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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.

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

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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

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.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

Changepoint 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

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Easy to customize to create different modules company departments. Efficient with inventory control which makes tracking of goods easy. Reliable with Fixed Asset accounting and depreciation. Suitable with payroll management.
  • Efficiency with receivables accounting which ensure everything is accounted for. Reliable with inventory control. Convenient with project management and budgeting. Customizable ERP.
  • Effective with storage of all employees data which makes HR work easier. Customizable to add different modules. Excellent with Payroll management for payment of employees on time. Intuitive user interface.
  • Effective with bank reconciliation. Reliable with Fixed Asset depreciation. Customizable interface. Real-time data helps with Financial decisions.
  • Cloud based which ensure access of invoices anytime. Affordable accounting software. Customizable reports and dashboard.

Cons

  • Great ERP and most effective with real-time financial management.
  • It's an excellent ERP and efficient with project management.
  • Great for Financial and warehouse management and no any complaints.
  • Brilliant and efficient ERP with financial management.
  • Intuitive user interface which makes it easy to use. Cost effective.

Pros & Cons from Real Users

Pros

  • I like that Changepoint Services Automation eases PPM processes even when not connected to the internet as it has offline mode feature.

Cons

  • I do not have anything that dissatisfies me when using Changepoint Services Automation.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Certinia
Founded: 2009
United States
www.certinia.com/solutions/financial-management-cloud/

Company Information

Planview
Founded: 1989
United States
www.planview.com/products-solutions/products/changepoint/

Alternatives

Float

Float

Float.com

Alternatives

Cora PPM

Cora PPM

Cora Systems
Metric.ai

Metric.ai

Measured Analytics
NetSuite

NetSuite

Oracle
Deskera ERP

Deskera ERP

Deskera
NetSuite SRP

NetSuite SRP

NetSuite

Categories

Categories

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

Integrations

Salesforce
AvidXchange
BOSCO
Certinia Professional Services Cloud
Cognita
EnNovate
Metazoa Monarch
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
Own Data
Peaka
SAP ERP
SOFTRAX Revenue Management System
Sugar Sell
Tipalti

Integrations

Salesforce
AvidXchange
BOSCO
Certinia Professional Services Cloud
Cognita
EnNovate
Metazoa Monarch
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
Own Data
Peaka
SAP ERP
SOFTRAX Revenue Management System
Sugar Sell
Tipalti
Claim Certinia Financial Management Cloud and update features and information
Claim Certinia Financial Management Cloud and update features and information
Claim Planview ChangePoint and update features and information
Claim Planview ChangePoint and update features and information