Certinia Financial Management Cloud Reviews & Product Details

Certinia FM Cloud: The Engine for Financial Certainty Streamline, simplify, and automate your financial management on the Salesforce platform. Our services-centric FM Cloud software provides a unified information infrastructure, automated billing processes, and connected financial intelligence to move your organization from reactive accounting to a predictive financial engine. Accounting & Finance Automate your financial operations and tackle routine tasks in a few clicks. Generate real-time financial analysis and impeccable compliance reports. Subscription & Usage Billing Whether you deal in time and materials, subscription-based contracts, or fixed-fee services, any billing model can be accommodated. Centralize and manage limitless revenue models tailored to your customers’ needs, not system constraints, while reducing Time-to-Revenue. Revenue Management Automate revenue and cost schedules for a faster period-end close. Eliminate error-prone spreadsheets with automated workflows that ensure compliance with ASC 606 and IFRS 15. Simplify complex recognition processes, streamline audits, and increase operational efficiency. Financial Planning & Analysis Accelerate planning cycles with core financials and analytics on a single platform. Build dynamic, accurate plans and stress-test scenarios to better anticipate spend and generate budgets with audit trails of all the changes being made. Perform FP&A to inform agile, strategic decision-making. Procurement Manage and analyze the procurement of goods and services across your organization. Enforce spend policies, source suppliers, and identify savings while controlling maverick spend through automated workflows and 2- or 3-way invoice matching. Order & Inventory Management Simplify the fulfillment of goods and services with a true opportunity-to-cash solution. Get flexible pricing, views into upsell opportunities, and margin at a line level, ensuring your financial truth is defined by your project outcomes. FM Cloud Analytics & Reporting Increase revenue with business insights generated by data-centric architecture. Find intelligence on project profitability to increase margins and improve overall business predictability through automated, service-centric analytics. FM Cloud Communities Reduce DSO and streamline customer service. Connect customers and partners with experts, information, and each other. Collaborate, share data, e-invoice, and enable instant digital payments.

Product Website

Seller

Certinia

Discussions

Certinia Financial Management Cloud Community

Languages Supported

Danish, German, English, French, Hebrew, Italian, Japanese, Korean, Dutch, Norwegian, Portuguese, Russian, Spanish, Swedish, Turkish, Chinese (Simplified)

Overview by

Chris Osborne

Value at a Glance

Averages based on real user reviews.

Time to Implement

6 months

View More Pricing Information

Certinia Financial Management Cloud Media

Certinia Financial Management Cloud Demo - Trend predections

Easily detect revenue patterns, spot cash flow trends, and know when to course correct

Certinia Financial Management Cloud Demo - Modern UI

Get the speed, flexibility, and familiarity of the Salesforce Lightning experience

Certinia Financial Management Cloud Demo - Central billing

Manage the most complex customer contracts in one

See how easy it can be to streamline, simplify, and automate your financial operations—all on the Salesforce platform. A quick 2-minute demo on Certinia ERP Cloud.

Get the complete picture of your organization's revenue and adhere to the latest standards with ease.

See the power of centralizing all your billing models on a single platform and managing them all in one closed-loop process. A quick 2-minute demo on Certinia Subscription & Usage Billing.

Official Downloads

(2)

edit

Becoming a Customer Centric Organization

G2 reviews are authentic and verified.

Here's how.

Jessica M.

Specialist

Mid-Market (51-1000 emp.)

3/24/2026

"Easy to Use, Unifies Finance, Billing, and Customer Data in One Place"

5/5

What do you like best about Certinia Financial Management Cloud?

I like the ease of use. Being able to see how it brings finance, billing, and customer data into one unified system—instead of everything living in separate tools or spreadsheets. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

The setup and implementation are quite complex, and they can be difficult to get through. Review collected by and hosted on G2.com.

Response from Omoyeme Anofojie of Certinia Financial...

edit

Hi Jessica,

Thank you so much for taking the time to share your experience with Certinia Financial Management cloud! We are glad to hear that the "unified" nature of the platform is making a tangible difference in your day-to-day work.

There’s nothing quite like the peace of mind that comes from knowing everyone is working from the same set of numbers. Eliminating the "spreadsheet shuffle" and manual reconciliations is exactly what we strive for, so it’s great to see that benefit coming to life for your team.

We also appreciate your candid feedback regarding the implementation process. We recognize that moving to a unified system is a significant undertaking, and we are constantly working to streamline our onboarding and support resources to help our customers get to that "value phase" even faster.

In case you are not already member, join our Certinia Community meet customers like yourself and stay in touch on the latest product enhancements!

See how Certinia Financial... improved

Bareena R.

Software engineer

Computer Software

Small-Business (50 or fewer emp.)

12/15/2023

"Custom workflows and a simple user interface assisted our business with automation."

5/5

What do you like best about Certinia Financial Management Cloud?

We appreciate that we don't need to hire outside developers to modify our process flows. Building automated flows doesn't require any coding knowledge and is quite simple. Many of the processes that we couldn't accomplish with our old system have been automated. Interfaces are generally friendly to users.

We were successful in locating applications on the market to create simple interfaces with our online sales systems.

Despite being simple to use for routine operations, the system is incredibly strong and capable of managing and maintaining massive live client databases.

we frequently use it, It is easy to use and customer support is good.

Easy to implement. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

Regarding our system (cloud accounting), it meets all of my expectations and is designed specifically for our type of organization. Nothing significant to address but sometimes pages take time to load. Review collected by and hosted on G2.com.

What problems is Certinia Financial Management Cloud solving and how is that benefiting you?

Openness in project and business accounting. We are able to offer an end-to-end business solution on a single platform by combining the FF suite with Salesforce, which is a significant efficiency advantage for technology and makes continual improvement much simpler. Review collected by and hosted on G2.com.

Shiv S.

software engineer

Mid-Market (51-1000 emp.)

12/19/2023

"Using ERP Excellence to Strengthen Your Business and a Wholesome Product"

5/5

What do you like best about Certinia Financial Management Cloud?

its intuitive user interface, which easily simplifies difficult procedures. Its straightforward feature navigation improves usability overall. Its extensive feature set makes it stand out, providing a full suite of options to meet a wide range of corporate requirements. A comprehensive experience is guaranteed by Certinia, from smooth integration to sophisticated modules.

we frequently use it and customer support is good. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

Its implementation involves knowledge and expertise, and participants in the implementation process have a relatively gentle learning curve. The amount, product coverage, and accessibility of e-learning content might all be enhanced. Review collected by and hosted on G2.com.

What problems is Certinia Financial Management Cloud solving and how is that benefiting you?

For the team, time-saving features like Auto Cash Entries, Auto Order Entry, and Process to Warehouse are invaluable and the capacity to handle multiple incoming payments in a single file upload, eliminating the laborious manual procedure of applying payments to customers' accounts one at a time. Review collected by and hosted on G2.com.

Oumaima A.

Chargée d'étude, suivi et contrôle des projets GAG

Small-Business (50 or fewer emp.)

8/1/2025

"A Robust Tool for Modern Finance Teams"

4/5

What do you like best about Certinia Financial Management Cloud?

What I like best about Certinia Financial Management Cloud is its easy integration with Salesforce and how it centralizes financial data, making reporting and tracking much simpler. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

What I dislike about Certinia Financial Management Cloud is that it can be complex to set up and sometimes slow to navigate, especially for new users. Review collected by and hosted on G2.com.

What problems is Certinia Financial Management Cloud solving and how is that benefiting you?

Certinia Financial Management Cloud helps solve problems like scattered financial data manual reporting and lack of real-time insights. It benefits me by centralizing all financial information in one place automating key processes and providing accurate up to date reports that support better decision making. Review collected by and hosted on G2.com.

Opeyemi O.

Consultant Architect

Architecture & Planning

Enterprise (> 1000 emp.)

4/22/2025

"Review Certinia ERP Cloud"

4.5/5

What do you like best about Certinia Financial Management Cloud?

Have a deep integration with Salesforce & leverage a unified platform where financial operations, CRM, & professional services automation are seamlessly connected. What's impactful:

Unified Data & Streamlined Processes, all in one place

Real-Time Analytics, dashboard & Reporting for decision-making.

Subscription Billing and Recurring Revenue Support

Highly customisable & scalability

User-friendly & intuitive User Experience Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

Dependency on Salesforce Ecosystem

Customisation Limitations

Cost Considerations

Complexity for Non-Salesforce Users

Certinia is built natively on Salesforce Review collected by and hosted on G2.com.

What problems is Certinia Financial Management Cloud solving and how is that benefiting you?

1) Certinia unifies finance, sales, professional services—on a single platform through leveraging the Salesforce ecosystem.

2) Built-in financial management tools automate tasks such as accounts payable/receivable, subscription billing, & revenue recognition, especially for subscription-based businesses.

3) It provides powerful analytics & reporting tools, with comprehensive dashboards & financial reports, decision-makers can make data-driven decisions, adjust strategies quickly, & maintain better control over cash flow & profitability. Review collected by and hosted on G2.com.

Nishanth S.

Software Developer

Mid-Market (51-1000 emp.)

6/27/2025

"Certinia Financial Management Cloud Review"

5/5

What do you like best about Certinia Financial Management Cloud?

Certinia Financial Management Cloud is its deep integration with Salesforce, which allows for a unified view of financial and customer data.

Users also appreciate its automated billing and revenue recognition.

Ease of Implementation , Ease of Use and Ease of Integration,Customer Support and Frequency of Use. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

I dont find any dislikes when we enter into the product with base knowledge. Review collected by and hosted on G2.com.

Gurumoorthy M.

Test Lead

Information Technology and Services

Small-Business (50 or fewer emp.)

6/27/2025

"Streamline financial processes and improve decision-making."

3.5/5

What do you like best about Certinia Financial Management Cloud?

It is one of the Salesforce application, it has centralized Accounting and financial reporting system.

Built on Salesforce, making lot of customization, app extensions from AppExchange, and mobile access.

Real time Dashboard and Reporting Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

Require deep learning curve

It has lot of limitation because this is Salesforce application Review collected by and hosted on G2.com.

Swapna M.

Business Operations Manager

Mid-Market (51-1000 emp.)

5/9/2024

"RUN FAR AWAY FROM THIS APP!"

0/5

What do you like best about Certinia Financial Management Cloud?

Nothing. This app is expensive and extremly inflexible. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

Post installation support is nonexistent!! All you can do is email Support agents who are not knowledgeable about the app and its functions. It takes forever to get anything resolved. Emailing your Account Rep is useless as all they can help with is provisioning new licenses. Emailing Customer Success is also useless as the only response they provide is to submit a support case or post to Certinia user forums and hope someone other than Certinia and help you with your issue. Honestly, I would give ZERO stars if it was an option!! Review collected by and hosted on G2.com.

Yash J.

Software Engineer

Mid-Market (51-1000 emp.)

3/5/2024

"Certinia ERP cloud review"

4.5/5

What do you like best about Certinia Financial Management Cloud?

Out-of-the-Box Solutions: Certinia provides good out-of-the-box solutions, which can be a time-saving and productive tool for managing enterprise resource planning (ERP) processes.

Customer Service: Users have found the customer service to be helpful, with Certinia assisting in finding solutions promptly.

Reports and Dashboards: The out-of-the-box reports and dashboards offer valuable information, making it easier for users to access relevant data. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

Customizability Challenges: Some users find that the customizability options are limited. When the out-of-the-box solution doesn’t perfectly align with their specific business needs, it can be frustrating.

Learning Curve: Like many ERP systems, Certinia may have a learning curve for new users. Adapting to the platform and understanding its features can take time.

Integration Complexity: Integrating Certinia with existing systems or other software can sometimes be complex. Users have reported difficulties in seamless integration. Review collected by and hosted on G2.com.

What problems is Certinia Financial Management Cloud solving and how is that benefiting you?

Certinia centralizes financial data, including general ledger transactions and compliance reports.

Benefit: Enhanced financial analysis, modeling, and impeccable compliance1.

Better Customer Relationships:

Integrating Certinia ERP with CRM enhances customer experiences, automates services, and improves sales and marketing.

Benefit: Strengthened customer relationships and streamlined interactions Review collected by and hosted on G2.com.

Suria Atiqah M.

Assistant Director - Project Manager

Mid-Market (51-1000 emp.)

12/8/2023

"The solution to many of our problems"

5/5

What do you like best about Certinia Financial Management Cloud?

The ease of use is something that I really enjoy about Billing Central. As a PS cloud user in parallel, I appreciate that the layout and click by click experience is consistent across the solutions. I also like that the features can be customisable to as unique as what our org needs it to be. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

I feel that permissioning is still clunky. While I appreciate that it allows the control of what users have access to, but having to configure permissions for every single thing becomes daunting. Review collected by and hosted on G2.com.

What problems is Certinia Financial Management Cloud solving and how is that benefiting you?

We've had an increase of usage billing use cases across the organization especially with entities which we've integrated. We've never had to support usage based billing as most of our products are License/Subscription or T&M/Fixed Price products. We are now able to house all the usage billing use cases into Billing Central and finding ways to adapt other quirky use cases so that they can leverage Billing Central as well. One stop shop for most of our billing that are not vanilla. Review collected by and hosted on G2.com.