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

All Certinia Financial Management Cloud Integrations
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Screenshots and Video

Certinia Financial Management Cloud Screenshot 1
Certinia Financial Management Cloud Screenshot 1 Certinia Financial Management Cloud Screenshot 2

Company Facts

Company Name:
Certinia
Date Founded:
2009
Company Location:
United States
Company Website:
www.certinia.com/solutions/financial-management-cloud/

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Video Library
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Certinia Financial Management Cloud Categories and Features

Revenue Recognition Software

Revenue Management Software

Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management

Procurement Software

Asset Management
Auction Management
Bid Management
Budget Management
Catalog Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Receiving
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

Order Management Software

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

Multi-Entity Accounting Software

Inventory Management Software

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

General Ledger Software

Financial Management Software

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

ERP Software

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

Certinia Financial Management Cloud Customer Reviews

Write a Review
  • Reviewer Name: Terry C.
    Position: Financial Analyst
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Out of the box ERP with bank reconciliation.

    Date: Apr 21 2021
    Summary

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

    Positive

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

    Negative

    Brilliant and efficient ERP with financial management.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Logistics Supervisor
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Tremendous with Payroll, warehouse and HR management.

    Date: May 05 2021
    Summary

    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.

    Positive

    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.

    Negative

    Great for Financial and warehouse management and no any complaints.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Financial Controller
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Cloud accounting with FinancialForce

    Date: Mar 10 2021
    Summary

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

    Positive

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

    Negative

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

    Read More...
  • Reviewer Name: Priscilla C.
    Position: Logistics Supervisor
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Super fabulous ERP with project management and Recievables accounting.

    Date: May 18 2021
    Summary

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

    Positive

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

    Negative

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

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Information Technology Consultant
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Unbelievably happy with it for financial management.

    Date: Jun 29 2021
    Summary

    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.

    Positive

    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.

    Negative

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

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Consultant
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    More effective with financial and budget friendly

    Date: Jul 08 2020
    Summary

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

    Positive

    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.

    Negative

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

    Read More...
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