Average Ratings 6 Ratings

Total
ease
features
design
support

Average Ratings 4 Ratings

Total
ease
features
design
support

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.

Description

Chargebee is a subscription management and recurring billing tool that helps SaaS businesses streamline Revenue Operations. Chargebee integrates seamlessly with leading payment gateways such as PayPal, Braintree and Stripe. All over the globe, Chargebee allows you to automate recurring payments collection, invoicing, taxes and email notifications. Chargebee manages all your critical workflows, from lead to ledger, with powerful integrations that include Salesforce and Quickbooks, Avalara and Slack. Chargebee Retention is the best-of-breed solution that helps you avoid cancellations on a scale that suits your needs. It offers personalized experiences that deliver results and provides a way to deflect cancellations. To ensure a relevant and personalized cancel experience, you can run experiments based upon customer and subscription attributes.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Peaka Yes 
Salesforce Yes 
Braintree No 
ChargeOn No 
Easyflow No 
Everstage No 
Evidence No 
Guestmeter No 
HubSpot Data Hub No 
InboxCRM by AppEQ No 
Kleene No 
Orchid Pay No 
Pandium No 
Payment Nerds No 
Push Lap Growth No 
Quaeris No 
Supaboard No 
Supastarter No 
Truto No 
servis.ai No 

Integrations

Peaka Yes 
Salesforce Yes 
Braintree Yes 
ChargeOn Yes 
Easyflow Yes 
Everstage Yes 
Evidence Yes 
Guestmeter Yes 
HubSpot Data Hub Yes 
InboxCRM by AppEQ Yes 
Kleene Yes 
Orchid Pay Yes 
Pandium Yes 
Payment Nerds Yes 
Push Lap Growth Yes 
Quaeris Yes 
Supaboard Yes 
Supastarter Yes 
Truto Yes 
servis.ai Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$299/month
Free Trial Yes 
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Certinia

Founded

2009

Country

United States

Website

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

Vendor Details

Company Name

Chargebee

Founded

2011

Country

United States

Website

www.chargebee.com

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 

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing No 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing Yes 
Service Ticket Billing No 
Tax Calculator Yes 

Membership Management

Application Management No 
Automatic Renewals Yes 
Committee Management No 
Dues Management Yes 
Email Marketing No 
Event Management No 
Member Directory No 
Member Portal Yes 
Member Types No 
Membership Database No 
Nonprofit Membership Yes 
Payment Processing Yes 
Website Management No 

Payment Processing

ACH Check Transactions Yes 
Bitcoin Compatible Yes 
Debit Card Support Yes 
Gift Card Management Yes 
Mobile Payments Yes 
Online Payments Yes 
POS Transactions No 
Receipt Printing No 
Recurring Billing Yes 
Signature Capture 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 Yes 
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 

Alternatives

Alternatives

Float Reviews

Float

Float.com
Nue Reviews

Nue

Nue.io