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:

G2 reviews are authentic and verified.

Here's how.

Karthik R.

Consulting

Mid-Market (51-1000 emp.)

11/29/2023

"My Review"

5/5

What do you like best about Certinia Financial Management Cloud?

Cloud-based Infrastructure: Accessibility from anywhere with an internet connection, ease of updates, and reduced infrastructure costs. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

Integration Challenges: Difficulty in integrating with certain third-party applications or systems crucial to the business. Review collected by and hosted on G2.com.

Verified User in Transportation/Trucking/Railroad

Mid-Market (51-1000 emp.)

Originally submitted 2/14/2023

"A robust AR/AP processing software. Love the flexibility and usefulness of reports"

4.5/5

What do you like best about Certinia Financial Management Cloud?

Report is very useful and adds a layer of flexibility. I like being able to build reports by adding fields that are needed. I am looking forward to more power with Lightning! Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

There are too many tables and fields displayed for all users. It would be so much better if each user or user group could customize what they see without needing IT to do it for us. Review collected by and hosted on G2.com.

Caitlin C.

Small-Business (50 or fewer emp.)

12/1/2023

"Implementation in progress for ERP Cloud"

3.5/5

What do you like best about Certinia Financial Management Cloud?

The seamless integration with Salesforce Sales Cloud, FSL, and Service Cloud is giving us a single pane of glass for managing our clients Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

The scope of the implementation and level of customization needed for basic functionality Review collected by and hosted on G2.com.

Mayur W.

Software analyst

Mid-Market (51-1000 emp.)

Originally submitted 12/21/2022

"Great Service and user Friendy"

5/5

What do you like best about Certinia Financial Management Cloud?

Planning and Analysis Reports, System admin Platform, Easy to understand Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

Nothing as such , we are receiving quality and great Service Review collected by and hosted on G2.com.

Verified User in Consulting

Mid-Market (51-1000 emp.)

7/28/2023

"Flexible ERP that fits your needs"

4.5/5

What do you like best about Certinia Financial Management Cloud?

The flexibility it comes with. By leveraging the Salesforce platform it allows you to tailor the ERP to your company's unique business requirements. And because it's on the Salesforce platform, full integration from back-end (cash) to Sales (leads) is possible. It helps streamline processes and reduces errors by working from one single database of customers. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

Implementing it requires skills and experience and the learning curve for implementation partners is not too steep. The quality of e-learning material could be improved in terms of volume, product coverage, & accessibility, i.e. make it free! Review collected by and hosted on G2.com.

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

They provide ERP systems tailored to your business requirements, that can easily change with you, as you as a company evolve, without having the need for a large development team. Most customisations can be done using no-code / low-code Salesforce platform tools such as Flow. Review collected by and hosted on G2.com.

Verified User in Retail

Small-Business (50 or fewer emp.)

9/13/2023

"Custom workflows helped our company with automation"

3.5/5

What do you like best about Certinia Financial Management Cloud?

We like the way we can customise our process flows without the need of external developers. It's very easy to build automated flows without the need of coding experience. We have automated a lot of processes which we wouldn't be able to do with our previous system.

Generally user friendly interface

We were able to find apps in the market to build straight forward integrations with our online sales platforms Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

We struggle getting support when some flows fail due to custom built processes that was built for the original Certinia consultants

User interface is good but clanky at times, pages do not load quickly

We also use Salesforce, and both system do integrate however there is a requirement of mirrored objects between 2 systems, hence we have duplication of data such as duplicate currency record/ company record etc Review collected by and hosted on G2.com.

Liam G.

Mid-Market (51-1000 emp.)

8/18/2023

"A user friendly system that integrates superbly with multiple third party platforms"

4/5

What do you like best about Certinia Financial Management Cloud?

The ease of use with day-to-day tasks, the system is very powerful, being able to manage manage and maintain large live customer databases. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

For our system (cloud accounting) - It answers all expectations I have of the system and it's build for our business. No real down points to address Review collected by and hosted on G2.com.

Jelena J.

Financial Force Consultant

Mid-Market (51-1000 emp.)

12/9/2023

"Financialforce Consultants"

4.5/5

What do you like best about Certinia Financial Management Cloud?

The accounting packages is excellent and they consistently enhance the software. The reports and analysis are of high quality. The customer service is exceptionally kind and helpful. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

XL Plus-it will be retained, and currently, there is no replacement. Review collected by and hosted on G2.com.

simon H.

Mid-Market (51-1000 emp.)

10/17/2023

"A great system with a team that encourages and assists to get the best out of it !"

4.5/5

What do you like best about Certinia Financial Management Cloud?

The team are post implementation team are fantatsit Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

There are some other great apps that are add-ons, which means we have to do a business case for each application rather than just a single implementation BC Review collected by and hosted on G2.com.