Certinia Financial Management CloudCertinia
|
||||||
Related Products
|
||||||
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
Combine receivables, payables, hr, subscription revenue, and your own budget assumptions to forecast your company liquidity accurately.
Connect the financial tools you already use, combine this data with your own budget assumptions, and get a holistic view of your company’s future cash flow and liquidity balance.
TRESIO’s easy-to-understand dashboards provide you with all the information you need to spot possible threats and opportunities early on and act on them. Export your data and forecasts as an Excel spreadsheet and graphs to work with them as per your needs.
|
|||||
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
SMBs
|
|||||
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
25 CHF
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Pros & Cons from Real UsersPros
Cons
|
||||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationCertinia
Founded: 2009
United States
www.certinia.com/solutions/financial-management-cloud/
|
Company InformationTRESIO
Founded: 2020
Switzerland
Tresio.ch
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Financial Management Features
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
|
||||||
Integrations
Abacus Payroll
AvidXchange
BOSCO
Certinia Professional Services Cloud
Deel
Metazoa Monarch
Nordigen
Own Data
Peaka
Plaid
|
Integrations
Abacus Payroll
AvidXchange
BOSCO
Certinia Professional Services Cloud
Deel
Metazoa Monarch
Nordigen
Own Data
Peaka
Plaid
|
|||||
|
|
|