Average Ratings 6 Ratings
Average Ratings 0 Ratings
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
Distribution software developed by distribution experts and trusted and used by top HVAC, Electrical, Plumbing, and PVF distributors. There are always ways to improve supply chain management. Eclipse ERP software provides real-time data and insights that help you work smarter, from forecasting to fulfillment. It's easy to order large distribution jobs in electrical, HVAC, or plumbing with intuitive job management tools. You can monitor your inventory in real-time to optimize your business's lifeblood. Satisfy customers, increase profits, and reduce inventory. Eclipse has all of this. Warehouse efficiency is dependent on the quality of the warehouse's staff and the tools they use to do their job. Epicor Eclipse makes it easy to manage warehouse activities--including receiving, put-away, picking, inventory adjustments, cycle counts, and more.
API Access
Has API
No
API Access
Has API
No
Integrations
Anaesthetic Private Practice
No
AutoRepair Cloud
No
Avalara
No
AvidXchange
Yes
Blue Ridge
No
Canals
No
Certinia Professional Services Cloud
Yes
Epicor Commerce
No
Innovo
No
Latitude WMS
No
Integrations
Anaesthetic Private Practice
Yes
AutoRepair Cloud
Yes
Avalara
Yes
AvidXchange
No
Blue Ridge
Yes
Canals
Yes
Certinia Professional Services Cloud
No
Epicor Commerce
Yes
Innovo
Yes
Latitude WMS
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Contact us for information about pricing.
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
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
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
Yes
Vendor Details
Company Name
Certinia
Founded
2009
Country
United States
Website
www.certinia.com/solutions/financial-management-cloud/
Vendor Details
Company Name
Epicor Software
Founded
1972
Country
United States
Website
www.epicor.com/en-us/industry-productivity-solutions/distribution/platforms/eclipse/
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
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
Yes
Email Marketing
No
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Distribution
Barcoding / RFID
Yes
Import / Export Management
Yes
Inventory Management
Yes
Order Management
Yes
Purchasing
Yes
Returns Management
Yes
Sales Forecasting
Yes
Shipping Management
Yes
Warehouse Management
Yes
Financial Management
Budgeting & Forecasting
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Currency Management
Yes
Financial Reporting
Yes
Investment Management
Yes
Project Management
Yes
Revenue Recognition
Yes
Risk Management
Yes
Tax Management
Yes
HVAC
Billing & Invoicing
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Maintenance Scheduling
Yes
Mobile Access
No
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Technician Management
No
Work Order Management
Yes
Inventory Management
Alerts/Notifications
No
Barcoding / RFID
Yes
Forecasting
Yes
Inventory Optimization
Yes
Kitting
No
Manufacturing Inventory Management
No
Mobile Access
Yes
Multi-Channel Management
Yes
Product Identification
Yes
Reorder Management
Yes
Reporting/Analytics
Yes
Retail Inventory Management
No
Supplier Management
Yes
Warehouse Management
Yes
Order Management
Back Order Management
Yes
Catalog Management
Yes
Inventory Management
Yes
Order Entry
Yes
Order Fulfillment
Yes
Order Tracking
Yes
Recurring Orders
Yes
Returns Management
Yes
Shipping Management
Yes
Special Order Management
No
Plumbing
Billing & Invoicing
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Mobile Access
No
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Technician Management
No
Work Order Management
Yes
Product Management
Collaboration
Yes
Feedback Collection
Yes
Idea Management
No
Milestone Tracking
Yes
Prioritization
Yes
Product Roadmapping
Yes
Release Management
Yes
Requirements Management
No
Resource Management
No
Workflow Management
Yes
Supply Chain Management
Demand Planning
Yes
Electronic Data Interchange
Yes
Import / Export Management
Yes
Inventory Management
Yes
Order Fulfillment
Yes
Order Management
Yes
Sales & Operations Planning
Yes
Shipping Management
Yes
Supplier Management
Yes
Transportation Management
Yes
Warehouse Management
Yes
Warehouse Management
3PL Management
Yes
Barcoding / RFID
Yes
Category Customization
Yes
Channel Management
Yes
Demand Planning
Yes
Inventory Management
Yes
Location Control
Yes
Order Management
Yes
Purchasing
Yes
Quality Control
Yes
Receiving / Putaway Management
Yes
Returns Management
Yes
Shipping Management
Yes