Product Reports Resources Pricing Login Book a demo

Certinia (Formerly FinancialForce)

Fintech · San Francisco, United States · Founded 2009

Provides cloud ERP solution for Salesforce CRM which include Cloud Accounting Software, Billing applications, Financial Management, Professional Services Automation (PSA), Human Capital Management and… MoreLess

FinancialForce is a dynamic company that specializes in providing cloud-based Enterprise Resource Planning (ERP) and Professional Services Automation (PSA) solutions. Operating primarily within the technology and professional services sectors, FinancialForce serves a diverse range of clients, from small businesses to large enterprises, who are looking to streamline their operations and improve their service delivery.

The company leverages the Salesforce platform to offer a unified solution that integrates various business functions, such as finance, sales, and services. This integration helps clients manage their operations more efficiently, ensuring that projects are delivered on time and within budget. FinancialForce's ERP system is designed to be customer-centric, meaning it focuses on enhancing the customer experience by providing tools that help businesses understand which customers are most profitable and how to serve them better.

FinancialForce makes money through a subscription-based business model. Clients pay a recurring fee to access the software and receive ongoing support and updates. Additionally, the company offers professional services, including virtual instructor-led training and project-based training, to help clients maximize the value of their investment.

The market FinancialForce operates in is highly competitive, with a focus on high-growth technology and IT services. The company differentiates itself by being the only modern ERP and PSA solution that is native to the Salesforce platform, providing a seamless experience for users who are already familiar with Salesforce.

FinancialForce is committed to customer success, offering proactive support and a thriving ecosystem of partners to complement its solutions. This customer-centric approach has helped the company build a strong reputation and a loyal client base.

In summary, FinancialForce is a leading provider of cloud-based ERP and PSA solutions, designed to help businesses streamline their operations and improve service delivery, all while being deeply integrated with the Salesforce platform.

Keywords: ERP, PSA, Salesforce, cloud-based, professional services, customer-centric, subscription model, high-growth, IT services, integration.

Talent graph

Certinia (Formerly FinancialForce)'s talent

Book a demo to see the people
Team profiled 65 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 4 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Investors

6 investors on Certinia (Formerly FinancialForce)'s cap table

Sourced from Dealroom's funding history. Investor profile links are shown where available.

Series A 3 investors entered at this stage
Series B+ 3 investors entered at this stage
Advent International
TCV
Haveli Investments

Global footprint

Where Certinia (Formerly FinancialForce) has talent and traffic

Workforce by country
6 countries with
team presence
🇬🇧 United Kingdom54.2%
🇺🇸 United States30.5%
🇪🇸 Spain8.5%
🇮🇳 India3.4%
🇲🇽 Mexico1.7%
Top 5 of 6 shown

Market sentiment

What the market is saying about Certinia (Formerly FinancialForce)

An AI-synthesized read of the highest-engagement posts about Certinia (Formerly FinancialForce) on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

See Certinia (Formerly FinancialForce) on the full Dealroom platform

Live deal flow, founder pedigree, hiring signals, revenue trajectory, and the full cap table.