Certinia Financial Management & Accounting Implementation

Overview

Certinia’s Financial Management Cloud turns accounting, billing and financial planning into real‑time, actionable insights. It is native to Salesforce, sharing the same customer record and analytics, which enables seamless collaboration across your business.

Key Modules

Accounting & financial reporting

Streamline and automate financial operations while generating real‑time analysis, modeling and compliance reports

Revenue management

Centralize revenue streams, automate compliance and forecast revenue from a single source of truth

Order & inventory management

Manage orders from every channel and gain visibility into pricing, inventory and margins

AI‑driven forecasting:

Use Certinia AI models to improve cash flow, forecasting and profit‑margin optimisation

Subscription & usage billing

Handle time‑and‑materials, subscription‑based or fixed‑fee billing and tailor pricing processes to customer needs

Procurement

Manage the procure‑to‑pay process, enforce spend policies and identify savings

Analytics & reporting

Generate data‑driven insights using CRM Analytics to improve decisions and predict trends

Benefits

Unified platform – Because the solution is Salesforce‑native, your finance team shares the same customer data and analytics as sales and services, enabling real‑time collaboration.

Improved accuracy – Automated billing, revenue recognition and compliance reduce errors and speed up financial closes.

Data‑driven finance – Advanced analytics and AI unlock hidden insights, predict trends and support smarter decisions

Our Services

Empowering your operations with smart, scalable and efficient services.

Financial Setup

Implementation of core accounting (general ledger, accounts receivable/payable), billing and revenue modules

System Integration

Integration with Sales Cloud, CPQ, PSA and external ERP systems.

Analytics Setup

Configuration of analytics dashboards and AI forecasting.

User Support

User training, documentation and ongoing support.