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
FINSYNC's mission, with innovative software and unmatched customer service, is to help small and mid-sized businesses succeed.
Our payments platform allows businesses to centralize control over payments. We offer a complete solution for invoicing, bill payment, payroll, accounting, financing and cash flow management that helps businesses grow in new and exciting ways.
Through a virtual network of specialists, we offer unmatched service to entrepreneurs who share our passion for helping them succeed. Match with a financial professional who is best placed to help you grow. This will provide unrivalled support in bookkeeping, accounting, financial analysis, and corporate strategy.
FINSYNC offers improved operational efficiency, lower operating expenses, better analytics, better customer service, and faster access to capital through the FINSYNC Lending Network.
API Access
Has API
No
API Access
Has API
No
Integrations
AvidXchange
Yes
Certinia Professional Services Cloud
Yes
Inner Fence Credit Card Terminal
No
Metazoa Monarch
Yes
Own Data
Yes
PayPal
No
Peaka
Yes
Salesforce
Yes
Stripe
No
Tipalti
Yes
Integrations
AvidXchange
No
Certinia Professional Services Cloud
No
Inner Fence Credit Card Terminal
Yes
Metazoa Monarch
No
Own Data
No
PayPal
Yes
Peaka
No
Salesforce
No
Stripe
Yes
Tipalti
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$10.00/month
$10/month - Payment
$45/month - Cash Flow Management (Accounting, Invoicing, Bill Pay, Cash Flow Management)
$30/month - Payroll
$20/month - Projects
$45/month - Cash Flow Management (Accounting, Invoicing, Bill Pay, Cash Flow Management)
$30/month - Payroll
$20/month - Projects
Free Trial
Yes
Free Version
Yes
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
Yes
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
No
Vendor Details
Company Name
Certinia
Founded
2009
Country
United States
Website
www.certinia.com/solutions/financial-management-cloud/
Vendor Details
Company Name
FINSYNC
Founded
2011
Country
United States
Website
www.finsync.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
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
Yes
Cash Management
Yes
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
Yes
Fund Accounting
No
General Ledger
Yes
Government
No
Multi-Currency
No
Nonprofits
Yes
Payroll Management
Yes
Project Accounting
Yes
Purchase Orders
Yes
Tax Management
No
Accounts Payable
Approval Process Control
Yes
Bank Reconciliation
Yes
Cash Management
Yes
Check Writing
Yes
Duplicate Payment Alert
No
Fraud Detection
No
General Ledger Entry
Yes
Vendor Management
Yes
Accounts Receivable
ACH Payment Processing
Yes
Billing & Invoicing
Yes
Check Processing
Yes
Collections Management
Yes
Online Payment Processing
Yes
Overpayment Processing
No
Partial Payments
Yes
Receivables Ledger
Yes
Recurring Billing
Yes
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
No
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
Yes
Multi-Currency
No
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
No
Tax Calculator
Yes
Bookkeeping
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
Cash Management
Yes
Collections
Yes
Expense Tracking
Yes
Fixed Asset Management
Yes
General Ledger
Yes
Payroll
Yes
Revenue Recognition
Yes
Spend Management
Yes
Tax Management
Yes
Expense Report
Approval Process Control
Yes
Invoice Management
Yes
Multi-Currency
No
Receipt Management
Yes
Reimbursement Management
Yes
Spend Control
No
Time Tracking
Yes
Workflow Management
Yes
Financial Management
Budgeting & Forecasting
Yes
Cash Management
Yes
Consolidation / Roll-Up
No
Currency Management
No
Financial Reporting
Yes
Investment Management
No
Project Management
Yes
Revenue Recognition
Yes
Risk Management
No
Tax Management
No
Financial Reporting
"What If" Scenarios
Yes
Audit Trail
No
Balance Sheet
Yes
Cash Management
Yes
Consolidation / Roll-Up
No
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Job Costing
Bills of Material
No
Budgeting & Forecasting
Yes
Change Orders
No
Cost-to-Completion Tracking
No
Invoice Management
Yes
Overrun Reporting
No
Percent-Complete Tracking
No
Production Cost Tracking
No
Purchase Order Management
No
Quotes / Estimates
Yes
Time Tracking
Yes
Work Order Management
No
Loan Origination
Amortization Schedule
No
Audit Trail
No
Closing Documents
No
Compliance Management
No
Customer Database
Yes
Digital Signature
No
Document Management
Yes
Fee Management
No
Loan Processing
Yes
Online Application
Yes
Loan Servicing
Accounting Management
Yes
Amortization Schedule
No
Application Management
No
Auto Loans
No
Automatic Funds Distribution
No
Business Loans
Yes
Collateral Tracking
No
Collections Management
No
Compliance Management
No
Construction Loans
No
Customer Database
Yes
Fee Management
No
Investor Management
No
Loan Processing
Yes
Student Loans
No
Payment Processing
ACH Check Transactions
Yes
Bitcoin Compatible
No
Debit Card Support
Yes
Gift Card Management
No
Mobile Payments
Yes
Online Payments
Yes
POS Transactions
No
Receipt Printing
No
Recurring Billing
Yes
Signature Capture
No
Payroll
401(k) Tracking
No
Attendance Management
Yes
Benefits Management
Yes
Check Printing
No
Compensation Management
Yes
Deductions Management
Yes
Direct Deposit
Yes
Multi-Country
No
Multi-State
Yes
Reporting/Analytics
Yes
Self Service Portal
Yes
Tax Compliance
No
Vacation / Leave Tracking
Yes
W-2 and 1099 Preparation
Yes
Wage Garnishment
Yes
Project Tracking
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Gantt Charts
No
Kanban Board
No
Milestone Tracking
Yes
Percent-Complete Tracking
No
Prioritization
No
Status Tracking
Yes
Time & Expense Tracking
Yes
Recurring Billing
Customer Portal
Yes
Deferred Billing
No
Discount Management
No
Dunning Management
No
Invoice History
Yes
Multi-Currency
No
Multi-Period Recurring Billing
Yes
Payment Processing
Yes
Recurring Donations
No
Subscription Billing
Yes
Time Clock
Biometric Recognition
No
Hourly Employee Tracking
Yes
Messaging
Yes
Mobile Access
Yes
Online Punch Card
Yes
Payroll Management
Yes
Punch card
No
Reporting/Analytics
Yes
Salaried Employee Tracking
Yes
Sick Leave Tracking
Yes
Vacation / Leave Tracking
Yes
Workstation Tracking
No
Time Tracking
Automatic Time Capture
No
Billable & Non-Billable Hours
Yes
Billing & Invoicing
Yes
Employee Database
Yes
Expense Tracking
Yes
Mobile Time Tracking
Yes
Multiple Billing Rates
Yes
Offline Time Tracking
No
Online Time Tracking
Yes
Overtime Calculation
No
Time per Project Reporting
Yes
Timesheet Management
Yes
Vacation / Leave Tracking
Yes