Certinia (formerly FinancialForce)

Consolidate all resource skills and availability in Certinia PSA.

Use the Intelligent Staffing feature to filter consultants for a new project.

Review 'What-If' scenarios to see impact on project margin.

Assign resources and sync schedules with Salesforce Calendar.

Define revenue templates for each product type in the ERP.

Sync Salesforce CPQ quotes directly to Certinia billing.

Automate revenue recognition schedules upon contract signature.

Generate audit-ready reports for ASC 606 compliance.

Link project expenses and timecards directly to the General Ledger.

Utilize the PSA Project Dashboard to monitor 'Actuals vs. Budget'.

Set automated alerts for projects exceeding 80% of budget.

Adjust resource allocation mid-project to preserve margins.

Set up multiple legal entities within a single Certinia instance.

Enable automated currency translation at current market rates.

Run automated intercompany eliminations during the closing process.

Produce consolidated financial statements for the parent company in one click.

Import usage data via API into the Certinia Billing module.

Apply pricing rules and tiers based on contract terms.

Automatically generate and email invoices to thousands of customers.

Post transaction details to the GL for real-time AR tracking.

Trigger project creation automatically from a Salesforce Opportunity.

Map Opportunity line items to Project milestones.

Transition the 'Customer 360' view from the Account Executive to the Project Manager.

Maintain a single audit trail from the initial lead to the final payment.

Assign credit scores to customers within the Financial Management module.

Automate dunning emails based on payment lateness tiers.

Create tasks for the finance team to call high-value overdue accounts.

Track collections performance on the CFO dashboard.