Certinia
Certinia
4 reviews
WH Score
7.2

Certinia Overview

What is Certinia?

FinancialForce is a cloud-based accounting software that provides businesses with a comprehensive financial management solution. It is built on the Salesforce platform, allowing seamless integration with other Salesforce products and easy access to data from multiple sources. FinancialForce offers a range of features that help businesses manage their financial operations, including accounting, invoicing, and budgeting.

What is FinancialForce Used For?

FinancialForce is primarily used for financial management, including accounting, invoicing, and budgeting. It can be used to track and manage financial data, such as revenue, expenses, and cash flow. Additionally, FinancialForce can be used to manage projects, track time and expenses, and generate invoices. It also offers a range of tools for budgeting and forecasting, allowing businesses to plan for the future and make informed decisions.

What are the Most Important FinancialForce Features?

Some of the essential FinancialForce features include:

Real-Time Financial Data

FinancialForce offers real-time financial data, which enables businesses to make informed decisions based on the most up-to-date information.

Seamless Integration with Salesforce

FinancialForce is built on the Salesforce platform, allowing easy integration with other Salesforce products.

Multi-Currency Support

FinancialForce supports multiple currencies, making it easy for businesses to manage global financial operations.

Automated Invoicing

FinancialForce can automatically generate invoices based on time and expenses, reducing the need for manual data entry.

Multi-Dimensional Reporting

FinancialForce offers a wide range of reporting options, including multi-dimensional reporting, allowing businesses to analyze data differently.

What are the Top FinancialForce Benefits?

The top benefits of FinancialForce include:

Improved Financial Visibility

FinancialForce provides real-time financial data, improving financial operations visibility and allowing businesses to make informed decisions.

Streamlined Financial Management

FinancialForce offers a range of features for financial management, including accounting, invoicing, and budgeting, which helps businesses streamline their financial operations.

Increased Efficiency

FinancialForce can automate many financial tasks, such as invoicing, which can save time and increase efficiency.

Better Data Analysis

FinancialForce offers a wide range of reporting options, which allows businesses to analyze data in different ways, and make better-informed decisions.

Better Collaboration

FinancialForce is built on the Salesforce platform, which allows for easy collaboration between teams, and access to data from multiple sources.

What are the Main FinancialForce Competitive Differentiators?

The competitive advantages of FinancialForce include:

Built on Salesforce Platform

FinancialForce is built on the Salesforce platform, allowing seamless integration with other Salesforce products and easy access to data from multiple sources.

Real-Time Financial Data & Multi-Dimensional Reporting

FinancialForce offers real-time financial data, which enables businesses to make informed decisions based on the most up-to-date information. FinancialForce offers a wide range of reporting options, including multi-dimensional reporting, allowing businesses to analyze data differently.

In summary, FinancialForce is a comprehensive financial management solution that provides a range of features for accounting, invoicing, and budgeting. It is built on the Salesforce platform, allowing easy integration with other Salesforce products and easy access to data from multiple sources. FinancialForce offers real-time financial data, multi-dimensional reporting, automated invoices, and more.


Company:Salesforce.com, Inc.
Platforms:

Certinia Recent Reviews


W
Wendy
Reviewed on 13 September 2023

Financial Force is a critical tool that businesses rely on heavily.

Our business has used FinancialForce extensively and trusts it to handle many of its challenges. We particularly appreciate the tools that allow us to link project information to all of our CRM data, including resource allocation and timesheets. Nevertheless, the usage jobs are frequently a hassle, and making admin adjustments to PSA may be a nightmare.

Pros
  • Information of ongoing projects can be linked, resource allocation process, timesheet management.
Cons
  • Making administrative changes is complicated.

K
Kim
Reviewed on 28 April 2023

My Experience with FinancialForce PSA

In my company, we use FinancialForce PSA extensively for various tasks such as entering data, time-entry, project execution, and account leadership. These features have made it simpler, faster, and more efficient to connect with our projects and colleagues. Essentially, I use FinancialForce PSA for pretty much everything I do for my job. I highly recommend and thoroughly enjoy using it!

Pros
  • FinancialForce PSA is a highly beneficial and user-friendly tool that effectively connects people and projects
  • This software simplifies business operations across a project, team, or company, making them more efficient
  • Additionally, I find the training tools for this system to be very helpful and easy to comprehend, catering to beginners and experienced users alike.
Cons
  • I would suggest that more walk-through videos be added to visually demonstrate where some items might be
  • This will allow users to follow along and understand better instead of relying on step-by-step directions alone.

Certinia Pricing


Certinia PSA, ERP and Customer Success
Contact Us
Certinia Pricing Details

Certinia Key Features


Project Management Features
  • Project Sharing
  • Project Prioritization
  • Team Management
  • Review/Approval Management
  • Goal Management
  • Scope Management
  • Project Lifecycle Management
Inventory Management
  • Item Tracking & Traceability
  • Product Catalog
  • Procurement/Replenishment Optimization
  • Vendor/Supplier Management
Cash Flow Management
  • Billing Model Management
  • Budget Management
  • Credit Management
Certinia Features Details

Certinia Wheelhouse Score

7.2
What is this?

The Average Wheelhouse score for the Project Management category is 8.1

Certinia Scores

  • Ease of Use
    6.7
  • Meets Requirements
    7.2
  • Learning Curve
    6.5
  • Quality of Support
    7.6
  • Ease of Admin
    7

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