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Run a connected services business

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Building Organizational Resilience
Is a Strategic Imperative
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FinancialForce Business Suite

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Build a customer-centric platform
for a connected services journey

FinancialForce powers more than
1,400 customers in 30+ countries

elastic
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MDA
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HewlettPackard Enterprise
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Cisco
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DocuSign
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Unlock full business visibility

Solutions native to Salesforce

Professional Services Cloud

Manage your team, customers, projects, and financials in a single application.

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What is PSA?
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ERP Cloud

Run accounting, billing, revenue, and more on the #1 business cloud.

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What is ERP?

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Customer Success Cloud

Organize and orchestrate best practices end-to-end on Salesforce.

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Run a connected business

Put your customers at the center of everything you do

SErvices Automation

Perfect the sales-
services handoff

Seamlessly connect sales and service delivery on the Salesforce Platform to improve project profitability and customer satisfaction.

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Accounting & Finance

Close the books faster and more accurately

Simplify customer billing, untangle the knots in revenue recognition, and gain control of spend with cloud accounting and financial reporting.

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ANALYTICS & INSIGHTS

Quantify and boost
business performance

Target, track, and improve core services and finance metrics including utilization, margin, revenue, productivity, and more.

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Customer & Partner Portals

Bring customers, employees and partners together

Deliver high levels of service, swiftly answer project questions, and provide real-time updates through customer and partner communities.

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FinancialForce for Salesforce

One platform, one truth

FinancialForce gives you a complete, customer-centric view of your business on the world’s #1 cloud platform from Salesforce. With a single customer account record, you get a trusted source of truth to help you streamline your operations and put your customers at the center of everything you do.

Explore the benefits of being native on Salesforce

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Connect sales and services seamlessly

Empowering you to drive customer success

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“With FinancialForce, we now have a fully automated snapshot of our customer portfolio. From the first opportunity, through all stages of a project our operational processes are now more streamlined and visible at a portfolio level. It has also empowered our project teams with customer contextualized information at their fingertips.”

Lori Williams, SVP, Global Customer Success, Traction on Demand

“With FinancialForce, we will be taken to a next level as we start to move from what I would call action and insight to action and outcome, which really means that we’re going to drive action orientation to a place with our customers at the point of service. PSA Analytics, powered by Salesforce Einstein, will help us get to this next level of artificial intelligence. This really changes the game of how we engage with our customers.”

Adam Jones, Strategist, HPE Pointnext Services Delivery

“By implementing FinancialForce, we now have the systems, processes, and data accuracy we need to accommodate new business growth.”

Alex Calder, Head of Finance, United Services Group

“Splunk was able to make a swift transition to remote delivery and re-engineer in real-time amidst the global COVID-19 crisis. While the shift required some
short-term heavy lifting, we were quickly running smoothly in the new normal. This would not have been possible without the flexibility that FinancialForce and Salesforce provided.”

Toni Pavlovish, Vice President Global Services, Splunk

“We don’t want a front office and a back office — we just want one office. FinancialForce will integrate all our operations and enable us to implement best practice across our organisation. It was important to us that it be cloud-based, secure, and customer oriented. That’s the way our business works.”

Brad Campbell, CFO, Novotech