Certinia
(formerly FinancialForce)
By leveraging Certinia’s powerful capabilities, gain a 360° view of your business. Cut out unnecessary admin, enable seamless flow between departments and create consistency in the way people think, talk and operate across your organisation.
As Certinia’s APAC Partner of the Year in 2022, our highly experienced and knowledgeable team are here to guide and support your people.
Built on Salesforce, Certinia is the #1 customer-centric platform for PSA & ERP solutions.
Our consultants become a part of your team and are here to help you understand and make the most of your new system.
Certinia is the only customer-centric cloud ERP for the new services economy. Certinia unifies data in real-time, enabling companies to rapidly evolve their business models.
Download nowWith the only customer-centric ERP solution, Certinia helps businesses streamline, simplify, and automate financial operations on the Salesforce platform.
Read moreAccounting & Finance: With Certinia Accounting and Financial management software you can streamline, simplify, and automate your financial operations. Tackle routine tasks in a few clicks while generating real-time financial analysis, modelling, and impeccable compliance reports.
Subscription & Usage Billing: Embrace new business models with confidence. Manage the most complex customer relationship all in one close loop process – subscriptions, products, services, and more. Create a single source of business truth across the entire customer billing lifecycle.
Revenue Management: Automate complex recognition calculations, eliminate error-prone and time-intensive spreadsheets, and adhere to ever-evolving revenue recognition standards. Transition to the new compliance standards with ease.
Financial Planning & Analysis: Transform your traditional budgeting process into a powerful forecasting engine. Speed planning cycles with core financials and analytics coming from a single platform so you can accelerate decision making and business growth.
Procurement: See, manage, and analyse the procurement of goods and services across your organisation. Enforce spend policies, source and manage suppliers, easily identify new ways to save time and money.
Order & Inventory Management: Simplify the order and fulfilment of both goods and services. Get flexible pricing structures, views into upsell opportunities, available inventory, and margin at a line level.
ERP Analytics & Reporting: Increase revenue and streamline operations with unparalleled business insights generated by ERP Analytics and Reporting powered by Tableau CRM. Make data-driven decisions that will expanding your business footprint and put predictability at your fingertips.
ERP Communities: Speed up collections and streamline customer services with Certinia ERP Communities. Empower customers to easily view account information, resolve questions using Salesforce Chatter, make payments online, and track activity and balances.
Certinia PSA brings predictability and efficiency to every stage of service delivery, helping the world’s largest enterprise organisations grow more rapidly.
Read moreServices Automation: Gain unprecedented visibility into your business across services sales, service delivery and finance by putting your customer at the center of everything you do with Professional Services Automation software from Certinia.
Resource Management: End communication bottlenecks and make resource scheduling easier. Ensure you can absolutely deliver what you sell today and anticipate what you need to do the same tomorrow.
Services Billing: Say good-bay to complex billing issues. Whether you deal in time and materials (T&M), subscription-based contracts, fixed-fee services, or a blenc – any and all billings can be accommodated. You’re free to develop pricing and billing processes tailored to your customers’ needs, not system constraints.
Services Revenue Management: No more wasted admin time, project delays, or lost revenue. One database, automated processes, comprehensive forecasting tools – Certinia Professional Services Cloud ensures nothing falls through the cracks.
Services Analytics: Run a more predictable and efficient services business, tackle your most pressing challenges with confidence, and exceed customer expectations – using Certinia Services Analytics
Services CPQ: Services CPQ brings together all of the information that you need to produce the best estimates for your customers. Automate the entire estimate processes from quote to billing to resource planning. Quote faster and sell smarter.
Services Communities: Transform your partner and customer interactions with Services Community. Share project information and status updates, collaborate from any device, and communicate in real-time with Salesforce Chatter.
Utilise customer success software to organise and orchestrate the implementation of your customer success best practices end-to-end, enterprise-wide, on your customer platform of record – Salesforce.
Read moreCustomer engagement: Unlock a consolidated view of every customer’s journey with customer success software. From opportunity to renewal, and everything in between, see every touchpoint and view critical insights into customer lifetime value, cost of services, and impact of monetisation efforts.
Success Playbooks: Operationalise your customer success best practices through standardised playbooks triggered off key activities on a customer’s journey. Whether it is implementation go-lives, annual renewals, or key customer role changes, know exactly what actions to take to maintain positive momentum.
Stakeholder Engagement: Engage the right resources across the organisation to transform customer success into a true team effort. Identify and activate the right individuals to enable close collaboration across sales, professional services, support, and finance teams.
T W Ward choose to work with Agilyx Group and extend their existing Salesforce solution by implementing Certinia Accounting.
Read the case study hereUnit4 gave The Salvation Army a transformation project aimed to reduce administrative costs, reliance on paper-based systems and duplication of tasks.
Read the case study hereBy partnering with Unit4 and Agilyx Group, The British Museum transitioned from an older desktop on-premise system to a state-of-the-art cloud based SaaS platform.
Read the case study hereShootsta utilises Certinia's single, fully integrated solution for enhanced financial management, supporting the business in future growth and developments.
Read the case study hereSince implementing Vena, the Royal Roads team have improved the ability to automate their manual processes and workflows across multiple streams without the worry of incorrect data.
Read the case study herePrincipal Logistics chooses to implement an integrated suite of solutions provided by Agilyx Group.
Read the case study hereRecognising the challenges of their existing system, Short’s Travel Management made a strategic decision to implement Certinia Accounting with Agilyx.
Read the case study hereOur Unit4 solution offered Birmingham Metropolitan College strong services-centric ERP, featuring flexible configuration and deeper project-based capabilities.
Read the case study hereTailored to Cambridge Healthcare Research’s unique needs, Certinia provides the company with useful insights into their workflows, helping them identify potential future modifications.
Read the case study hereAllen + Clarke have achieved a fully integrated system across their entire organisation, with a single source of the truth across their customer service, product delivery & financial data.
Read the case study hereAgilyx Group Delivers Seamless Salesforce Integrations and Enhanced Reporting for FlashAcademy
Read the case study here3Bridges partners with Agilyx to implement Lumary, Skedulo, and 2cloudnine Payroll to address challenges around inefficient processes for rostering, time sheets, and payroll.
Read the case study hereWith Unit4 ERP, Forest Research was one of the first Government organisations to achieve accounts sign-off, despite the Covid-19 restrictions and lockdown.
Read the case study hereA unified, global Unit4 ERP solution gave Currie & Brown the consistent, quality, global knowledge base they needed to drive growth and empower their teams.
Read the case study hereWhitehaven Coal finds a way to increase efficiency and accuracy through the Agilyx Integration Machine (AIM).
Read the case study hereCuscal put people first with the help of Agilyx by implementing a new human capital management system using Cornerstone.
Read the case study hereUnit4 ERP delivers transformation for STADIO, integrating their finance, procurement and HR needs and connecting systems for clear data flows.
Read the case study hereMedical Teams International selected Unit4 ERP to create a global ERP solution that will bring consistency and efficiency to the organisation wherever they operate.
Read the case study hereSince implementing Unit4 Catholic Mission is able to give donors confidence that their money is not being wasted and can prove where their money is going.
Read the case study hereCommerce Giant, Gumtree Group realises digital transformation with Agilyx Group and Certinia ERP in record time.
Read the case study hereEssex Shared Services organisation implmented Unit4 system to establish a single back-office finance, payroll, procurement function to serve two institutions.
Read the case study hereThe roll-out of Unit4 ERP solution has effectively produced a fully functional school administration system that provides tools to administer the interactions between schools.
Read the case study hereAgilyx delivers a fully integrated Certinia system for TSA Management, with a single platform used across the entire organisation.
Read the case study hereAgilyx has provided a platform that resulted in greater consistency and predictability in financial performance, allowing the executive team to focus on the company's growth.
Read the case study hereAfter their separation from NZ Post, Agilyx delivered a completely independent ERP solution for Kiwibank, giving them full control over their systems.
Read the case study here