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
Pull in Stripe and CRM data to automate revenue recognition by customer, invoicing and AR Aging. Easily drill down and drill through ARR, NRR, logo retention cohorts, SaaS P&L as well as your GAAP financials. Have people help you that understand your problems and know how to solve them with you. Have Rillet AI check your close and streamline time-consuming workflows with just a few sentences. Do data analyses in seconds without running multiple data exports, pivot tables and lookups. Real-time sync from CRM automatically creates a revenue waterfall and deferred revenue schedules. Easily modify existing contracts and set custom revenue patterns. Seamlessly connect with 11,000 banks and credit unions. Our proprietary machine-learning models automatically match 90% of all transactions.
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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 looking for an Accounting platform that provides reminders and payment links
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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 |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$199 per month
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 InformationRillet
rillet.com
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Categories |
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Integrations
Salesforce
Avalara
AvidXchange
Brex
Certinia Professional Services Cloud
Expensify
Gusto
HubSpot CRM
HubSpot Customer Platform
Metazoa Monarch
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Integrations
Salesforce
Avalara
AvidXchange
Brex
Certinia Professional Services Cloud
Expensify
Gusto
HubSpot CRM
HubSpot Customer Platform
Metazoa Monarch
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