Company Website

Ratings and Reviews 3,717 Ratings

Total
ease
features
design
support

Ratings and Reviews 6 Ratings

Total
ease
features
design
support

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.

Media

Media

Integrations Supported

Salesforce
ClickUp
HubSpot CRM
Jira
Karbon
Microsoft Outlook
NetSuite
OpenAI
Pegasus
Slack
Teamwork.com
Wrike
Zapier

Integrations Supported

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

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

Order Management

Not specified

Procurement

Not specified

Revenue Management

Not specified

Revenue Recognition

Not specified

Popular Alternatives

Popular Alternatives

Float Reviews & Ratings

Float

Float.com
Burndown Reviews & Ratings

Burndown

Expected Behavior