The Ultimate Guide to
FinancialForce ERP
Business Cloud Solution

See how software, high-tech, and IT services companies
can maximize growth with the only modern ERP business
cloud solution.

Why FinancialForce

Whether it's funding new investments, gaining a competitive advantage, or attracting and serving customers, growth is essential to success in the technology industry. With the only modern ERP and #1 PSA business cloud solution native to the Salesforce platform, FinancialForce is built to scale with and support high-growth technology businesses like yours.

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ERP software for Salesforce

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Improved days sales outstanding (DSO)

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Improved close times

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Reporting in seconds, not hours

An evolving tech industry

Adapt to new business models

The market for subscription-based software is expected to grow at a compound annual growth rate (CAGR) of 21.2% through 2023. As market shifts drive technology companies to blend revenue streams from products, subscriptions, and a wide variety of services, they need business cloud solutions in place to support rapid growth.

Prioritize customer happiness

A 5% increase in customer retention spend can increase profitability by up to 95%, according to Harvard Business School. Boosting customer satisfaction and retention requires putting the customer at the center of company-wide operations, from sales to service to finance.

Service-enable everything

Many tech companies are shifting toward the everything-as-a-service model. As businesses increasingly supplement product and subscription sales with services, they will need to optimize service delivery to cut costs and boost profits.


We couldn't live without FinancialForce. It's ingrained in what we do.”


Overview of FinancialForce ERP Cloud Solutions

Whether your company offers professional and business services alongside products, delivers products-as-a-service, or leverages a services-only business model, FinancialForce’s business cloud solutions help you overcome challenges and tap into opportunities in the technology marketplace.

  • Accounting & Financial Reporting
  • Subscription & Usage Billing
  • Revenue Management
  • Procurement, Order & Inventory Management
  • ERP Analytics

Connect the front and back office

One customer lifecycle, one system

For technology companies, customer satisfaction and retention are critical to long-term financial success. FinancialForce makes it easy to treat your customers to a seamless, personalized billing and invoice experience, leading to increased customer satisfaction and renewal rates. By capturing critical data at every customer touchpoint—from initial sale to product/service delivery to customer support to accounting and finance—FinancialForce empowers Salespeople, services leaders, and finance teams to better understand revenue and cost-related indicators of important customer accounts, driving better business decisions.

Improved business performance

Having customer orders, project milestones, billing events, and accounting details in one place means your accounts receivable (AR) team has everything it needs to bill faster, collect sooner, and increase collaboration with sellers. By leveraging real-time sales pipeline and opportunity data across revenue streams, forecasting accuracy improves, in turn providing the overall business with insight into which customers are most profitable for different products and services, significantly improving downstream impact on margins and customer profitability.

Back office built for growth

For small and midsize companies, FinancialForce is an enterprise-grade system built to grow with you. For larger enterprises, FinancialForce is perfect for supporting a specific business unit or new acquisition, or integrating a modern, agile billing and revenue management business cloud solution with your primary financial system of record. In either case, FinancialForce can scale to handle multiple companies, multiple currencies, multiple charts of accounts (COAs), localized taxes, allocations, and more.

Make faster, smarter decisions

Out-of-the-box reporting

Powered by Salesforce Einstein, FinancialForce Analytics provides the fastest path to meaningful insights. With out-of-the-box datasets, dashboards, and reports, executives and end users alike can easily draw insights from graphically rich dashboards and reports for revenue forecasts (ARR, MRR, etc.), utilization metrics, cash flow, and more. Bringing together real-time data across every customer touchpoint and any or all of your revenue streams, our analytics give you meaningful insights into future operational and business performance. And with an eye to the future, we’re continually developing new reports, including role-based analytics, to increase the value of your investments.

Enterprise-grade analytics

Speed to insight is critical in today’s fast-changing business environment, making analytics a key part of any ERP buying decision. But you don’t have to hire an army of data scientists or buy expensive third-party tools and data warehouses to glean meaningful business insights. With revenue and cost data for all your revenue streams in one place, FinancialForce eliminates error-prone, cumbersome spreadsheets and provides powerful, holistic analytics at a fraction of the cost of standalone enterprise BI applications.

Faster insights

With analytics on the same platform as your ERP business cloud solution, you don’t have to continuously reconcile disparate databases. Not just accurate, reporting also happens swiftly, even with sophisticated, multidimensional analysis across millions of data points. Managers can personalize global and detailed views into individual transactions and invoices—all within the same FinancialForce experience—and easily identify opportunities in order to effect within-quarter performance.

FinancialForce is our new crystal ball for revenue forecasting.”

PSA Product Owner, Red Hat

Tap into best-in-class service automation

Complete view of your business

Ranked #1 on G2 for enterprise and mid-market companies, FinancialForce Professional Services Automation (PSA) optimizes every aspect of professional services execution, leading to improved employee retention, boosted utilization, and reliably on-time, on-budget project delivery. With everything on the Salesforce platform, you can improve customer satisfaction, empower teams with real-time project insights, and tap into powerful business forecasting to grow profits—all resulting in more predictable business.

Predictable services delivery

FinancialForce brings predictability and efficiency to every stage of the services delivery processes from opportunity to staffing to project delivery, through to revenue recognition. As the leading PSA business cloud solution on the Salesforce platform, the application empowers services organizations to manage people, projects, financials, and customers in one integrated services application. Services professionals and finance leaders alike, gain unparalleled visibility and unified datasets to manage resources and financials smarter and wiser, while tapping into powerful business forecasting.

Maximum IT value

Point solutions aren’t just inefficient: they’re also expensive. FinancialForce enables you to manage your services business on the same platform as the rest of your business, lowering the total cost of ownership for your IT stack. In addition, having data in the same place allows you to optimize services metrics against other key business KPIs, providing more opportunities for cross-selling and upselling while maximizing IT value.

PSA software for Salesforce

Professional Services Automation: KPI


Average increase in utilization

Professional Services Automation: KPI


Avg YoY PS revenue growth

Professional Services Automation: KPI


Average win ratio

Automate any and all revenue streams

Speed to market

Legacy ERP systems—and even many SaaS systems—are still built solely for physical products and optimized for discrete manufacturing enterprises with linear business processes. But FinancialForce is a different kind of business cloud solution, giving you the flexibility and agility to deliver new service-based offerings or service-product blends. Whether you deal in complex, subscription-based contracts, fixed-fee services, or individual products, all billing and revenue management needs can be accommodated.

Subscription, recurring, and usage billing

Whether you are a professional services firm, a software or technology company, or even a business offering tangible goods as a service, FinancialForce makes it easy to close the books quickly and accurately. It’s not just about making your finance team happy. It’s also about giving your customers a seamless, personalized billing and invoice experience so they can process billing and payments the way they want—no matter the revenue stream. FinancialForce makes it easy, leading to increased customer satisfaction and renewal rates, reduced DSOs, and more accurate forecasting and reporting.

Compliance made easy

With all revenue sources flowing into the back office AR system, you can improve cash flow while reducing errors and days to close the books. And with financial data automatically mapped to the same customer records in your CRM, pricing and performance obligations are consistently captured upstream, making compliance with new revenue recognition standards like ASC 606, IFRS 15, and AASB 15 even easier.

Revenue software for Salesforce

Professional Services Automation: KPI


Productivity increase in accounting and billing

Professional Services Automation: KPI


Decrease in days to close

Professional Services Automation: KPI


Decrease in DSO

The richness and transparency of data that FinancialForce PSA provides is critical for our ability to scale our growing global workforce.”

RYAN BROWN Senior Director of Operations, Global Professional Services, Splunk

Leverage the #1 business cloud

One platform for everything

Natively built on the Salesforce platform, FinancialForce gives you even more value when combined with the world’s #1 CRM and cloud platform. Instead of maintaining faulty integrations and middleware, you can focus on serving customers and growing the business. Enjoy a sleek, easy-to-use, and secure user experience, tap into AppExchange, the world’s leading business app marketplace, and leverage the future of reporting and analytics with Salesforce Einstein.

Your single source of truth

With the master customer record as your single source of truth, you get full visibility into the entire customer lifecycle from opportunity to renewal. That means every business process and every report can be a part of the same system. Eliminating integrations and points of potential failure, you’ll have more confidence in the fidelity and accuracy of your data and reports.

Less risk, greater power

Trusted by more than a thousand global companies, from household names in the enterprise to small and medium-sized businesses, FinancialForce is built to deliver enterprise performance. Tap into powerful out-of-the-box features, and then rapidly extend and personalize the business cloud solution to your specific needs. With the #1 cloud platform underlying your most critical business processes, you can confidently reduce risk while empowering your teams to be even more successful.