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Average Ratings 1 Rating
Description
Transform your data from obscurity to actionable insights through dynamic reports that encompass all your revenue sources. With a powerful system designed to handle intricate pricing and billing frameworks, the Subscription Billing Suite is an excellent tool for enhancing your business decision-making process. You will have total oversight of your billing per item and contract, while automated billing and evergreen renewals help safeguard against revenue loss. Uncover new revenue opportunities with adaptable pricing models tailored to meet your specific business requirements. Simplify your revenue recognition workflow by implementing intelligent deferral schedules, reducing your organization's dependence on labor-intensive and error-prone manual methods. Remove the intricacies from revenue recognition and elevate your accounting team's efficiency with thorough and precise management of deferrals, ensuring that your financial processes are both streamlined and reliable. Ultimately, embracing this comprehensive solution will empower your business to thrive in a competitive landscape.
Description
Certinia Professional Services Cloud is a Salesforce-native professional services automation platform built to connect every stage of the services lifecycle. The platform unifies sales, staffing, delivery, billing, financials, renewals, and customer outcomes in one system. Certinia helps organizations close the gaps between what was sold, who is staffed, how work is delivered, what gets billed, and how margins are protected. Veda AI adds a digital workforce that helps execute work across estimation, staffing, and delivery. Teams can use Veda to generate estimates from historical data, refine quotes, automate status updates, capture time, and support reporting. Certinia PS Cloud includes services estimation, resource management, project management, services billing, and services financials. The platform helps reduce time-to-staff, reclaim project manager hours, improve utilization, protect margins, and increase financial visibility. It is designed for service organizations that need real-time operational and financial data grounded in Salesforce. By combining PSA, AI agents, services estimation, resource management, project execution, billing, financials, and Salesforce-native orchestration, Certinia PS Cloud helps services businesses operate with more intelligence and control.
API Access
Has API
No
API Access
Has API
No
Integrations
Certinia Financial Management Cloud
No
DocLink
Yes
Expensify
No
Microsoft Dynamics 365 Business Central
Yes
Microsoft Dynamics 365 Finance
Yes
Microsoft Dynamics GP
Yes
Rootstock Cloud ERP
No
Salesforce
No
Salesforce Agentforce 360 Platform
No
Salesforce Agentforce Service
No
Integrations
Certinia Financial Management Cloud
Yes
DocLink
No
Expensify
Yes
Microsoft Dynamics 365 Business Central
No
Microsoft Dynamics 365 Finance
No
Microsoft Dynamics GP
No
Rootstock Cloud ERP
Yes
Salesforce
Yes
Salesforce Agentforce 360 Platform
Yes
Salesforce Agentforce Service
Yes
Pricing Details
No price information available.
Free Trial
No
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
Yes
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Binary Stream Software
Founded
1999
Country
Canada
Website
www.binarystream.com
Vendor Details
Company Name
Certinia
Founded
2009
Country
United States
Website
www.certinia.com/solutions/professional-services-cloud/
Product Features
Recurring Billing
Customer Portal
Yes
Deferred Billing
Yes
Discount Management
Yes
Dunning Management
No
Invoice History
Yes
Multi-Currency
Yes
Multi-Period Recurring Billing
Yes
Payment Processing
Yes
Recurring Donations
No
Subscription Billing
Yes
Product Features
Professional Services Automation
Billing & Invoicing
Yes
CRM
Yes
Client Portal
Yes
Collaboration Tools
Yes
Document Management
No
Portfolio Management
Yes
Project Management
Yes
Proposal Generation
No
Quote Management
No
Resource Management
Yes
Time & Expense Tracking
Yes