Certinia (FinancialForce) Modules & Capabilities
Certinia (FinancialForce) is rated across 9 of 14 ERP modules, 4 of them a core strength and 177 documented capabilities catalogued across those modules.
- 9of 14
- Modules rated
- 4
- Core strengths
- 177
- Documented capabilities
- Cloud
- Deployment
Certinia (FinancialForce) module ratings
Ordered strongest to weakest. Each rating reflects standard-edition depth, not what a third-party add-on could bolt on.
Finance & Accounting
strongCore financial management including general ledger, accounts payable/receivable, fixed assets, cash management, and financial reporting. The backbone of any ERP system.
›60 documented capabilities in 10 areas
Finance & Accounting
strong
General Ledger8
Provides chart of accounts, allocations, journal entries, intercompany reconciliation, consolidations, and period/year-end close.
Chart of Accounts · Allocations · Journal Entries · Period-End Adjustments · Intercompany Transactions & Reconciliation
Revenue Management5
Defines recognition treatments, generates revenue schedules, and manages revenue contracts across business dimensions to accelerate period-end close.
Recognition Treatment Templates · Revenue Schedule Generation · Revenue Contract Management · Revenue Forecasting
Planning and Analysis6
Spans financial and services performance analytics, plan generation and management, reporting, and services revenue forecasting.
Financial Performance Analysis · Services Performance Analysis · Plan Generation & Management · Reports & Statements · Services Revenue Forecasting
Accounts Payable7
Covers vendor management, invoice approval, three-way matching, payment processing, prepaid expenses, and vendor credits.
Vendor Management · Vendor Invoice Recording & Approval · Vendor Payment Processing · Three-Way Matching · Prepaid Expense Management
Cost Management5
Covers cost allocation, amortization methods, cost schedule generation, and cost recognition tied to project and revenue performance.
Cost Allocation · Cost Amortization Methods · Cost Schedule Generation · Cost and Expense Recognition
Accounts Receivable7
Covers customizable invoice templates, automated payment reminders, collections, cash receipts, write-offs, and credit/refund handling.
Customer Invoice Templates · Automated Payment Reminders · Collections Management · Cash Receipt Processing · Customer Write-Offs
Cash and Bank Management5
Manages bank accounts, statement imports, reconciliation, and lockbox operations to support forecasting and faster close.
Bank Account Management · Bank Statement Import · Account Reconciliation · Lockbox Management
Fixed Assets5
Automates asset acquisition, depreciation, disposal/sale, and reporting while supporting tax and compliance needs.
Asset Acquisition · Depreciation Calculation · Asset Disposal & Sale · Asset Reporting
Tax Management4
Handles tax code and rate configuration, external tax calculation integration, filing support, and intercompany tax reporting.
Tax Code & Rate Management · External Tax Calculation Integration · Tax Reporting
Global Business Management8
Manages legal entities, consolidation structures, intercompany relationships, exchange rates, accounting books, and fiscal calendars for multi-country operations.
Legal Entity Management · Consolidation Structure · Intercompany Relationships · Currency & Exchange Rate Management · Accounting Books
Sales
strongThe sales side of an ERP: quotes and pricing, order processing, customer and account management, post-sale service, and sales reporting on shared master data.
›29 documented capabilities in 6 areas
Sales
strongMulti-Revenue Billing7
Consolidates subscription, usage, professional services, and inventoried-item billing into a single, multi-currency invoicing engine.
Subscription Contract Billing · Usage-Based Billing · Professional Services Billing · Inventoried Item Billing · Consolidated Invoice Generation
Customer Engagement4
Brings together project, invoice, revenue, and cost data so teams can analyze profitability and manage engagement holistically.
Customer Lifetime Value Visibility · Customer Profitability Analysis · Revenue Contract Generation
Opportunity Management3
Extends the sales pipeline through forecasting and lets won opportunities convert directly into staffed, planned projects.
Sales Pipeline Forecasting · Opportunity-to-Project Conversion
Order Fulfillment5
Covers quoting tangible goods, sales order creation and approval, and fulfillment/picking execution for customer orders.
Order Fulfillment Activity Management · Quote Tangible Goods · Sales Order Creation & Approval · Order Fulfillment & Picking
Success Management5
Manages success plans, playbooks, tasks, and activity tracking across the customer lifecycle from opportunity to renewal.
Success Plans & Objectives · Playbooks · Success Task Management · Activity Tracking
Success Operations5
Provides team-manager tooling, a customer health score dashboard, guided-success templates, and performance monitoring for CS teams.
Team Manager Portfolio View · Customer Health Score Dashboard · Guided Success Templates · CS Performance Monitoring
Project Management
strongProject planning, resource allocation, time tracking, expense management, and project accounting for project-centric businesses.
›50 documented capabilities in 10 areas
Project Management
strong
Project Management6
Covers project setup, Gantt-style planning, financial tracking, templates, and closure for a holistic view of delivery.
Project Setup · Project Planning (Gantt) · Project Financial Tracking · Project Closure · Project Templates
Multi-Revenue Billing7
Consolidates subscription, usage, professional services, and inventoried-item billing into a single, multi-currency invoicing engine.
Subscription Contract Billing · Usage-Based Billing · Professional Services Billing · Inventoried Item Billing · Consolidated Invoice Generation
Revenue Management5
Defines recognition treatments, generates revenue schedules, and manages revenue contracts across business dimensions to accelerate period-end close.
Recognition Treatment Templates · Revenue Schedule Generation · Revenue Contract Management · Revenue Forecasting
Resource Management6
Handles resource records, requests, staffing/assignment, scheduling, and capacity-versus-demand planning to optimize utilization.
Resource Records · Resource Requests · Project Staffing & Assignments · Resource Scheduling · Capacity and Demand Planning
Cost Management5
Covers cost allocation, amortization methods, cost schedule generation, and cost recognition tied to project and revenue performance.
Cost Allocation · Cost Amortization Methods · Cost Schedule Generation · Cost and Expense Recognition
Opportunity Management3
Extends the sales pipeline through forecasting and lets won opportunities convert directly into staffed, planned projects.
Sales Pipeline Forecasting · Opportunity-to-Project Conversion
Time Management4
Covers timecard entry and approval, aimed at converting captured hours into accurate, billable revenue.
Timecard Entry · Timecard Approval · Automated Billing of Time
Expense Management4
Covers expense entry and approval and their connection through to project billing and employee reimbursement.
Expense Entry · Expense Approval · Expense-to-Invoice Integration
Skills Management4
Tracks a skills taxonomy and individual resource skill ratings so staffing decisions can match talent to project demand and reveal training gaps.
Skills Taxonomy Management · Resource Skills & Certifications Tracking · Skills Gap Identification
Estimation6
Lets services teams build estimates from templates, push them into sales opportunities, and convert won estimates directly into PSA projects.
Estimate Creation & Templates · Opportunity Integration · Estimate-to-Project Conversion · CPQ Connector Integration · Guided Scoping
Business Intelligence
strongReporting, dashboards, analytics, and data visualisation capabilities built into the ERP platform for operational and strategic decision-making.
›6 documented capabilities in 1 areas
Business Intelligence
strong
Planning and Analysis6
Spans financial and services performance analytics, plan generation and management, reporting, and services revenue forecasting.
Financial Performance Analysis · Services Performance Analysis · Plan Generation & Management · Reports & Statements · Services Revenue Forecasting
HR & Payroll
moderateHuman resources management including employee records, payroll processing, benefits administration, time and attendance, and talent management.
Procurement
moderatePurchase order management, supplier management, requisition workflows, contract management, and spend analytics.
›7 documented capabilities in 1 areas
Procurement
moderateProcurement7
Manages supplier sites, requisitions, purchase orders, invoice matching, sourcing requests, and purchase agreements with spend visibility.
Supplier Management · Requisitions · Purchase Orders for Resale · Invoice Matching · Sourcing Requests
Supply Chain
basicEnd-to-end supply chain visibility including demand planning, supply planning, logistics, supplier management, and supply chain analytics.
Inventory Management
basicInventory tracking, stock management, reorder point planning, multi-location management, and inventory valuation across warehouses and locations.
›7 documented capabilities in 1 areas
Inventory Management
basicInventory Management7
Covers inventory value and item tracking, network management, production orders, and vendor/customer returns across channels.
Inventory Value & Item Tracking · Inventory Network Management · Production Orders · Vendor Returns · Customer Returns
Field Service
basicField service management including work order dispatching, technician scheduling, mobile access, parts management, and service contract management.
›18 documented capabilities in 4 areas
Field Service
basicCustomer Engagement4
Brings together project, invoice, revenue, and cost data so teams can analyze profitability and manage engagement holistically.
Customer Lifetime Value Visibility · Customer Profitability Analysis · Revenue Contract Generation
Customer Collaboration4
Configures Experience Cloud self-service portals so customers, partners, and delivery teams share real-time account, project, and success data.
Experience Cloud Self-Service Configuration · Customer Self-Service Billing & Payments · Partner & Delivery Team Collaboration
Success Management5
Manages success plans, playbooks, tasks, and activity tracking across the customer lifecycle from opportunity to renewal.
Success Plans & Objectives · Playbooks · Success Task Management · Activity Tracking
Success Operations5
Provides team-manager tooling, a customer health score dashboard, guided-success templates, and performance monitoring for CS teams.
Team Manager Portfolio View · Customer Health Score Dashboard · Guided Success Templates · CS Performance Monitoring
Certinia (FinancialForce) does not offer or rate: Manufacturing, Warehouse Management, Ecommerce, Quality Management, Asset Management.
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Certinia (FinancialForce) add-ons & integrations
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Certinia (FinancialForce) Modules FAQ
What is Certinia?
Certinia (formerly FinancialForce) is an ERP and professional-services-automation suite built natively on the Salesforce platform, aimed at services firms and SaaS companies already using Salesforce. It handles financial management, project/PSA, and business intelligence, but requires separate Salesforce licenses since it runs on that platform.
What does Certinia do?
Certinia provides financial management, professional services automation (project planning, resourcing, billing), and business intelligence for services organizations, all running inside Salesforce. It's strongest for project profitability tracking and PSA, with only basic supply chain, inventory, and field service, and no manufacturing or warehouse management.
Is Certinia owned by Salesforce?
No. Certinia is an independent company; its software runs natively on the Salesforce platform as a Salesforce-native app, but Salesforce does not own Certinia. Certinia was previously named FinancialForce before its 2023 rebrand.
What is Certinia used for?
Certinia is used by professional services firms and SaaS/software companies for financial management and professional services automation - project planning, resource management, time and billing, and revenue recognition - inside their existing Salesforce environment. It's built for services-based businesses rather than product or inventory-heavy companies.
What is Certinia PSA?
Certinia PSA (Professional Services Automation) is the module covering project planning, resource scheduling, time tracking, and billing for services businesses. It's one of Certinia's strongest capabilities, giving real-time visibility into project profitability alongside the platform's native Salesforce CRM data.
What is FinancialForce?
FinancialForce was the former name of Certinia before its 2023 rebrand. It refers to the same ERP and professional-services-automation suite built natively on Salesforce, covering financial management and PSA for services firms; the product and company are now known as Certinia.