What is Certinia?
Certinia is a versatile enterprise platform designed for professional services, finance, and customer success teams. As a Salesforce-native solution, it combines project and resource planning (PSA), financial management (GL, billing, revenue recognition), procurement, and inventory—all within a single customer-centric ecosystem. It’s entirely cloud-hosted, offering seamless data flow, embedded BI, and automation.
What are the advantages of Certinia?
- True Salesforce-native experience: Unifies front- and back-office on a single platform with shared customer records and UIs.
- End-to-end financial control: Manages GL, automated billing, multicurrency, procurement, inventory, and revenue recognition compliant with ASC 606/IFRS 15.
- Specialized PSA functionality: Supports time/materials, fixed-fee, subscription billing, resource planning, forecasting, and completion analytics.
- Embedded BI and AI insights: Offers real-time analytics, intelligent cash flow forecasting, scheduling/margin optimization, and pre-built dashboards.
- Unified business communities: Customer-facing portals for billing, collections, project status, and team engagement streamlined via Salesforce Communities.
What are the general functions of Certinia?
- General Ledger & Financials: Core accounting, budgeting, audits, and multicurrency support.
- Billing & Revenue: Subscription, usage, T&M, project billing; compliant automated revenue recognition.
- Procurement & Inventory: Complete procure-to-pay, PO management, order fulfillment, stock control.
- PSA & Project Management: Quoting, resource allocation, time/expense capture, forecasting, project dashboards.
- Revenue Optimization: AI tools for cash-flow prediction, scheduling optimization, and margin alerts.
- Community Portals: Enables self-service billing, payments, and collaboration via customer/partner communities.
- Embedded Analytics: Extensible dashboards, KPI tracking, and workflow automation inside Salesforce.
- Platform Extensibility: Leverages REST API, Salesforce AppExchange, and native CI/CD deployment tools.
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