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.

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Thomas M.

Business Systems Manager

Mid-Market (51-1000 emp.)

6/19/2023

"Highly Recommend"

5/5

What do you like best about Certinia Financial Management Cloud?

Built on the Salesforce platform it really enables you to bring a level of customisation to the products to suit your business needs on top of the already amazing features as standard from the product. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

Nothing really. It enables us to meet our business objectives. Review collected by and hosted on G2.com.

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

It enables us to have a system where all processes are in one place, this increases efficiency, onboarding time is decreased as each new individual only has to get used to one system and enables all the reporting to be self controlled by the end user without the need for excessive spreadsheets. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management

Mid-Market (51-1000 emp.)

Originally submitted 8/30/2019

"FinancialForce Accounting is better than Quickbooks!"

4/5

What do you like best about Certinia Financial Management Cloud?

The audit trail in FFA is great compared to Quickbooks and the fact that FFA is built on top of the salesforce platform so we can integrate systems and use quantitative data in our qualitative reports has been a game changer. FFA is a lot quicker than QB too and more users can access it at the same time. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

Permissions. I do not like that financial force doesn't allow for our budget owners to access specific reports without being able to build reports to see other segments of the business. Also not a fan of the fact that I can't discard journal entries in bulk that have not been posted yet. The FFR reports are not very user friendly and I am needing a better way to have non profit related reports. Review collected by and hosted on G2.com.

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

We are in need of an accounting system that will grow with the organization and has the capability of integrating with Salesforce where our development information is housed. We have benefited from the integration and have found we rely more on our System Administrators for help (less silos of information and data sharing). We have seen check request/payable invoice processing time has decreased and more visibility to where we are in the process. Review collected by and hosted on G2.com.

Verified User in Accounting

Mid-Market (51-1000 emp.)

8/21/2023

"Simplifies and speeds up the process of accounts."

4/5

What do you like best about Certinia Financial Management Cloud?

A lot more automated and easy to reconcile transactions. Uploading data is smooth and uncomplicated. Creating cash entries is simple and it's not overly complicated to someone else how to use it. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

Lots of different tabs to click on to get what you need. It would be nice to have more options in one tab. Review collected by and hosted on G2.com.

Jing B.

Mid-Market (51-1000 emp.)

2/6/2023

"Very intuitive product-highly recommended"

4.5/5

What do you like best about Certinia Financial Management Cloud?

First of all, it's a downstream product of Salesforce, which makes it native to follow the workflow. It's one of the best Cloud-based system I have used, compare with SAP, Oracle and other systems. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

It can be intimidating for a new user-- especially if you have to configure it for your own purposes and workflow. You need to have a decent understanding of the SaaS and a solid system accounting background to handle it. Review collected by and hosted on G2.com.

Recommendations to others considering Certinia Financial Management Cloud:

Get a good local support team to help you set up the system correctly - once and for all. Review collected by and hosted on G2.com.

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

It is highly configurable to suit your business needs and provides a one-stop-shop for your business operation, which improves business transparency and accountability. Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

4/24/2023

"Great tool - but needs experience and dedicated knowledge to make is shine"

4/5

What do you like best about Certinia Financial Management Cloud?

Financial Force offers a comprehensive suite of cloud-based financial management tools that can streamline your business processes, improve your financial visibility, and help you make better decisions. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

Financial Force may be more suitable for businesses with more complex financial needs, which could result in a steeper learning curve for users who are unfamiliar with accounting or financial management concepts. Finally, while FinancialForce ERP Cloud does offer integrations with other business applications, these integrations may require additional configuration or development work, which could increase the overall cost and complexity of the solution. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising

Mid-Market (51-1000 emp.)

7/26/2023

"Logical and well linked system."

4.5/5

What do you like best about Certinia Financial Management Cloud?

I most like the link / drill down functionality throughout the system that makes searching for information much more accurate and efficient. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

Sometimes finding the correct objects can be a bit tricky as there are sometimes more than one with the same name. Review collected by and hosted on G2.com.

Laura W.

Business Analyst, AP specialist

Mid-Market (51-1000 emp.)

11/4/2022

"I would highly recommend FF ERP to a friend or colleague"

5/5

What do you like best about Certinia Financial Management Cloud?

Quick and easy layout.

Financial Force Community is easy to find the answers that I need. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

So far, no dislike has been found yet.

Sometimes I have to pay past due invoice that has old invoice date.

During the APV generation process, if I input an old invoice date, the system would not match. And an error occurred due to a past pay period.

ex) Current pay period, November, and I input September for invoice date, the APV would not match. I had to input a current month date as an invoice date to match the invoice and generate PIN. After PIN was created, I had to go back to APV to change the invoice date to the original invoice date. Also, I had to change the PIN's invoice date too.

Sometimes, vendors send us past-due invoices that we have to pay immediately. I had to change the invoice dates back and forth between APV and PIN to pay with no errors. Review collected by and hosted on G2.com.

Verified User in Leisure, Travel & Tourism

Mid-Market (51-1000 emp.)

8/18/2023

"Financial force is used daily within my business, and it gets the job done."

2.5/5

What do you like best about Certinia Financial Management Cloud?

It is user friendly and makes it easy to see all the information about various customer accounts. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

One of the things I don't like about ERP cloud is that payments on customer accounts are not in date order. Review collected by and hosted on G2.com.

Verified User in Leisure, Travel & Tourism

Small-Business (50 or fewer emp.)

8/18/2023

"Great package but support could be better"

3/5

What do you like best about Certinia Financial Management Cloud?

It takes a lot of the manual work we previously had out of day to day tasks. It makes reporting simple. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

The way the background matching works (or doesn't work) for us. Review collected by and hosted on G2.com.

Elizabeth R.

Director of Finance

Mid-Market (51-1000 emp.)

Originally submitted 11/19/2021

"Integration with Salesforce was our top priority"

3.5/5

What do you like best about Certinia Financial Management Cloud?

Having our finances connected to our CRM is a huge benefit. We use Salesforce for both our Donor CRM and our participant CRM. Having all the data for both revenue and expenses in the same system makes for much easier communication across the organization. Review collected by and hosted on G2.com.

What do you dislike about Certinia Financial Management Cloud?

FFA's Fixed Asset Management system is a joke. We had to pay developers to make it useful for our organization. We are a non-profit so our Fixed Assets are pretty basic. So many functions specific to the Accounting process need salesforce admin access. Trying to explain accounting processes to a salesforce admin is cumbersome. For example, how would you explain in SFAdmin terms that you need a new NACHA file template? Review collected by and hosted on G2.com.

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

We have solved a transparency issue and reduced triple entry of data. Example, vendors now submit banking and tax information directly into the system using a docusign integration. Additionally we have automated the payable invoice creation by leveraging participant data on campaigns. Now budget owners can see their expenses in real time in a system they use for other parts of their job Review collected by and hosted on G2.com.