I appreciate that Certinia Financial Management Cloud provides a seamless pipeline from our sales process through to billing and invoicing, allowing us to manage all pieces of the client lifecycle with one tool. It's a great SaaS product, requiring minimal technical setup, which makes it easier to configure the tool to meet our business needs, including data and process mapping, permissions, and template generation. I find the ability to automatically generate invoices using data points particularly valuable, as it helps get bills out quickly to start generating revenue. Review collected by and hosted on G2.com.

Overall, there are not many complaints. I think that the relationship and integration with Salesforce that includes how to better build objects and not require so much infrastructure on the integration side. Review collected by and hosted on G2.com.

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.

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

The simplicity of setup and the related processes to ensure you are gathering all the data you need. Review collected by and hosted on G2.com.

Currently have no issues right now as it has been working as it should Review collected by and hosted on G2.com.

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.

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.

User friendly, able to catch errors before submitting Review collected by and hosted on G2.com.

I love Certinia Financial Management Cloud Review collected by and hosted on G2.com.

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.

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 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 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.

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.

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.

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.

I don't find any dislikes when we enter into the product with base knowledge. Review collected by and hosted on G2.com.

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.

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