Average Ratings 6 Ratings

Total
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Average Ratings 0 Ratings

Total
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design
support

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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

Discover the ultimate solution for unparalleled revenue management that demands impeccable accuracy in revenue analysis, which can ultimately influence your business's trajectory. With smart automation and tailored screenshots, you can effortlessly compare data across three consecutive years. Stop wasting your resources on revenue tasks that can be automated, and you'll appreciate our innovative price helper. Activate strategies instantly across all channels, featuring over 50 integrated Property Management Systems (PMS) and Channel Managers (CM), both nationally and internationally. Continuously evaluate performance metrics and budgets to uncover new revenue possibilities, all within just a few clicks. Enjoy absolute precision, eliminating errors commonly found in Excel formulas, data gathering, or incorrect integrations. Create and assess every conceivable scenario to capitalize on emerging market opportunities promptly. Our forecasting tool equips you with the essential data needed to navigate your business's direction and make informed, strategic choices. Additionally, the Price Helper efficiently manages revenue through the MyForecast algorithm, which monitors your specified dates and intervals daily, adjusting revenue automatically or requesting your approval as necessary, ensuring you are always in control.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AvidXchange Yes 
Certinia Professional Services Cloud Yes 
Ericsoft Booking Engine No 
HOTELCUBE No 
Lighthouse No 
Metazoa Monarch Yes 
Mews No 
Own Data Yes 
Passepartout Welcome No 
Peaka Yes 
ReviewPro No 
Salesforce Yes 
SiteMinder No 
Tipalti Yes 
protel MICE No 

Integrations

AvidXchange No 
Certinia Professional Services Cloud No 
Ericsoft Booking Engine Yes 
HOTELCUBE Yes 
Lighthouse Yes 
Metazoa Monarch No 
Mews Yes 
Own Data No 
Passepartout Welcome Yes 
Peaka No 
ReviewPro Yes 
Salesforce No 
SiteMinder Yes 
Tipalti No 
protel MICE 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 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) 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 No 
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

MyForecast

Founded

2000

Country

Italy

Website

myforecastrms.com/en/revenue-software/

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

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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