Certinia Financial Management CloudCertinia
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Planview ChangePointPlanview
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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
Planview ChangePoint is a Professional Services Automation (PSA) platform automating the Orders-to-Cash lifecycle for services organizations, from CRM and opportunity management through contract execution, delivery, billing, and revenue recognition in one application.
Key capabilities:
• Engagement management separating financial contract terms from project delivery, supporting Fixed Fee, Time and Materials, and Mixed billing within one engagement
• Resource planning with demand and capacity analysis, skills-based search, and utilization tracking
• Project and program management with multi-level WBS, stage-gate workflows, and earned value analysis
• Time and expense management with configurable approval workflows
• Direct billing and revenue recognition, with multi-currency and multi-jurisdictional support
• Embedded Cognos Analytics reporting across all modules
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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
For professional services leaders, executive leaders, as well as project and resource managers responsible for successfully overseeing the entire quote-to-cash cycle - meaning anyone who needs to deliver, manage, and oversee each financially successful delivery services delivery engagements from a single integrated solution.
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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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PricingChangepoint Services Automation (SA) has not provided pricing information for this product or service. This is common practice for software vendors and service providers. Contact Changepoint Services Automation (SA) to obtain current pricing.
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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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 InformationPlanview
Founded: 1989
United States
www.planview.com/products-solutions/products/changepoint/
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Categories |
Categories |
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Professional Services Automation Features
Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
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Integrations
Salesforce
AvidXchange
BOSCO
Certinia Professional Services Cloud
Cognita
EnNovate
Metazoa Monarch
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
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Integrations
Salesforce
AvidXchange
BOSCO
Certinia Professional Services Cloud
Cognita
EnNovate
Metazoa Monarch
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
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