FINANCIAL PLANNING & ANALYSIS
Bring your plans, teams, and strategic goals into perfect alignment
Break down planning and forecasting barriers, enhance collaboration, and deliver reliable plans that drive your services business forward. And do it all on the Salesforce platform.
Financial planning & analysis
Connected data at your fingertips
Eliminate the hassle of manual data collection and tedious data cleansing. Accelerate your planning cycles with unified datasets that are always in sync with the latest information.
Empower bold decisions
Evaluate different possibilities and uncover the best path forward for sustainable growth. Identify roadblocks before they emerge and recommend future actions with greater confidence.
Budgets built for services
Create budgets that fit your unique business requirements – top-down, bottom-up, and by dimension. Utilize budget templates and real-time analytics for faster decision making and better outcomes.
Make cross-collaboration the norm
Break free from siloed planning and experience enterprise-wide cooperation. Promote active participation from all corners of the business with unified datasets and eliminate endless negotiations.
Featured customers
With Certinia solutions, we can ensure all consulting-related information seamlessly flows from sales to services to invoicing, paving the way for our continued growth. We now have one source of truth, faster invoicing and faster month-end closes.
— Monica Engelhardt, CFO, Clearsulting
Even though we’re a small company, Certinia worked closely with us to help define our key processes, enabling us to implement the right tool to fit our growing company. Plus, because the Certinia solution is so flexible, it will support our changing needs.
— Ida Pai, CFO, DeepRoot
Revenue forecasting is one of the biggest things that we do. Pulling data from our opportunities in sales and analyzing what the forecast is going to look like for revenue over the next 12 months is hugely critical for us.
— Sean McDermott, CEO, Windward
Knowing it was all going to be in one area where I could see from quoting through the CRM and onto cash collection, all in one place on the Salesforce platform, I was sold.
— Sara Curry, CFO & Director of Operations, Interra Global
After moving off QuickBooks and onto Certinia, we are able to do reporting for our combined companies all as one. Certinia was the perfect solution for our Salesforce-centric organization.
— Jim Radochia, CTO, SimuTech
Explore Certinia’s Financial Management Cloud Solutions
Run your services business with clarity, speed, and confidence
See how the Certinia PSA suite and Veda work together to connect your entire lifecycle—and make every step smarter.
