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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

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.

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

Companies looking for an Accounting platform that provides reminders and payment links

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

$199 per month
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 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

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.

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

Rillet
rillet.com

Alternatives

Float

Float

Float.com

Alternatives

NetSuite

NetSuite

Oracle
NetSuite

NetSuite

Oracle

Categories

Categories

Integrations

Salesforce
Avalara
AvidXchange
Brex
Certinia Professional Services Cloud
Expensify
Gusto
HubSpot CRM
HubSpot Customer Platform
Metazoa Monarch
Own Data
Peaka
Rippling
Snowflake
Solvimon
Stripe
TaxJar
Taxwire
Tipalti

Integrations

Salesforce
Avalara
AvidXchange
Brex
Certinia Professional Services Cloud
Expensify
Gusto
HubSpot CRM
HubSpot Customer Platform
Metazoa Monarch
Own Data
Peaka
Rippling
Snowflake
Solvimon
Stripe
TaxJar
Taxwire
Tipalti
Claim Certinia Financial Management Cloud and update features and information
Claim Certinia Financial Management Cloud and update features and information
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