AI-POWERED FINANCIALS ON SALESFORCE
Real-time control and confidence in every decision
See how Certinia Financial Management (FM) Cloud helps finance teams close the books faster, forecast with precision, and make every decision count—powered by real-time data and automation on the world's leading CRM.
Empowering 1,400+ customers
How Certinia empowers top-performing businesses
The Salesforce-native solution built for services businesses
Accounting & Financial Reporting
Automate accounting tasks and get real-time reports across all entities. Spend less time in spreadsheets. Get audit-ready financials faster.
Subscription & Usage Billing
Managing recurring, usage-based, or hybrid models? Streamline every invoice in one Salesforce-native system built for accuracy and scale.
Revenue Management
Automate revenue recognition and stay compliant with ASC 606 and IFRS 15. See every revenue stream in real time. No more manual spreadsheet work.
Procurement
Gain control over spend by managing suppliers, approvals, and contracts in one place. Reduce leakage and improve compliance across procurement.
Order & Inventory Management
Need faster fulfillment? Connect orders, inventory, and pricing data to streamline the entire quote-to-cash process with fewer errors.
Financial Management Analytics
Spot trends and model outcomes with Salesforce-powered analytics. Make data-backed decisions with real-time financial visibility.
Financial Management Communities
Empower customers to manage billing and payments through self-service portals. Speed up collections and reduce manual work for your team.
Financial Planning & Analysis
Plan, budget, and forecast faster with connected data. Use predictive insights to focus on strategy instead
of spreadsheet wrangling.
Accounting & Financial Reporting
Automate accounting tasks and get real-time reports across all entities. Spend less time in spreadsheets. Get audit-ready financials faster.
Subscription & Usage Billing
Managing recurring, usage-based, or hybrid models? Streamline every invoice in one Salesforce-native system built for accuracy and scale.
Revenue Management
Automate revenue recognition and stay compliant with ASC 606 and IFRS 15. See every revenue stream in real time. No more manual spreadsheet work.
Procurement
Gain control over spend by managing suppliers, approvals, and contracts in one place. Reduce leakage and improve compliance across procurement.
Order & Inventory Management
Need faster fulfillment? Connect orders, inventory, and pricing data to streamline the entire quote-to-cash process with fewer errors.
Financial Management Analytics
Spot trends and model outcomes with Salesforce-powered analytics. Make data-backed decisions with real-time financial visibility.
Financial Management Communities
Empower customers to manage billing and payments through self-service portals. Speed up collections and reduce manual work for your team.
Financial Planning & Analysis
Plan, budget, and forecast faster with connected data. Use predictive insights to focus on strategy instead
of spreadsheet wrangling.
Trusted by services leaders worldwide
G2 Leader – Professional Services Automation 700+ verified reviews
What our G2 reviewers say
Nishanth S.
“What I like about 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.”
Bareena R. Software Engineer
“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.”
Kiran M., Software Developer
“It is built on the Salesforce Platform, which is cloud-based so we can easily integrate and design various business functions. It provides a number of features like collection plus, cash entry, payment plus, financial period, reporting, cash matching, etc.”
Suria Atiqah M. Assistant Director - Project Manager
“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.”
Rahul D. Program Analyst
“Certinia FM Cloud impresses with its user-friendly interface, streamlining complex processes effortlessly. Navigating through its features is intuitive, enhancing overall usability. From seamless integration to advanced modules, Certinia ensures a well-rounded experience.”
Thomas M. Business Systems Manager
Built on the Salesforce Platform, it really enables you to bring a level of customization to the products to suit your business needs on top of the already amazing features as standard from the product.”
What if you could fully automate financial processes across your business on one platform?
Request a demo to see how Certinia helps you:
- Close the books faster: Automate reconciliations, consolidations, modeling, and reporting.
- Simplify complex billing: Manage subscription, usage-based, and hybrid billing in one Salesforce-native system.
- See all revenue in one view: Access real-time insights, automate revenue recognition, and ensure compliance.
- Make confident financial decisions: Use predictive analytics and modeling to forecast accurately and act with certainty.
- Increase billing efficiency & reduce DSO: Enable customer self-service communities and automated collections to accelerate cash flow.
Stop manual processes, close faster, and scale efficiently on the Salesforce platform your teams already use.
Purpose-built for services. Trusted by industry leaders.
“Our month-end close has been reduced from nearly 20 days to an impressive nine days. This efficiency boost has been particularly felt in the finance department, where the ability to access information across the Salesforce Platform has revolutionized operations.”
- Greg Price
- CFO
Checkit plc
"I love how configurable this platform is for our organization. Everyone from sales, human resources and our project managers to accounting and our executive team are benefiting from our real-time data. As a result, we are on track for continuing our double-digit growth.”
- Jim Topich
- Senior Vice President
Kinetic Vision
“As part of driving business transformation, I led the project to automate our sales, invoicing and booking system. We leveraged Certinia FM Cloud to make this happen, and could not have done it otherwise.”
- Richard Williams
- Head of Finance
Terrapinn
Built for every services-led industry
Certinia adapts to how you sell, deliver, and grow—whether you run consulting engagements, managed services, product-led services, hardware programs, or compliance-driven work. All on Salesforce.
