Certinia Financial Management Cloud Features

Based on 254 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.

Based on 243 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.

Based on 230 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record

Based on 226 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. The layout of the invoice template is fully customizable and you can add or remove fields.

Based on 195 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.

The system automates the dunning process to help drive collections This feature was mentioned in 155 Certinia Financial Management Cloud reviews.

Based on 184 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Steamlines data entry by auto populating recurring or predefined vendor values

Based on 210 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Based on 140 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process

Based on 100 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.

As reported in 99 Certinia Financial Management Cloud reviews. Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.

Based on 101 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Customizable reporting allows insight into usage of inventory and services.

Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations 163 reviewers of Certinia Financial Management Cloud have provided feedback on this feature.

Based on 166 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Automates recognition of revenue and expenses by defining recognition rules.

Based on 206 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations.

Based on 38 Certinia Financial Management Cloud reviews. Payroll module or integration to an external payroll provider which automates the recording of payroll

Based on 150 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Automated time and expense capture, tracking, approval, reimbursement and reporting

Based on 236 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. General reporting offered covers all of the standard financial statements and meets the basic needs of the business

Based on 256 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer

Based on 171 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios.

Based on 233 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer 29 reviewers of Certinia Financial Management Cloud have provided feedback on this feature.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance This feature was mentioned in 31 Certinia Financial Management Cloud reviews.

Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions. This feature was mentioned in 26 Certinia Financial Management Cloud reviews.

Based on 232 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Based on 210 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Based on 232 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Grants access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 150 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.

Based on 230 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Based on 213 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. 30 reviewers of Certinia Financial Management Cloud have provided feedback on this feature.

Based on 20 Certinia Financial Management Cloud reviews. Enables users to view and transact business with the same content in multiple languages and currencies.

Based on 26 Certinia Financial Management Cloud reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. This feature was mentioned in 27 Certinia Financial Management Cloud reviews.

As reported in 30 Certinia Financial Management Cloud reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. This feature was mentioned in 29 Certinia Financial Management Cloud reviews.

Based on 240 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.

Based on 192 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Standard integration with accounting and ERP software 36 reviewers of Certinia Financial Management Cloud have provided feedback on this feature.

Based on 30 Certinia Financial Management Cloud reviews. Standard integration with sales and marketing software

Standard integration with Quote-to-Cash systems This feature was mentioned in 23 Certinia Financial Management Cloud reviews.

Out of the box APIs to integrate with any type of software This feature was mentioned in 30 Certinia Financial Management Cloud reviews.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. This feature was mentioned in 23 Certinia Financial Management Cloud reviews.

Ability to input, modify and extract data from the application in bulk through a structured file. This feature was mentioned in 27 Certinia Financial Management Cloud reviews.

As reported in 23 Certinia Financial Management Cloud reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

Provide integration with accounting and financial management software 52 reviewers of Certinia Financial Management Cloud have provided feedback on this feature.

Integrates with other payments software This feature was mentioned in 43 Certinia Financial Management Cloud reviews.

Deliver integrations with accounting modules of ERP systems This feature was mentioned in 49 Certinia Financial Management Cloud reviews.

Based on 21 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Ability to create and send invoices automatically at predefined or custom frequencies.

Based on 19 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Consolidate invoices so customers can make one payment for multiple bills.

Based on 18 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Adjust invoices to handle exceptions and correct errors.

Based on 17 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Assists users in collecting payments for unpaid invoices.

Based on 17 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Track the financial performance of various types of packages.

Based on 14 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Identify the impact of special pricing and discounts on revenue.

Based on 15 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Monitor plan changes such as upgrades and downgrades, or cancellations.

Based on 40 Certinia Financial Management Cloud reviews. Support multiple types of revenues, such as recurring and transaction based

As reported in 37 Certinia Financial Management Cloud reviews. Allows users to allocate revenues to various business entities or departments

As reported in 31 Certinia Financial Management Cloud reviews. Revenue can be reclassified from one category to another, such as from deferred to earned

Provide compliance with accounting standards for revenue recognition such as ASC 605, 606 and IFRS 15 32 reviewers of Certinia Financial Management Cloud have provided feedback on this feature.

Automatic scheduling to ensure that revenue is recognized at the proper time This feature was mentioned in 32 Certinia Financial Management Cloud reviews.

Track revenue performance by customer, customer groups, or demographics This feature was mentioned in 30 Certinia Financial Management Cloud reviews.

Monitor revenues per contract, contract types, or groups of contracts This feature was mentioned in 28 Certinia Financial Management Cloud reviews.

As reported in 28 Certinia Financial Management Cloud reviews. Provide revenue KPIs such as Customer Lifetime Value or Net Customer Worth

Analyse the impact of special pricing and discounts on revenue This feature was mentioned in 26 Certinia Financial Management Cloud reviews.

Based on 26 Certinia Financial Management Cloud reviews. Track the performance of bundles, special offers, and other sales incentives

As reported in 26 Certinia Financial Management Cloud reviews. Create forecasts to estimate future revenues

Based on 17 Certinia Financial Management Cloud reviews. Ability to define promotions to increase revenues

Adjust prices to attract more customers and to improve revenues This feature was mentioned in 20 Certinia Financial Management Cloud reviews.

Revenue optimization activities can be evaluated on a regular basis This feature was mentioned in 19 Certinia Financial Management Cloud reviews.

As reported in 29 Certinia Financial Management Cloud reviews. Streamlines data entry by auto populating recurring or predefined vendor information and invoice details

Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions. 31 reviewers of Certinia Financial Management Cloud have provided feedback on this feature.

Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record This feature was mentioned in 33 Certinia Financial Management Cloud reviews.

Create and revise an unlimited number of budget, plan and forecast scenarios. This feature was mentioned in 24 Certinia Financial Management Cloud reviews.

The system automates the dunning process to help drive collections 28 reviewers of Certinia Financial Management Cloud have provided feedback on this feature.

General reporting offered covers all of the standard financial statements and meets the basic needs of the business This feature was mentioned in 34 Certinia Financial Management Cloud reviews.

The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates. This feature was mentioned in 34 Certinia Financial Management Cloud reviews.

Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source. This feature was mentioned in 35 Certinia Financial Management Cloud reviews.

Ability to track cash positions across all accounts, banks, business units, and countries 29 reviewers of Certinia Financial Management Cloud have provided feedback on this feature.

As reported in 29 Certinia Financial Management Cloud reviews. Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. This feature was mentioned in 30 Certinia Financial Management Cloud reviews.

As reported in 27 Certinia Financial Management Cloud reviews. Automate recognition of revenue and expenses by defining recognition templates.

Based on 30 Certinia Financial Management Cloud reviews. Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes. 30 reviewers of Certinia Financial Management Cloud have provided feedback on this feature.

Ability to schedule payments at predefined dates and times This feature was mentioned in 24 Certinia Financial Management Cloud reviews.

Based on 29 Certinia Financial Management Cloud reviews. Payments can be processed by batch without manual intervention

Based on 22 Certinia Financial Management Cloud reviews. Clearing of electronic payments to transfer funds from customers to suppliers

Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers This feature was mentioned in 28 Certinia Financial Management Cloud reviews.

Deliver out of the box Chart of accounts that can be used across multiple companies or business units.

Steam lines data entry by auto-populating recurring or predefined vendor values.

Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.

Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.

Match payments and invoices and perform bank reconciliation in multiple currencies.

Track accounting transactions, costs, and expenses by project or portofio of projects

Manage information on fixed assets such as asset value and depreciation

Payments can be processed by batch without manual intervention

Ability to schedule payments at predefined dates and times

Clearing of electronic payments to transfer funds from customers to suppliers

Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers

Resources can be allocated and reallocated across multiple projects and portfolios. 26 reviewers of Certinia Financial Management Cloud have provided feedback on this feature.

Create a list of all the assets owed by a company. This feature was mentioned in 23 Certinia Financial Management Cloud reviews.

Based on 19 Certinia Financial Management Cloud reviews. Include lean project management features and best practices.

Track maintenance operations for the products sold, such as calibration or preventive maintenance This feature was mentioned in 23 Certinia Financial Management Cloud reviews.

Based on 22 Certinia Financial Management Cloud reviews. Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.

Based on 14 Certinia Financial Management Cloud reviews. Payroll module or integration to an external payroll provider which automates the recording of payroll

Based on 11 Certinia Financial Management Cloud reviews. Create the optimal mix of portfolios to achieve operational and financial goals.

Based on 23 Certinia Financial Management Cloud reviews. Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process

Based on 16 Certinia Financial Management Cloud reviews. Define requisition rules for various types of procurement.

Based on 10 Certinia Financial Management Cloud reviews. Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.

As reported in 15 Certinia Financial Management Cloud reviews. Identify and assess suppliers for different products and services.

Monitor the status of multiple types of assets. This feature was mentioned in 16 Certinia Financial Management Cloud reviews.

Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features. 18 reviewers of Certinia Financial Management Cloud have provided feedback on this feature.

Maintain information on warranties for the products delivered and for their components This feature was mentioned in 11 Certinia Financial Management Cloud reviews.

Based on 11 Certinia Financial Management Cloud reviews. Available to promise provides information on future availability of products that are either planned for production or purchased but not received.

Rules ensure that users select only compatible options and that all required items are included This feature was mentioned in 19 Certinia Financial Management Cloud reviews.

As reported in 24 Certinia Financial Management Cloud reviews. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

As reported in 17 Certinia Financial Management Cloud reviews. Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents

As reported in 12 Certinia Financial Management Cloud reviews. Allows clients to book jobs through the desktop page or within the app.

As reported in 12 Certinia Financial Management Cloud reviews. Notifies field service workers of their upcoming assignments.

As reported in 19 Certinia Financial Management Cloud reviews. Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders.

Allows users to search, filter, sort and select items to be added to quote This feature was mentioned in 21 Certinia Financial Management Cloud reviews.

As reported in 16 Certinia Financial Management Cloud reviews. Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.

As reported in 16 Certinia Financial Management Cloud reviews. Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders.

Functionality to allow users to process returns/refunds either via self service or contacting customer service. 14 reviewers of Certinia Financial Management Cloud have provided feedback on this feature.

Based on 11 Certinia Financial Management Cloud reviews. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Creates and assigns support tickets, scheduling them in a timely manner. 13 reviewers of Certinia Financial Management Cloud have provided feedback on this feature.

Based on 20 Certinia Financial Management Cloud reviews. Images can be displayed of options to enable users to visualize product options as it is being configured

Manage and track all inventory records across warehouses and retail locations through a single unified database. 18 reviewers of Certinia Financial Management Cloud have provided feedback on this feature.

Track products and raw materials shipped by suppliers, from origin to destination. This feature was mentioned in 17 Certinia Financial Management Cloud reviews.

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. This feature was mentioned in 15 Certinia Financial Management Cloud reviews.

Based on 13 Certinia Financial Management Cloud reviews. Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.

Customizable reporting allows insight into usage of inventory and services. This feature was mentioned in 14 Certinia Financial Management Cloud reviews.

Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. 13 reviewers of Certinia Financial Management Cloud have provided feedback on this feature.

As reported in 12 Certinia Financial Management Cloud reviews. Support multiple picking methods such as batch, wave, or zone picking.

Create schedules for picking activities based on inventory availability. 14 reviewers of Certinia Financial Management Cloud have provided feedback on this feature.

Based on 16 Certinia Financial Management Cloud reviews. Match the products received with the corresponding purchase orders and add them to inventory.

Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies. 13 reviewers of Certinia Financial Management Cloud have provided feedback on this feature.

Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them. 13 reviewers of Certinia Financial Management Cloud have provided feedback on this feature.

As reported in 14 Certinia Financial Management Cloud reviews. Monitor product defects, identify causes and provide corrective actions to improve quality.

Calculate demand by consolidating data from multiple sources. 10 reviewers of Certinia Financial Management Cloud have provided feedback on this feature.

As reported in 13 Certinia Financial Management Cloud reviews. Define and implement workflows for inspections, including rules for escalations and notifications.

Based on 16 Certinia Financial Management Cloud reviews. Track resource availability for raw materials and production capacity.

As reported in 10 Certinia Financial Management Cloud reviews. Create and implement master production plans for multiple production lines and locations.

Determine what raw materials are required for production, based on demand, production capacity, and inventory availability. 10 reviewers of Certinia Financial Management Cloud have provided feedback on this feature.

As reported in 10 Certinia Financial Management Cloud reviews. Generate production plans based on demand and resource availability.

Identify rejected products and decide either they can be repaired or discarded. This feature was mentioned in 11 Certinia Financial Management Cloud reviews.

Based on 10 Certinia Financial Management Cloud reviews. Assign equipment and monitor shop floor activities during various production stages.

Track production waste such as scrap, as well as returns that cannot be repaired. 10 reviewers of Certinia Financial Management Cloud have provided feedback on this feature.

Track work in process (WIP) across multiple production lines and manufacturing locations. This feature was mentioned in 15 Certinia Financial Management Cloud reviews.

Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

Associate a budget with a project and allocate it accordingly by task or resource.

Automate task approvals processes and handoffs at project milestones.

Track total cost associated with projects and then report actual versus planned budget.

Forecast and account for project risk scenarios and apply plans to mitigate these risks in the system.

Define and allocate human and material resources for different types of projects

Manages customer information including multiple ship-to and bill-to locations.

Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.

Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.

Manage various types of pricing and discounts associated with products, services, and customer types.

Generate and manage proposals for project or portfolios of projects

Payroll module or integration to an external payroll provider which automates the recording of payroll.

Manage personnel availability and allocate human resources to production and inventory operations.

Track the time spent by employees performing various tasks related to production or inventory management.

Create and manage requisitions by project, portfolio, or business entity

Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.

Provides features to manage subcontractors for various types of tasks and projects

Calculate procurement costs by project, portfolio, or type of projects

Manage relationships with suppliers and track their performance

Provides a single repository for all documents and options to create and manage files

Allows users to colalborate on documents and keep an audit trail of the changes

Categorize content based on its purpose and define relationships with projects

Deliver templates for multiple types of contracts, that can be used to generate new contracts

Manage subcontracts and thei dependencies on projects and contracts

Identify and track costs and expenses by contract or by type of contract

Track the earned value of projects to monitor performance and progress

Identify project issues and provide corrective actions to improve performance

Measure return on investment and leverage data to predict profitability of future projects.

Based on 41 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds.

Based on 50 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Add one-time or recurring cash flow items and add line items for each payment or deposit.

Based on 51 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.

Based on 171 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios.

Based on 57 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Import trial balance, monthly P&L, balance sheets, and other types of financial data

Based on 40 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Keeps track of all versions of a budget and allows users to compare versions

Based on 51 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Forecasting is based on past transactions and historical financial or operational data

Based on 54 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Supports multiple types of revenues, such as recurring and transaction based

Based on 53 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Allows users to allocate revenues to various business entities or departments

Based on 45 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Automatic scheduling to ensure that revenue is recognized at the proper time

Based on 36 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Automatically deposits paychecks into employees' bank accounts.

Based on 47 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Calculates taxes due and may include resources or tools for federal and state tax compliance.

Based on 56 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes.

Based on 20 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts

Based on 21 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Tracks revenue for goods or services that have yet to be collected

Based on 21 Certinia Financial Management Cloud reviews and verified by the G2 Product R&D team. Accurately determines and reports the accounting period when revenues are recognized

Provide standard invoice templates that can be customized by users This feature was mentioned in 45 Certinia Financial Management Cloud reviews.

Ability to convert invoices to digital formats such as PDF 45 reviewers of Certinia Financial Management Cloud have provided feedback on this feature.

Based on 47 Certinia Financial Management Cloud reviews. Automatically generates invoices at pre-defined time intervals

Based on 38 Certinia Financial Management Cloud reviews. Allow users to consolidate multiple invoices into one

Based on 44 Certinia Financial Management Cloud reviews. Ability to create multiple types of invoices

As reported in 49 Certinia Financial Management Cloud reviews. Manage invoicing for different types of products or services

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Uses AI to automatically input data from receipts, invoices, and other documents

Uses AI to generates, send, and track invoices

Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns

Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time

Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns

Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports

Uses AI to match transactions recorded in the accounting system with those in bank statements

Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business

Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances

Uses AI to analyze data to identify trends and make predictions

Enables synchronization of accounting data across devices in real-time

Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines

Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables

Allows users to view and update certain data without an internet connection

Allows users to capture and upload expense receipts directly from mobile devices

Enables creation, editing, and sending of invoices

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Makes informed choices based on available data and objectives