Average Ratings 6 Ratings
Average Ratings 0 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
Tabs is the most flexible B2B revenue management and billing platform in the industry. Use AI to streamline the contract-to-cash flow, even if contract terms or pricing change. In B2B, it is common to accommodate a variety contract terms. The ripple effects on finance are dramatic. Teams must read, classify and record contract terms manually. Spreadsheets are used to store and structure data. This is all before you even send out invoices or follow-up on late payments. It takes hours to code new contracts into spreadsheets or ERP software. Calculating invoices can be a difficult task, especially with complex spreadsheets that are prone to errors. It's hard to scale. It's not that customers always pay late. It takes too long to create and send invoices. The due date approaches by the time the invoices are sent. Manual work allows errors to creep into your process.
API Access
Has API
No
API Access
Has API
No
Integrations
Salesforce
Yes
Anrok
No
Avalara
No
AvidXchange
Yes
Certinia Professional Services Cloud
Yes
Docusign
No
HubSpot CRM
No
HubSpot Customer Platform
No
Metazoa Monarch
Yes
NetSuite
No
Integrations
Salesforce
Yes
Anrok
Yes
Avalara
Yes
AvidXchange
No
Certinia Professional Services Cloud
No
Docusign
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Metazoa Monarch
No
NetSuite
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$1500/month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Certinia
Founded
2009
Country
United States
Website
www.certinia.com/solutions/financial-management-cloud/
Vendor Details
Company Name
Tabs.com
Founded
2022
Country
United States
Website
www.tabs.com
Product Features
ERP
Accounting Integration
No
Accounting Management
No
CRM
No
Dashboard
No
Distribution Management
No
Enterprise Asset Management
No
Financial Management
No
HR Management
No
Inventory Management
No
Order Management
No
Project Management
No
Purchase Order Management
No
Purchasing
No
Reporting/Analytics
No
Sales Management
No
Supply Chain Management
No
Warehouse Management
No
Financial Management
Budgeting & Forecasting
No
Cash Management
No
Consolidation / Roll-Up
No
Currency Management
No
Financial Reporting
No
Investment Management
No
Project Management
No
Revenue Recognition
No
Risk Management
No
Tax Management
No
Inventory Management
Alerts/Notifications
No
Barcoding / RFID
No
Forecasting
No
Inventory Optimization
No
Kitting
No
Manufacturing Inventory Management
No
Mobile Access
No
Multi-Channel Management
No
Product Identification
No
Reorder Management
No
Reporting/Analytics
No
Retail Inventory Management
No
Supplier Management
No
Warehouse Management
No
Order Management
Back Order Management
No
Catalog Management
No
Inventory Management
No
Order Entry
No
Order Fulfillment
No
Order Tracking
No
Recurring Orders
No
Returns Management
No
Shipping Management
No
Special Order Management
No
Procurement
Asset Management
No
Auction Management
No
Bid Management
No
Budget Management
No
Catalog Management
No
Contract Management
No
Inventory Management
No
Invoice Processing
No
PunchOut
No
Purchase Order Management
No
Receiving
No
Requisitions & Approvals
No
Sourcing Management
No
Spend Management
No
Supplier Management
No
Revenue Management
Competitor Analysis
No
Dynamic Pricing
No
For Airlines
No
For Hospitality Industry
No
Forecasting
No
Inventory Control
No
Price Optimization
No
Recommendation Engine
No
Yield Management
No
Product Features
Accounts Receivable
ACH Payment Processing
No
Billing & Invoicing
No
Check Processing
No
Collections Management
No
Online Payment Processing
No
Overpayment Processing
No
Partial Payments
No
Receivables Ledger
No
Recurring Billing
No
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
Revenue Operations
AI Insights
No
Account Health Dashboard
No
Automatic CRM Updates
No
Contact / Activity Tracking
No
RevOps Automation
No
Revenue Dashboard
No
Revenue Intelligence / Reporting
No
Sales Analytics
No
Sales Forecasting
No
Third-Party Data Aggregation
No