Certinia Financial Management Cloud

Certinia Financial Management Cloud

Last Updated

Overview

Certinia Financial Management Cloud connects financials, billing, and revenue management to customer and delivery data, reducing spreadsheet work and speeding reporting. Even though occasional downtimes may disturb operations, its automated revenue recognition and simplified billing offer value. All in all, it centralizes financial operations.

Certinia Financial Management Cloud Specifications

  • Financial Management
  • Inventory Management
  • Customer Relationship Management
  • Project Management

Certinia Financial Management Cloud Features

Accounting And Financial Reporting

Certinia Financial Management Cloud features automated routine accounting tasks and real-time financial reporting without relying on spreadsheets. These capabilities support clearer financial oversight and help maintain consistent organizational visibility across essential accounting activities.

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Subscription And Usage Billing Management

With this feature, subscription, fixed-fee, usage, and hybrid billing models are handled in a single environment. Centralized oversight provides clearer visibility across customer relationships, supporting more organized billing workflows and consistent operational awareness.

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Order And Inventory Coordination

The platform centralizes order handling and inventory oversight for goods and services, supported by real-time data and flexible pricing structures. This feature maintains clearer visibility across fulfillment activities and helps keep operational processes organized.

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Financial Management Communities

The software enables customers to manage billing, payments, and related inquiries through dedicated community spaces. This setup keeps essential account information accessible to end users and reduces routine collection activities, supporting clearer operational focus.

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Pros And Cons of Certinia Financial Management Cloud

Pros

  • Interface feels intuitive and easy to use

  • Budgeting and forecasting steps become smoother

  • Project financials are always fully visible

Cons

  • Documentation gaps may hinder user workflows

  • Might require initial training for better software adoption

Certinia Financial Management Cloud Reviews

Total 10 reviews

4.8

All reviews are from verified customers

Rating Distribution

5

Stars

80%

4

Stars

20%

3

Stars

0%

2

Stars

0%

1

Stars

0%

Share your experience

AC
Alex C.

Mid Market, 500+ employees

5.0

“Excellent billing and sales pipeline”

Pros

Having one system that carries our workflow from sales all the way through billing and invoicing has been a big win for us since it lets us manage the full client lifecycle in a single tool. It's a really decent SaaS product with very little technical setup required so configuring it around our business needs has been fairly simple, whether that means data and process mapping, setting permissions or generating templates. The automatic invoice creation based on data points is especially useful because it helps us send bills out faster and start bringing in revenue sooner.

Cons

There really isn't much to complain about overall. If anything I'd like to see the Salesforce relationship and integration improved especially around building objects in a better way and not needing so much infrastructure on the integration side.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

8

KD
Kelsie D.

Accounting, 101-500 employees

5.0

“good for error checks”

Pros

The interface is very user friendly and it does a good job of catching mistakes before anything gets submitted.

Cons

I genuinely love using it so no complaints.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

DF
Dan F.

Hospital & Health Care, 500+ employees

5.0

“simple to setup”

Pros

Getting everything set up is easy and the supporting steps make sure you collect all the data you need without missing anything.

Cons

At the moment I really don't have any issues to point out since it's been working exactly the way it should.

Rating Distribution

Ease of use

10

Value for money

10

Customer Support

10

Functionality

9

Frequently Asked Questions

Does Certinia Financial Management Cloud have a mobile app?

No, Certinia FM Cloud does not offer a mobile app.

What types of Certinia Financial Management Cloud price plans are available?

The software offers tailored pricing. Contact us to request a personalized Certinia Financial Management Cloud cost quote based on your institution's requirements.

What language does Certinia Financial Management Cloud support?

The software supports English only.

Does Certinia Financial Management Cloud offer an API?

API availability is not confirmed for this software.

What level of support does Certinia Financial Management Cloud offer?

The platform provides support via ticket submission and phone.

Who are the typical users of Certinia Financial Management Cloud?

Certinia FM Cloud is well-suited for a broad mix of industries, including consulting and advisory firms, IT services, software companies, IT hardware providers, and tax and audit practices.

What other apps does Certinia Financial Management Cloud integrate with?

Information about third-party integrations has not been specified by the vendor.