#1 Financial and Professional Services
apps on the Salesforce platform
FinancialForce offers a full suite of back office applications built on the Salesforce platform. You can get apps individually or buy them as a suite - we are built to be flexible and fully customizable to your business. FinancialForce pricing is flexible and depends on your organization and specific needs.
- One system and one record for all accounts
- Real-time reporting and multi-dimensional business analysis
- See KPIs across CRM and ERP apps in one dashboard
- Role based 360° views
- Align sales, services and finance all on one platform
Learn more about FinancialForce product offerings:
- Accounting - Elegant enough for a startup yet robust enough to serve the most complex, multinational organization, FinancialForce Accounting automates your entire opportunity-to-cash process, helps you manage revenue precisely, and delivers the flexibility you need to take on new business models and thrive in the new services economy. Plus it’s easy to implement, straightforward to learn, and trouble-free to maintain.
- Revenue Management - Support multiple revenue scenarios and centralize revenue streams. Easily solve for compliance with new revenue and expense-side recognition rules while improving transparency into the financial health of your business. With automation across the opportunity-to-revenue lifecycle, you can reduce period-end close times and auditor fees while deploying new business models with greater speed and confidence.
- Subscription & Usage Billing - Get the power to manage your customer relationships and billing (products, subscriptions, and usage-based models) in one closed loop process. With FinancialForce, you can configure pricing and contract terms from a central location.With the master customer record as your single source of truth, you get full visibility into the entire billing lifecycle from opportunity to renewal. FinancialForce helps you improve days sales outstanding (DSO), speed up close times, and develop sophisticated and accurate reports.
- Order & Inventory Management - With Financialforce Order & Inventory Management, you can simplify, optimize, and leverage inventory data at every stage of the fulfillment process. Get flexible pricing structures, views into upsell opportunities, available inventory, and margins at the line level. Access everything you need to improve profits and customer satisfaction.
- Procurement - Optimize the entire procure-to-pay process. Get complete visibility and control over your direct and indirect spend, from requisitions, purchase orders (POs), and approvals to suppliers, contracts, and fulfillment. Natively built on the Salesforce platform, FinancialForce Procurement makes it easy to minimize costs, improve supplier performance, and identify new revenue streams.
- Resource Management - Give resource managers the visibility they need by identifying the resource demand during the sale. Easily schedule the right people onto the right projects at the right time, and resolve staffing conflicts before they become problems.
- Sales Management - Perfect the sales-services handoff. With Salesforce CRM and FinancialForce PSA on the same platform, opportunities instantly translate into service engagements. Empower sales teams with real-time insights about project statuses, resource availability, and more. Connect sales and services, and everybody wins.
- Professional Services Communities - As your project management hub, PSA Communities lets you share project-related information and status updates, get time and expenses entered straight into the system, and keep track of critical financial data. Connect to Salesforce Chatter for real-time updates. Customize for a completely branded experience
- Project Management - Powerful, social, and mobile, these tools will help keep your projects on task, budgets inline, and all stakeholders informed. See what is happening across the entire services practice including project status, resource demand, customer interactions, risks, and more.
- Time & Expense Management - Highly configurable and easy to use, FinancialForce PSA makes it easy for teams to complete administrative tasks and submit time and expenses. Set up flexible approvals and routing. Get mobile time and expense entry for iPhone or Android and available via Salesforce1 app.
- Project Financials - Budgets, estimates, WIP, pre-bills, bookings, invoices, milestones, percentage complete and basic costs — they are all vital factors to the success of every project. And ultimately, of your company. Every detail is critical to knowing exactly where you stand at any given time.
- Billing & Revenue Recognition - Automate and streamline processes across every aspect of your services business from sales and delivery to billing and revenue recognition. Track everything, including billing and expenses in multiple currencies, and automate compliance with new revenue recognition rules.
- Reporting & Dashboards - Real-time dashboards and reports give you all the data you need, including actuals, expenses, assignments, milestones, resource requests, backlog, and more. Get complete visibility into the information you need to efficiently deliver on projects and accurately forecast future business.