
Certinia, formerly known as FinancialForce, delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting.
Vendor
Certinia
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- Accounting & Finance
Certinia’s accounting software manages global operations with ease. It supports multi-company, multi-currency, and multi-language needs, providing real-time financial analysis, modeling, and compliance reporting for efficient financial management.
- Certinia AI
Certinia AI combines machine learning models with an end-to-end AI platform for financial, accounting and operational data—enabling services businesses to achieve actionable, practical business benefits that show up on the bottom line.
- Customer Success Cloud
Improve customer satisfaction and renewal rates by orchestrating the implementation of your customer success best practices end-to-end, enterprise-wide, on your customer platform of record—Salesforce.
- ERP Analytics & Reporting
Certinia’s ERP analytics software provides predictive insights and flexible reporting. It enables detailed financial views, real-time reporting, and customer metrics, helping businesses make informed decisions and drive growth.
- ERP Communities
ERP communities streamline billing and payment processes, enhance customer satisfaction, and support multi-currency and multi-company needs. They offer real-time social collaboration and customizable, branded experiences for efficient customer interactions.
- Financial Planning & Analysis
Financial planning and analysis software integrates core financials and analytics on a single platform. It enables dynamic scenario planning, streamlines budgeting processes, and enhances enterprise-wide collaboration for more accurate and effective financial management.
- Order & Inventory Management
Inventory management software centralizes order and fulfillment processes. It provides real-time insights into inventory levels, streamlines receiving and shipping, and ensures intelligent replenishment, helping businesses maintain optimal stock levels and improve profitability.
- Procurement
Procurement software, built on the Salesforce platform, streamlines procure-to-pay processes. It ensures accurate pricing, enforces spend policies, and simplifies contract management, helping organizations control costs and manage multi-year contracts efficiently.
- Professional Services Automation
How do you keep your employees engaged, your customers happy, and your projects on time and on budget? By gaining unprecedented visibility and reporting across finance, sales, and services delivery—in a connected business.
- Resource Management
Certinia’s Resource Management optimizes resource deployment by matching skills and availability with customer demand. It provides visibility into project time, PTO, and non-billable time, ensuring accurate resource utilization and revenue forecasts.