Certinia ERP CloudFormerly 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.
Leaves Some Functionality to be Desired
New FinancialForce implementation
FFA Review
Accounting in the cloud
FinancialForce -- For a growing small company
FinancialForce Accounting by Salesforce
FinancialForce Accounting Review
Salesforce User? - FinancialForce Accounting is a "No-Brainer"
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
- Single sign-on capability (5)8.686%
- Dashboards (5)8.484%
- Role-based user permissions (5)8.181%
- Standard reports (5)6.565%
Pricing
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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Features
Payroll Management
Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.
- 8.5Pay calculation(2) Ratings
Pay calculation provides for computation of employee pay with state and federal deductions.
- 8Benefit plan administration(2) Ratings
Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.
- 9Direct deposit files(2) Ratings
Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 8.8API for custom integration(4) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
- 8Plug-ins(3) Ratings
A number of third-party plug-ins are available to expand the core functionality of the software.
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.
- 8.6Single sign-on capability(5) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 8.1Role-based user permissions(5) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Reporting & Analytics
Users can report on and analyze usage, performance, ROI, and/or other metrics of success.
- 8.4Dashboards(5) Ratings
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
- 6.5Standard reports(5) Ratings
The software offers pre-built reports with metrics standard to the category.
- 8.8Custom reports(5) Ratings
Users can create custom reports.
General Ledger and Configurable Accounting
Financial management solution, including capabilities for general ledger and configurable accounting
- 8Accounts payable(5) Ratings
This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.
- 7.1Accounts receivable(4) Ratings
This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.
- 8Global Financial Support(1) Ratings
Account using multiple ledgers, multiple currencies, and multiple entities
- 7Primary and Secondary Ledgers(1) Ratings
Record and report across multiple currencies and accounting standards with primary and secondary ledgers
- 6.3Journals and Reconciliations(3) Ratings
Automate and synchronize ledgers and processes
- 7.4Configurable Accounting(3) Ratings
Configure accounting rules and segments for each chart of accounts
- 8.7Standardized Processes(3) Ratings
Centralize financial management to facilitate standardized financial processes
Inventory Management
The ability to track and manage the flow of goods or materials into and out of an inventory.
- 10Inventory tracking(3) Ratings
The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.
- 10Automatic reordering(3) Ratings
The software can be set up to automatically reorder a good when it falls below a certain threshold.
- 10Location management(3) Ratings
The software can track multiple goods across multiple locations.
Order Management
The ability to process orders, and track them from quote to cash.
- 8Pricing(2) Ratings
Users can set up complex and unique pricing requirements.
- 8Order entry(2) Ratings
Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.
- 8.5Credit card processing(2) Ratings
The software facilitates credit card processing.
- 8Cost of goods sold(2) Ratings
The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.
Subledger and Financial Process
Revenue management solution including capabilities for subledgers and financial processes
- 10Travel & Expense Management(1) Ratings
Enter expenses from mobile devices, integrate credit card and travel booking, configure policy enforcement
- 7Budgetary Control & Encumbrance Accounting(1) Ratings
Control spending at any budget level or time interval
Project Financial Management
Project financial management solution including capabilities for project budgeting, cost control, billing and contract management.
- 9Budgeting and Forecasting(1) Ratings
Establish project budgets and forecast future project financials
- 9Project Costing(1) Ratings
Standardize, track, and control costs at all project phases
- 10Cost Capture(1) Ratings
Capture costs including those for procurement, financials or time and labor, including from external systems
- 9Capital Project Management(1) Ratings
Track and manage capital asset costs
- 10Customer Contract Compliance(1) Ratings
Associate projects or tasks with customer contracts, and lines within contracts, to meet billing terms
- 10Project Revenue Recognition(1) Ratings
Recognize project contract revenue in line with accounting policies and regulations
Project Execution Management
Project execution management solution including capabilities for project scheduling, resource management, and team member task management.
- 7Project Planning and Scheduling(1) Ratings
Interactive Gantt chart for establishing tasks, durations, and delivery schedule
- 7Task Insight for Project Managers(1) Ratings
Project manager visibility into task progress of team members
- 8Project Mobile Functionality(1) Ratings
Capabilities for project functions such as updating and monitoring task progress and timecards from mobile devices
- 8Definable Resource Pools(1) Ratings
Definable and hierarchical resource pools of potential project resources
Product Details
- About
- Competitors
- Tech Details
- FAQs
What is Certinia ERP Cloud?
Certinia ERP Cloud Competitors
Certinia ERP Cloud Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Security |
Frequently Asked Questions
Comparisons
Compare with
Reviews and Ratings
(33)Community Insights
- Business Problems Solved
- Pros
- Cons
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)Leaves Some Functionality to be Desired
- Contracts
- Sales Invoices
- Integration with Salesforce
- Ease of use
- Clearer defined terms inside of specific features
- Constant errors
New FinancialForce implementation
- 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.
FFA Review
- 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.
Accounting in the cloud
- 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)
FinancialForce -- For a growing small company
- 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.
FinancialForce Accounting by Salesforce
- 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
FinancialForce Accounting Review
- 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).
Salesforce User? - FinancialForce Accounting is a "No-Brainer"
- 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.