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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 Binary Stream Subscription Billing Suite?

Transform your obscure data into actionable insights via real-time reports that cover all your revenue streams. Powered by an advanced system capable of managing complex pricing and billing structures, the Subscription Billing Suite helps you make informed decisions for your business. Gain comprehensive control over billing for each item and contract, while preventing revenue loss through automated billing processes and continual renewals. Identify new revenue streams with flexible pricing models customized to your unique business needs. Enhance your revenue recognition process by implementing intelligent deferral schedules, which minimize reliance on tedious and error-prone manual processes. Streamline the challenges of revenue recognition and boost your accounting team’s productivity with precise deferral management. By adopting this innovative suite, you not only optimize your operations but also position your business for success in a competitive environment. This strategic approach to billing and revenue management opens doors to new growth opportunities.

Media

Media

Integrations Supported

AvidXchange
Certinia Professional Services Cloud
Metazoa Monarch
Own Data
Peaka
Salesforce
Tipalti

Integrations Supported

DocLink
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
Solver

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub

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

Binary Stream Software

Date Founded

1999

Company Location

Canada

Company Website

www.binarystream.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

Recurring Billing

Customer Portal
Deferred Billing
Discount Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Subscription Billing

Revenue Recognition

Not specified

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