Certinia (FinancialForce) Accounting software

Accounting software that scales to meet your business requirements

In the world of professional services, success is measured by more than just revenue. Success stems from project profitability, resource utilization, and client satisfaction. Disconnected systems for CRM, project management, and financials create data silos that prevent a holistic view of a business, making it difficult to manage projects efficiently and make informed decisions.

FinancialForce (ex-Certinia) is a purpose-built, cloud-based ERP solution designed specifically for professional services organizations (PSOs). Built natively on the Certinia Salesforce Platform, it provides a single, unified system that connects front-office sales and service teams with back-office finance and delivery teams. This seamless integration provides companies with an end-to-end view of the business, from initial lead to final invoice, empowering them to optimize performance and grow.

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Case study

7-step success for Hawthorn Creative

7-step success for Hawthorn Creative

BIG BANG’S 7-STEP BIG BANG EXPERIENCE® GUIDED HAWTHORN CREATIVE TO NEW HEIGHTS. Digital Marketing Agency, Hawthorn Creative was working with disparate customer relationship management (CRM) and financial systems that wasted time and caused errors with duplicate entries. Our proprietary 7-step methodology, The Big Bang Experience®, guided Hawthorn to migrate and work off of one customized…

”Big Bang did a great job of understanding the platform that we had been on and the platform that we were moving to. And I felt like our consultant really had a good grasp on that to be able to answer our questions with a yes or no. There wasn’t a lot of “I’ll get an answer and come back to you” It was “Yes. I can do this” or “No. I can’t do that” which to me, demonstrated great knowledge.”

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Why Choose Big Bang FinancialForce Services ?

Big Bang's team of trusted business advisors can help you get the most out of Certinia (FinancialForce) from BSA (Business System Analysis) to implementation, migration, development, and even training. By choosing Big Bang to implement and optimize Certinia (FinancialForce) as your ERP solution, you get the most out of the entire solution. Trained experts, with a great track record, will customize your Certinia (FinancialForce) instance specifically to your business. Implement faster with experts who know how to properly configure and optimize Certinia (FinancialForce) for your industry. Big Bang consultants can advise you when to customize and when to leverage connectors to best integrate Certinia (FinancialForce) with other platforms. The number one goal is to help your business evolve and grow, taking in consideration your organization’s best interest in every decision made and advice provided.

Of course, there are several FinancialForce ERP implementation and optimization firms in the field. But what makes Big Bang special?

Our commitment and consistent efforts to ensure client satisfaction are what make us the best option.

Ahead of the curve, an established partnerAs an early North American partner, the first Certinia (FinancialForce) partner in Canada and France, Big Bang has a longstanding relationship with Certinia (FinancialForce) and expertly trained consultants who have been there since the start, gaining thorough understanding and deep familiarity with the product suite through all its iterations and usages.
Strong financial expertiseBig Bang’s financial-first mindset enables us to fully capitalize on our team's extensive business knowledge to enhance technical expertise. Our team will share our insights and best practices with you to get the most out of Certinia (FinancialForce).
Delivering elegant solutions, rather than over customizingCertinia (FinancialForce) comes ready to integrate with your business, with an approachable interface and next-generation UX. With our sharp eye for detail and accurate experience, we'll help you access the right level of customization required for your business or when to call on complementary platforms or product extenders to maximize the flow of information between systems with ease.
We have a strong practice.And we stack our consultancy team with those who have industry expertise - so we give you the best cloud solution, backed with practical insight. Our consultants are trained alongside the Rootstock tea
Full picture consultingOur succinct knowledge of multiple software and processes allows us to bring you a tool in one platform to help you respond to demand and align it with your sales process.

Our FORCE.com® proficiency for the win, againThe Big Bang team has a comprehensive knowledge of FORCE.com® - the Salesforce platform that Certinia (FinancialForce) is built on. Salesforce is the most popular CRM software and integrates seamlessly with Certinia (FinancialForce) when you leverage our developed best practices and streamlined methodology, enabling your team to fully tap into the platform's power, avoiding common pitfalls.
FinancialForce ERP ExperienceWith years of hands-on experience in FinancialForce (ex-Certinia), Big Bang understands how to align the platform with unique business goals. Our team ensures a smooth and efficient implementation that helps to get the most out of an investment. Whether growing startup or an established enterprise, Big Bang is available to help!
Skilled FinancialForce ExpertsBig Bang has a team full of certified FinancialForce erp specialists who understand the software deeply and how to make it work for each business. From setup to support and beyond, the BIg Bang team provides guidance every step of the way with expert advice and real-world insights.
Custom FinancialForce SolutionsAt Big Bang, we understand that every business is unique, and each ERP should reflect that. We tailor FinancialForce to specific workflows, building custom configurations, reports, and integrations that fit perfectly to these needs. Our team also tailors the solution to boost day-to-day productivity and efficiency.
Affordable, Flexible Service PlansBig Bang offers pricing plans that adapt to various needs and budgets. We guarantee no surprises or no long-term commitments when working with our team. Whether growing a startup or an established enterprise, our service packages scale with each business, as needed.

Certinia (FinancialForce) Cloud-ERP Product Features

Pre-SalesFrom the opportunity level, share one customer master record across all departments. Empower your sales teams to efficiently price and quote goods and services.
Billing & ReceivablesWith multiple billing models, 1-click invoicing and configurable plans, create one billing center for the front and back-office without any costly integration or data losses.
Accounting & FinanceAs a sophisticated yet straightforward software, Certinia (FinancialForce) accommodates diverse and complex financial needs, it eliminates spreadsheets and painful audits and introduces spot-on forecasting, global support, and more. Configurable and extensible, it's able to recognize multiple revenue streams from a single solution.

FulfillmentSimplify the order and fulfillment of both goods and services and handle orders from multiple channels from a single system and UI. With 1-click order creation, you can create sales orders directly and automatically from opportunities, quotes, or custom objects.
ProcurementGain visibility and control over the entire procure-to-pay process with cost control policies and workflows and supplier management.
ReportingWith better data, you can make better decisions. Get comprehensive reporting for actual and budgeted values with just one click. Dashboards that make it easier to analyze data from any app of the platform at any stage and take action from there.

The Certinia (FinancialForce) Advantage

Certinia (FinancialForce) is a customer-centric cloud ERP solution with software features that can help you manage the entire process from the opportunity to the renewal.

Plan with ConfidenceBy removing barriers and breaking down internal silos, you can increase visibility and improve business operations. Enterprise Resource Planning (ERP) with Certinia (FinancialForce) does just that by aligning systems and business processes and giving real-time data, dashboards, and reports to provide the right people exactly what they need to know - when they need it.
Accounting TransparencyAutomate revenue recognition and achieve financial transparency. Put your core financial management functions all on one FORCE.com® platform.
Time & Expense ManagementCertinia (FinancialForce) time and expenses is highly configurable and easy to use so your team can submit time and expenses from anywhere,even a mobile device. Users have the access, automation, and visibility to the information they need to make informed purchases and stay within budget.
Billing & Revenue RecognitionKeeping the cycles moving and revenue accurate from sales through delivery, billing, and revenue recognition. Bill fast and accurately to get paid quicker and more seamlessly.

FinancialForce: How It Helps A Business Thrive

FinancialForce is designed to streamline a professional services business, providing greater control and decision-making support across all departments.

Here are a few FinancialForce features that will help a business improve its overall health and efficiency.

Project-Centric Financial ManagementUnlike generic ERPs, FinancialForce is built with a project-centric view. It connects projects, financials, and resources in a single system, providing real-time visibility into project profitability and key metrics.
Real-Time Reporting & DashboardsOne of FinancialForce's standout features is its real-time, customizable dashboards and comprehensive reporting tools. Gain deeper insights into data, track KPIs across sales, project delivery, and financials, and generate audit-ready reports with a few clicks.
Automation of Business ProcessesAutomate routine tasks like time and expense management, billing, and revenue recognition. This cuts down on manual work, reduces human error, and significantly speeds up operational cycles.

Seamless IntegrationThe platform's native integration with the Salesforce ecosystem provides a complete, unified view of customer, project, and financial data. This is a game-changer for businesses that want to streamline their entire services lifecycle.
Scalability and Multi-Company SupportFinancialForce is designed for aggressive growth. It supports multi-company consolidation and enables businesses to manage separate books for subsidiaries and international entities. No matter if expanding to new locations or acquiring other companies, FinancialForce scales as a business changes.

FAQ

Frequently Asked Questions

What is FinancialForce (now Certinia)?

FinancialForce, which has been rebranded as Certinia, is a leading cloud-based Enterprise Resource Planning (ERP) solution built natively on the Salesforce platform. It is designed to be a customer-centric ERP that provides a "single source of truth" by unifying front and back-office operations.

What are the core solutions offered by Certinia?

Certinia offers two main cloud solutions:

Customer-Centric ERP: This solution focuses on providing real-time financial data to help businesses automate their accounting, close their books faster, and adapt to new business models.
Professional Services Automation (PSA): The PSA solution is designed to help services-based businesses manage their projects, resources, and financials in one unified system.

Why was FinancialForce rebranded as Certinia?

The rebranding to Certinia reflects the company's expanded focus beyond just financial management. The new name emphasizes the company's commitment to delivering a comprehensive "Services-as-a-Business" platform that provides certainty and a unified view of the entire customer lifecycle.

What are the key benefits of using Certinia (FinancialForce)?

Single Source of Truth: Because it's built on Salesforce, Certinia shares the same customer record, providing a unified view of all customer interactions across sales, services, and finance.
Increased Efficiency: By automating financial and operational processes, Certinia helps to eliminate manual work, reduce errors, and improve overall efficiency.
Improved Visibility: The platform provides real-time analytics and reporting, giving you a complete view of your business performance and helping you to make more informed decisions.
Scalability: Certinia is designed to be scalable, making it suitable for businesses of all sizes, from small startups to large multinational corporations.

What services does Big Bang offer for Certinia (FinancialForce)?

Big Bang offers a full range of services to help you implement and optimize your Certinia solution, including:

Expert Consulting
Implementation and Re-implementation
System Rescue and Support
Customization and Integration
User Training

What types of industries is Certinia best for?

Certinia is particularly well-suited for service-centric businesses that want to connect their sales, services, and finance teams around a single view of the customer. It is a popular choice for industries such as professional services, technology, and other project-based businesses.

How does Certinia integrate with other applications?

As a Salesforce-native application, Certinia has deep integration capabilities with the entire Salesforce ecosystem. It can be easily connected to over 2,000 other applications on the Salesforce AppExchange, allowing you to create a seamless flow of data across all of your business systems.

Can Certinia handle multi-company and multi-currency operations?

Yes, Certinia is designed to support complex business structures. It can handle multiple companies, currencies, and charts of accounts, making it a robust solution for global organizations.

How does Certinia improve project management?

The Professional Services Automation (PSA) solution from Certinia provides a comprehensive set of tools for managing the entire project lifecycle. This includes features for resource management, time and expense tracking, project billing, and revenue recognition, all of which are integrated with your financial and customer data.

What kind of reporting and analytics capabilities does Certinia offer?

Certinia provides powerful, enterprise-grade analytics and reporting tools. You can create personalized dashboards to track key performance indicators (KPIs), drill down into data to get a detailed view of your business, and leverage real-time insights to make more strategic decisions.

Certinia (FinancialForce) Accounting software

Case study

7-step success for Hawthorn Creative

Unblock back-office bottlenecks, automate for efficiency and achieve financial transparency.

Why Choose Big Bang FinancialForce Services ?

Certinia (FinancialForce) Cloud-ERP Product Features

We have helped them

The Certinia (FinancialForce) Advantage

Certinia (FinancialForce) Benefits

FinancialForce: How It Helps A Business Thrive

Gain a complete, customer-centric view of your business finances with Certinia (FinancialForce) ERP on the #1 CRM platform.

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