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Certinia Financial Management Cloud Reviews & Product Details

Certinia Financial Management Cloud Overview

What is Certinia Financial Management Cloud?

Streamline, simplify, and automate your financial management on the Salesforece platform. Our customer centric ERP Cloud software gives you a flexible general ledger, automated billing processes, and brilliant intelligence all in one place. ACCOUNTING & FINANCE Automate your financial operations. Tackle routine tasks in a few clicks while generating real-time financial analysis, modeling, and impeccable compliance reports. SUBSCRIPTION & USAGE BILLING Whether you deal in time and materials (T&M), subscription-based contracts, fixed-fee services, or a blend—any and all billings can be accommodated. Develop pricing and billing processes tailored to your customers’ needs, not system constraints. REVENUE MANAGEMENT Automate the recognition of revenue and cost schedules for a faster period-end close. Eliminate error-prone, time-intensive spreadsheets with automated workflows. From setting up revenue schedules to creating journals, simplify complex revenue recognition processes, streamline compliance, and increase operational efficiency. FINANCIAL PLANNING & ANALYSIS Accelerate your planning cycles with core financials and analytics coming from a single platform. Build more dynamic, accurate plans, stress-test scenarios, and better anticipate how much to spend and where. PROCUREMENT See, manage, and analyze the procurement of goods and services across your organization. Enforce spend policies, source and manage suppliers, easily identify new ways to save time and money. ORDER & INVENTORY MANAGEMENT Simplify the order and fulfillment of both goods and services. Get flexible pricing structures, views into upsell opportunities, available inventory, and margin at a line level. ERP ANALYTICS & REPORTING Increase revenue and streamline operations with unparalleled business insights generated by ERP Analytics and Reporting powered by CRM Analytics. ERP COMMUNITIES Speed up collections and streamline customer service with ERP Communities. Empower customers to easily view account information, resolve questions using Salesforce Chatter, make payments online, and track activity and balances.

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Certinia Financial Management Cloud Details
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Languages Supported
Danish, German, English, French, Hebrew, Italian, Japanese, Korean, Dutch, Norwegian, Portuguese, Russian, Spanish, Swedish, Turkish, Chinese (Simplified)
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Product Description

Certinia ERP Cloud is a full-featured financial system that takes a fresh approach to keeping track of the numbers, built on Force.com.

How do you position yourself against your competitors?

Certinia delivers the only Services-as-a-Business platform, the system of record for services businesses around the world. Certinia ERP Cloud delivers both comprehensive breadth and depth in a financials package that is custom-designed for services businesses. Operating on the most reliable platform available (Force.com), ERP Cloud connects all the functional groups within the business together, delivering clarity, certainty, and speed to Finance teams, who are no longer beholden to shakily-integrated point solutions to complete core functions like reporting, billing, and revenue recognition. Maintained by the largest dedicated R&D team in the space, ERP Cloud offers three flexible updates a year, increasing ROI for customers on a regular basis.


Seller

Certinia

Description

Certinia accelerates business growth with customer-centric ERP, Professional Services Automation (PSA), and Customer Success Operations solutions. Run on the leading cloud platform, Salesforce, Certinia enables organizations to see their customers in full color to unlock customer insights, deliver innovative experiences, run a digital business, and achieve agility and resilience. Founded in 2009 and headquartered in San Francisco, Certinia is backed by Advent International, Salesforce Ventures, and Technology Crossover Ventures. For more information, visit https://certinia.com/

Overview Provided by:

Recent Certinia Financial Management Cloud Reviews

Gurumoorthy M.
GM
Gurumoorthy M.Small-Business (50 or fewer emp.)
3.5 out of 5
"Streamline financial processes and improve decision-making."
It is one of the Salesforce application, it has centralized Accounting and financial reporting system. Built on Salesforce, making lot of customiz...
Nishanth S.
NS
Nishanth S.Mid-Market (51-1000 emp.)
5.0 out of 5
"Certinia Financial Management Cloud Review"
Certinia Financial Management Cloud is its deep integration with Salesforce, which allows for a unified view of financial and customer data. Users...
Shiv  S.
SS
Shiv S.Mid-Market (51-1000 emp.)
5.0 out of 5
"Using ERP Excellence to Strengthen Your Business and a Wholesome Product"
its intuitive user interface, which easily simplifies difficult procedures. Its straightforward feature navigation improves usability overall. Its ...

Pricing Insights

Averages based on real user reviews.

Time to Implement

6 months

Return on Investment

24 months

Average Discount

13%

Perceived Cost

$$$$$
View More Pricing Information

Certinia Financial Management Cloud Media

Certinia Financial Management Cloud Demo - Trend predections
Easily detect revenue patterns, spot cash flow trends, and know when to course correct
Certinia Financial Management Cloud Demo - Modern UI
Get the speed, flexibility, and familiarity of the Salesforce Lightning experience
Certinia Financial Management Cloud Demo - Central billing
Manage the most complex customer contracts in one
Play Certinia Financial Management Cloud Video
Play Certinia Financial Management Cloud Video

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434 Certinia Financial Management Cloud Reviews

4.0 out of 5
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434 Certinia Financial Management Cloud Reviews
4.0 out of 5
434 Certinia Financial Management Cloud Reviews
4.0 out of 5

Certinia Financial Management Cloud Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
BR
Software engineer
Computer Software
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
Rating Updated ()
What do you like best about Certinia Financial Management Cloud?

We appreciate that we don't need to hire outside developers to modify our process flows. Building automated flows doesn't require any coding knowledge and is quite simple. Many of the processes that we couldn't accomplish with our old system have been automated. Interfaces are generally friendly to users.

We were successful in locating applications on the market to create simple interfaces with our online sales systems.

Despite being simple to use for routine operations, the system is incredibly strong and capable of managing and maintaining massive live client databases.

we frequently use it, It is easy to use and customer support is good.

Easy to implement. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

Regarding our system (cloud accounting), it meets all of my expectations and is designed specifically for our type of organization. Nothing significant to address but sometimes pages take time to load. Review collected by and hosted on G2.com.

What problems is Certinia Financial Management Cloud solving and how is that benefiting you?

Openness in project and business accounting. We are able to offer an end-to-end business solution on a single platform by combining the FF suite with Salesforce, which is a significant efficiency advantage for technology and makes continual improvement much simpler. Review collected by and hosted on G2.com.

Shiv  S.
SS
software engineer
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
Rating Updated ()
What do you like best about Certinia Financial Management Cloud?

its intuitive user interface, which easily simplifies difficult procedures. Its straightforward feature navigation improves usability overall. Its extensive feature set makes it stand out, providing a full suite of options to meet a wide range of corporate requirements. A comprehensive experience is guaranteed by Certinia, from smooth integration to sophisticated modules.

we frequently use it and customer support is good. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

Its implementation involves knowledge and expertise, and participants in the implementation process have a relatively gentle learning curve. The amount, product coverage, and accessibility of e-learning content might all be enhanced. Review collected by and hosted on G2.com.

What problems is Certinia Financial Management Cloud solving and how is that benefiting you?

For the team, time-saving features like Auto Cash Entries, Auto Order Entry, and Process to Warehouse are invaluable and the capacity to handle multiple incoming payments in a single file upload, eliminating the laborious manual procedure of applying payments to customers' accounts one at a time. Review collected by and hosted on G2.com.

Opeyemi  O.
OO
Consultant Architect
Architecture & Planning
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic Review from User Profile
What do you like best about Certinia Financial Management Cloud?

Have a deep integration with Salesforce & leverage a unified platform where financial operations, CRM, & professional services automation are seamlessly connected. What's impactful:

Unified Data & Streamlined Processes, all in one place

Real-Time Analytics, dashboard & Reporting for decision-making.

Subscription Billing and Recurring Revenue Support

Highly customisable & scalability

User-friendly & intuitive User Experience Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

Dependency on Salesforce Ecosystem

Customisation Limitations

Cost Considerations

Complexity for Non-Salesforce Users

Certinia is built natively on Salesforce Review collected by and hosted on G2.com.

What problems is Certinia Financial Management Cloud solving and how is that benefiting you?

1) Certinia unifies finance, sales, professional services—on a single platform through leveraging the Salesforce ecosystem.

2) Built-in financial management tools automate tasks such as accounts payable/receivable, subscription billing, & revenue recognition, especially for subscription-based businesses.

3) It provides powerful analytics & reporting tools, with comprehensive dashboards & financial reports, decision-makers can make data-driven decisions, adjust strategies quickly, & maintain better control over cash flow & profitability. Review collected by and hosted on G2.com.

Nishanth S.
NS
Software Developer
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Certinia Financial Management Cloud?

Certinia Financial Management Cloud is its deep integration with Salesforce, which allows for a unified view of financial and customer data.

Users also appreciate its automated billing and revenue recognition.

Ease of Implementation , Ease of Use and Ease of Integration,Customer Support and Frequency of Use. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

I dont find any dislikes when we enter into the product with base knowledge. Review collected by and hosted on G2.com.

What problems is Certinia Financial Management Cloud solving and how is that benefiting you?

Certinia Financial Management Cloud is designed to tackle several key challenge.

It supports - Complex billing models Review collected by and hosted on G2.com.

Gurumoorthy M.
GM
Test Lead
Information Technology and Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Certinia Financial Management Cloud?

It is one of the Salesforce application, it has centralized Accounting and financial reporting system.

Built on Salesforce, making lot of customization, app extensions from AppExchange, and mobile access.

Real time Dashboard and Reporting Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

Require deep learning curve

It has lot of limitation because this is Salesforce application Review collected by and hosted on G2.com.

What problems is Certinia Financial Management Cloud solving and how is that benefiting you?

Our client's ERP has some limitation and it doesn't allow the integration, hence we suggest to implement it this platform Review collected by and hosted on G2.com.

SM
Business Operations Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
Products used within Certinia: Certinia Financial Management Cloud
What do you like best about Certinia?

Nothing. This app is expensive and extremly inflexible. Review collected by and hosted on G2.com.

What do you dislike about Certinia?

Post installation support is nonexistent!! All you can do is email Support agents who are not knowledgeable about the app and its functions. It takes forever to get anything resolved. Emailing your Account Rep is useless as all they can help with is provisioning new licenses. Emailing Customer Success is also useless as the only response they provide is to submit a support case or post to Certinia user forums and hope someone other than Certinia and help you with your issue. Honestly, I would give ZERO stars if it was an option!! Review collected by and hosted on G2.com.

What problems is Certinia solving and how is that benefiting you?

It is our Accounting app that is integrated with Salesforce. The only benefit is that is it integrated into Salesforce. Review collected by and hosted on G2.com.

Yash J.
YJ
Software Engineer
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Certinia Financial Management Cloud?

Out-of-the-Box Solutions: Certinia provides good out-of-the-box solutions, which can be a time-saving and productive tool for managing enterprise resource planning (ERP) processes.

Customer Service: Users have found the customer service to be helpful, with Certinia assisting in finding solutions promptly.

Reports and Dashboards: The out-of-the-box reports and dashboards offer valuable information, making it easier for users to access relevant data. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

Customizability Challenges: Some users find that the customizability options are limited. When the out-of-the-box solution doesn’t perfectly align with their specific business needs, it can be frustrating.

Learning Curve: Like many ERP systems, Certinia may have a learning curve for new users. Adapting to the platform and understanding its features can take time.

Integration Complexity: Integrating Certinia with existing systems or other software can sometimes be complex. Users have reported difficulties in seamless integration. Review collected by and hosted on G2.com.

What problems is Certinia Financial Management Cloud solving and how is that benefiting you?

Certinia centralizes financial data, including general ledger transactions and compliance reports.

Benefit: Enhanced financial analysis, modeling, and impeccable compliance1.

Better Customer Relationships:

Integrating Certinia ERP with CRM enhances customer experiences, automates services, and improves sales and marketing.

Benefit: Strengthened customer relationships and streamlined interactions Review collected by and hosted on G2.com.

SM
Assistant Director - Project Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Certinia Financial Management Cloud?

The ease of use is something that I really enjoy about Billing Central. As a PS cloud user in parallel, I appreciate that the layout and click by click experience is consistent across the solutions. I also like that the features can be customisable to as unique as what our org needs it to be. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

I feel that permissioning is still clunky. While I appreciate that it allows the control of what users have access to, but having to configure permissions for every single thing becomes daunting. Review collected by and hosted on G2.com.

What problems is Certinia Financial Management Cloud solving and how is that benefiting you?

We've had an increase of usage billing use cases across the organization especially with entities which we've integrated. We've never had to support usage based billing as most of our products are License/Subscription or T&M/Fixed Price products. We are now able to house all the usage billing use cases into Billing Central and finding ways to adapt other quirky use cases so that they can leverage Billing Central as well. One stop shop for most of our billing that are not vanilla. Review collected by and hosted on G2.com.

KM
Software Developer
Information Technology and Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Certinia Financial Management Cloud?

The best thing that Certinia provides is regular updates and quick support. it is very user-friendly and easy to use so anyone can use it and very easy to implement as well.it is built on the Salesforce platform, which is cloud-based so we can easily integrate and design various business functions. frequency of use of ERP cloud is very high. it provides a number of features like collection plus, cash entry, payment plus, financial period, reporting, cash matching, etc. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

as per my experience, I don't think so, there is any drawback or dislike about this cloud as I am currently using this for my customer. whenever we are facing any issue, the quick support team is always there to help and we get quick responses from them. and one of the best things is, from time to time we get new releases. Review collected by and hosted on G2.com.

What problems is Certinia Financial Management Cloud solving and how is that benefiting you?

it provides the better support performance and scale requirements of larger customers and it is Built into the core FFA product, we can do more customization and much less code required in this cloud to achieve our requirements it Supports custom fields also. as it is built on Salesforce so we can do the integration easily with the other 3rd party.it integrates various functions like finance, sales, and service. it allows us for easy scalability and flexibility. Review collected by and hosted on G2.com.

LJ
Controller
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
Rating Updated ()
What do you like best about Certinia Financial Management Cloud?

Our company has enjoyed all of the capabilities that Certinia provides to the accounting department and other capabilities and views other departments can have. I feel as though Certinia is always continuing to improve its software and continues to provide regular releases and trainings on those updates. The interconnectivity of Certinia with Salesforce makes it worth all of the money we spend as we have been able to automate a lot of our processes. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

The hardest part we have had to deal with is that we were early adopters/implementers of Certinia. We found 3rd-party implementers that told us they could implement the system precisely to our specifications but have been dealing with issues ever since that implementation. Luckily we have received help from Certinia to start correcting many of these issues brought on by the implementation. We are behind on utilizing a lot of new features being brought out, but once we get caught up it'll be a great ERP for us. Review collected by and hosted on G2.com.

Recommendations to others considering Certinia Financial Management Cloud:

Although FinancialForce is relatively new, I have used the system at multiple companies now and highly recommend the product. When configured correctly, work becomes very simple and you can become much more highly effective in your role. Their support team is great and even have bi-weekly meetings with our account representative to discuss further issues we are having. Review collected by and hosted on G2.com.

What problems is Certinia Financial Management Cloud solving and how is that benefiting you?

Many of our problems reside around the implementation; however, we have had many others issues arise around the automation aspect of invoices, payments, etc. As mentioned before, Certinia is extremely helpful with issues you are having and making sure you are set up properly to succeed. Review collected by and hosted on G2.com.