Clearsulting
Customer Success Story
Clearsulting cuts month-end close by over 50% for global expansion
Clearsulting's rapid growth was outpacing its financial operations. Certinia changed that — enabling cross departmental visibility and shortening the billing cycle by six days to keep pace with the business.
Summary
As a consulting firm, disconnected systems along with manual processes slowed project approvals hindering financial closes. Certinia’s Professional Services (PS) Cloud, Financial Managment (FM) Cloud, and Services Estimator optimized operations, automated tracking, and provided insights into project performance. Clearsulting achieved significant business process optimization. This enabled better resource allocation for their data-driven consulting approach.
Bio
Clearsulting empowers finance leaders to become better business partners. With offices in North America and Europe, they transform finance teams through a digital-first approach that delivers measurable results.
Products
Industry
Company Size
Small (250+ employees)
Results
Clearsulting empowers finance leaders to become better business partners. With offices in North America and Europe, they transform finance teams through a digital-first approach that delivers measurable results.
The challenge for Clearsulting
Barriers to business process optimization
Clearsulting’s rapid expansion to nearly 200 consultants surfaced operational cracks. Manual workflows, siloed systems, and limited data visibility slowed project approvals, dragged out financial closes, and hindered decision-making.
Their primary pain points were:
- Fragmented quote creation process: Creating proposals took a long time because different teams were using separate information sources and handling quotes on their own.
- Siloed billing processes: Consultants manually submitted their time and expenses, causing delays for finance teams in billing.
- Time-consuming report consolidation: Manually combining data from eight different reports across three platforms into Excel to put reports together wasted resources.
- Spreadsheet-based project management: Project estimates and approvals were trapped in spreadsheets, leading to delays and teamwork issues.
To maintain its digital-first consulting approach and protect its margins. Clearsulting required a single, connected operational foundation built for global scale, the Certinia PS and FM Cloud.
Certinia was a natural choice for Clearsulting because of the breadth of the product and the seamless integration with Salesforce Sales Cloud. At the same time, Clearsulting is the perfect customer for Certinia because they are rapidly growing and evolving, and focused on an agile, ‘cloud-first’ digital transformation strategy.
How Certinia helps Clearsulting
Building a foundation for data-driven consulting
Clearsulting adopted Certinia’s Salesforce-native Professional Services Cloud, Financial Management Cloud, and Services Estimator to overcome operational bottlenecks. This platform replaced fragmented tools with connected workflows that streamlined business process optimization across project delivery and finance—giving Clearsulting the agility needed for smarter scaling.
Faster, more consistent proposal creation
Clearsulting replaced spreadsheets with Certinia’s Services Estimator, centralizing project planning and approvals in Salesforce. Teams can now create, review, and approve estimates directly, ensuring consistent pricing, standardized services, and quicker responses to new opportunities.
Seamless time and expense management
Certinia PS Cloud connects time and expense tracking software directly to finance, removing manual steps. Consultants can quickly submit reports, allowing finance to integrate this data into invoicing and revenue recognition, reducing Clearsulting’s billing cycle by six days, leading to better cash flow.
Multi-currency reporting automation
Certinia FM Cloud has eliminated manual financial consolidations for Clearsulting's subsidiaries and currencies, automating reporting and reducing month-end close time by over 50%. This allows finance teams to focus on delivering valuable insights for data-driven consulting.
Single-source pricing control
Project pricing, approvals, and teamwork are all streamlined in one connected process. This software for consulting firms has done away with the need for offline spreadsheets, which helps speed up approvals and enhances operational clarity—an essential benefit for implementing business consulting software.
…about two or three years ago, we were getting to the point where we're like, we can't do this the way we're doing it anymore. I think a big tipping point on that was our global expansion.
Certinia's impact on Clearsulting
- With Certinia, Clearsulting shortened its billing cycle by six days, boosting revenue recognition and cash flow.
- In just three months, they cut their month-end financial close time by over 50%, going from 12 days down to just five.
- This shift to data-driven consulting has allowed leaders to make faster, better-informed decisions to support global expansion.
Backed by Certinia’s business consulting software, Clearsulting is ready to serve more clients across North America and Europe with speed, accuracy, and confidence.
Unify resources, projects, and financials on a Salesforce-native PSA platform
Create high-impact results with data-driven insights. To see Certinia PSA in action, schedule a demo today.
