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Description
Certinia's Professional Service Automation (PSA), previously known as FinancialForce, is a comprehensive solution designed to assist professional services firms in fulfilling client needs while enhancing revenue growth. This robust platform encompasses a variety of functionalities such as resource allocation, time and expense tracking, billing and revenue recognition, project oversight, and sales collaboration, among others. By utilizing Certinia's PSA, businesses can effectively assign the most suitable personnel to each project, foster engagement with clients and partners, and prioritize project profitability, ultimately leading to improved resource management and heightened customer satisfaction. Furthermore, this integrated application streamlines operations, allowing firms to focus on delivering exceptional service and achieving their business goals.
Description
The Leapfin Revenue Platform empowers you to enhance accuracy, streamline manual tasks, and achieve real-time insights into your GAAP revenue figures. Are you tired of constantly building yet never finishing? Save both time and resources by avoiding the need for ERP extensions or custom developments. This allows you to concentrate on expanding your business through new products, exploring international markets, and adapting to different business models. As you prepare for IPOs, audits, and overall company expansion, the pressure mounts when you lack clarity on your revenue situation. Eliminate the anxiety surrounding your next Board meeting by gaining immediate access to your financial data. Having on-demand visibility alleviates the uncertainty in your decision-making process. The challenge of ensuring precise revenue figures is already daunting, and the overwhelming volume of data complicates matters further. With the right tools, you can confidently present your revenue insights to executives and auditors. Are you aware that a scalable and adaptable pre-built solution exists? The key to overcoming these challenges is found in a cohesive financial data platform coupled with a revenue subledger, which can greatly simplify your financial reporting processes. This innovative approach not only enhances clarity but also fosters strategic decision-making that drives your business forward.
API Access
Has API
API Access
Has API
Integrations
Certinia ERP Cloud
Expensify
Rootstock Cloud ERP
Salesforce
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Workato
XCD HR and Payroll
Integrations
Certinia ERP Cloud
Expensify
Rootstock Cloud ERP
Salesforce
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Workato
XCD HR and Payroll
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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/professional-services-cloud/
Vendor Details
Company Name
Leap Technologies
Country
United States
Website
leapfin.com
Product Features
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management