Certinia (FinancialForce) Finance & Accounting
Core financial management including general ledger, accounts payable/receivable, fixed assets, cash management, and financial reporting. The backbone of any ERP system.
Finance & Accounting is a core strength for Certinia (FinancialForce) — a primary capability included in standard deployments. The product is best suited to professional services firms already on salesforce.
The finance & accounting scope Certinia (FinancialForce) ships, grouped as the product itself organises it.
General Ledger8
Provides chart of accounts, allocations, journal entries, intercompany reconciliation, consolidations, and period/year-end close.
- Chart of AccountsMaintains the account structure that all ledger entries post against.
- AllocationsDistributes shared costs or revenue across accounts, departments, or entities using defined rules.
- Journal EntriesRecords manual and system-generated journal entries into the ledger.
- Period-End AdjustmentsHandles management and accounting adjustments needed to finalize a period before close.
- Intercompany Transactions & ReconciliationPosts and reconciles transactions between related legal entities within the same ledger.
- Chart of AccountsMaintains the account structure that all ledger entries post against.
- AllocationsDistributes shared costs or revenue across accounts, departments, or entities using defined rules.
- Journal EntriesRecords manual and system-generated journal entries into the ledger.
- Period-End AdjustmentsHandles management and accounting adjustments needed to finalize a period before close.
- Intercompany Transactions & ReconciliationPosts and reconciles transactions between related legal entities within the same ledger.
- Consolidations & EliminationsRolls multiple entities into consolidated financials while eliminating intercompany balances.
- Trial Balance & Year-End CloseProduces the trial balance and drives the procedures needed to close a period or fiscal year.
Will Certinia (FinancialForce) meet your general ledger needs? Build your requirements and perform a full analysis.
Build my requirements →Revenue Management5
Defines recognition treatments, generates revenue schedules, and manages revenue contracts across business dimensions to accelerate period-end close.
- Recognition Treatment TemplatesDefines reusable recognition treatments applied consistently across contracts.
- Revenue Schedule GenerationGenerates the schedules that recognize revenue over time per the applicable treatment.
- Revenue Contract ManagementTracks revenue contracts and related purchase orders across business dimensions.
- Revenue ForecastingProjects future revenue based on existing contracts and recognition schedules.
Will Certinia (FinancialForce) meet your revenue management needs? Build your requirements and perform a full analysis.
Build my requirements →Planning and Analysis6
Spans financial and services performance analytics, plan generation and management, reporting, and services revenue forecasting.
- Financial Performance AnalysisAnalyzes financial results against plan across the ERP side of the business.
- Services Performance AnalysisAnalyzes services delivery performance across the Professional Services Cloud.
- Plan Generation & ManagementGenerates and manages budget and forecast plans that can be validated against actuals.
- Reports & StatementsProduces financial and services reports and statements for stakeholders.
- Services Revenue ForecastingForecasts services revenue to support sustainable growth planning.
Will Certinia (FinancialForce) meet your planning and analysis needs? Build your requirements and perform a full analysis.
Build my requirements →Accounts Payable7
Covers vendor management, invoice approval, three-way matching, payment processing, prepaid expenses, and vendor credits.
- Vendor ManagementMaintains vendor master records used across purchasing and payables.
- Vendor Invoice Recording & ApprovalCaptures incoming vendor invoices and routes them through an approval workflow.
- Vendor Payment ProcessingExecutes vendor payments, including via the Payment Plus capability.
- Three-Way MatchingMatches purchase orders, receipts, and invoices before a payable is approved for payment.
- Prepaid Expense ManagementTracks prepaid vendor expenses and their recognition over time.
- Vendor ManagementMaintains vendor master records used across purchasing and payables.
- Vendor Invoice Recording & ApprovalCaptures incoming vendor invoices and routes them through an approval workflow.
- Vendor Payment ProcessingExecutes vendor payments, including via the Payment Plus capability.
- Three-Way MatchingMatches purchase orders, receipts, and invoices before a payable is approved for payment.
- Prepaid Expense ManagementTracks prepaid vendor expenses and their recognition over time.
- Vendor Credit ManagementProcesses payable credit notes issued by vendors.
Will Certinia (FinancialForce) meet your accounts payable needs? Build your requirements and perform a full analysis.
Build my requirements →Cost Management5
Covers cost allocation, amortization methods, cost schedule generation, and cost recognition tied to project and revenue performance.
- Cost AllocationDistributes shared or indirect costs across projects for full expense visibility.
- Cost Amortization MethodsDefines how a cost is spread over time rather than recognized all at once.
- Cost Schedule GenerationGenerates cost schedules used for detailed expense and margin analysis.
- Cost and Expense RecognitionRecognizes costs and expenses in the financials in line with the matching principle against recognized revenue.
Will Certinia (FinancialForce) meet your cost management needs? Build your requirements and perform a full analysis.
Build my requirements →Accounts Receivable7
Covers customizable invoice templates, automated payment reminders, collections, cash receipts, write-offs, and credit/refund handling.
- Customer Invoice TemplatesGenerates customer invoices from customizable templates.
- Automated Payment RemindersSends scheduled reminders to customers to accelerate collection.
- Collections ManagementTracks and manages overdue customer balances through the collections process.
- Cash Receipt ProcessingApplies incoming customer payments against open invoices.
- Customer Write-OffsWrites off uncollectible customer balances following defined approval rules.
- Customer Invoice TemplatesGenerates customer invoices from customizable templates.
- Automated Payment RemindersSends scheduled reminders to customers to accelerate collection.
- Collections ManagementTracks and manages overdue customer balances through the collections process.
- Cash Receipt ProcessingApplies incoming customer payments against open invoices.
- Customer Write-OffsWrites off uncollectible customer balances following defined approval rules.
- Credit Notes & RefundsIssues customer credit notes and processes refunds.
Will Certinia (FinancialForce) meet your accounts receivable needs? Build your requirements and perform a full analysis.
Build my requirements →Cash and Bank Management5
Manages bank accounts, statement imports, reconciliation, and lockbox operations to support forecasting and faster close.
- Bank Account ManagementManages the organization's bank accounts within the platform.
- Bank Statement ImportImports bank statement data, manually or automatically, for reconciliation.
- Account ReconciliationReconciles bank accounts against imported statements to speed up the close.
- Lockbox ManagementAdministers lockbox payment processing operations.
Will Certinia (FinancialForce) meet your cash and bank management needs? Build your requirements and perform a full analysis.
Build my requirements →Fixed Assets5
Automates asset acquisition, depreciation, disposal/sale, and reporting while supporting tax and compliance needs.
- Asset AcquisitionAutomates recording new fixed assets as they are acquired and put into use.
- Depreciation CalculationCalculates asset depreciation over time using defined methods.
- Asset Disposal & SaleManages the disposal or sale of assets and updates the asset register accordingly.
- Asset ReportingGenerates asset status and valuation reports for decision-making and compliance.
Will Certinia (FinancialForce) meet your fixed assets needs? Build your requirements and perform a full analysis.
Build my requirements →Tax Management4
Handles tax code and rate configuration, external tax calculation integration, filing support, and intercompany tax reporting.
- Tax Code & Rate ManagementDefines and maintains the tax codes and rates applied across transactions.
- External Tax Calculation IntegrationConnects to external tax engines to calculate obligations for complex or multi-jurisdiction scenarios.
- Tax ReportingProduces tax reports, including intercompany tax reporting, to support filing and compliance.
Will Certinia (FinancialForce) meet your tax management needs? Build your requirements and perform a full analysis.
Build my requirements →Global Business Management8
Manages legal entities, consolidation structures, intercompany relationships, exchange rates, accounting books, and fiscal calendars for multi-country operations.
- Legal Entity ManagementSets up and manages the legal entities that make up a multi-company organization.
- Consolidation StructureDefines the hierarchy used to roll multiple entities up into consolidated financials.
- Intercompany RelationshipsDefines relationships and transaction flows between related legal entities.
- Currency & Exchange Rate ManagementMaintains supported currencies and exchange rates for multi-currency operations.
- Accounting BooksMaintains separate accounting books where entities require distinct records.
- Legal Entity ManagementSets up and manages the legal entities that make up a multi-company organization.
- Consolidation StructureDefines the hierarchy used to roll multiple entities up into consolidated financials.
- Intercompany RelationshipsDefines relationships and transaction flows between related legal entities.
- Currency & Exchange Rate ManagementMaintains supported currencies and exchange rates for multi-currency operations.
- Accounting BooksMaintains separate accounting books where entities require distinct records.
- Fiscal Calendar DefinitionDefines fiscal calendars and period structures to match jurisdictional requirements.
- Country-Specific LocalizationTurns on capabilities needed to comply with local requirements in a given country.
Will Certinia (FinancialForce) meet your global business management needs? Build your requirements and perform a full analysis.
Build my requirements →Certinia (FinancialForce) Finance & Accounting screens
What finance & accounting actually looks like in Certinia (FinancialForce).
The Certinia (FinancialForce) Evaluation Kit
An independent assessment of Certinia (FinancialForce) — strengths, gaps and real pricing — plus a requirements template you can score its finance & accounting against alongside every other system on your shortlist.
Certinia (FinancialForce) Evaluation Kit
2026 Edition · PDF guide + XLSX template
ERP Research
- Buyer's guide (PDF): Certinia (FinancialForce) independently assessed — where it is strong, where it is not, and what it actually costs
- Requirements template (XLSX): weight your requirements and score vendors side by side
- Structured by module, so finance & accounting sits alongside the rest of your scope
- The questions to put to the vendor and to implementation partners
Certinia (FinancialForce) Evaluation Kit
Certinia (FinancialForce) add-ons & integrations
Extend Certinia (FinancialForce) with best-of-breed software that integrates with it:
Highlighted product links go straight to the vendor and are affiliate links — we may earn a commission if you sign up. This never affects which products we list or how we rank them.
Finance & Accounting — strength by vendor
| Vendor | Strength | Best for | Starting price | Implementation | Actions |
|---|---|---|---|---|---|
 | ★★★ strong | Mid-market and standardised enterprises wanting fast time-to-value | $180/user/mo | 3–6 months | |
| ★★★ strong | Large, complex enterprises needing deep customisation and controlled upgrades | Custom | 6–18 months | |
| ★★★ strong | Small to midsize businesses wanting SAP reliability | $95/user/mo | 3–6 months | |
| ★★★ strong | Midsize companies or subsidiaries needing cloud-first SAP | $120/user/mo | 4–8 months | |
 | ★★★ strong | Fast-growing mid-market companies wanting unified cloud ERP | $99/user/mo | 4–9 months | |
 | ★★★ strong | Large enterprises moving from on-premise Oracle to cloud | Custom | 9–18 months | |
 | ★★★ strong | Mid-to-large companies in the Microsoft ecosystem | $50/user/mo | 6–14 months | |
 | ★★★ strong | Midsize companies wanting unlimited users and flexible cloud ERP | Custom | 4–8 months |
Evaluating finance & accounting on Certinia (FinancialForce)
What to put in front of the vendor before you commit.
- 1Multi-entity and multi-currency support
- 2Real-time financial consolidation
- 3Automated revenue recognition (ASC 606)
- 4Built-in audit trails and compliance controls
- 5Integration with banking and payment systems
Certinia (FinancialForce) starts at $100/user/mo with a typical total cost of $100K–$500K and a 3–7 months implementation.
Full Certinia (FinancialForce) pricing breakdown →Need help evaluating Certinia (FinancialForce) finance & accounting?
Tell us what you need it to do and we'll help you work out whether Certinia (FinancialForce) is the right fit — and which partners have done it before.
Certinia (FinancialForce) Finance & Accounting FAQ
What core accounting functions does Certinia cover?
Certinia's Financial Management covers general ledger, payables, receivables, cash, fixed assets, tax, and multi-entity consolidation, built natively on Salesforce rather than integrated from a separate finance system.
Does Certinia support multi-entity consolidation?
Yes — multi-entity consolidation is part of Certinia's core Financial Management capability, letting services firms with multiple legal entities consolidate financials from the same Salesforce-native platform used for CRM and PSA.
Is Certinia's finance module the same as Salesforce's own billing tools?
No — Certinia's Financial Management is a distinct product layer covering GL, AP/AR, fixed assets, and tax that runs on top of the Salesforce platform; it isn't a native Salesforce feature, and requires separate Certinia licensing alongside your Salesforce org.
How does Certinia handle fixed assets and tax?
Fixed assets and tax are named parts of Certinia's core Financial Management, alongside general ledger and cash management — covered within the same finance module rather than requiring a separate add-on product.
Other Certinia (FinancialForce) modules
Explore Certinia (FinancialForce) by industry & company size
Related Resources
Certinia (FinancialForce) ERP — Modules & Review
Explore Certinia (FinancialForce) ERP modules, pricing, and capabilities.
PricingCertinia (FinancialForce) Pricing & Costs
Compare Certinia (FinancialForce) pricing, licensing, and implementation costs.
Comparison