Certinia Financial Management CloudCertinia
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Related Products
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About
Certinia Financial Management Cloud is a Salesforce-native financial management solution that connects service delivery and finance on one platform. The platform helps services businesses manage billing, revenue, forecasting, cash flow, margins, and financial performance using real delivery data. Certinia keeps financials aligned with project execution so teams can catch margin erosion, reduce revenue leakage, and improve billing accuracy before problems appear after closeout. Its connected system of record helps organizations compare what was sold, delivered, billed, and recognized. The platform supports real-time visibility, AI enablement, subscription billing, usage billing, forecasting, reporting, and operational-financial alignment. Built for services businesses, Certinia Financial Management Cloud helps teams protect profitability, accelerate cash flow, and make financial decisions with more confidence.
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About
One platform, multiple possibilities. We are the ideal tool to manage, control, and maximize the value of your financial portfolios. Designed to optimize managing your portfolio of financial products, such as accounts receivable financing, purchase order financing, credit portfolio, foreign trade, and more. Control the whole process of operations and identify opportunities for the development of your financial business. Your daily activities and tasks through the fast options in the tools section. Communication via email, for employees, brokers, shareholders, and clients. Quick and easy access from any device. Chat with the different areas and technical support. Customizable dashboard per user. Integration of operations and accounting. Visual and customizable indicators and reports. Fintrade is a comprehensive and secure software to optimize the management of your financial operations. Management of multiple funds.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Services businesses, consulting firms, advisory firms, IT services companies, software companies, IT hardware providers, tax and audit firms, finance teams, CFOs, operations leaders, project delivery teams, and organizations that need Salesforce-native financial management, billing, revenue recognition, cash flow visibility, margin protection, subscription billing, usage billing, forecasting, reporting, delivery-finance alignment, and revenue leakage prevention
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Audience
Companies seeking a web-based solution to manage their funds and financial operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCertinia
Founded: 2009
United States
www.certinia.com/solutions/financial-management-cloud/
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Company InformationFinTrade
United States
fintrade-systems.com
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Categories |
Categories |
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Financial Management Features
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
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Integrations
AvidXchange
BOSCO
Certinia Professional Services Cloud
Metazoa Monarch
Own Data
Peaka
Salesforce
Tipalti
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Integrations
AvidXchange
BOSCO
Certinia Professional Services Cloud
Metazoa Monarch
Own Data
Peaka
Salesforce
Tipalti
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