love to do.
    - Drive Customer Satisfaction
      - Drive Customer Satisfaction
        With Certinia as your single source of certainty, you can link all activities on a single platform, leading directly to higher customer satisfaction.
  - PRODUCTS
  - Professional Services Cloud
    - PROFESSIONAL SERVICES CLOUD SOLUTIONS
    - Services Estimator
      - Services Estimator
        Seamlessly prepare compelling estimates that are both competitive and profitable. Transform estimates directly into resource requests and projects. Deliver against your company’s business goals and financial targets.
    - Services Automation
      - Services Automation
        Improve project profitability and resource utilization with Certinia’s professional services automation solution. Keep projects on time, customers happy, and reports updated–all on the leading business cloud platform from Salesforce.
    - Resource Management
      - Resource Management
        Optimize the deployment of your most valuable asset–your people–and enjoy strong resource utilization rates, employee satisfaction rates, and customer success rates. Understand your resourcing and skill needs based on your actual pipeline and backlog.
    - Services Billing
      - Services Billing
        Say goodbye to complex billing issues. Whether you deal in time and materials (T&M), subscription-based contracts, fixed-fee services, or a blend of these, you’re free to develop pricing and billing models tailored to your customers’ needs.
    - Services Revenue Management
      - Services Revenue Management
        Reduce revenue leakage and automate revenue recognition. With a single database, automated processes, and powerful forecasting tools, ensure that nothing falls through the cracks.
    - Services Analytics
      - Services Analytics
        Run a more predictable and efficient services business, tackle your most pressing challenges with certainty, and exceed customer expectations with purpose-built analytics that understand the business of services.
    - Services Communities
      - Services Communities
        Services teams that can best collaborate and communicate with partners and customers perform better. Share project-related information and status updates, capture time and expenses in one place, and keep everyone in the loop.
  - ERP Cloud
    - ERP CLOUD SOLUTIONS
    - Accounting & Financial Reporting
      - Accounting & Financial Reporting
        Easily manage your global operations with best-in-class accounting. With comprehensive financial reporting, automated billing, built-in audit trails, and personalized workspaces, you can unify your business on the Salesforce platform.
    - Subscription & Usage Billing
      - Subscription & Usage Billing
        Embrace new business models with confidence. Create a single source of certainty for even the most complex customer relationships while boosting accuracy and efficiency with the best subscription billing software for Salesforce.
    - Revenue Management
      - Revenue Management
        Centralize revenue streams in a single revenue recognition and forecasting solution. Stay compliant with ASC 606 and IFRS 15 standards, automate calculations, and reduce period-end close for a complete picture of your revenue.
    - Financial Planning & Analysis
      - Financial Planning & Analysis
        Accelerate your planning cycles with core financials and analytics coming from a single platform. Build more dynamic, accurate plans, stress-test scenarios, and better anticipate how much to spend and where.
    - Procurement
      - Procurement
        Get visibility and control over the entire procure-to-pay process for both indirect and direct spend. Automate approval workflows, minimize costs, and prevent contract leakage while enforcing spend controls all on the Salesforce platform.
    - Order & Inventory Management
      - Order & Inventory Management
        Simplify and optimize the entire order-to-fulfillment process on Salesforce for both goods and services. Know your inventory, what you can sell, what’s out for delivery, and how to make it all profitable.
    - ERP Analytics
      - ERP Analytics
        Increase revenue and grow your business with insightful analytics powered by Salesforce. Use pre-built dashboards and fine-tuned data to keep your operations running lean, consistent, and predictive.
    - ERP Communities
      - ERP Communities
        Improve the efficiency of collections staff and reduce DSO with a self-service billing and payments community personalized for your customers. Empower them to manage their own accounts online and use built-in social tools for quick and easy communication.
  - Customer Success Cloud
    - CUSTOMER SUCCESS CLOUD SOLUTIONS
    - Customer Engagement
      - Customer Engagement
        Put all the customer intelligence you have to good use. The Customer Success Cloud delivers a complete view of every customer’s journey and unlocks actionable insights into customer engagement.
    - Success Playbooks
      - Success Playbooks
        Capture your customer success best practices with built-in success playbooks. Know exactly what actions to take to maintain positive momentum.
    - Stakeholder Engagement
      - Stakeholder Engagement
        Customer success is a team effort. Identify and align the right people across multiple departments to collaborate on customer success activities end-to-end.
  - Certinia AI
    - CERTINIA AI SOLUTIONS
    - Cash Flow Forecast
      - Cash Flow Forecast
        The Cash Flow Forecast solution leverages AI, distributed analytics and machine learning to identify each customer’s payment trends and predict their days-to-pay.
    - Schedule Optimization
      - Schedule Optimization
        Schedule Optimization uses distributed analytics and ML models to identify possible project bottlenecks and roadblocks.
    - Margin Optimization
      - Margin Optimization
        Margin Optimization is an early warning system that uses historical data and AI models to alert project managers of risks to planned margins and makes recommendation for how to mitigate risks and optimize percentage margin value.
  - View All Products
Customers
- - CUSTOMERS
  - Customer Stories
    - IMPLEMENT
    - Implementation Services
      - Implement
        Certinia offers expert guidance for implementing projects, streamlining data flows, and providing tailored training programs to accelerate user adoption, all while ensuring security and integration with various applications.
    - Integrations
      - Implement
        Certinia offers expert guidance for implementing projects, streamlining data flows, and providing tailored training programs to accelerate user adoption, all while ensuring security and integration with various applications.
    - Training
      - Implement
        Certinia offers expert guidance for implementing projects, streamlining data flows, and providing tailored training programs to accelerate user adoption, all while ensuring security and integration with various applications.
  - MissionSuccess
    - IMPLEMENT
    - Implementation Services
      - Implement
        Certinia offers expert guidance for implementing projects, streamlining data flows, and providing tailored training programs to accelerate user adoption, all while ensuring security and integration with various applications.
    - Integrations
      - Implement
        Certinia offers expert guidance for implementing projects, streamlining data flows, and providing tailored training programs to accelerate user adoption, all while ensuring security and integration with various applications.
    - Training
      - Implement
        Certinia offers expert guidance for implementing projects, streamlining data flows, and providing tailored training programs to accelerate user adoption, all while ensuring security and integration with various applications.
  - Implement
    - IMPLEMENT
    - Implementation Services
      - Implement
        Certinia offers expert guidance for implementing projects, streamlining data flows, and providing tailored training programs to accelerate user adoption, all while ensuring security and integration with various applications.
    - Integrations
      - Implement
        Certinia offers expert guidance for implementing projects, streamlining data flows, and providing tailored training programs to accelerate user adoption, all while ensuring security and integration with various applications.
    - Training
      - Implement
        Certinia offers expert guidance for implementing projects, streamlining data flows, and providing tailored training programs to accelerate user adoption, all while ensuring security and integration with various applications.
  - Adopt & Operate
    - ADOPT & OPERATE
    - Community
      - Adopt & Operate
        The Certinia Community, our digital hub for customers, offers extensive resources such as documentation, knowledge articles, training modules, and extensions, along with opportunities to participate in webinars and collaborate with a large community and the Certinia team. Certinia Accelerate provides a range of solutions tailored to enhance the customer lifecycle experience, incorporating industry best practices to accelerate value realization.
    - Product Documentation
      - Adopt & Operate
        The Certinia Community, our digital hub for customers, offers extensive resources such as documentation, knowledge articles, training modules, and extensions, along with opportunities to participate in webinars and collaborate with a large community and the Certinia team. Certinia Accelerate provides a range of solutions tailored to enhance the customer lifecycle experience, incorporating industry best practices to accelerate value realization.
    - Support
      - Adopt & Operate
        The Certinia Community, our digital hub for customers, offers extensive resources such as documentation, knowledge articles, training modules, and extensions, along with opportunities to participate in webinars and collaborate with a large community and the Certinia team. Certinia Accelerate provides a range of solutions tailored to enhance the customer lifecycle experience, incorporating industry best practices to accelerate value realization.
  - Optimize & Expand
    - OPTIMIZE & EXPAND
    - Success Plan
      - Optimize & Expand
        For your team’s success with evolving solutions, strong support is crucial. Our Navigator Program for customer success is tailored to guide your entire Certinia journey, ensuring swift, effective results.
  - View All Products
Partners
- - PARTNERS
  - PARTNER PROGRAMS
    - Partner Program
    - Register a Lead
  - Partners
    Customer needs can be complex. To meet these needs, Certinia works with a thriving ecosystem of partners that complement our solutions. Grow your company alongside the complete, modern Services-as-a-Business platform.
About
- - About Certinia
  - Meet Certinia
  - News Center
  - Leadership
  - Blog
  - Careers
  - Events
  - About
    Certinia delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting.

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Why Certinia
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About
- About Certinia
- Meet Certinia
- News Center
- Leadership
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- Careers
- Events
Customer Login
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- Community Login
Support
Contact Us
Get Pricing

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Certinia
301 Congress Avenue, Suite 800
Austin, TX 78701, USA

Americas: 1-866-743-2220
UK: +44 808 2389791
EMEA: +44 207 0226504
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