AppX Radar

Certinia Financial Management Cloud

by Certinia Paid ★ 4.6 (151 reviews)

Streamline your opportunity to cash process, manage revenue precisely, and generate real-time financial analysis & audit trails with ease. Cloud software that puts your core financial management functions all on Salesforce.

View on AppExchange →

Highlights

  • MULTI-EVERYTHING ACCOUNTING ENGINE THAT SCALES
    Support for multi-company, multi-currency, multi-book, multi-chart of accounts, and multi-language.
  • ROLE-BASED WORKSPACES
    See all of your tasks, alerts, and KPIs for quick action all in one place.
  • MODERN UI
    Get the speed, flexibility, and familiarity of the Lightning Experience.
  • CONNECTED FRONT AND BACK-OFFICE
    Align CRM and accounting for a unified business view. Eliminate the need to sync transactions & master data across multiple systems.
  • OUT-OF-THE-BOX REPORTING
    Create your own or choose from financial statement templates: Trial Balance, Cash Flow Statements, Balance Sheets, Income Statement, Consolidated Statements, Predictive Cash Flow and Revenue Forecast, KPI Analysis, and more!

What Certinia Financial Management Cloud does

AUTOMATED OPP TO CASH

Automate billing and collections, simplify invoicing, and enhance overall revenue management efficiency.

COMPREHENSIVE FINANCIAL REPORTING

Gain real-time business intelligence, day-to-day operational reporting, and trackable KPIs.

GENERAL LEDGER - FLEXIBLE & BALANCED

Speed up period-end close and reduce reconciliation time with a unified ledger that's always in balance.

ACCURATE CASH MANAGEMENT

Get a precise picture of your cash position, gain real-time cash flow insights, and deliver accurate forecasts.

CUSTOMER PORTAL

Self-service financial portal for customers: account management, billing, & communication.

ACCOUNTING SUITE

Extend this app (A/R, GL, A/P, Billing) to our Procurement, Order & Inventory Management, and Revenue Management apps for a complete financial management solution.

PLANNING & ANALYSIS

Analyze performance against plans, validate multiple scenarios, and deliver accurate plans.

WHY SYSADMINS LOVE THIS ACCOUNTING APP

Built on the Salesforce platform, it offers click-based customization, unified data, and the same trusted workflow and security.

Screenshots

Streamline, simplify, and automate your financials.Accounting made easy - Simplify the most complex, automate the mundaneReal-time reporting and analytics helps with speedy decision makingEstablish a single customer record across your entire businessAutomate billing and collections with speed and easeDetect revenue patterns and trends

Source: the public AppExchange listing for Certinia Financial Management Cloud, retrieved Oct 16, 2026. AppX Radar is not affiliated with Salesforce or Certinia. Check the listing for current pricing and requirements.

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