Average Ratings 6 Ratings

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Average Ratings 0 Ratings

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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

Optimize your advertising operations workflows to save your teams countless hours in campaign setup and management. Seamlessly connect with various ad servers, including custom solutions, and integrate with your entire technology ecosystem. Voiro simplifies the process, allowing you to focus on what matters most. Equip your teams with insightful data, keeping them informed about growth opportunities, potential revenue losses, and a comprehensive range of reports. This support enables them to drive significant growth for your organization. Transform your revenue indicators from trailing to leading by utilizing real-time, precise revenue projections across all channels and business segments. Reduce your monthly accounting and billing procedures to mere minutes with Voiro’s real-time revenue reconciliation capabilities. Automate and customize revenue reports that comply with widely-used ERP systems, all supported by Voiro’s commitment to accuracy. Achieve total transparency in your operations through Voiro’s APIs, which effortlessly push revenue data into all your downstream systems, ensuring you stay ahead in the competitive landscape. With these tools, you can focus on strategic growth while Voiro handles the complexities.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Adsolut No 
AvidXchange Yes 
Certinia Professional Services Cloud Yes 
Google Ad Manager No 
InMobi No 
Metazoa Monarch Yes 
Microsoft Dynamics 365 No 
Own Data Yes 
Peaka Yes 
PubMatic No 
Salesforce Yes 
Tipalti Yes 
vMax Compass No 

Integrations

Adsolut Yes 
AvidXchange No 
Certinia Professional Services Cloud No 
Google Ad Manager Yes 
InMobi Yes 
Metazoa Monarch No 
Microsoft Dynamics 365 Yes 
Own Data No 
Peaka No 
PubMatic Yes 
Salesforce No 
Tipalti No 
vMax Compass Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Free
Free Trial No 
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 Yes 
iPad App No 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

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 No 
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

Voiro

Founded

2014

Country

India

Website

voiro.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 Intelligence

Ad Hoc Reports No 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard Yes 
Data Analysis No 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics No 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics No 

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal No 
eCommerce No 

CRM

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

ERP

Accounting Integration No 
Accounting Management No 
CRM Yes 
Dashboard Yes 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management Yes 
Order Management Yes 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics Yes 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture No 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking No 

Revenue Management

Competitor Analysis No 
Dynamic Pricing Yes 
For Airlines No 
For Hospitality Industry No 
Forecasting No 
Inventory Control No 
Price Optimization No 
Recommendation Engine No 
Yield Management Yes 

Sales Engagement

CRM Integration No 
Call Scripts / Call Steps No 
Email Sequences No 
Email Tracking / Automation No 
Lead Management Yes 
Reporting / Analytics Yes 
Sales / Voice Dialer No 
Sales Automation No 
Search No 
Task Management No 
Templates No 
Workflow Management Yes 

Sales Tracking

Activity Dashboard Yes 
Alerts / Notifications Yes 
Appointment Scheduling No 
Call Logging No 
Comments / Notes No 
Custom Reports No 
Document Management No 
Email Templates No 
Interaction Tracking No 
Lead Management Yes 
Lead Scoring No 
Pipeline Management Yes 
Reporting / Analytics Yes 
Task Management No 

Workflow Management

Access Controls/Permissions No 
Approval Process Control No 
Business Process Automation No 
Calendar Management Yes 
Compliance Tracking No 
Configurable Workflow No 
Customizable Dashboard Yes 
Document Management No 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code No 
Task Management No 
Third Party Integrations Yes 
Workflow Configuration No 

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