Product Reports Resources Pricing Login Book a demo
COMPANY PROFILE

Certinia (Formerly FinancialForce)

Explore full profile

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

San Francisco, United StatesFounded 2009Fintech
Valuation $500M–1B Last recorded · 2015
Headcount 100–500 Current team size
Total funding $100–500M Disclosed equity funding
Unlock exact values This page shows ranges. Dealroom has the exact numbers for Certinia (Formerly FinancialForce) and the history behind them.

About Certinia (Formerly FinancialForce)

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.

Source: Dealroom company data

At a glance

Status
Acquired
Founded
2009
Headquarters
San Francisco, United States
Employees
109
Open positions
None listed
Dealroom signal
66.7/100
Industry
Fintech
Sub-industry
Financial Management Solutions
Sector
Fintech, Human Resources, Accounting, Supply Chain Management, Billing, Navigation, Delivery, SaaS, Cloud Computing, Data Analytics, CRM
Business model
SaaS
Client focus
b2b
Investment activity
1 company, latest Nov 2013
Capital deployed
—
Preferred round
ACQUISITION

Funding history

7 recorded events

Company financing events and reported valuations.

Deal typeDateAmountValuationInvestorsSource
BUYOUTOther financing Jul 2023 $0 — Haveli Investments ↗
FundingOther financing Apr 2021 $0 — Empede Capital —
Showing the latest 2 of 7 recorded eventsBook a demo for the full funding history →

Growth signals

Certinia (Formerly FinancialForce) website traffic

Latest recorded traffic for Certinia (Formerly FinancialForce) is 70 monthly website visits, down 91.3% over the last three months. Certinia (Formerly FinancialForce)'s team declined 6.8% over the past year.

Latest monthly visits70 3-month web change-91.3% 1-year team growth-6.8%
Summary metrics are public; monthly history is available with a demoCompare with peers →

Investors

7 investors on the cap table

From Dealroom's funding and investor records, grouped by the round each investor first entered.

Series A3 investors entered at this stage

Series B and later3 investors entered at this stage

  • Advent International
  • TCV
  • Haveli Investments

Other known investors1 additional known investor

  • Empede Capital
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.

Global footprint

Workforce and web traffic by country
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

Posts on X, past 7 days

An AI-synthesised read of the highest-engagement posts about Certinia (Formerly FinancialForce) on X, ranked by likes and reposts, corporate channels excluded.

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)’s full profile on Dealroom

Request a free trial to see the complete deal history, financials, people graph and growth signals.

Takes under a minute. Already use Dealroom? Log in.