Average Ratings 6 Ratings

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ease
features
design
support

Average Ratings 0 Ratings

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ease
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design
support

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Description

Enhance your financial management experience on the Salesforce platform by utilizing Certinia ERP Cloud, previously known as FinancialForce, which offers a versatile general ledger, automated billing solutions, and exceptional intelligence all integrated in a single application. This platform allows you to efficiently manage, recognize, and forecast revenue from diverse sources such as products, subscriptions, project services, and usage-based contracts. By consolidating data and automating essential calculations, you can maintain accuracy throughout the system while smoothly transitioning to ASC 606 and IFRS 15 standards. With Certinia ERP Cloud, streamline your financial operations, simplifying routine tasks into just a few clicks, while also producing real-time financial analyses, modeling scenarios, and compliance reports of the highest quality. You can automate intricate recognition calculations, significantly reduce reliance on error-prone and labor-intensive spreadsheets, and keep pace with the constantly changing landscape of revenue recognition mandates. Ultimately, this comprehensive solution empowers organizations to not only enhance operational efficiency but also stay ahead of the competition in financial management.

Description

Salesforce customers have smarter optimization options with 100% Native and 100% Lightning managed packages that are easy to implement and use right out of the box. We connect with our customers to make intelligent software & process decisions that optimize revenue growth. Open communication builds strong relationships. This is where we start and continue to build. You can connect to existing solutions using a pre-built connector. Simply add your login credentials, and you're connected. With a single click, you can pro-rate and co-terms. You can also collaborate with your team to sell future renewals. Pricing and profitability, excellent user experience, quick, accurate, and simple. Salesforce allows you to accept payment from any location in the world.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
Authorize.Net
Avalara
AvidXchange
BOSCO
Certinia PS Cloud
Cybersource
Metazoa Monarch
Own Data
Peaka
QuickBooks Online
Sage Intacct
Tipalti

Integrations

Salesforce
Authorize.Net
Avalara
AvidXchange
BOSCO
Certinia PS Cloud
Cybersource
Metazoa Monarch
Own Data
Peaka
QuickBooks Online
Sage Intacct
Tipalti

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$35 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Certinia

Founded

2009

Country

United States

Website

certinia.com/erp-cloud-software/

Vendor Details

Company Name

SAASTEPS

Founded

2017

Country

United States

Website

www.saasteps.com

Product Features

ERP

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

Financial Management

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

Inventory Management

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

Order Management

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

Procurement

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

Revenue Management

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

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

eCommerce

CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates

Order Management

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

Revenue Management

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

Subscription Management

Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics

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