AudyenseCertinia ERP (FinancialForce) - 2025
Finance · www.certinia.com/
Overview
Formerly FinancialForce, Certinia offers a comprehensive Services-as-a-Business platform that integrates and powers various aspects of service operations, including estimation, delivery, customer success management, financial planning, and accounting. It’s built on the Salesforce platform, providing a user-friendly interface and seamless integration with Salesforce tools. Key features include professional services automation to improve project profitability, resource management for optimizing staff deployment, and innovative billing solutions for various pricing models. Additionally, Certinia’s ERP system enhances overall business efficiency, helping companies manage their global operations more effectively and adapt to new business models with ease. Pros Sleek, modern user interface Native Salesforce integration Modular implementation for service-based businesses Cons Initial learning curve Configuring permissions can be cumbersome Key capabilities include Professional Services Automation, Financial Management, Salesforce CRM.
The problem Certinia ERP (FinancialForce) - 2025 solves
Finance teams need to replace disconnected systems and manual handoffs with a repeatable workflow that improves operational visibility. Certinia ERP (FinancialForce) - 2025 is relevant because the researched review explains formerly financialforce, certinia offers a comprehensive services-as-a-business platform that integrates and powers various aspects of service operations, including estimation, del Buyers should validate current pricing, integrations, data handling, and implementation fit before committing.
Best for
- Mid to large-sized professional service firms and project-based businesses that use Salesforce and need an ERP to integrate financials and PSA.
- Teams that need documented workflow capabilities and fit guidance
- Organizations willing to validate implementation and plan limits
Not a fit if
- Small businesses looking for a basic PSA system, or non-service-based companies.
- Teams requiring pricing or capabilities that the reviewed page does not document
- Organizations that cannot validate implementation effort or vendor claims
Why it’s listed
- Adds a distinct finance workflow to the directory
- The review includes an overview, pros, cons, target market, feature details, and pricing context
- Vendor and independent review links are retained for verification
Pricing
Starting plan
$175 per monthSoftwareConnect publishes a price point of 175 USD in the reviewed pricing section; confirm billing period and limits.
- Professional Services Automation
- Financial Management
- Salesforce CRM
- Project Management: Track project statuses from initial estimates through the final invoice. Use Gantt charts to stay on top of progress while tracking expenses and finances to stay under budget.
- Resource Management: Assign the right people to every job with skills matching. See employee utilization to lower bench time and burnout.
- Estimates: Create accurate and detailed service estimates. Match capacity with demand, forecast billings, and drive profits with higher margins and realistic budgets.
- Service Billing: Centralize billings of all types, like T&M, subscriptions, or fixed fee. Connect to Salesforce for consistency for every client.
- Core Accounting: manage your GL, AR/AP, and invoicing from one place.
Plan 2
$125 per monthSoftwareConnect publishes a price point of 125 USD in the reviewed pricing section; confirm billing period and limits.
- Financial Management
- Salesforce CRM
- Project Management: Track project statuses from initial estimates through the final invoice. Use Gantt charts to stay on top of progress while tracking expenses and finances to stay under budget.
- Resource Management: Assign the right people to every job with skills matching. See employee utilization to lower bench time and burnout.
- Estimates: Create accurate and detailed service estimates. Match capacity with demand, forecast billings, and drive profits with higher margins and realistic budgets.
- Service Billing: Centralize billings of all types, like T&M, subscriptions, or fixed fee. Connect to Salesforce for consistency for every client.
- Core Accounting: manage your GL, AR/AP, and invoicing from one place.
- Procurement: Manage spend, enforce policies, and manage contracts.
Plan 3
$10 per monthSoftwareConnect publishes a price point of 10 USD in the reviewed pricing section; confirm billing period and limits.
- Salesforce CRM
- Project Management: Track project statuses from initial estimates through the final invoice. Use Gantt charts to stay on top of progress while tracking expenses and finances to stay under budget.
- Resource Management: Assign the right people to every job with skills matching. See employee utilization to lower bench time and burnout.
- Estimates: Create accurate and detailed service estimates. Match capacity with demand, forecast billings, and drive profits with higher margins and realistic budgets.
- Service Billing: Centralize billings of all types, like T&M, subscriptions, or fixed fee. Connect to Salesforce for consistency for every client.
- Core Accounting: manage your GL, AR/AP, and invoicing from one place.
- Procurement: Manage spend, enforce policies, and manage contracts.
- Analytics: Customize dashboards to analyze KPIs, plan budgets, and forecast demand for business strategy.
Features
Pros & cons
Pros
- Sleek, modern user interface
- Native Salesforce integration
- Modular implementation for service-based businesses
Cons
- Initial learning curve
- Configuring permissions can be cumbersome
What the record shows
SoftwareConnect's researched review describes formerly financialforce, certinia offers a comprehensive services-as-a-business platform that integrates and powers various aspects of service operations, including estimation, del
Summary and score aggregated from public review platforms. We link to original reviews rather than reproducing them — read the source before deciding.
User reviews
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