Certinia Financial Management Cloud 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.

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Reviews - 6 Verified Reviews

Total
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support
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Company Details

Company:
Certinia
Year Founded:
2009
Headquarters:
United States
Website:
www.certinia.com/solutions/financial-management-cloud/

Media

Certinia Financial Management Cloud Screenshot 1
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Training Videos
Customer Support
Business Hours
Online Support

Certinia Financial Management Cloud Features and Options

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

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

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

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

Financial Management Software

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

Revenue Management Software

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

Certinia Financial Management Cloud User Reviews

Write a Review
  • Name: Anonymous (Verified)
    Job Title: Information Technology Consultant
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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...
  • Name: Priscilla C.
    Job Title: Logistics Supervisor
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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...
  • Name: Anonymous (Verified)
    Job Title: Logistics Supervisor
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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...
  • Name: Terry C.
    Job Title: Financial Analyst
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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...
  • Name: Anonymous (Verified)
    Job Title: Financial Controller
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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.

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  • Name: Anonymous (Verified)
    Job Title: Consultant
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to 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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