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
XTEL is a commercial execution AI platform built to help companies translate data into actionable strategies and seamlessly carry them out. It features modules like ADAM (Augmented Data Management) to ingest and normalize data; RGM (Revenue Growth Management) to generate insights and strategy across the full company lens; MAX AI for profit and revenue optimization; TPX for trade promotion management (from planning to execution); and REX for retail execution, ensuring coordination across channels, customers, and routes. It is configured for enterprise deployment: modular and scalable architecture with open APIs, compliance with ISO, SOC, GDPR, etc., and built on Azure to support centralized or local models. Its AI and data science layer is purpose-built for the consumer goods domain yet remains configurable, back-tested, and transparent to maintain trust and reliability.
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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
Mid to large consumer goods or retail companies looking for a solution to convert data into strategy and automate execution across trade, promotions, and retail operations
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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
No information available.
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 Information XTEL AI
Founded: 1991
Italy
xtech.ai/
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Categories |
Categories |
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Integrations
Accenture Cloud Retail Execution
AvidXchange
BOSCO
Certinia Professional Services Cloud
Databricks
Deloitte Cascade Suite
EY Cloud Data IQ
Infosys Cortex
Metazoa Monarch
Microsoft 365
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Integrations
Accenture Cloud Retail Execution
AvidXchange
BOSCO
Certinia Professional Services Cloud
Databricks
Deloitte Cascade Suite
EY Cloud Data IQ
Infosys Cortex
Metazoa Monarch
Microsoft 365
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