Certinia (formerly FinancialForce) is a an ERP that tightly integrates with Salesforce. Certinia is especially optimized for professional services companies.

Product Overview

Formerly FinancialForce, Certinia offers a comprehensive Services-as-a-Business platform that integrates and powers various aspects of service operations, including estimation, delivery, customer success management, financial planning, and accounting. It’s built on the Salesforce platform, providing a user-friendly interface and seamless integration with Salesforce tools.

Key features include professional services automation to improve project profitability, resource management for optimizing staff deployment, and innovative billing solutions for various pricing models. Additionally, Certinia’s ERP system enhances overall business efficiency, helping companies manage their global operations more effectively and adapt to new business models with ease.


  • Ease of use
  • Customizable reports
  • Sleek, modern user interface

Target Market

Companies needing to unify various business functions like professional services teams, accounting, and finance under one platform. This makes it an excellent choice for mid-size service firms to global enterprises that prioritize customer-centric operations and agile business practices.

About FinancialForce

Video Overview


  • Starts at $175/user/month for core user access to all features
  • Executive users start at $125/month for read-only access
  • Sales users are only $10/month for access to view some data

Certinia requires a minimum number of users and will be priced based on license type, modules, and a variety of discounts available, A small business can expect to pay around $9,000 annually to use Certinia.


Accounts Payable

  • Automated invoice processing
  • Customizable vendor terms
  • Electronic and check payments
  • Duplicate invoice prevention

Accounts Receivable

  • Single-click Salesforce invoice creation
  • Custom credit terms
  • Automated due date calculation
  • Self-service billing portal

Cash Management

  • Cash flow forecasting
  • Multiple currency bank accounts
  • Automated bank reconciliation

General Ledger

  • Multi-dimensional accounts
  • Multi-currency handling
  • Automated budget calculation

Ordering & Billing

  • One-click order creation
  • Automated invoice generation
  • Multi-installment invoices
  • Recurring invoice setup


  • Integrated sales, service, finance reports
  • Mobile-friendly financial reporting
  • Extensive report template library
Starting Price
$175 /user/month
Price Range Learn More
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Product Overview

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User Reviews of FinancialForce

Submitted on February 21st, 2014 by Helen

It enables companies to manage their money from the time the prospect is identified all the way through to the A/P process. The reporting features alongside Salesforce create automated and efficient data at your fingertips. I really like everything being on one platform.

The Good…

That it is on the force.com platform.

The Bad…

Importing of data from other platforms.