Jellyfish

Coleman Insights reports on financials 10x faster after switching to FinancialForce

FinancialForce reporting functionality is truly phenomenal. Eileen Genna, Vice President, Business Operations, Coleman Insights

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Moving to the salesforce platform

Coleman Insights already used Salesforce to manage customer relationships and data. But when the accounting team sought to tap into the value of the Salesforce platform, they quickly discovered significant challenges in connecting financial data from their existing system to customer data in Salesforce.

Natively built on the Salesforce platform and boosted by the power of Salesforce Einstein, FinancialForce made it an easy decision to switch accounting solutions.

Key benefits:

  • Run monthly financial reports in real-time
  • <90 Days to implement financialforce and generate value
  • Multiple points of data analysis to develop business insights

FinancialForce PSA Customer: Coleman Insights
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The amount of detailed, easy accessible data in FinancialForce gives a tremendous amount of insight and value to both Coleman Insights' accounting team and executives.


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In FinancialForce, the aging report for financial transactions runs practically instantaneously. Additionally, with FinancialForce native to the Salesforce platform, it's very easy for the team to create income statements by department and pull analytics directly from Einstein.

Real-time data in FinancialForce helps teams throughout Coleman Insights drive better decisions that benefit the company in the short and long term. Thanks to the real-time analytics, key decisions can be made throughout the year, not just at certain checkpoints.


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Previously, Coleman Insights set aside several hours each month for the accounting team to create Salesforce reports, export pivot tables, and manipulate Microsoft Excel spreadsheets-requiring arduous amounts of numerical formatting and accuracy checks.

Now, with FinancialForce, the accounting team and executives alike can easily view all the data and reports they need in just a few clicks. With key business activity, data, and insights available on the Salesforce platform, Coleman Insights has the solution they need to drive the business forward.