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FinancialForce (Certinia)

Run Your Mission-Driven Organization with Confidence.

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Overview

Certinia (formerly FinancialForce) provides a customer-centric ERP solution built on the Salesforce platform. For nonprofits, this means a unified system that combines financial management (including fund accounting and grant management) with their constituent data in Salesforce. This allows for a 360-degree view of donors, volunteers, and beneficiaries, connecting financial data directly to program outcomes and fundraising efforts.

✨ Key Features

  • Fund Accounting
  • Grant Management
  • Project Accounting
  • Revenue Management
  • Financial Reporting and Analytics
  • Procurement
  • Built on the Salesforce Platform

🎯 Key Differentiators

  • Native to the Salesforce platform, providing a single data model for financials and CRM
  • Strong professional services automation (PSA) capabilities for project-based nonprofits
  • Customer-centric approach to ERP

Unique Value: Connects financial and constituent data on a single platform (Salesforce), enabling nonprofits to get a complete view of their mission's impact and financial performance.

🎯 Use Cases (4)

Nonprofits heavily invested in the Salesforce ecosystem Organizations wanting to connect financial data directly to CRM and program data Project-based nonprofits that need to track time, expenses, and budgets Mid-sized to large organizations

✅ Best For

  • Unified financial and constituent management for nonprofits using Salesforce for fundraising
  • Project accounting for service-delivery nonprofits

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Organizations not using Salesforce
  • Small nonprofits needing a simple, standalone accounting tool

🏆 Alternatives

Sage Intacct NetSuite Salesforce Nonprofit Cloud

Unlike systems that require complex integrations with Salesforce, Certinia is built on it, offering a truly seamless user experience and data flow for organizations committed to the Salesforce ecosystem.

💻 Platforms

Web (Salesforce Platform) API

🔌 Integrations

Natively integrated with Salesforce AppExchange apps

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Premium tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 1 Type II ✓ SOC 2 Type II ✓ ISO 27001

💰 Pricing

Contact for pricing
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