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

About Certinia Financial Management Cloud

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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Integrations

See Integrations

Ratings/Reviews - 6 User Reviews

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
More Reviews Write a Review

Company Information

Certinia
Founded: 2009
United States
www.certinia.com/solutions/financial-management-cloud/

Videos and Screen Captures

Certinia Financial Management Cloud Screenshot 1
Certinia Financial Management Cloud Screenshot 1 Certinia Financial Management Cloud Screenshot 2
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Videos
Support
Phone Support
Online

Certinia Financial Management Cloud Frequently Asked Questions

Q: What kinds of users and organization types does Certinia Financial Management Cloud work with?
Q: What languages does Certinia Financial Management Cloud support in their product?
Q: What kind of support options does Certinia Financial Management Cloud offer?
Q: What other applications or services does Certinia Financial Management Cloud integrate with?
Q: What type of training does Certinia Financial Management Cloud provide?

Certinia Financial Management Cloud Product Features

ERP

HR Management Not Supported
Distribution Management Not Supported
Purchasing Not Supported
Supply Chain Management Not Supported
Sales Management Not Supported
Accounting Management Not Supported
Financial Management Not Supported
Inventory Management Not Supported
Warehouse Management Not Supported
CRM Not Supported
Enterprise Asset Management Not Supported
Project Management Not Supported
Dashboard Not Supported
Order Management Not Supported
Purchase Order Management Not Supported
Accounting Integration Not Supported
Reporting/Analytics Not Supported

Financial Management

Budgeting & Forecasting Not Supported
Revenue Recognition Not Supported
Consolidation / Roll-Up Not Supported
Risk Management Not Supported
Currency Management Not Supported
Investment Management Not Supported
Cash Management Not Supported
Tax Management Not Supported
Financial Reporting Not Supported
Project Management Not Supported

Inventory Management

Forecasting Not Supported
Inventory Optimization Not Supported
Supplier Management Not Supported
Kitting Not Supported
Product Identification Not Supported
Reorder Management Not Supported
Warehouse Management Not Supported
Barcoding / RFID Not Supported
Reporting/Analytics Not Supported
Multi-Channel Management Not Supported
Retail Inventory Management Not Supported
Alerts/Notifications Not Supported
Mobile Access Not Supported
Manufacturing Inventory Management Not Supported

Order Management

Order Fulfillment Not Supported
Catalog Management Not Supported
Back Order Management Not Supported
Recurring Orders Not Supported
Order Tracking Not Supported
Returns Management Not Supported
Special Order Management Not Supported
Inventory Management Not Supported
Shipping Management Not Supported
Order Entry Not Supported

Procurement

Spend Management Not Supported
Auction Management Not Supported
Purchase Order Management Not Supported
Catalog Management Not Supported
Asset Management Not Supported
Supplier Management Not Supported
PunchOut Not Supported
Invoice Processing Not Supported
Bid Management Not Supported
Requisitions & Approvals Not Supported
Inventory Management Not Supported
Sourcing Management Not Supported
Budget Management Not Supported
Receiving Not Supported
Contract Management Not Supported

Revenue Management

Price Optimization Not Supported
Recommendation Engine Not Supported
Forecasting Not Supported
Competitor Analysis Not Supported
Inventory Control Not Supported
For Airlines Not Supported
Yield Management Not Supported
Dynamic Pricing Not Supported
For Hospitality Industry Not Supported

Certinia Financial Management Cloud Verified User Reviews

Write a Review
  • A Certinia ERP Cloud User
    Information Technology Consultant
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Unbelievably happy with it for financial management."

    Posted 2021-06-29

    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.

    Cons: Great ERP and most effective with real-time financial management.

    Overall: Suitable with real-time financial reporting and ease of date filters.
    The report are customizable and very effective to use.
    Convenient with Fixed Asset depreciation and management.
    Ensure convenient payment of VAT.

    Read More...
  • Priscilla C.
    Logistics Supervisor
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Super fabulous ERP with project management and Recievables accounting."

    Posted 2021-05-18

    Pros: Efficiency with receivables accounting which ensure everything is accounted for.
    Reliable with inventory control.
    Convenient with project management and budgeting.
    Customizable ERP.

    Cons: It's an excellent ERP and efficient with project management.

    Overall: Simplicity with use and cost effective ERP.
    Exceptional with project accounting.
    Reliable with receivables accounting.
    Easy to issue invoices to customers.

    Read More...
  • A Certinia ERP Cloud User
    Logistics Supervisor
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Tremendous with Payroll, warehouse and HR management."

    Posted 2021-05-05

    Pros: 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.

    Cons: Great for Financial and warehouse management and no any complaints.

    Overall: Reliable with Payroll processing.
    Easy to track all the goods in the warehouse and their movement.
    Brilliant with Human resources management and appraisal.
    Intuitive user interface thus easy to use.

    Read More...
  • Terry C.
    Financial Analyst
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Out of the box ERP with bank reconciliation."

    Posted 2021-04-21

    Pros: Effective with bank reconciliation.
    Reliable with Fixed Asset depreciation.
    Customizable interface.
    Real-time data helps with Financial decisions.

    Cons: Brilliant and efficient ERP with financial management.

    Overall: User friendly interface.
    Powerful with bank reconciliation.
    Effective with inventory tracking and control.
    Reliable with payables and receivables control and invoicing.

    Read More...
  • A Certinia ERP Cloud User
    Financial Controller
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Cloud accounting with FinancialForce"

    Posted 2021-03-10

    Pros: Cloud based which ensure access of invoices anytime.
    Affordable accounting software.
    Customizable reports and dashboard.

    Cons: Intuitive user interface which makes it easy to use.
    Cost effective.

    Overall: Affordable software with financial accounting and reliable with reporting.
    Easy to customize the invoices.
    Scalable and robust to use.

    Read More...
  • A Certinia ERP Cloud User
    Consultant
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "More effective with financial and budget friendly "

    Posted 2020-07-08

    Pros: It's more awesome with financial accounting.
    We are able to budget for all our projects more effectively.
    I can be able to customize it the way I like.
    Reliable to integrate with other software.

    Cons: For now i have no any complaint about the software at all.

    Overall: Great customer experience and more user friendly interface.
    Nice with financial accounting with reliable receivables Accounts
    It's more reliable with inventory balance.

    Read More...
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