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Certinia (Formerly FinancialForce)
Provides cloud ERP solution for Salesforce CRM which include Cloud Accounting Software, Billing applications, Financial Management, Professional Services Automation (PSA), Human Capital Management and…
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 dataAt 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
Knowledge graph
More headlines
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| BUYOUTOther financing | Jul 2023 | $0 | — | Haveli Investments | ↗ |
| FundingOther financing | Apr 2021 | $0 | — | Empede Capital | — |
Growth signals
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.
Similar companies
Company identity and context are open; selected comparison metrics preview what is available on the platform.
Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Investors
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
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
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
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