Overview
Product Information on Certinia Financial Management Cloud
What is Certinia Financial Management Cloud?
Certinia Financial Management Cloud Pricing
Overall experience with Certinia Financial Management Cloud
“Implementation Challenges Noted Amid Customization Flexibility and Innovative Features”
“Lots of potential ”
About Company
Company Description
Certinia provides Professional Services Automation software designed for technology and services organizations to scale customer value across the services value chain. The platform unifies professional services, finance, and customer success functions to help businesses manage customer relationships. Built natively on the Salesforce CRM platform, it connects business processes from opportunity to renewal. Certinia includes predictive, generative, and agentic AI capabilities intended to help services organizations manage revenue, margins, and resource utilization. Its customer success capabilities provide visibility into account health, tracking renewals, and managing playbooks to drive long-term value. Through the Agentforce partnership with Salesforce, the company provides automation tools for service teams. Certinia is trusted by more than 1,400 organizations to streamline workflows and provide a single source of data for project and financial outcomes.
Company Details
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Certinia Financial Management Cloud Reviews and Ratings
- IT Services Associate50M-1B USDIT ServicesReview Source
Implementation Challenges Noted Amid Customization Flexibility and Innovative Features
Certinia (and previously FinancialForce) has always provided a good experience and matched our expectations and business needs. - Director of Operations50M-1B USDIT ServicesReview Source
Company Tools Address Business Needs While Awaiting Faster AI Integration
I've been impressed with the people and tools provided by Certinia. - NETWORK ADMINISTRATOR50M-1B USDIT ServicesReview Source
Certinia ERP Cloud Enables Strategic Finance and Project Management for Organizations
My overall experience with Certinia ERP cloud has been good. The platform provides strong capabilities across finance and project management, improves process visibility, and supports better decision-making. While implementaion requires planning, the system delivers long-term efficiency, scalability, and reliable performance for growing organizations. - Chief Financial Officer50M-1B USDIT ServicesReview Source
Excellent product integrated with Salesforce (helping with end-to-end data quality)
Excellent product in an integrated Salesforce environment with a strong focus on English-speaking countries. - TALENT MANAGEMENT, PEOPLE & CUL10B+ USDManufacturingReview Source
Embracing Digital Transformation: How Certina Streamlines Business Functions
The overall experience has been amazing and very fulfilling, as we are a global organization, quite complex with several Business Units that are both wholly owned as well as Joint Venture partners. We wanted a platform that is able to give us a financial picture at micro as well as macro level. We are able to do the reporting of all Group companies as one organization which was hitherto not easy, and involved our employees from Finance and Accounts to work beyond extended hours and in multiple time zones- that also resulted in attrition. Certina ERP Cloud has fixed all these issues . Moreover, flexibility feature is worth mentioning, as it caters to our evolving business needs where mergers and acquisitions are routine.



