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
Automate, customize & share your recurring revenue with a single click. Spend less time managing, emailing and versioning your client's recurring revenue metrics. And more time providing advisory services to help them understand and grow their business. Connect your account using our secure SSO integrations or via CSV upload. Customize your client's MRR, customer list, and CAC expenses using our proprietary engine to more accurately reflect the reality of their business. Share your real-time Saasable dashboard with your valued stakeholders with a single click. We focus on only those metrics that you need on a daily basis, updating in real-time as your revenue and expenses change. We give you the ability to view real-time data, customize your metrics, and share those metrics with users. No need to switch billing, invoicing, or other services just to get the required metrics.
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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
Businesses interested in a solution to automate, customize and share their recurring revenue
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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
$49 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 InformationSaasable
Founded: 2019
United States
www.getsaasable.com
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Categories |
Categories |
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Integrations
AvidXchange
BOSCO
Certinia Professional Services Cloud
Metazoa Monarch
Own Data
Peaka
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Tipalti
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Integrations
AvidXchange
BOSCO
Certinia Professional Services Cloud
Metazoa Monarch
Own Data
Peaka
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Tipalti
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