Automate and optimize your business processes for growth. Harness the power of Salesforce to take your business services company to the next level.
Explore your next step with Salesforce & Certinia
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Agentforce Opportunity Check
Your team still spends too much time on repetitive tasks: approving hours, building reports, answering the same questions. Agentforce changes this. AI agents that update projects automatically or generate client reports in minutes.
With the Agentforce Opportunity Check, you’ll discover where AI can deliver immediate impact in your organization. Together we’ll identify the processes you can safely and effectively automate.
Future-Ready Certinia Check
Too many organizations keep working on outdated versions of Certinia. It may feel safer to wait, but the costs add up: slower operations and missed innovations such as AI-powered forecasting.
The Future-Ready Check highlights where your system is holding you back and how to get up to date again. You’ll receive clear, practical advice on removing technical debt and strengthening your foundation without disrupting the business.
CBEE Remarkable Newsletter
Staying ahead with Salesforce and Certinia means knowing what’s next. Our newsletter keeps you up to date on technical updates and new possibilities, and inspires you with real customer cases and practical insights.
Sign up to receive fresh ideas, use cases, and updates straight to your inbox.
Contact us
Need help with Certinia integration or need more information about our London Live presentation or cases?
Feel free to contact our team and discuss possibilities for collaboration!
Case studie: IG&H accelerates acquisition integrations
SOLUTION SPOTLIGHT
- Professional Services Automation (PSA) | All projects are managed in PSA, covering planning, time tracking, resource management and billing. Through Experience Cloud, clients approve hours online, which are instantly converted into invoices in Financial Management Cloud.
- Billing Central | Billing Central automates contract billing and revenue forecasts, including renewals and adjustments. End-of-month billing and revenue recognition are handled efficiently in bulk.
- Revenue Management | Revenue from PSA and Billing Central is centralised, across multiple currencies. Intercompany transfers are automated, and recognised revenue is directly posted to the general ledger.
- Financial Management Cloud | The finance backbone for all entities, including multi-currency support. Transactions flow automatically from PSA, Billing Central and Revenue Management, giving real-time visibility across the organisation.
- Agentforce (Salesforce) | Looking ahead, IG&H explores Agentforce to automate routine tasks in PSA, reduce admin workload and free up time for customer value.
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
E-book: Make Certinia work for you
Many organizations still run on disconnected systems for projects, time tracking, invoicing, and reporting. It slows you down, introduces errors, and makes reliable insights hard to find. This e-book shows how Certinia (formerly FinancialForce) unifies everything on the Salesforce platform.
What you’ll get:
- Clear explanation of the core solutions: PSA, Accounting, Billing Central, Revenue Management, ERP & Analytics
- Customer stories from IG&H, Top Employers Institute, and Nextview
- Practical insights into how Certinia replaces error-prone processes with automated billing, real-time reporting, and scalable growth
Download the e-book and see how other organizations built their foundation for growth with Certinia and CBEE Remarkable.
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Frequently Asked Questions about Certinia
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.
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.
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.
