Certinia ERP Cloud automates financial management on the Salesforce platform. The customer-centric ERP software includes a general ledger, automated billing processes, and financial intelligence.
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Certinia PS Cloud
Score 7.0 out of 10
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Certinia PS Cloud software is a cloud-based services solution that is built on the Force.com platform. It allows companies to manage professional resources, customers, projects and financials in one integrated services management application. Because the solution works natively with Force.com, it utilizes the same data for sales, services and finance on one system.
FinancialForce Subscription & Usage Billing has more features, more useability, and manages higher numbers of customers. The systems I have used in the past are easier to navigate but couldn't handle this number of customers.
Infinitely better. We are much happier with FinancialForce ERP rather than Netsuite. This allows us so much more flexibility and growth potential. There is a good chance we will use other functionality of FinancialForce in the future to stay within the same ecosystem. We …
FFA is built on the SalesForce platform, giving us one source of data for our KPIs. Unlike Dynamics, FFA allows us to create custom reports and dashboards through which we can share financial results. We were able to better automate and streamline accounts payable using FFA. …
NetSuite is much better in that it can produce financial statements, has a subscription module, and is just as customizable as FinancialForce. If you have a midsized company, NetSuite may be better suited for your business needs. FinancialForce requires a lot of in-house …
Compared to other accounting software FinancialForce Accounting has its good and bad aspects but overall it is a good option. Reporting directly from FinancialForce Accounting can be difficult to do, but standard accounting tasks are straightforward and not time-consuming to …
The initial allure of FinancialForce Accounting was the fact that we were very happy with Salesforce.com and the ability to integrate FinancialForce Accounting with Salesforce.com easily (although it was time-consuming). But after analyzing its functionality it was also …
Outside CPA was strong proponent of Quickbooks and it was evaluated initially, but size of company, complexity of transactions, eventual move to Salesforce and need for multi-company and multicurrency ruled it out almost from the start. As the only accounting system built …
Certinia PS Cloud
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Chose Certinia PS Cloud
PSA comes with a lot more data and reporting capabilities than were available at the time we switched from BigTime IQ. You get more features and functions with PSA, but the user interface is much much more difficult than BigTime. It was a fairly big trade-off to get more data …
FF PSA is a robust Project Management solution that can be configured to fits any size business. We have tried several other applications and PSA so far has met and exceeded our needs. We run our day to day operations on Salesforce so having a solution that is native was a must …
Pre built integration to Salesforce and ability to scale was important to us. We found others had far less integration to Salesforce (one competitor showed us a one button batch record transfer and called it an integration). We also think the mobile capabilities compared to …
We were previously an OpenAir customer. The key reason for moving to FinancialForce PSA was the very tight integration with salesforce.com. salesforce.com is a core system at our company, the fact that FinancialForce PSA was built on the force.com platform made it very easy for …
FFA is a good product if you want the ability to customize functionality and reporting. However, all the setup can be overwhelming if you are looking for an out-of-the-box solution. FFA is a great choice is you are already using Salesforce and want to report on KPIs directly from the source data. There are a lot of applications to help you feed data into the system or export it out in a usable format.
Simplification of multiple operations within the business and easy scheduling and task management through FinancialForce PSA is effective and easy tracking multiple previous project activities is easy. Automation tools stability is good, and flexibility on services production and even the connection of customers with services providers is amazing and the development life cycle management is incredible.
Simplicity. I never felt like the system was too complicated to figure out, even as I was just starting out using it.
Efficient. I like how easy is it to get through the entire process and see all of the data in an easy to read manner. It's good for the company to be able to organize its expense data using the product.
Fast. I was able to complete my expense reports fast and pain-free.
The only part of FinancialForce that is very frustrating, is that we are unable to edit an invoice after it has been posted. The invoice is permanent and any small error can't be fixed, which means I have to create another invoice. Because of this, we have multiple "discarded" invoices in the system--forever!
The company has now converted its legacy, "home grown" operations system and built it on the force.com platform, and the integration between it and FinancialForce is deeply entrenched. No other application would be able to replicate this functionality, and the company will be able to scale and leverage the force.com platform as it grows.
There is another PSA software program that we have been looking into (DreamFactory) that could potentially replace FinancialForce PSA in our organization. Like FinancialForce PSA, it is cloud based on the force.com platform. Licensing is slightly less than FinancialForce PSA, and the Resource Management tool is far superior to FinancialForce PSA. With that said, our renewal falls in Q4 2014 and I don't foresee us implementing a new system this fiscal year.
Change management is always an issue, but the evidence of the application's usability is that both long-time employees (used to the legacy systems for many years) and newer employees have been able to learn the system and improve their business processes.
From my standpoint, FinancialForce PSA is relatively easy to use. As a System Administrator, I am able to maneuver around the software with ease. As a user of FinancialForce PSA, I am able to input my timecards and expense reports without any issues. I have received very positive and very negative feedback about using FinancialForce PSA, however, from users in other functional roles in my organization.
Unless the internet is completely unavailable - which has not happened yet - the application is always accessible. Since FinancialForce is built on the force.com platform, it's uptime is tied to Salesforce security and system performance standards
Most of the time it is fine. There are peak periods of usage where performance noticably slows down (i.e., Monday mornings when time is due and many reports are being run)
The response time for FinancialForce is exemplary. Immediate acknowledgement of the support request by automatically logging a case/ticket on the provider side, then less than 24-hour follow up by a support team member with specific questions, information or resolution for the issue.
Every time I submit a new help request, whether it's an actual help request or just a question about FinancialForce PSA, I always feel that I'm receiving world class support. The support we receive from FinancialForce PSA is always very detailed and professional. There are some requests that take longer than other for the initial response, which is why I did not give a full 10.
Through its Xtra login website available to its customers, FinancialForce offers a complete set of online, video tutorials, training and documentation. Each tutorial is "bite-sized", meaning it imparts instructional, step-by-step information in 2-3 minute narrated videos. For a particular cycle or process, like invoices to payments for example, each tutorial builds on the last so that the user can get a complete picture of the steps and process in less than 10 minutes.
The company decided to run parallel for three months in order to soften the impact of the change from the legacy "system" - which users had been interfacing with for over a decade - to FinancialForce. While not recommended, this did provide time for the in-house "super user" team of 2 people to become completely familiar with the application, and thus provide hands-on training and be a resource for the users who would be processing the daily accounting transactions.
Appirio did a good job, however, the user team didn’t know enough to make all the right configuration/customization choices. The team focused too much on replicating existing processes vs. reengineering them. In hindsight we should have had deep dive reviews at key milestones and enforced more focus on how the software would operate. We didn’t have access to true best practices expertise. In hindsight, a consultant from the outside would have been helpful to drive this.
FinancialForce Subscription & Usage Billing has more features, more useability, and manages higher numbers of customers. The systems I have used in the past are easier to navigate but couldn't handle this number of customers.
PSA comes with a lot more data and reporting capabilities than were available at the time we switched from BigTime IQ. You get more features and functions with PSA, but the user interface is much much more difficult than BigTime. It was a fairly big trade-off to get more data and increase user accountability vs. a clean and simple tool that was easy to understand and use.
We moved to a subscription business, and FinancialForce cannot facilitate it. After using FinancialForce for 4 years, we had to switch to NetSuite. We had a negative return on investment with all the resources we used to do in-house development in FnancialForce.
FinancialForce did not have a good way to match payments against invoices, and it was a very manual process. We spent a lot of human hours to get it done.
It was still relatively cheap, so for the 4 years that we used it, the actual cost of the product was what we could only afford at the time.
We are a boutique consulting company and having FF PSA has allowed us to concentrate on the pre-sales side of business instead of being mired in the admin of projects and people.
There is some redundancy for our consultants in managing Project Tasks and timecards, however, this is more based on our business process than the product.
As a Managing Partner I love the 360 view of our business we get with SF and FF PSA.
