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
Providing Salesforce customers smarter optimization solution choices with 100% Native & 100% Lightning managed packages that implement quickly and work out-of-the-box. We interface and connect with our customers resulting in intelligent software & process decisions for e-Commerce, subscriptions, billing & renewals management to optimize their revenue growth. Open communications builds strong relationships. This is the foundation from where we always begin and continue building upon. With a pre-built connector you can use existing solutions, add your login credentials and you're automatically connected. Pro-rate & co-terms with a simple click, and collaborative team selling by merging sales opportunities with future renewals. Pricing and profitability, great user experience, fast, accurate, simple. Accept payment from anyone from anywhere in the world inside Salesforce.
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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
Anyone in need of a Salesforce eCommerce, subscription and billing platform
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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
$35 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 InformationSAASTEPS
Founded: 2017
United States
www.saasteps.com
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Categories |
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Integrations
Salesforce
Authorize.Net
Avalara
AvidXchange
BOSCO
Certinia Professional Services Cloud
Cybersource
Metazoa Monarch
Own Data
Peaka
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Integrations
Salesforce
Authorize.Net
Avalara
AvidXchange
BOSCO
Certinia Professional Services Cloud
Cybersource
Metazoa Monarch
Own Data
Peaka
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