Average Ratings 6 Ratings
Average Ratings 3,716 Ratings
Description
Certinia Financial Management Cloud is a financial management platform built to close the gap between service delivery and finance. Native to Salesforce, the platform connects front-office and back-office data so billing, revenue, forecasting, cash flow, and margin visibility are grounded in real delivery activity. Certinia helps services businesses reduce silos, eliminate lag, and avoid guesswork by maintaining one continuous system of record across sold work, delivered work, invoicing, and revenue recognition. Finance teams can monitor margins in real time and catch profitability risks before they become end-of-month surprises. The platform helps accelerate cash flow by improving billing accuracy and providing visibility into payment cycles. Certinia also helps reduce revenue leakage by aligning what was sold, what was delivered, and what gets recognized. Its forecasting capabilities use real-time financial and operational data to support faster and more confident business decisions. The platform supports subscription billing, usage billing, AI-enabled visibility, reporting, and services-focused financial operations. By combining delivery data, financial management, billing, revenue recognition, forecasting, cash flow visibility, and Salesforce-native operations, Certinia Financial Management Cloud helps services organizations improve profitability.
Description
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. The world’s top teams don’t just wing it. They resource client work the right way with Float. You should, too. Try for free at float.com.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Asana
AvidXchange
BOSCO
Basecamp
Certinia Professional Services Cloud
Claude
ClickUp
Google Calendar
HubSpot CRM
Integrations
Salesforce
Asana
AvidXchange
BOSCO
Basecamp
Certinia Professional Services Cloud
Claude
ClickUp
Google Calendar
HubSpot CRM
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$7.00/month/scheduled person
30-day free trial. Pay for only the people you schedule, with unlimited projects and guests.
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
www.certinia.com/solutions/financial-management-cloud/
Vendor Details
Company Name
Float.com
Founded
2012
Country
Remote
Website
www.float.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
Project Planning
Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies
Resource Management
Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management
Time Tracking
Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking
Work Management
Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management