Financial planning & analysis

Bring your plans, teams, and strategic goals into perfect alignment

Break down planning and forecasting barriers, enhance collaboration, and deliver reliable plans that drive your services business forward.

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Manage financials and accounting on the same platform as everything else

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11 reasons to run your financials on the Salesforce platform

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Financial planning & analysis

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One platform

Connected data at your fingertips

Eliminate the hassle of manual data collection and tedious data cleansing. Accelerate your planning cycles with unified datasets that are always in sync with the latest information. 

Strategic planning

Empower bold decisions

Evaluate different possibilities and uncover the best path forward for sustainable growth. Identify roadblocks before they emerge and recommend future actions with greater confidence.

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More control

Budgets built for services

Create budgets that fit your unique business requirements – top-down, bottom-up, and by dimension. Utilize budget templates and real-time analytics for faster decision making and better outcomes.

Unified teamwork

Make cross-collaboration the norm

Break free from siloed planning and experience enterprise-wide cooperation. Promote active participation from all corners of the business with unified datasets and eliminate endless negotiations.

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Flexible reporting and analytics

Arm decision-makers with actionable insights

Make strategic decisions based on accurate data, not guesswork. Generate reports, drill into details, and easily share insights that lead to smarter bets.

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With Certinia solutions, we can ensure all consulting-related information seamlessly flows from sales to services to invoicing, paving the way for our continued growth. We now have one source of truth, faster invoicing and faster month-end closes.

Monica Engelhardt, CFO, Clearsulting

Even though we’re a small company, Certinia worked closely with us to help define our key processes, enabling us to implement the right tool to fit our growing company. Plus, because the Certinia solution is so flexible, it will support our changing needs.

Ida Pai, CFO, DeepRoot

Revenue forecasting is one of the biggest things that we do. Pulling data from our opportunities in sales and analyzing what the forecast is going to look like for revenue over the next 12 months is hugely critical for us.

Sean McDermott, CEO, Windward

After moving off QuickBooks and onto Certinia, we are able to do reporting for our combined companies all as one. Certinia was the perfect solution for our Salesforce-centric organization.

Jim Radochia, CTO, SimuTech

Knowing it was all going to be in one area where I could see from quoting through the CRM and onto cash collection, all in one place on the  Salesforce platform, I was sold.

Sara Curry, CFO & Director of Operations, Interra Global