Certinia Financial Management Analytics & Reporting

MAKE EVERYONE A GENIUS Lead data-driven insights across your entire services organization with embedded analytics and reporting in Certinia Financial Management applications powered by Salesforce CRM.

ANALYTICS FROM OPP TO RENEWAL Analyze millions of transactions in seconds and generate comprehensive business insights based on sales, orders, service delivery, and financial data across the entire opportunity-to-renewal lifecycle.

AUDIT TRACEABILITY Automatically build and maintain an audit trail so you can easily drill down into any transaction and answer any audit-related questions.

GAIN PREDICTIVE INSIGHTS Leverage analytics and predict business outcomes, such as a customer’s likelihood to churn or the lifetime value of an account.

POWERFUL REPORTING Search tens of millions of rows of accounting transactions, including details and context. Create your own reports or choose from financial statement templates including: Trial Balance, Cash Flow Statements (Direct/Indirect), Balance Sheets, Income Statement, Consolidated Statements, and Profitability, Trends, KPI Analysis.