Overview
Product Information on Certinia Financial Management Cloud
Updated 17th April 2026
What is Certinia Financial Management Cloud?
Certinia Financial Management Cloud Pricing
Overall experience with Certinia Financial Management Cloud
Operations Manager
<50M USD, Real EstateFAVORABLE
“Formidable Salesforce-Native ERP with Strong Invoicing ”
Since our team manages client pipelines directly in Salesforce, choosing a native ERP was the most logical step to prevent manual data entry errors between departments.It has united our sales data on a single shareable dashboard, allowing for complete, real-time tracking of our sales and finances from the moment a sales opportunity is initiated.
Finance Manager
<50M USD, MiscellaneousCRITICAL
“Lots of potential ”
This is a complicated system and has taken a while to learn how to navigate.
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
Company type
Private
Year Founded
2009
Head office location
Austin, Texas, United States
Number of employees
1001 - 5000
Website
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- Operations Manager<50M USDReal EstateReview Source
Formidable Salesforce-Native ERP with Strong Invoicing
Since our team manages client pipelines directly in Salesforce, choosing a native ERP was the most logical step to prevent manual data entry errors between departments.It has united our sales data on a single shareable dashboard, allowing for complete, real-time tracking of our sales and finances from the moment a sales opportunity is initiated. - 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. - 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. - 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.
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