Certinia (formerly FinancialForce)
The Services-as-a-Business Platform.
Overview
Certinia, formerly known as FinancialForce, offers a comprehensive suite of services-as-a-business solutions, including Professional Services Automation (PSA), Customer Success, Services CPQ, and ERP, all built natively on the Salesforce platform. Its Financial Management module provides a complete accounting and finance solution that is deeply integrated with CRM and PSA data, offering a single source of truth for services businesses.
✨ Key Features
- General Ledger
- Accounts Payable & Receivable
- Billing and Revenue Recognition
- Financial Reporting and Analytics
- Multi-company and Multi-currency
- Fixed Assets
- Project Accounting
🎯 Key Differentiators
- Native to the Salesforce platform, providing a seamless customer-centric view
- Combines ERP and PSA for a complete services business solution
- Leverages Salesforce's security, reporting, and customization capabilities
Unique Value: Connects the front and back office of a services business on a single platform (Salesforce), providing unparalleled visibility and efficiency from sales opportunity to financial close.
🎯 Use Cases (3)
✅ Best For
- Providing a 360-degree view of the customer across sales, service, and finance
- Automating the quote-to-cash process for services companies
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Businesses not using or planning to use Salesforce
- Companies in asset-intensive industries like manufacturing or retail
🏆 Alternatives
Unlike competitors that require complex integrations with Salesforce, Certinia is built on the platform, eliminating data silos and providing a unified user experience.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Premium tier)
🔒 Compliance & Security
💰 Pricing
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