Certinia
Enterprise Resource Planning
Discover a cloud-based accounting application on the Salesforce platform that combines flexibility with power. Become truly customer-centric by leveraging a single business platform with Salesforce and Certinia. See everything in one pane of glass when every transaction hits the same account record. Zero Integration required. Uncover a Singularity for all of your business systems.
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Product Benefits
Subscription & Usage Billing
SaaS businesses must embrace automation to achieve scalability. Certinia’s Billing Central provides the perfect solution for this purpose. It allows you to effortlessly automate contract creation and execution from Salesforce opportunities or CPQ. You can also make use of recurring fixed, variable, or one-time billing terms to excel at scale. And, don’t let ASC606 compliance intimidate you – Certinia PSA and Revenue Management tools seamlessly work together to liberate you from those complex and error-prone spreadsheets. Plus, remember to explore all your revenue insights in the prebuilt Analytics Package.
Accounts Receivable & Collections
Regardless of your revenue streams, Certinia Accounting simplifies and automates the invoicing process. You’ll have an aged analysis of your receivables to enhance your reporting depth. Relax and let the system generate dunning letters and statements to prevent an increase in your days sales outstanding. Consolidate billing across all business lines. Additionally, you’ll gain the advantage of Salesforce chatter and activity tracking to facilitate communication and streamline collection efforts.
Procure to Pay
Effective spend management can significantly impact your bottom line. Utilize Certinia’s requisition and purchasing processes to exercise control over expenditures across various business expenses. Salesforce approvals are robust and can be applied to any business process on the platform, including purchasing and payables. Streamline vendor payments by specifying who, when, and how you pay them using Payments Plus. Additionally, benefit from payables that are automatically generated from PSA expense reports when reimbursing employees. You can also easily track 1099s for simplified year-end filing.
Revenue Management
Let’s discuss interconnectivity. Revenue management was purposefully designed to seamlessly connect all revenue streams on the platform. This encompasses Certinia PSA, Billing Central, OIM, or any custom objects you may already have in use. Furthermore, it’s directly connected to Salesforce CPQ. Familiarize yourself with the standard recognition methods: equal split, deliverable, or percentage of completion. You can overcome ASC606 challenges by utilizing Certinia Revenue Contracts to link contractual services, licensing, and entitlements, enabling the creation of performance obligations with allocated revenue.
Cash Management
Simplify bank reconciliation by seamlessly integrating your statements directly with Certinia Accounting. Additionally, you’ll reap the advantages of automating the cash matching process by importing your lockbox data from the bank. Managing cash processes can sometimes be labor-intensive, so regain valuable time with automated runs. Delve into in-depth cash forecasting insights through prebuilt Analytics dashboards.
Inter-Company & Multi-X
Whether you are a single US entity or part of a global multi-entity organizational structure, Certinia has you covered. Manage as many entities as you need without incurring any additional licensing costs. Certinia enables you to swiftly set up new companies and allocate them within intricate corporate ownership structures. You will have the ability to automate the creation of inter-company documents, appropriately categorized for an automated eliminations process. This streamlined approach makes consolidated Financial Reporting a breeze. Global companies often operate in numerous currencies, all of which can be easily configured. If you require automated tax processing, we also offer a partnership with Avalara.
Financial Reporting
While Financial Reporting may occasionally seem tedious, it remains a critical aspect of any ERP evaluation. You can be confident that you have a robust tool at your disposal for generating all the board-ready statements you require. Certinia offers a comprehensive Financial Report Builder that empowers you to create and format Income Statements, Balance Sheets, and Cashflows, whether you run a single-entity business or oversee a global organization.
FP&A
Planning for the future is a vital component of any expanding business. Utilize Certinia’s FP&A tool to effectively handle multiple budgets and versions. Empower your budget owners with the necessary tools for analyzing historical financial data and planning for the next 3, 6, 9 months, or year ahead. Ensure timely and efficient approvals. Keep an eye to the future, as this is an area of investment for the Certinia team.