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Financial Management Cloud

Financial Management Cloud 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Financial Management Cloud
Financial Management Cloud
4.2
(55)

Pricing

Starting at $150.00 per month

About Financial Management Cloud

Certinia ERP Cloud is a cloud-based system built to provide a complete financial management solution for sales and services-orientated companies of all sizes.

Certinia ERP Cloud has several inherent applications, including general ledger (GL), accounts payable/receivable (AR/AP), billing, revenue recognition, spend management, inventory, fixed assets and financial reporting/analytics.

Certinia is built on Salesforce, allowing departments to share one customer record, common workflows/approval processes and reporting tools, rather than having to synchronize transactions across different systems.

The software offers centralized billing capabilities to facilitate accurate invoicing for products/services, subscriptions, contracts and projects. The system allows for automated revenue recognition calculations and postings so users can analyze revenue impact in real-time. Certinia provides built-in inter-company reconciliation and automates elimination entries.

Users can access role-based interfaces and analyze data with real-time dashboards.

Financial Management Cloud Screenshots

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Financial Management Cloud Pricing and Plans

Starting price: $150.00 per month
Free Trial
Free Version

Basic

$150.00

per month

No plan information available

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    Financial Management Cloud Features

    • Popular features found in Enterprise Resource Planning
      Accounting
      Billing & Invoicing
      Business Process Automation
      CRM
      HR Management
      Inventory Management
      Order Management
      Project Management
      Purchase Order Management
      Reporting/Analytics
      Supply Chain Management
      Task Management
    • More features of Financial Management Cloud
      Accounts Payable
      API
      Audit Trail
      Budget Management
      Client Portal
      Collaboration Tools
      Dashboard
      EDI
      Expense Tracking
      Financial Analysis
      Financial Management
      Financial Reporting
      Forecasting
      Gantt/Timeline View
      General Ledger
      Milestone Tracking
      Multi-Company
      Multi-Currency
      Multi-Language
      Multiple Projects
      Percent-Complete Tracking
      Planning Tools
      Projections
      Project Planning/Scheduling
      Reporting/Project Tracking
      Resource Management
      Revenue Management
      Revenue Recognition
      Time & Expense Tracking

    Financial Management Cloud Integrations

    Rootstock Manufacturing ERP
    Rootstock Manufacturing ERP
    Professional Services Cloud
    Professional Services Cloud
    Salesforce Service Cloud
    Salesforce Service Cloud
    Salesforce Platform
    Salesforce Platform
    Salesforce Sales Cloud
    Salesforce Sales Cloud
    CRM Analytics
    CRM Analytics

    Financial Management Cloud User Reviews

    Overall Rating

    4.2

    Ratings Breakdown

    5

    40%

    4

    47%

    3

    9%

    2

    4%

    1

    0%

    Secondary Ratings

    Ease of Use

    3.8

    Value for money

    4.0

    Customer support

    4.1

    Functionality

    4.0

    Mohamed's profile

    Mohamed G.

    Verified reviewer

    Marketing and Advertising

    1001-5000 employees

    Used daily for less than 12 months

    Review source

    Reviewed March 2022

    Best time tracking too I ever used in an agency

    5

    Ratings Breakdown

    3
    Ease of use
    3
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Copying rows from the previous week and seeing all project assignments under the time cards makes it easy to get the project codes
    Cons:
    It won't let you save if you add an empty time card

    Reasons for switching to Financial Management Cloud

    Worst user interface ever

    Read More

    CP

    Courtney P.

    Verified reviewer

    Information Technology and Services

    201-500 employees

    Used daily for more than 2 years

    Reviewed January 2024

    Automation, Scalability, and Integration

    5

    Delightful. I have integrated this system 2x, and would highly recommend it for any organization, especially if you are using Salesforce!

    Ratings Breakdown

    5
    Ease of use
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    We love that it is integrated into Salesforce seamlessly. We also like how much quicker we are able to invoice every single month, as we well as how easy the system is to use.
    Cons:
    There are many ways to complete the same task. This can be confusing to users when they are first using the system. While for audit trail purposes we can appreciate why posted transactions can not be modified, this has caused a lot of work when items do need to be amended as we basically need to create a reverse item, and then redo the original item properly.

    Reasons for switching to Financial Management Cloud

    We needed an enterprise solution that could handle our business scale.

    Read More

    SC

    Simon C.

    Used daily for less than 12 months

    Review source

    Reviewed July 2018

    If it had a face I would punch it... repeatedly... until it was bleeding!

    2

    See my review!

    Ratings Breakdown

    2
    Ease of use
    3
    Functionality
    icon
    Pros:
    Lots of tools in the toolbag. There is no doubt this product has lots of features and can help businesses cover many of a project management office's needs including project reporting and planning; timecard entry and management and status reporting. It is a matrix organisation's wet dream giving lots of opportunities for different horizontals and verticals to organise and crunch the data in their own specific ways. Custom reports are good and I like the dashboards if you can find enough data fields to actually drive what you need.
    Cons:
    This product is so infuriating to work with for any length of time. I use this as both Project Manager and a user. It has just enough functionality to make you hopeful you can do what you need and then crushes that hope. Here is a quick run of the major (dis)functions: 1. It uses a web browser - chrome is just about OK, Firefox works in some parts but not others, Internet Explorer does not work. Because it uses a browser it is easy for IT departments to deploy (i.e. cheap) and is a dreadful experience to use. 2. Timecard entry is for a complete week and requires comments for each project/task/day combination. It is not a bad solution but is not great either. 3. The creators seem to push the idea of having resource managers in your business requiring project managers to create resource requests which then lead to assignments on projects. Whilst there is nothing inherently wrong with this requires so many more steps (and people) than is necessary, which introduces complexity and delays. 4. The Project Task Gantt view is the fibrillating heart of the tool and is so annoying I find it hard to get the words out. There is no useful integration with MS Project so you are forced to gouge away trying to use the functionality. You need to save constantly, the view of the tasks jumps backwards in time so you lose your focus, the task tree expands every time you save. In short it is SO frustrating to work with. Save yourself this nightmare - run Forest run!

    Read More

    VR

    Verified
    Reviewer

    Marketing and Advertising

    501-1000 employees

    Used daily for less than 2 years

    Review source

    Reviewed May 2022

    Financial Force worth the time

    4

    I'm learning to like it, but my use is a lot less detailed that my managers and project managers.

    Ratings Breakdown

    3
    Ease of use
    2
    Functionality
    icon
    Pros:
    I use this application mostly to enter my time per project per day and the occasional expense report. For me it gets the job done, but it requires a good bit of training and a lot of communication and organization from my project managers.
    Cons:
    It seemed to take forever to get up and running the system was not intuitive. And still I have to be in constant communication with my project managers to make sure I have access to the jobs I am assigned.

    Reasons for switching to Financial Management Cloud

    Changing was a company decision to help us better integrate with other branches

    Read More

    VR

    Verified
    Reviewer

    Computer Software

    51-200 employees

    Used daily for more than 2 years

    Review source

    Reviewed November 2018

    FinancialForce Helped Streamline My Billing Process

    4

    FF PSA allowed me to create and bill projects from the quotes and opportunities from our sales team, it helped combine multiple processes that existed before.

    Ratings Breakdown

    4
    Ease of use
    4
    Functionality
    icon
    Pros:
    I like that FF allowed me to bill directly from projects we created in Salesforce. Previously we had separate systems and it was time consuming. I also like that we are able to customize our project fields and opportunities. I also use the report creating tool a lot.
    Cons:
    I sometimes have limitations with specific auto calculations it runs, but they are few at this point.

    Read More

    VR

    Verified
    Reviewer

    Computer Software

    51-200 employees

    Used weekly for more than 2 years

    Review source

    Reviewed September 2021

    Not what we thought it was going to be

    3

    Very frankly, I hate this tool and very much regret being part of the team that selected it.

    Ratings Breakdown

    1
    Ease of use
    2
    Functionality
    icon
    Pros:
    Once this tool is totally set up the reporting it offers is quite robust and gives you an instant glance into figures that used to take hours to curate.
    Cons:
    I was helping lead on selecting a PSA tool 3 years ago now and Financial Force offered everything we needed based on the demo we received. Project setup and Casting was supposed to be simple and offer easy visibility of what everyone was doing when as well as what resources were available when. Getting to all of that however has been an incredibly complex and frustrating journey and one we are still on. Our users hate the user experience and we have poured so much time and money into this tool that we feel like we need to continue for fear of just repeating with another tool. Building workflows is very complex, user administration is very complex, generating reports is very complex. The whole tool is simply not user friendly.

    Reasons for switching to Financial Management Cloud

    Needed more functionality

    Read More

    VR

    Verified
    Reviewer

    Computer Networking

    5001-10000 employees

    Used daily for more than 2 years

    Review source

    Reviewed November 2018

    Great for Professional Services/Project tracking

    4

    Ratings Breakdown

    4
    Ease of use
    4
    Value for money
    4
    Customer support
    4
    Functionality
    icon
    Pros:
    Project Management features are great. Billing and financials tracking too.
    Cons:
    Configuration and setup seem convoluted and can be difficult to understand at times.

    Read More

    VR

    Verified
    Reviewer

    E-Learning

    501-1000 employees

    Used daily for more than 2 years

    Review source

    Reviewed November 2018

    Depends on your needs

    3

    Ratings Breakdown

    1
    Ease of use
    1
    Functionality
    icon
    Pros:
    Although I do not love the user interface, Financialforce works consistently.
    Cons:
    It's complicated and lacks basic project management functionality.

    Read More

    Nolan's profile

    Nolan M.

    Verified reviewer

    Consumer Services

    11-50 employees

    Used daily for less than 12 months

    Review source

    Reviewed November 2018

    FinancialForce Professional Services Automation (PSA) Review

    4

    Ratings Breakdown

    3
    Ease of use
    4
    Value for money
    3
    Customer support
    3
    Functionality
    icon
    Pros:
    This tool has helped our company get important data that we need.
    Cons:
    This software can be very hard to use and to get the proper configurations unless you hire a specialist or have somebody with experience.

    Read More

    Emily's profile

    Emily P.

    Verified reviewer

    Accounting

    51-200 employees

    Used daily for less than 6 months

    Review source

    Reviewed February 2019

    Customized Software

    5

    Ratings Breakdown

    4
    Ease of use
    4
    Functionality
    icon
    Pros:
    The software is customized to your companies needs and so you can track your projects using whatever metrics you need.
    Cons:
    The accompanying app has issues. However, I've been told a new app is in progress.

    Read More

    Showing 1 - 10 of 55 Reviews

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