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
We provide comprehensive support to dealers and service providers through our CRM, ERP, eCommerce solutions, cash register systems, and project management tools. Our ERP software is specifically designed for medium-sized enterprises, offering a versatile solution tailored for trade and service industries that is proudly "Made in Germany." Our commitment extends to delivering personalized support to ensure your success. Our system facilitates automatic ticket generation, along with maintenance planning, deployment feedback, invoicing, and effective system management. With project management capabilities, we include features such as time tracking, real-time monitoring with post-calculation, resource allocation, and billing processes. Additionally, our process-accompanying document management system (DMS) is equipped with full text search, check-in/check-out functionality, a DMS printer, and user-friendly drag-and-drop features. Furthermore, our touchscreen-compatible cash register software for retail can be customized to include service acceptance functionalities, catering to needs such as workshop orders. This holistic approach ensures that all aspects of your business operation are efficiently managed.
API Access
Has API
No
API Access
Has API
Yes
Integrations
AvidXchange
Yes
Certinia Professional Services Cloud
Yes
Metazoa Monarch
Yes
Own Data
Yes
Peaka
Yes
Salesforce
Yes
Tipalti
Yes
Integrations
AvidXchange
No
Certinia Professional Services Cloud
No
Metazoa Monarch
No
Own Data
No
Peaka
No
Salesforce
No
Tipalti
No
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
Yes
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
Yes
Vendor Details
Company Name
Certinia
Founded
2009
Country
United States
Website
www.certinia.com/solutions/financial-management-cloud/
Vendor Details
Company Name
Vepos
Founded
2004
Country
Germany
Website
vepos.net
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
No
Contact Database
Yes
Contingency Billing
Yes
Customer Portal
No
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
Yes
Invoice History
No
Mobile Payments
No
Multi-Currency
Yes
Online Invoicing
No
Online Payments
No
Payment Processing
Yes
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
No
Tax Calculator
No
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
Yes
Customer Database
No
Dispatch Management
Yes
Electronic Signature
No
Inventory Management
Yes
Mobile Access
No
Payment Collection in the Field
No
Quotes / Estimates
Yes
Routing
No
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
Inventory Management
Alerts/Notifications
Yes
Barcoding / RFID
No
Forecasting
Yes
Inventory Optimization
Yes
Kitting
No
Manufacturing Inventory Management
No
Mobile Access
No
Multi-Channel Management
Yes
Product Identification
Yes
Reorder Management
Yes
Reporting/Analytics
Yes
Retail Inventory Management
Yes
Supplier Management
Yes
Warehouse Management
Yes
Logistics
3PL
No
Barcoding / RFID
Yes
CRM
Yes
Container Tracking
No
Cross Docking
No
Fleet Management
No
Inventory Management
Yes
Order Management
Yes
Purchasing
No
Scheduling
No
Shipping Management
Yes
Transportation Management
Yes
Order Management
Back Order Management
Yes
Catalog Management
No
Inventory Management
Yes
Order Entry
Yes
Order Fulfillment
Yes
Order Tracking
Yes
Recurring Orders
Yes
Returns Management
Yes
Shipping Management
Yes
Special Order Management
Yes
Preventive Maintenance
Condition Monitoring
No
Inspection Management
Yes
Maintenance Scheduling
Yes
Mobile Access
No
Predictive Maintenance
Yes
Purchasing
Yes
Reminders
Yes
To-Do List
No
Vendor Management
Yes
Work Order Management
Yes
Project Management
Agile Methodologies
Yes
Budget Management
Yes
Client Portal
No
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
No
Kanban Board
No
Milestone Tracking
Yes
Portfolio Management
No
Resource Management
Yes
Time & Expense Tracking
Yes
Traditional Methodologies
Yes
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No