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.

Seller

Certinia

Discussions

Certinia Financial Management Cloud Community

Languages Supported

English

Solution Type

All-in-One

Used by Dynatrace and 2 others

Beta

Value at a Glance

Averages based on real user reviews.

Time to Implement

6 months

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Certinia Solutions

(1)

See how Certinia products can work together to solve real problems.

Certinia Financial Management Cloud Integrations

(5)

Verified by Certinia Financial Management Cloud

Certinia Financial Management Cloud Reviews FAQs

Generated using AI

Last updated: Nov 01, 2026

What is Certinia Financial Management Cloud, and what problem is it built to solve?

Certinia Financial Management Cloud is part of a system of action for services businesses, including professional services and customer success. It is built to give these organizations a unified source of truth and support decisions across the services lifecycle.

What languages does Certinia Financial Management Cloud support?

Certinia Financial Management Cloud supports 15 languages, including Chinese (Simplified), Chinese (Traditional), Danish, Dutch, Finnish, and others.

What company sizes and industries is Certinia Financial Management Cloud the best fit for?

Certinia Financial Management Cloud has positive user experiences across company sizes, with the strongest presence among mid-market organizations. The most represented size and industry segments include:

How long does it take to implement Certinia Financial Management Cloud across a team?

Implementation timelines most often fall in the 6–12 month range, with 3–6 months also common. Other reported go-live timelines include:

What customer support options does Certinia Financial Management Cloud provide, and how do users find the overall support experience?

Support is available through direct help and self-service, including email/help desk, chat, and phone support. The experience can be helpful and responsive, particularly when support staff know the product well, but users also describe slow responses and difficulty resolving complex issues.

What is the experience like for teams switching to Certinia Financial Management Cloud from another tool?

Switching to Certinia Financial Management Cloud has often meant replacing disconnected or aging accounting and ERP tools with a system more closely connected to Salesforce. Users describe choosing it to bring sales and finance data together, reduce duplicate entry and manual reconciliation, and support needs such as growth, reporting, multi-entity accounting, or automated billing. The transition can involve considerable setup and learning, especially when the existing workflows need substantial configuration.

What tools and platforms does Certinia Financial Management Cloud integrate with, and how do these integrations help users get more value from the product?

Certinia Financial Management Cloud offers 1 listed integration, Bonterra DonorDrive. Users also describe connections across these categories:

What features or capabilities could make Certinia Financial Management Cloud even more useful?

Certinia Financial Management Cloud could be more useful with stronger reporting out of the box and smoother everyday workflows. Recurring improvement areas include:

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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 extremely 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.

Kiran M.

Software Developer

Information Technology and Services

Small-Business (50 or fewer emp.)

11/29/2023

"Empowering Your Enterprise with ERP Excellence"

5/5

What do you like best about Certinia Financial Management 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 Financial Management 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 Financial Management 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.

Landon J.

Controller

Small-Business (50 or fewer emp.)

Originally submitted 11/22/2021

"Certinia ERP"

4/5

What do you like best about Certinia Financial Management 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 Financial Management 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 Financial Management 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 Financial Management 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.

Aaron C.

Small-Business (50 or fewer emp.)

10/26/2023

"Great product overall - needs a few improvements"

3.5/5

What do you like best about Certinia Financial Management Cloud?

Certinia ERP Cloud seamlessly 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 Financial Management Cloud?

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

The first issue 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 sleeves 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 unnecessary difficulty 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.

Ewa S.

Business Analyst

Enterprise (> 1000 emp.)

11/28/2023

"Smooth user journey"

5/5

What do you like best about Certinia Financial Management 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 drop) 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 lists 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 Financial Management Cloud?

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

What problems is Certinia Financial Management 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.

Program Analyst

Mid-Market (51-1000 emp.)

11/24/2023

"Comprehensive Review of Certinia ERP Cloud"

5/5

What do you like best about Certinia Financial Management 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 Financial Management 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 Financial Management 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.