Certinia Financial Management
Certinia Financial Management: A broad finance and billing suite for service firms, with sales-led pricing. Ranked #64 of 86 in Accounting Software by our editors (3.0/10); pricing: Pricing on request; best for mid-market service firms with subscription and usage billing.
At a glance
- Editor score3.0 / 10
- PricingPricing on request
- Best forMid-market service firms with subscription and usage billing
- Free planNo
- Bank reconciliationYes
- Founded2009 · Austin, Texas, USA
- Facts checked29 Sep 2026
Where it wins
- Combines general-ledger accounting, reporting and bank reconciliation.
- Supports subscription, usage and hybrid billing with revenue schedules.
- Connects finance workflows to Salesforce and named integrations.
Where it doesn't
- Pricing requires contacting sales, with no free plan.
- Daily accounting is accrual-oriented; cash-basis support is documented for BAS.
- Its broad procurement and inventory scope may exceed simpler accounting needs.
Our verdict on Certinia Financial Management
Certinia Financial Management Cloud connects accounting, billing, revenue management and delivery data on Salesforce. It is positioned for service organizations, particularly mid-market and enterprise firms managing subscription, usage or hybrid billing. Core workflows include general-ledger accounting, financial reporting, revenue recognition, planning and analysis, procurement, order and inventory management, and bank reconciliation. The web and API product is delivered through the cloud, with financial processes tied to front-office and delivery activity.
Billing and revenue workflows are a central reason to consider it. The product supports subscription, usage and hybrid billing, alongside revenue recognition and revenue schedules. Financial planning and analysis includes what-if modeling, while bank reconciliation supports automatic matching and statement imports. These capabilities suit firms that need billing events and revenue treatment represented in their wider finance processes, rather than only basic bookkeeping. The product also provides customizable invoice templates and fields, plus procurement, supplier and inventory management for organizations that want adjacent operational workflows in the same financial environment.
Its Salesforce orientation and integrations matter for ecosystem fit. Named integrations include AccessPay, Avalara, AvidXchange, Celigo, Concur, Conga, DocuSign, Expensify, Jitterbit, MuleSoft, Plaid, Xactly, XCD, Yodlee and Zenkraft. Support channels include documentation, community and tickets, and the product lists SOC 2 compliance. According to the vendor's pricing approach, licensing requires contacting sales; there is no free plan. That makes it harder to assess cost before a sales conversation, so teams seeking transparent self-serve pricing or straightforward small-business accounting may prefer a narrower option. Daily accounting is accrual-oriented, with cash-basis support documented for Business Activity Statements.
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Certinia Financial Management pricing
Certinia Financial Management fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Bank reconciliation | Yes |
| Invoice customization | Yes |
| Financial reports | Yes |
| Users included | Not verified |
| Inventory tracking | Yes |
| Accounting basis | Both |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2 |
| Support | Docs, Community, Tickets |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 15 integrations: AccessPay, Avalara, AvidXchange, Celigo, Concur, Conga … See all → |
| Pricing | Pricing on request (source) |
| Website | certinia.com |
| Facts checked | 29 Sep 2026 |
Certinia Financial Management integrations
Certinia Financial Management lists 15 integrations on its own site.
- AccessPay
- Avalara
- AvidXchange
- Celigo
- Concur
- Conga
- DocuSign
- Expensify
- Jitterbit
- MuleSoft
- Plaid
- Xactly
- XCD
- Yodlee
- Zenkraft
See all Certinia Financial Management integrations →
Alternatives to Certinia Financial Management
- Oracle NetSuiteA cloud ERP suite that connects accounting with multi-entity and operational workflows.9.3
- Zoho BooksAccessible accounting with a free plan, bank reconciliation, invoicing, and inventory tools.9.2
- ERPNextBroad accounting and operations in one ERP, with free self-hosting or paid Frappe Cloud hosting.9.1
See all Certinia Financial Management alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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