Certinia (formerly FinancialForce)
The Services-as-a-Business Platform.
Overview
Certinia, formerly known as FinancialForce, provides a customer-centric ERP and PSA platform built on Salesforce. For nonprofits, this means a unified system for managing finances, projects, and constituent relationships. The platform is designed to provide a single source of truth and to help organizations streamline their operations and improve their decision-making.
✨ Key Features
- Financial Management
- Project and Services Management
- Billing and Revenue Recognition
- Reporting and Analytics
- Built on the Salesforce Platform
🎯 Key Differentiators
- Native to the Salesforce platform
- Customer-centric approach to ERP
- Strong professional services automation (PSA) capabilities
Unique Value: Certinia provides a unified and customer-centric ERP and PSA solution that is native to the Salesforce platform, offering a seamless experience for nonprofits that use Salesforce for their CRM and fundraising.
🎯 Use Cases (3)
✅ Best For
- Providing a seamless connection between fundraising/CRM (in Salesforce) and financial management
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Nonprofits that do not use Salesforce
🏆 Alternatives
Offers unparalleled integration with Salesforce compared to other ERP systems. Its focus on professional services automation is a strong advantage for service-oriented nonprofits.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Available tier)
🔒 Compliance & Security
💰 Pricing
Free tier: NA
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