Average Ratings 6 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
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

Sperse is a software package that provides clarity, connectivity, and collaboration to help you know your customers, your cash, and your data. Your client-facing portal connected to a powerful management system. Your portal site is vital for customers and partners to communicate, collaborate and engage with you. Find out how we can power your portal with an exceptional user-experience and smart back-end functionality to manage data. Many businesses have trouble planning cash flows because they look at their business from the rearview mirror using today's financial tools. Poor data quality and integrity can result from poor connectivity between applications. This requires employees and users to learn a lot. This can slow down daily operations and adds a significant hidden cost to the business.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Activepieces No 
AvidXchange Yes 
Certinia Professional Services Cloud Yes 
Gmail No 
Google Sheets No 
LinkedIn No 
Mailchimp No 
Metazoa Monarch Yes 
Own Data Yes 
PayPal No 
Peaka Yes 
QuickBooks Online No 
Salesforce Yes 
Shopify No 
Tipalti Yes 
X (Twitter) No 
Xero No 
Zapier No 

Integrations

Activepieces Yes 
AvidXchange No 
Certinia Professional Services Cloud No 
Gmail Yes 
Google Sheets Yes 
LinkedIn Yes 
Mailchimp Yes 
Metazoa Monarch No 
Own Data No 
PayPal Yes 
Peaka No 
QuickBooks Online Yes 
Salesforce No 
Shopify Yes 
Tipalti No 
X (Twitter) Yes 
Xero Yes 
Zapier 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) 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 No 
Live Training (Online) No 
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

Sperse

Founded

2016

Country

United States

Website

www.sperse.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

Business Management

Billing & Invoicing No 
CRM No 
Employee Management No 
Financial Management No 
Inventory Management No 
Marketing Management No 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing No 
Scheduling No 
Time & Expense Tracking No 
Training Management No 
Vendor Management No 

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory 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 

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