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Certinia ERP Cloud Reviews & Product Details

Certinia ERP Cloud Overview

What is Certinia ERP Cloud?

Streamline, simplify, and automate your financial management on the Salesforece platform. Our customer centric ERP Cloud software gives you a flexible general ledger, automated billing processes, and brilliant intelligence all in one place. ACCOUNTING & FINANCE Automate your financial operations. Tackle routine tasks in a few clicks while generating real-time financial analysis, modeling, and impeccable compliance reports. SUBSCRIPTION & USAGE BILLING Whether you deal in time and materials (T&M), subscription-based contracts, fixed-fee services, or a blend—any and all billings can be accommodated. Develop pricing and billing processes tailored to your customers’ needs, not system constraints. REVENUE MANAGEMENT Automate the recognition of revenue and cost schedules for a faster period-end close. Eliminate error-prone, time-intensive spreadsheets with automated workflows. From setting up revenue schedules to creating journals, simplify complex revenue recognition processes, streamline compliance, and increase operational efficiency. FINANCIAL PLANNING & ANALYSIS Accelerate your planning cycles with core financials and analytics coming from a single platform. Build more dynamic, accurate plans, stress-test scenarios, and better anticipate how much to spend and where. PROCUREMENT See, manage, and analyze the procurement of goods and services across your organization. Enforce spend policies, source and manage suppliers, easily identify new ways to save time and money. ORDER & INVENTORY MANAGEMENT Simplify the order and fulfillment of both goods and services. Get flexible pricing structures, views into upsell opportunities, available inventory, and margin at a line level. ERP ANALYTICS & REPORTING Increase revenue and streamline operations with unparalleled business insights generated by ERP Analytics and Reporting powered by CRM Analytics. ERP COMMUNITIES Speed up collections and streamline customer service with ERP Communities. Empower customers to easily view account information, resolve questions using Salesforce Chatter, make payments online, and track activity and balances.

Certinia ERP Cloud Details
Product Website
Languages Supported
Danish, German, English, French, Hebrew, Italian, Japanese, Korean, Dutch, Norwegian, Portuguese, Russian, Spanish, Swedish, Turkish, Chinese (Simplified)
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Product Description

Certinia ERP Cloud is a full-featured financial system that takes a fresh approach to keeping track of the numbers, built on Force.com.

How do you position yourself against your competitors?

Certinia delivers the only Services-as-a-Business platform, the system of record for services businesses around the world. Certinia ERP Cloud delivers both comprehensive breadth and depth in a financials package that is custom-designed for services businesses. Operating on the most reliable platform available (Force.com), ERP Cloud connects all the functional groups within the business together, delivering clarity, certainty, and speed to Finance teams, who are no longer beholden to shakily-integrated point solutions to complete core functions like reporting, billing, and revenue recognition. Maintained by the largest dedicated R&D team in the space, ERP Cloud offers three flexible updates a year, increasing ROI for customers on a regular basis.


Seller Details
Seller
Certinia
Company Website
Year Founded
2009
HQ Location
San Francisco, CA
Twitter
@CertiniaInc
12,601 Twitter followers
LinkedIn® Page
www.linkedin.com
842 employees on LinkedIn®
Phone
1-866-743-2220
Description

Certinia accelerates business growth with customer-centric ERP, Professional Services Automation (PSA), and Customer Success Operations solutions. Run on the leading cloud platform, Salesforce, Certinia enables organizations to see their customers in full color to unlock customer insights, deliver innovative experiences, run a digital business, and achieve agility and resilience. Founded in 2009 and headquartered in San Francisco, Certinia is backed by Advent International, Salesforce Ventures, and Technology Crossover Ventures. For more information, visit https://certinia.com/


CO
Overview Provided by:

Recent Certinia ERP Cloud Reviews

MW
Mayur W.Mid-Market (51-1000 emp.)
5.0 out of 5
"Great Service and user Friendy"
Planning and Analysis Reports, System admin Platform, Easy to understand
Karthik R.
KR
Karthik R.Mid-Market (51-1000 emp.)
5.0 out of 5
"Financialforce now known as certinia"
User friendly and community help for ero cloud is best
Verified User
U
Verified UserMid-Market (51-1000 emp.)
3.0 out of 5
"A good product, but takes a lot of work to implement"
I like the product's community aspect, where you can ask questions and have others answer. I also like the monthly previews. I learn a lot of infor...
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Certinia ERP Cloud Media

Certinia ERP Cloud Demo - Trend predections
Easily detect revenue patterns, spot cash flow trends, and know when to course correct
Certinia ERP Cloud Demo - Modern UI
Get the speed, flexibility, and familiarity of the Salesforce Lightning experience
Certinia ERP Cloud Demo - Central billing
Manage the most complex customer contracts in one
Play Certinia ERP Cloud Video
Play Certinia ERP Cloud Video

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431 Certinia ERP Cloud Reviews

3.9 out of 5
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431 Certinia ERP Cloud Reviews
3.9 out of 5
431 Certinia ERP Cloud Reviews
3.9 out of 5

Certinia ERP Cloud Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for Certinia ERP CloudQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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SM
Business Operations Manager
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
Products used within Certinia: Certinia ERP Cloud
What do you like best about Certinia?

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

What do you dislike about Certinia?

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.

What problems is Certinia solving and how is that benefiting you?

It is our Accounting app that is integrated with Salesforce. The only benefit is that is it integrated into Salesforce. Review collected by and hosted on G2.com.

Yash J.
YJ
Software Engineer
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Certinia ERP 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 ERP 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 ERP 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.

BR
Computer Software
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Certinia ERP 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 ERP 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 ERP 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.

SM
Assistant Director - Project Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Certinia ERP 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 ERP 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 ERP 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.

KM
Software Developer
Information Technology and Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Certinia ERP Cloud?

The best thing that Certinia provides is regular updates and quick support. it is very user-friendly and easy to use so anyone can use it and very easy to implement as well.it is built on the Salesforce platform, which is cloud-based so we can easily integrate and design various business functions. frequency of use of ERP cloud is very high. it provides a number of features like collection plus, cash entry, payment plus, financial period, reporting, cash matching, etc. Review collected by and hosted on G2.com.

What do you dislike about Certinia ERP Cloud?

as per my experience, I don't think so, there is any drawback or dislike about this cloud as I am currently using this for my customer. whenever we are facing any issue, the quick support team is always there to help and we get quick responses from them. and one of the best things is, from time to time we get new releases. Review collected by and hosted on G2.com.

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

it provides the better support performance and scale requirements of larger customers and it is Built into the core FFA product, we can do more customization and much less code required in this cloud to achieve our requirements it Supports custom fields also. as it is built on Salesforce so we can do the integration easily with the other 3rd party.it integrates various functions like finance, sales, and service. it allows us for easy scalability and flexibility. Review collected by and hosted on G2.com.

SS
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about Certinia ERP 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 ERP 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 ERP 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.

LJ
Controller
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Certinia ERP Cloud?

Our company has enjoyed all of the capabilities that Certinia provides to the accounting department and other capabilities and views other departments can have. I feel as though Certinia is always continuing to improve its software and continues to provide regular releases and trainings on those updates. The interconnectivity of Certinia with Salesforce makes it worth all of the money we spend as we have been able to automate a lot of our processes. Review collected by and hosted on G2.com.

What do you dislike about Certinia ERP Cloud?

The hardest part we have had to deal with is that we were early adopters/implementers of Certinia. We found 3rd-party implementers that told us they could implement the system precisely to our specifications but have been dealing with issues ever since that implementation. Luckily we have received help from Certinia to start correcting many of these issues brought on by the implementation. We are behind on utilizing a lot of new features being brought out, but once we get caught up it'll be a great ERP for us. Review collected by and hosted on G2.com.

Recommendations to others considering Certinia ERP Cloud:

Although FinancialForce is relatively new, I have used the system at multiple companies now and highly recommend the product. When configured correctly, work becomes very simple and you can become much more highly effective in your role. Their support team is great and even have bi-weekly meetings with our account representative to discuss further issues we are having. Review collected by and hosted on G2.com.

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

Many of our problems reside around the implementation; however, we have had many others issues arise around the automation aspect of invoices, payments, etc. As mentioned before, Certinia is extremely helpful with issues you are having and making sure you are set up properly to succeed. Review collected by and hosted on G2.com.

AC
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Certinia ERP Cloud?

Certinia ERP Cloud seemlessly integrates with SalesForce and Certinia's PSA platform, which makes running a consulting services business much faster than when we had a siloed tech stack. Many of the accounting features (especially revenue recognition) make bookkeeping and reporting much easier than with other systems we've used.

I like the fact that Certinia has a flexible, customizable interface.

The customer support with Certinia is overall really good. It's easy to get to know the people who work in the company, and they genuinely care about your success. Review collected by and hosted on G2.com.

What do you dislike about Certinia ERP Cloud?

There are 2 issues with Certinia ERP Cloud that, if resolved, will make Certinia a much better product.

The first isssue is that the GUI needs work. There's a lack of consistency in the look and feel of many of the different areas of the accounting, which requires me as the end user to do a lot of pattern-switching when using the program, which slows me down. Additionally, the system is not easy to use out of the box and almost always requires a ton of customization to bring to a workable, stable state, which adds considerable implementation time and learning curves to organizations who aren't ready to roll up their sleaves and dive into a lot of technical issues. If you're a company that prefers the ease of use of a what-you-see-is-what-you-get program like QuickBooks or NetSuite, Certinia ERP Cloud may not be for you.

The second issue is that it's very difficult to find technical documentation, help files, and training videos for Certinia ERP Cloud, which adds unecessary difficult to a product that already has a high learning curve. I had to do a lot of training sessions with Certinia technical customer success managers to learn the skills necessary to run my accounting department with Certinia when I would have preferred a more self-paced learning program. Review collected by and hosted on G2.com.

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

The biggest benefit to using Certinia ERP Cloud is having a single-sign-on solution to manage our entire sales to cash pipeline. Having everything on the Force.com platform really speeds up our workflows and provides a single source of truth for our metrics. Review collected by and hosted on G2.com.

Ewa S.
ES
Business Analyst
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Certinia ERP Cloud?

I like the DataStream functionality that allows for an easily data upload. You can put your source data into a simple Excel template and then, you can upload (or drag and dop) the Excel into the DataStream screen. All the data will get automatically distributed to the right tables.

If your Excel contained a list of invoices, you could see them all recorded in the Invoices section after the upload. You just need to select the List View: Invoices – All.

If your uploaded data contains any errors, DataStream detects them and list them for you, so you can correct them in your Excel file and reupload the file again. Review collected by and hosted on G2.com.

What do you dislike about Certinia ERP Cloud?

There is nothing to dislike. I just wish I was a qualified accountant, so that I could fully apreciate the software. Review collected by and hosted on G2.com.

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

We had a plethora of applications to manage our financial affairs. They were not integrated, so there was a lot of manual work involved to get data flow from one to another and each of them would show a bit different stats as these updates took time.

By implementing Ceritnia, we can have just one system to manage it all. It helps to consolidate our financial data. We can make sure that the decision makers have up-to-date information, and it is available to them at any time rather than when someone manages to pull it all together. Review collected by and hosted on G2.com.

Rahul D.
RD
Program Analyst
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best about Certinia ERP Cloud?

Certinia ERP Cloud impresses with its user-friendly interface, streamlining complex processes effortlessly. Navigating through its features is intuitive, enhancing overall usability. The robust feature set stands out, offering a comprehensive suite that caters to diverse business needs. From seamless integration to advanced modules, Certinia ensures a well-rounded experience. Review collected by and hosted on G2.com.

What do you dislike about Certinia ERP Cloud?

While Certinia ERP Cloud excels in many aspects, there are noteworthy considerations. Usability, at times, presents challenges, with certain features feeling less intuitive and requiring a steeper learning curve. This aspect, while not prohibitive, impacts the overall user experience. Review collected by and hosted on G2.com.

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

Certinia ERP Cloud addresses a spectrum of business challenges, delivering tangible benefits through its comprehensive solutions. Firstly, it streamlines operations by consolidating diverse processes like finance, procurement, and inventory management onto a unified platform. This not only reduces manual efforts but also mitigates the risk of errors, fostering a more efficient workflow. Review collected by and hosted on G2.com.