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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

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.

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

Businesses interested in a solution to automate, customize and share their recurring revenue

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

$49 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

Saasable
Founded: 2019
United States
www.getsaasable.com

Alternatives

Float

Float

Float.com

Alternatives

NetSuite

NetSuite

Oracle
Broadridge Revport

Broadridge Revport

Broadridge Financial Solutions
Deskera ERP

Deskera ERP

Deskera

Categories

Categories

Integrations

AvidXchange
BOSCO
Certinia Professional Services Cloud
Metazoa Monarch
Own Data
Peaka
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Tipalti
Xero

Integrations

AvidXchange
BOSCO
Certinia Professional Services Cloud
Metazoa Monarch
Own Data
Peaka
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Tipalti
Xero
Claim Certinia Financial Management Cloud and update features and information
Claim Certinia Financial Management Cloud and update features and information
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Claim Saasable and update features and information