Automate and optimize your business processes for growth. Harness the power of Salesforce to take your business services company to the next level.
Certinia powered by Salesforce
Finance, project management and reporting all in one place.
Professional Services Automation (PSA)
Professional Services Automation (PSA) helps you plan, manage, and report on projects. You record hours, schedule resources, monitor progress, and manage profitability. This gives you instant insight into how teams and engagements are performing.
Financial Management & Billing
With Certinia Accounting and Certinia Billing Central, you manage all your financial processes directly in Salesforce. You centrally process accounts receivable, accounts payable, and payments, register contracts and subscriptions, and handle bulk invoicing. Forecasts and changes are processed automatically, keeping your administration reliable and up to date.
ERP & Analytics
With ERP & Analytics, you create dashboards and reports directly in Salesforce. Combine revenue, costs, and forecasts in a single overview and provide management with actionable insights.
Agentforce en AI
Combine Certinia with the AI capabilities of Agentforce on Salesforce. Automate repetitive tasks and gain predictive insights from project data and financial information.
Certinia in practice: Case studies
IG&H accelerates acquisition integration with Certinia
- PSA – supports the full project cycle, from planning and time tracking to resource management and invoicing. Clients can easily approve hours via an Experience Cloud portal, after which they are automatically processed in Financial Management Cloud.
- Billing Central – registers contracts, automates revenue forecasts, and enables bulk invoicing. Changes such as renewals or indexations are applied and processed instantly.
- Revenue Management – recognizes revenue from PSA and Billing Central in multiple currencies. The system processes intercompany transfers and automatically posts to the general ledger.
- Financial Management Cloud – manages all financial processes across multiple countries and currencies. Integration with ECB exchange rates ensures accurate reporting and real-time insights.
- Agentforce (Salesforce) – an AI solution that automates routine PSA tasks and reduces administrative workload. This frees up more time for customer value and business growth.
IG&H doubled its workforce in a short period of time. From 300 to over 600 employees. Mainly through acquisitions in the Netherlands and abroad.
“The growing pains are real,” says Mathijs Hoenen, Finance Director. “You want to stay agile as an organization, but you don’t want to reinvent the wheel with every acquisition.”
Since 2019, IG&H has been using Salesforce and Certinia, working closely with CBEE Remarkable.
“Where we used to spend days on preparation, we now complete integrations in just a few weeks or even days,” Mathijs explains.
The result:
“We now process more than twice as many projects and invoices as before, with hardly any expansion of the finance team. And because everything comes together in one system, we have real-time insight into our figures.”
Looking ahead:
“Thanks to the foundation we have built together, we are not only continuing to grow, but we are truly able to seize new opportunities as an organization.”
Explore more success stories
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Frequently Asked Questions about Certinia
Yes. Certinia runs fully in the cloud on the Salesforce platform. You always have access to up-to-date data, anytime and anywhere, without separate integrations or on-premise installations.
With Certinia, you manage your project administration, time tracking, invoicing, and financial reporting in a single system. Because everything is directly connected to Salesforce, you gain real-time insights and reduce manual work.
Certinia is a cloud solution for ERP, Professional Services Automation, and financial management. It brings together project management, finance, and operations in a single environment.
No. Salesforce is a CRM platform for sales, service, and marketing. Certinia adds ERP, PSA, and financial processes such as project management, time tracking, and invoicing. Together, they form one integrated system.
No. Certinia is not owned by Salesforce. It is an independent software company, formerly known as FinancialForce. However, Certinia is built fully native on the Salesforce platform and integrates seamlessly as a preferred partner.
Many organizations compare Certinia (formerly FinancialForce) with systems such as Microsoft Dynamics 365, SAP, Oracle NetSuite, and Workday. The key difference lies in the seamless integration with Salesforce, the ease of use, and the flexibility to configure processes. Certinia is designed for companies that use Salesforce as their central platform, bringing together all customer, project, and financial processes in one environment.
Certinia is designed for professional services, consulting, IT, staffing, and organizations that work with projects and have international growth ambitions.
Yes. You can begin with a single module, such as PSA or Accounting. You can expand at any time.
Certinia is designed for professional services, consulting, IT, staffing, and organizations that work with projects and have international growth ambitions.
