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Ratings and Reviews 29 Ratings

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What is Certinia Financial Management Cloud?

Certinia Financial Management Cloud is a Salesforce-native financial management platform designed for services businesses that need tighter alignment between delivery and finance. The platform connects front-office and back-office operations so billing, revenue, forecasting, cash flow, margins, and financial reporting reflect real project and delivery data. Certinia helps organizations avoid disconnected systems, delayed reconciliations, and financial guesswork by creating one connected system of record. Teams can use the platform to protect margins by identifying erosion while work is still in progress rather than explaining it after a project closes. Certinia helps accelerate cash flow by improving the path from completed work to accurate billing and collected revenue. It also helps eliminate revenue leakage by closing gaps between what was sold, what was delivered, what was invoiced, and what was recognized. Financial and operational data stay connected in real time, helping leaders forecast with more confidence and make decisions without waiting for manual reconciliation cycles. Certinia Financial Management Cloud supports subscription billing, usage billing, month-end reporting, AI enablement, service delivery visibility, and financial controls for the services economy. The platform is used by organizations across consulting, advisory, IT services, software, IT hardware, tax, audit, and other service-based industries. Its Salesforce-native foundation helps companies connect customer, project, service, and finance workflows in a familiar ecosystem. By combining financial management, delivery visibility, billing, revenue recognition, cash flow tracking, margin protection, forecasting, AI-enabled insights, and Salesforce-native operations, Certinia Financial Management Cloud helps services businesses run with greater precision and profitability.

What is Acumatica Cloud ERP?

Unmatched Business and Industry Functionality: Elevate your organization with reliable data gathering, comprehensive financial analysis, and accurate forecasting abilities. Acumatica Cloud ERP acts as a unified data hub, consolidating information from all departments into a single view. This ensures that every business process is systematically organized, allowing authorized personnel to access the same, up-to-date information anytime and anywhere, using any internet-connected device. Acumatica is uniquely tailored to meet the dynamic and specific demands of expanding midmarket businesses, empowering its users to prioritize their customers' success across all facets of their operations. The platform is designed to be adaptable, delivering value while offering the flexibility, efficiency, and remote collaboration features that contemporary enterprises require. Experience automation that simplifies processes, compliance that adapts to your needs, and a pathway for continuous improvement that maintains predictability in outcomes. This approach ensures that your business stays ahead of the competition in a rapidly changing market landscape.

Media

Media

Integrations Supported

AvidXchange
Peaka
Salesforce
Tipalti

Integrations Supported

AvidXchange
Peaka
Salesforce
Tipalti
Adobe Acrobat Sign
B2B Portal
BILL
Built2Buy
Crestwood Cloud
FastBound
Go Integrator Cara
PairSoft
PathfinderLink
PaymentCloud
Puntt AI
SiteLink Web Edition
SubBase
SupplyMover
UnForm
Vergo

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Contact us for pricing
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Certinia

Date Founded

2009

Company Location

United States

Company Website

www.certinia.com/solutions/financial-management-cloud/

Company Facts

Organization Name

Acumatica

Date Founded

2008

Company Location

United States

Company Website

www.acumatica.com

Categories and Features

ERP

Not specified

Financial Management

Not specified

General Ledger

Not specified

Inventory Management

Not specified

Order Management

Not specified

Procurement

Not specified

Revenue Management

Not specified

Revenue Recognition

Not specified

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Expense Tracking
Fixed Asset Management
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

AI ERP

Not specified

APS

Automated Scheduling
Capacity Planning
Change Management
Constraint Management
Demand Planning
KPIs
MRP
Order Management
Production Scheduling
Quality Management

Automotive ERP

Not specified

Business Management

Billing & Invoicing
CRM
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Vendor Management

Construction ERP

Not specified

Discrete ERP

Not specified

Distribution

Barcoding / RFID
Import / Export Management
Inventory Management
Order Management
Purchasing
Returns Management
Sales Forecasting
Shipping Management
Warehouse Management

Distribution ERP

Not specified

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management

Finance

Not specified

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

General Ledger

Not specified

Healthcare ERP

Not specified

Manufacturing ERP

Not specified

Project Accounting

Not specified

Project-Based ERP

Not specified

Retail ERP

Not specified

Retail Management

CRM
Commission Management
Email Marketing
Loyalty Program
Multi-Location
Order Management
Purchase Order Management
Reporting/Analytics
Returns Management
eCommerce

Subcontractor

Not specified

Supply Chain Management

Demand Planning
Electronic Data Interchange
Inventory Management
Order Fulfillment
Order Management
Sales & Operations Planning
Supplier Management
Warehouse Management

Warehouse Management

3PL Management
Barcoding / RFID
Category Customization
Channel Management
Demand Planning
Inventory Management
Location Control
Order Management
Purchasing
Quality Control
Receiving / Putaway Management
Returns Management
Shipping Management

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