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Average Ratings 6 Ratings

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support

Description

With global customers serving multiple industries, including software, finance, media, transportation, and communications, BillingPlatform is the only revenue lifecycle management platform on the market that enables enterprises to effectively monetize any type of product offering, from simple subscriptions to sophisticated usage-based pricing models and everything in between. BillingPlatform provides full process support of the revenue lifecycle – from product setup, quoting, billing and invoicing, revenue recognition, through payment and collections – all on a secure, next-generation cloud platform. The unparalleled flexibility of the platform puts enterprises in control of how they differentiate in the market, maximize profitability, reduce operational costs and improve the customer experience.

Description

Certinia Financial Management Cloud is a financial management platform built to close the gap between service delivery and finance. Native to Salesforce, the platform connects front-office and back-office data so billing, revenue, forecasting, cash flow, and margin visibility are grounded in real delivery activity. Certinia helps services businesses reduce silos, eliminate lag, and avoid guesswork by maintaining one continuous system of record across sold work, delivered work, invoicing, and revenue recognition. Finance teams can monitor margins in real time and catch profitability risks before they become end-of-month surprises. The platform helps accelerate cash flow by improving billing accuracy and providing visibility into payment cycles. Certinia also helps reduce revenue leakage by aligning what was sold, what was delivered, and what gets recognized. Its forecasting capabilities use real-time financial and operational data to support faster and more confident business decisions. The platform supports subscription billing, usage billing, AI-enabled visibility, reporting, and services-focused financial operations. By combining delivery data, financial management, billing, revenue recognition, forecasting, cash flow visibility, and Salesforce-native operations, Certinia Financial Management Cloud helps services organizations improve profitability.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Tipalti Yes 
5X Yes 
Braintree Yes 
CellPoint Digital Yes 
Certinia Professional Services Cloud No 
Checkout.com Yes 
Cybersource Yes 
Fivetran Yes 
GoCardless Yes 
MATRIXX Digital Commerce Yes 
Mastercard Payment Gateway Services Yes 
Own Data No 
Payeezy Yes 
STAX Yes 
Snowflake Yes 
Stripe Yes 
Workday Financial Management Yes 

Integrations

Salesforce Yes 
Tipalti Yes 
5X No 
Braintree No 
CellPoint Digital No 
Certinia Professional Services Cloud Yes 
Checkout.com No 
Cybersource No 
Fivetran No 
GoCardless No 
MATRIXX Digital Commerce No 
Mastercard Payment Gateway Services No 
Own Data Yes 
Payeezy No 
STAX No 
Snowflake No 
Stripe No 
Workday Financial Management No 

Pricing Details

Software license fees
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

BillingPlatform

Founded

2012

Country

United States

Website

billingplatform.com

Vendor Details

Company Name

Certinia

Founded

2009

Country

United States

Website

www.certinia.com/solutions/financial-management-cloud/

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing Yes 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing Yes 
Tax Calculator Yes 

Billing and Provisioning

Billing & Invoicing Yes 
Carrier Access Billing No 
Contract Management Yes 
Customer Accounts Yes 
Customizable Billing Yes 
Flexible Rate Tables Yes 
Internet No 
Order Management Yes 
Post-Paid Systems Yes 
Pre-Paid Systems Yes 
Provisioning Yes 
Rating Yes 
Self Service Portal Yes 
Service Order System No 
VoIP No 

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration No 
Process Change Tracking Yes 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management No 

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management Yes 
Self Service Portal No 
eCommerce Yes 

Debt Collection

Agency Management No 
Auto Dialer No 
Automated Notices Yes 
Callback Scheduling No 
Client Management Yes 
Commission Management Yes 
Compliance Management Yes 
Contact Management Yes 
Credit Bureau Reporting No 
In-House Collections No 
Payment Plans Yes 
Transaction Management No 

PCI Compliance

Access Control Yes 
Compliance Reporting No 
Exceptions Management No 
File Integrity Monitoring No 
Intrusion Detection System No 
Log Management Yes 
PCI Assessment No 
Patch Management No 
Policy Management No 

Recurring Billing

Customer Portal Yes 
Deferred Billing Yes 
Discount Management Yes 
Dunning Management Yes 
Invoice History Yes 
Multi-Currency Yes 
Multi-Period Recurring Billing Yes 
Payment Processing Yes 
Recurring Donations Yes 
Subscription Billing Yes 

Revenue Management

Competitor Analysis No 
Dynamic Pricing Yes 
For Airlines No 
For Hospitality Industry No 
Forecasting No 
Inventory Control No 
Price Optimization No 
Recommendation Engine No 
Yield Management No 

Subscription Management

Cancellation Management Yes 
Discount / Coupon Management Yes 
Dunning Management Yes 
Enrollment Management Yes 
Product Catalog Yes 
Recurring Billing Yes 
Revenue Recognition Yes 
Revenue Recovery Tools Yes 
Self Service Portal Yes 
Subscription Plan Management Yes 
Tax Management Yes 
Trial Management Yes 
Usage Tracking/Analytics Yes 

Workflow Management

Access Controls/Permissions No 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management No 
Compliance Tracking No 
Configurable Workflow Yes 
Customizable Dashboard No 
Document Management No 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access No 
No-Code Yes 
Task Management No 
Third Party Integrations No 
Workflow Configuration Yes 

Product Features

ERP

Accounting Integration No 
Accounting Management No 
CRM No 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management No 
Order Management No 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics No 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

Financial Management

Budgeting & Forecasting No 
Cash Management No 
Consolidation / Roll-Up No 
Currency Management No 
Financial Reporting No 
Investment Management No 
Project Management No 
Revenue Recognition No 
Risk Management No 
Tax Management No 

Inventory Management

Alerts/Notifications No 
Barcoding / RFID No 
Forecasting No 
Inventory Optimization No 
Kitting No 
Manufacturing Inventory Management No 
Mobile Access No 
Multi-Channel Management No 
Product Identification No 
Reorder Management No 
Reporting/Analytics No 
Retail Inventory Management No 
Supplier Management No 
Warehouse Management No 

Order Management

Back Order Management No 
Catalog Management No 
Inventory Management No 
Order Entry No 
Order Fulfillment No 
Order Tracking No 
Recurring Orders No 
Returns Management No 
Shipping Management No 
Special Order Management No 

Procurement

Asset Management No 
Auction Management No 
Bid Management No 
Budget Management No 
Catalog Management No 
Contract Management No 
Inventory Management No 
Invoice Processing No 
PunchOut No 
Purchase Order Management No 
Receiving No 
Requisitions & Approvals No 
Sourcing Management No 
Spend Management No 
Supplier Management No 

Revenue Management

Competitor Analysis No 
Dynamic Pricing No 
For Airlines No 
For Hospitality Industry No 
Forecasting No 
Inventory Control No 
Price Optimization No 
Recommendation Engine No 
Yield Management No 

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