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Certinia ERP Cloud

Certinia ERP Cloud
Formerly FinancialForce ERP Cloud

Overview

What is Certinia ERP Cloud?

Certinia ERP Cloud automates financial management on the Salesforce platform. The customer-centric ERP software includes a general ledger, automated billing processes, and financial intelligence.

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Recent Reviews

TrustRadius Insights

FinancialForce Subscription & Usage Billing has proven to be a valuable tool for managing high numbers of active subscribers to television …
Continue reading

FFA Review

10 out of 10
August 01, 2019
Incentivized
FinancialForce is being used mainly within the Finance & Accounting department, but its functions are well-recognized across the company. …
Continue reading
Read all reviews

Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 36 features
  • Single sign-on capability (5)
    8.6
    86%
  • Dashboards (5)
    8.4
    84%
  • Role-based user permissions (5)
    8.1
    81%
  • Standard reports (5)
    6.5
    65%
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Pricing

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N/A
Unavailable

What is Certinia ERP Cloud?

Certinia ERP Cloud automates financial management on the Salesforce platform. The customer-centric ERP software includes a general ledger, automated billing processes, and financial intelligence.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Genius Solutions delivers a complete enterprise resource planning (ERP) solution, including software, implementation services, and field expertise for small to mid-sized custom manufacturers across the US and Canada. Genius ERP is built for SME manufacturers handling make-to-order, engineer-to…

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Features

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

8.4
Avg 7.2

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

8.4
Avg 7.2

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.4
Avg 8.1

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

7.9
Avg 6.9

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

7.9
Avg 7.6

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

10
Avg 7.9

Order Management

The ability to process orders, and track them from quote to cash.

8.1
Avg 7.8

Subledger and Financial Process

Revenue management solution including capabilities for subledgers and financial processes

8.7
Avg 7.4

Project Financial Management

Project financial management solution including capabilities for project budgeting, cost control, billing and contract management.

9.3
Avg 7.6

Project Execution Management

Project execution management solution including capabilities for project scheduling, resource management, and team member task management.

8.2
Avg 6.8
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Product Details

What is Certinia ERP Cloud?

Certinia ERP Cloud (formerly FinancialForce ERP Cloud) automates financial management on the Salesforce platform. The customer-centric ERP cloud software includes a general ledger, automated billing processes, and financial intelligence.

Certinia ERP Cloud Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Security

Frequently Asked Questions

Certinia ERP Cloud automates financial management on the Salesforce platform. The customer-centric ERP software includes a general ledger, automated billing processes, and financial intelligence.

Sage Intacct, NetSuite ERP, and QuickBooks Desktop Enterprise are common alternatives for Certinia ERP Cloud.

Reviewers rate Inventory tracking and Automatic reordering and Location management highest, with a score of 10.

The most common users of Certinia ERP Cloud are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(33)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

FinancialForce Subscription & Usage Billing has proven to be a valuable tool for managing high numbers of active subscribers to television services. Users have been able to streamline their billing processes by leveraging the software's auto-billing capabilities, allowing for efficient and accurate monthly billing. Additionally, the integration with other systems such as Salesforce and CRM has been beneficial for users, enabling seamless interaction between platforms.

Another key use case of FinancialForce Subscription & Usage Billing is integrating it with FinancialForce Accounting. This integration has greatly benefited the Accounting and Finance department. By utilizing this software, users have been able to automate accounts payable processes and provide easy access to vendor and A/P information for other departments. The ability to create dashboards and reports of financial information has also proven useful for sharing crucial data with other teams.

Furthermore, FinancialForce Accounting serves as a reliable accounting system that integrates seamlessly with Salesforce, allowing users to record transactions and generate trial balances. This feature has been particularly helpful in multi-currency environments, as the software's capabilities enable users to reduce manual entries and focus on reporting and planning. Overall, FinancialForce ERP has provided a modern solution for various accounting activities within organizations, addressing problems in areas such as Payables, Receivables, Reporting, and Data Analysis.

Complete end-to-end solution: Users find FinancialForce to be a complete end-to-end solution that extends the functionality of Salesforce Enterprise Edition, allowing for seamless and intuitive processes such as turning sales quotes or orders into invoices. This has been mentioned by multiple reviewers who appreciate the comprehensive nature of the software.

Intuitive user interface: The user interface of FinancialForce is highly praised for its intuitiveness, making it easy for sales and accounting teams to work together and share information efficiently. Multiple users have mentioned this positive aspect, resulting in decreased time to bill and increased user adoption and satisfaction.

Seamless credit processing: Credit processing in FinancialForce follows a similar intuitive path, ensuring smooth operations. Some users have specifically mentioned how seamless the credit processing feature is within the software.

Reporting Engine Overwhelming: Some users have found the reporting engine in FinancialForce overwhelming and difficult to configure and learn, leading to frustration and inefficiency in generating reports.

Lack of Support for Procurement: Several reviewers have mentioned the lack of support for procurement of non-operations goods and services in FinancialForce. This limitation has hindered their ability to effectively manage all aspects of their purchasing processes.

Need for Integration with Expense Reporting App: Many users expressed the need for a simple and straightforward expense reporting and reimbursement app that integrates seamlessly with payable invoices or journals. The absence of such an application offered or supported by FinancialForce has created challenges in managing expenses efficiently.

Attribute Ratings

Reviews

(1-8 of 8)
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Score 6 out of 10
Vetted Review
Verified User
Incentivized
FinancialForce Subscription & Usage Billing brings the ability to manage high numbers of active subscribers to our television service as well as auto-bill monthly and integrate with our other systems. While it's helpful in its integration with SF and our CRM, it also leaves some usability and functionality to be desired.
  • Contracts
  • Sales Invoices
  • Integration with Salesforce
  • Ease of use
  • Clearer defined terms inside of specific features
  • Constant errors
It works for our team due to the fact we manage a high number of customers who all subscribe to a service and need to be auto-billed monthly on a contract-style basis. This type of billing service would not be well suited for a company that has a small number of customers or a company that has a one-time transaction instead of auto-billing.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We were using NetSuite as an ERP and it was clunky. We wanted a modern system that integrated well with our current CRM, Salesforce. FinancialForce ERP looks to the average user that this is just part of Salesforce and native to the system. This allowed us to have adoption to the system rather quickly.
  • Resource planning.
  • Hours tracking.
  • It might have been the implementation but it causes some apex errors.
  • Default fields are not enough. We need to customize which we'd rather not do.
I think it is well suited for our current process which involves project management for our services teams which includes implementation and customization. We have found that this has greater flexibility to our overall team as it is easier to add required fields in Salesforce than to request it from NetSuite since we do not currently have a NetSuite administrator.
August 01, 2019

FFA Review

Score 10 out of 10
Vetted Review
Verified User
Incentivized
FinancialForce is being used mainly within the Finance & Accounting department, but its functions are well-recognized across the company. It addresses problems in multiple areas such as Payables and Receivables, Reporting, Data Analysis, and other functions.
  • Comprehensive spreadsheets and dashboards with filtering functions.
  • Ease of file upload and conversion to and from Excel.
  • The overall spread of the homepage makes for easy access to whatever information you're looking for.
  • I believe FFA has a tremendous ability to data easy to access by all departments, but also is complex enough to retrieve specific data that is needed.
  • I am a full supporter of FFA.
More appropriate - Payables & Receivables, Reporting. Less appropriate - Document library containing multiple departments' files.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
The Accounting and Finance department uses FinancialForce Accounting (FFA) for A/P and general ledger transactions. Our entire organization uses Salesforce as our CRM so this allows for interaction between the systems. We were able to automate A/P and allow outside departments to access vendor and A/P information. We have created dashboards and reports of financial information that can be shared with other departments.
  • User interface is more modern and user-friendly than other software
  • Dashboards allow for good visual interpretation
  • Reports are able to be customized to better fit users' needs
  • Financial reporting could be easier to use
  • More out-of-box reports for standard reconciliations (bank rec, aging, etc.)
  • Some of the processes are time-consuming (running an aging, cash matching, printing checks)
FFA is a good product if you want the ability to customize functionality and reporting. However, all the setup can be overwhelming if you are looking for an out-of-the-box solution. FFA is a great choice is you are already using Salesforce and want to report on KPIs directly from the source data. There are a lot of applications to help you feed data into the system or export it out in a usable format.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
FinancialForce is being used as our accounting system. We integrated it with SalesForce, but only the accounting department is using FinancialForce. It helps us in recording transactions and creating a trial balance, for which we are able to build financial statements in excel. We have other in-house development to help us auto-bill the invoices generated from FinancialForce.
  • FinancialForce has a very familiar user interface if you have experience using SalesForce. Since it's built on top of the SalesForce UI, it doesn't take long for people to learn to navigate around. This helps when onboarding new employees.
  • There is a lot of customization available. Since SalesForce is highly customizable, so is FinancialForce. This will help if you have an in-house developer that can tailor to whatever specific business need your company has. This pertains to layouts or reports that are being built.
  • It has better scalability than QuickBooks.
  • Since SalesForce was not made with accounting in mind, building FinancialForce as a module on top of SalesForce gives problems because the overarching architect of SalesForce cannot facilitate all the accounting requirements.
  • The FinancialForce integration team was not very good, and did not help us set up our FinancialForce very well. Their customer support is also lacking and takes a long time to respond and troubleshoot our problems.
  • FinancialForce doesn't actually build financial statement reports. We were only able to run a trial balance, and we had to build the statements ourselves in Excel.
It is good for a small business starting their growth phase. Quickbooks is not very good scaling from a small company to a midsized company. If your company does not have the resources to invest in NetSuite, FinancialForce may be a better option. If your business is not a subscription business, FinancialForce will be easier to manage.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
The accounting department uses FinancialForce Accounting as its main software. In addition to standard accounting functions, we greatly utilize the multi-currency capabilities and all the automation capabilities to remove manual entries as much as possible and be able to use that time to focus on reporting and planning instead.
  • Data integration which reduces need for manual entry
  • Multi-currency and location capabilities
  • Tagging function
  • System is slow when overwhelmed by data
  • Problems with Action Views
Depending on your sales software, FinancialForce Accounting could be a great option. It has great functionality for multinational businesses (large and small), and integration with sales software gives you the ability to track your sales cycle/expenses through the sales cycle much more easily than without the integration which is very important.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
FinancialForce Accounting is being used by the accounting department for various accounting activities. It is not directly used by any other department in the company but it is integrated with our Salesforce.com platform which is used by the sales department. We use FinancialForce Accounting across all of our locations, in multiple countries.
  • Support for multiple currencies - track fluctuations in currency and impact on business/costs/profits, etc.
  • Great support.
  • Easy integration with Salesforce.com.
  • It took a very very long time to implement and we had configuration issues after the implementation that had to be addressed.
  • Cannot run scheduled reports.
  • Difficult to run reports (training is needed to configure the reports).
FinancialForce Accounting is a good choice if you are using Salesforce.com in your sales department as the integration with Salesforce.com is great (but be warned that the implementation phase takes a very long time). If you want to be able to run scheduled reports, or set up specific reports then you will find it difficult to do so with FinancialForce Accounting. You need to have a lot of training to set up reports.
Lynne Taylor | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • For Salesforce Enterprise Edition users, FinancialForce extends the CRM and any custom objects or applications built or installed for operations/manufacturing/services to create a complete end-to-end solution on the force.com platform.
  • Turning a sales quote or order into an invoice is seamless and intuitive, allowing sales and accounting to work together to share information and decrease time to bill. Credit processing when necessary follows a similarly seamless path.
  • Cash matching and bank reconciliation processing is streamlined with bank uploads and ability to easily match transactions with intuitive interface that checks and validates balances, increasing cash handling and accuracy.
  • Financial reporting using native Salesforce report capabilities is drag-and-drop, and ability to build custom reports using multiple data objects is flexible and easy to learn.
  • FinancialForce has a great support team and the ability to log a support case and manage the case through resolution and close has increased user adoption and satisfaction.
  • Multicurrency capability is particularly important for the company and FinancialForce handles this well with home and dual currency, easy to set up and ability to provide visibility and reporting for operations regarding impact of currency fluctuations has provided better decision making for management.
  • Intercompany transaction processing is easy to set up and use.
  • While FinancialForce does provide a robust reporting engine application for free (in addition to the large number of out-of-the-box standard Salesforce reports that come with the app), the reporting engine can be overwhelming for the average user to configure and learn. This is improving with each new release but is not out yet.
  • While the company doesn't use purchase orders, there may be a need at some point in the future to do procurement of non-operations goods and services. This functionality isn't currently supported by FinancialForce, although there is the ability to create custom purchase objects in Salesforce and integrate them with payable invoices object.
  • The company would also find a simple, straightforward expense reporting and reimbursement app that integrated with payable invoices or journals useful, in order to get away from expense report management by spreadsheet. There is no current application offered or supported by FinancialForce for this, but companies can opt to install (and pay for licenses) to use other, third party applications that handle this functionality.
For accounting systems, users and/or evaluators often want to see some type of matrix or "heads up" comparisons of specific features and functionality of a system in key areas such as:
1) General Ledger
2) Order to Cash cycle
3) Purchase to Pay cycle
4) Cash management
5) Inventory and/or Cost Accounting (Projects/Jobs, etc)
6) Revenue Recognition
7) Fixed Assets management
8) Budgets
9) Tax
10) Reports and Analysis

It would be great if this kind of matrix existed to be filled in by reviewers so that others could benefit from their perspectives about the applications and how they address or handle the specific features/functionality.

With respect to FinancialForce, the company has found that nearly all the key features it needed were available from the application.
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