Ratings and Reviews 3,717 Ratings
Ratings and Reviews 6 Ratings
What is Float?
Float is the #1 rated resource management software that gives 4,500+ teams the essential data and context they need when resourcing client work. Success in professional services isn’t just about assigning work: it’s building the high-performing teams who deliver it. With Float, you can make smarter resourcing decisions and adapt work as it shifts to build a winning team for every job.
✔️ Allocate the right people to the right work: centralize your resourcing and build teams for compatibility & chemistry.
✔️ Get the right context to make informed decisions: identify clear and actionable next steps to draw connections between resourcing and profitability
✔️ Plan client work the right way: Align project needs with reality by assessing team capacity, budget, and costs to make informed decisions for strong project health.
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.
Integrations Supported
Salesforce
ClickUp
HubSpot CRM
Jira
Karbon
Microsoft Outlook
NetSuite
Integrations Supported
Salesforce
AvidXchange
Certinia Professional Services Cloud
Metazoa Monarch
API Availability
Has API
API Availability
Pricing Information
$7.00/month/scheduled person
30-day free trial. Pay for only the people you schedule, with unlimited projects and guests.
Free Trial Offered?
Pricing Information
Pricing not provided
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
Linux
Supported Platforms
SaaS
Customer Service / Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
Training Options
Documentation Hub
Online Training
Company Facts
Organization Name
Float.com
Date Founded
2012
Company Location
Remote
Company Website
www.float.com
Company Facts
Organization Name
Certinia
Date Founded
2009
Company Location
United States
Company Website
www.certinia.com/solutions/financial-management-cloud/
Categories and Features
Project Planning
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Resource Management
Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management
Resource Scheduling
Not specified
Time Tracking
Billable & Non-Billable Hours
Multiple Billing Rates
Overtime Calculation
Time per Project Reporting
Timesheet Management
Work Management
Access Roles / Permissions
Resource Management
Time Tracking
Categories and Features
ERP
Not specified
Financial Management
Not specified
General Ledger
Not specified
Inventory Management
Not specified
Multi-Entity Accounting
Not specified
Order Management
Not specified
Procurement
Not specified
Revenue Management
Not specified
Revenue Recognition
Not specified