Certinia ERP Cloud Reviews & Insights

Score5.5 out of 10

35 Reviews and Ratings

Community insights

TrustRadius Insights for Certinia ERP Cloud are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Complete end-to-end solution: Users find FinancialForce to be a complete end-to-end solution that extends the functionality of Salesforce Enterprise Edition, allowing for seamless and intuitive processes such as turning sales quotes or orders into invoices. This has been mentioned by multiple reviewers who appreciate the comprehensive nature of the software.

Intuitive user interface: The user interface of FinancialForce is highly praised for its intuitiveness, making it easy for sales and accounting teams to work together and share information efficiently. Multiple users have mentioned this positive aspect, resulting in decreased time to bill and increased user adoption and satisfaction.

Seamless credit processing: Credit processing in FinancialForce follows a similar intuitive path, ensuring smooth operations. Some users have specifically mentioned how seamless the credit processing feature is within the software.

Certinia ERP Cloud Reviews

8 Reviews

Leaves Some Functionality to be Desired

Rating: 6 out of 10

Incentivized

January 7, 2022

Use Cases and Deployment Scope

FinancialForce Subscription & Usage Billing brings the ability to manage high numbers of active subscribers to our television service as well as auto-bill monthly and integrate with our other systems. While it's helpful in its integration with SF and our CRM, it also leaves some usability and functionality to be desired.

Pros

Contracts
Sales Invoices
Integration with Salesforce

Cons

Ease of use
Clearer defined terms inside of specific features
Constant errors

Likelihood to Recommend

It works for our team due to the fact we manage a high number of customers who all subscribe to a service and need to be auto-billed monthly on a contract-style basis. This type of billing service would not be well suited for a company that has a small number of customers or a company that has a one-time transaction instead of auto-billing.

Dominique Bonsell

Customer Support Manager in Customer Service at Evoca TV (11-50 employees)

Vetted Review

1 year of experience

New FinancialForce implementation

Rating: 9 out of 10

Incentivized

December 13, 2019

Use Cases and Deployment Scope

We were using NetSuite as an ERP and it was clunky. We wanted a modern system that integrated well with our current CRM, Salesforce. FinancialForce ERP looks to the average user that this is just part of Salesforce and native to the system. This allowed us to have adoption to the system rather quickly.

Pros

Resource planning.
Hours tracking.

Cons

It might have been the implementation but it causes some apex errors.
Default fields are not enough. We need to customize which we'd rather not do.

Likelihood to Recommend

I think it is well suited for our current process which involves project management for our services teams which includes implementation and customization. We have found that this has greater flexibility to our overall team as it is easier to add required fields in Salesforce than to request it from Netsuite since we do not currently have a Netsuite administrator.

Verified User

Professional in Information Technology (1001-5000 employees)

Vetted Review

1 year of experience

FFA Review

Rating: 10 out of 10

Incentivized

August 1, 2019

Use Cases and Deployment Scope

FinancialForce is being used mainly within the Finance & Accounting department, but its functions are well-recognized across the company. It addresses problems in multiple areas such as Payables and Receivables, Reporting, Data Analysis, and other functions.

Pros

Comprehensive spreadsheets and dashboards with filtering functions.
Ease of file upload and conversion to and from Excel.
The overall spread of the homepage makes for easy access to whatever information you're looking for.
I believe FFA has a tremendous ability to data easy to access by all departments, but also is complex enough to retrieve specific data that is needed.

Cons

I am a full supporter of FFA.

Likelihood to Recommend

More appropriate - Payables & Receivables, Reporting. Less appropriate - Document library containing multiple departments' files.

Verified User

Professional in Finance and Accounting (501-1000 employees)

Vetted Review

1 year of experience

Accounting in the cloud

Rating: 8 out of 10

Incentivized

July 30, 2019

Use Cases and Deployment Scope

The Accounting and Finance department uses FinancialForce Accounting (FFA) for A/P and general ledger transactions. Our entire organization uses SalesForce as our CRM so this allows for interaction between the systems. We were able to automate A/P and allow outside departments to access vendor and A/P information. We have created dashboards and reports of financial information that can be shared with other departments.

Pros

User interface is more modern and user-friendly than other software
Dashboards allow for good visual interpretation
Reports are able to be customized to better fit users' needs

Cons

Financial reporting could be easier to use
More out-of-box reports for standard reconciliations (bank rec, aging, etc.)
Some of the processes are time-consuming (running an aging, cash matching, printing checks)

Likelihood to Recommend

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.

Verified User

Director in Finance and Accounting (51-200 employees)

Vetted Review

3 years of experience

FinancialForce -- For a growing small company

Rating: 5 out of 10

Incentivized

July 27, 2019

Use Cases and Deployment Scope

FinancialForce is being used as our accounting system. We integrated it with SalesForce, but only the accounting department is using FinancialForce. It helps us in recording transactions and creating a trial balance, for which we are able to build financial statements in excel. We have other in-house development to help us auto-bill the invoices generated from FinancialForce.

Pros

FinancialForce has a very familiar user interface if you have experience using SalesForce. Since it's built on top of the SalesForce UI, it doesn't take long for people to learn to navigate around. This helps when onboarding new employees.
There is a lot of customization available. Since SalesForce is highly customizable, so is FinancialForce. This will help if you have an in-house developer that can tailor to whatever specific business need your company has. This pertains to layouts or reports that are being built.
It has better scalability than QuickBooks.

Cons

Since SalesForce was not made with accounting in mind, building FinancialForce as a module on top of SalesForce gives problems because the overarching architect of SalesForce cannot facilitate all the accounting requirements.
The FinancialForce integration team was not very good, and did not help us set up our FinancialForce very well. Their customer support is also lacking and takes a long time to respond and troubleshoot our problems.
FinancialForce doesn't actually build financial statement reports. We were only able to run a trial balance, and we had to build the statements ourselves in Excel.

Likelihood to Recommend

It is good for a small business starting their growth phase. Quickbooks is not very good scaling from a small company to a midsized company. If your company does not have the resources to invest in NetSuite, FinancialForce may be a better option. If your business is not a subscription business, FinancialForce will be easier to manage.

Verified User

Professional in Finance and Accounting (51-200 employees)

Vetted Review

3 years of experience

FinancialForce Accounting by Salesforce

Rating: 8 out of 10

Incentivized

November 8, 2016

Use Cases and Deployment Scope

The accounting department uses FinancialForce Accounting as its main software. In addition to standard accounting functions, we greatly utilize the multi-currency capabilities and all the automation capabilities to remove manual entries as much as possible and be able to use that time to focus on reporting and planning instead.

Pros

Data integration which reduces need for manual entry
Multi-currency and location capabilities
Tagging function

Cons

System is slow when overwhelmed by data
Problems with Action Views

Likelihood to Recommend

Depending on your sales software, FinancialForce Accounting could be a great option. It has great functionality for multinational businesses (large and small), and integration with sales software gives you the ability to track your sales cycle/expenses through the sales cycle much more easily than without the integration which is very important.

Verified User

Manager in Finance and Accounting (10,001+ employees)

Vetted Review

1 year of experience

FinancialForce Accounting Review

Rating: 8 out of 10

Incentivized

November 8, 2016

Use Cases and Deployment Scope

FinancialForce Accounting is being used by the accounting department for various accounting activities. It is not directly used by any other department in the company but it is integrated with our Salesforce.com platform which is used by the sales department. We use FinancialForce Accounting across all of our locations, in multiple countries.

Pros

Support for multiple currencies - track fluctuations in currency and impact on business/costs/profits, etc.
Great support.
Easy integration with Salesforce.com.

Cons

It took a very very long time to implement and we had configuration issues after the implementation that had to be addressed.
Cannot run scheduled reports.
Difficult to run reports (training is needed to configure the reports).

Likelihood to Recommend

FinancialForce Accounting is a good choice if you are using Salesforce.com in your sales department as the integration with Salesforce.com is great (but be warned that the implementation phase takes a very long time). If you want to be able to run scheduled reports, or set up specific reports then you will find it difficult to do so with FinancialForce Accounting. You need to have a lot of training to set up reports.

Verified User

Employee in Finance and Accounting (51-200 employees)

Vetted Review

2 years of experience

Salesforce User? - FinancialForce Accounting is a "No-Brainer"

Rating: 10 out of 10

May 13, 2013

Pros

For Salesforce Enterprise Edition users, FinancialForce extends the CRM and any custom objects or applications built or installed for operations/manufacturing/services to create a complete end-to-end solution on the force.com platform.
Turning a sales quote or order into an invoice is seamless and intuitive, allowing sales and accounting to work together to share information and decrease time to bill. Credit processing when necessary follows a similarly seamless path.
Cash matching and bank reconciliation processing is streamlined with bank uploads and ability to easily match transactions with intuitive interface that checks and validates balances, increasing cash handling and accuracy.
Financial reporting using native Salesforce report capabilities is drag-and-drop, and ability to build custom reports using multiple data objects is flexible and easy to learn.
FinancialForce has a great support team and the ability to log a support case and manage the case through resolution and close has increased user adoption and satisfaction.
Multicurrency capability is particularly important for the company and FinancialForce handles this well with home and dual currency, easy to set up and ability to provide visibility and reporting for operations regarding impact of currency fluctuations has provided better decision making for management.
Intercompany transaction processing is easy to set up and use.

Cons

While FinancialForce does provide a robust reporting engine application for free (in addition to the large number of out-of-the-box standard Salesforce reports that come with the app), the reporting engine can be overwhelming for the average user to configure and learn. This is improving with each new release but is not out yet.
While the company doesn't use purchase orders, there may be a need at some point in the future to do procurement of non-operations goods and services. This functionality isn't currently supported by FinancialForce, although there is the ability to create custom purchase objects in Salesforce and integrate them with payable invoices object.
The company would also find a simple, straightforward expense reporting and reimbursement app that integrated with payable invoices or journals useful, in order to get away from expense report management by spreadsheet. There is no current application offered or supported by FinancialForce for this, but companies can opt to install (and pay for licenses) to use other, third party applications that handle this functionality.

Likelihood to Recommend

For accounting systems, users and/or evaluators often want to see some type of matrix or "heads up" comparisons of specific features and functionality of a system in key areas such as:
1) General Ledger
2) Order to Cash cycle
3) Purchase to Pay cycle
4) Cash management
5) Inventory and/or Cost Accounting (Projects/Jobs, etc)
6) Revenue Recognition
7) Fixed Assets management
8) Budgets
9) Tax
10) Reports and Analysis

It would be great if this kind of matrix existed to be filled in by reviewers so that others could benefit from their perspectives about the applications and how they address or handle the specific features/functionality.

With respect to FinancialForce, the company has found that nearly all the key features it needed were available from the application.

Lynne Taylor

CAO (Chief Administrative Officer) in Finance and Accounting at RSI Relo (11-50 employees)

Vetted Review

4 years of experience