What it does
Certinia Financial Management Cloud connects accounting and reporting with billing, revenue management and financial planning on Salesforce. Service businesses can bring delivery and finance data into related workflows. Product access and fees are agreed through an order form, with any evaluation arranged separately.
Certinia links the financial record to the work a services company delivers. Customer, delivery and finance records share the Salesforce environment. The product family includes accounting and reporting, Billing Central, revenue management, financial planning, purchasing and order or inventory management.
Prepare and post a journal
In the standard Lightning interface, open Journals > New and enter the journal details. Derive Currency uses the company's home currency; turn it off when you need to select another. Derive Period takes the accounting period from the journal date. Save the journal, add its lines and review it while its status is In Progress. A firm's custom input forms can change the layout.
Posting checks the journal before it becomes Complete. The document-currency total must balance to zero, line combinations must be valid and the relevant periods must be open. Certinia advises waiting until currency revaluation jobs have finished before posting further journals.
The list view can post several selected journals for the same company. An email reports the resulting identifiers or errors. A journal marked for background posting has not necessarily completed yet, so check the result. Once a journal is posted, it cannot simply be discarded; correcting it requires a cancelling journal.
Licenses and evaluation
Request a demonstration with the financial products and Salesforce workflow your team needs. The order form sets the purchased access and fees. The included Salesforce platform access is for Certinia's services; other Salesforce products need their own applicable licenses. Under the standard agreement, charges are based on what is purchased, rather than actual usage, and quantities cannot be reduced during the term unless the order terms say otherwise.
Certinia's agreement permits an arranged trial, but it does not promise a universal trial length. If one is provided, preserve its data before expiry by exporting it or buying the same evaluated products under the applicable terms.
Strengths
- Financial products share the Salesforce environment used for customer and delivery work.
- Journal posting checks balances, account combinations and accounting periods.
- Batch-posting results identify successful journals and errors by email.
Watch out for
- Posted journals require a cancelling entry rather than deletion.
- The standard agreement bills purchased access and restricts mid-term quantity reductions.
- Trial data and customizations need an export or a qualifying purchase before expiry.
Best for
- Service businesses connecting Salesforce delivery records with finance
- Accounting teams that need controlled journals and related billing workflows
Sources
- Certinia Financial Management Cloud (Oct 27, 2026)
- Create standard journals in Certinia (Oct 27, 2026)
- Post journals in Certinia (Oct 27, 2026)
- Certinia Master Subscription Agreement, August 2026 (Oct 27, 2026)