ERP ANALYTICS & REPORTING – POWERED BY CRM ANALYTICS

Make everyone a genius

Increase revenue and expand your business footprint with unparalleled business insights generated by FinancialForce ERP Analytics & Reporting powered by CRM Analytics. Use pre-built dashboards and fine-tuned data to keep your operations running lean, consistent, and predictive.

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Financial Planning & Analysis

An all-on-one platform solution that empowers teams to run a connected business

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ERP Analytics Software

CFO DASHBOARD

Data that drives success

Get both global and detailed views across your revenue, spend, collections, AP/AR, and profitability. Access an instant, global view of financials to make timely, informed decisions.

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FORECASTING

Predictive, actionable insights

Leverage the predictive power of CRM Analytics across your General Ledger and Balance sheet. Get the data you need to predict future revenues, collections, cash flow, and other business outcomes.

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SCORECARDS & METRICS

Metrics that matter

Get instant access to critical scorecards and metrics to easily assess business health. User-defined alerts will notify you when thresholds and conditions are met on any metric.

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INSIGHTS

Powerful, real-time reporting

Search tens of millions of rows of accounting transactions, including details and context. Eliminate the need to update processes and run cumbersome calculations and balances.

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CUSTOMER ENGAGEMENT

Consolidated customer metrics

View customer revenue and profitability across projects, products, services, and subscriptions. Gain a real-time understanding of customer lifetime value along with comprehensive insights you can act on.

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MOBILE-READY

Access from anywhere

Get relevant, contextual reporting, and analytics at your fingertips. Make business-critical decisions anytime, anywhere.

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View More Customers Stories

“We now have complete end-to-end
visibility into our finances.”

Paul Steele, Senior Director, Seagate

“Even though we’re a small company, FinancialForce worked closely with us to help define our key processes, enabling us to implement the right tool to fit our growing company. Plus, because the FinancialForce solution is so flexible, it will support our changing needs.”

Ida Pai, CFO, DeepRoot

Sean McDermott

“Revenue forecasting is one of the biggest things that we do. Pulling data from our opportunities in sales and analyzing what the forecast is going to look like for revenue over the next 12 months is hugely critical for us.”

Sean McDermott, CEO, Windward

“After moving off QuickBooks and onto FinancialForce, we are able to do reporting for our combined companies all as one. FinancialForce was the perfect solution for our Salesforce-centric organization.”

Jim Radochia, CTO, SimuTech

“Knowing it was all going to be in one area where I could see from quoting through the CRM and onto cash collection, all in one place on the Salesforce platform,
I was sold.”

Sara Curry, Director of Operations & Finance, Interra Global