Customer Stories

See how FinancialForce helps teams get organized and work smarter

Solidaridad future-proofs itself by standardizing on a single
cloud platform

Salesforce accelerates project management by 10X

Azur Group Runs as a Connected Business with FinancialForce

IG&H Future Proofs Its Business with FinancialForce and CBEE Remarkable

The National Transport Research Organisation (NTRO) Runs a Connected Business with a Single, Seamless Source of Truth

Terrapinn Transforms Business Processes and Outcomes With FinancialForce ERP Cloud

Efficio Harnesses FinancialForce to Create a Flexible, Cloud-Based Platform for Business Growth

Clearsulting aligns its business processes with fast-paced global growth

Proximity gains proactive resource management for Its booming consulting business

Idox enables a game-changing experience for its professional services group and customers

Thales experiences the game-changing impact of FinancialForce

BeyondTrust – Improving Professional Services with FinancialForce

DocuSign increases Professional Services revenue using FinancialForce

Elastic automates and improves core business processes with FinancialForce

Muscular Dystrophy Association saves more than $5 million with FinancialForce

CBTS Technology Solutions connects what matters with FinancialForce on Salesforce

Avalara – Simplifying the complex with FinancialForce on Salesforce

Kinetic Vision paves the way for unimpeded growth with FinancialForce on Salesforce

Agilyx Group reduces revenue leakage and strengthens client relationships

Aquient chooses FinancialForce for end-to-end practice management

Worldline recommends FinancialForce for digital transformation and accounting agility

High-tech firm 1E chooses FinancialForce over Kimble and SAP for greater ROI

George Clinical chooses FinancialForce for financial consolidation, data accuracy

HPE delivers global services with PSA

Willow leverages FinancialForce to manage its global technology business

How Five9 saved millions with FinancialForce PSA

United Services Group paves the way for future business growth with FinancialForce

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

Jellyfish achieves cost-effective global scale with FinancialForce

IntegraPay increases productivity and scales business growth

Imprivata simplifies healthcare IT management

DeepRoot trims 25 days on average from month-end close

Vlocity scales to 400 consultants and 100 projects with one full-time resource

Flexera improves global resource management with FinancialForce PSA

INTO University Partnerships unifies accounting on the Salesforce platform

Splunk builds an innovative services model

Traction on Demand scales with rapid company growth

Windward Consulting transforms with data transparency

Redkite delivers non-profit services across Australia

Hyland enables an agile delivery model

Seagate saves 30% in annual costs

Ansarada closes revenue on day one

Methods automates 90% of finance functions

FCR Media streamlines PO processing by 75%

Why choose FinancialForce?

Listen to existing customers explain why they chose FinancialForce.

Featured Customers

“The FinancialForce partnership and platform allows us to effectively manage and grow our solution business, by focusing on project profitability, labor, variance, utilization, and capacity. By enabling project collaboration and accurate delivery for customers, the solutions help us to improve the overall customer experience.”

Kim McCullough
Business Capability Leader
Philips

“When we decided to go with FinancialForce, the big attraction to us was being on Salesforce.”

Steven Mandelbaum, Vice President, Business Solutions

“With workflow efficiencies, automation opportunities, and integrated data driving business decisions, FinancialForce does not feel like an additional cost but more like a cost-saving exercise for our organization.”

Dan Paget, CSO, Jellyfish

“FinancialForce helped us transform and begin our journey to being a data-driven organization. If it wasn’t for this partnership, we wouldn’t have been able to make this huge change for the better.”

Mike Kennedy, CFO, Muscular Dystrophy Association

“FinancialForce gives us a lot more flexibility to meet our customers’ needs. We now have much more visibility into customer data, metrics and day-to-day operational insights. It’s a game changer.”

Daniel Menkins, Salesforce Supply Chain Product Owner, CBTS

“Compared to the competition, FinancialForce works seamlessly with Salesforce, making it more of a one-stop-shop for all departments.”

Bailey Dbouk, Sales Operations Analyst, 1E

“PSA has been amazing for us – and if your CFO is saying that we made his life easier and he wants more – that’s all you need as a CIO.”

Tony Sorensen, Vice President and Head of IT, Five9

“FinancialForce enables us to consistently deliver standardized and simplified services to our customers.”

Adam Jones, Strategist, HPE Pointnext Services Delivery

“FullCRM chose FinancialForce for two main reasons. The first one is scalability. We are able to grow our consultancy without any changes to the system. The other reason was Einstein Analytics. We are now able to predict what our resources are doing from month to month.”

Helen Peterson, Managing Director, FullCRM

“Most customers don’t want to worry about back-end systems, but they want them to be reliable, scalable, and they want their supporting partner to understand them.”

Mark Conklin, Senior Director of Operations Systems & Tools, Salesforce

“Simple tools cannot solve complex problems. But the sophistication of FinancialForce allows for solving complex problems. The reward at the end of that can be very powerful.”

Tyler Flora, Senior Director, Professional Services, Avalara

“With FinancialForce, we now have a fully automated snapshot of our customer portfolio.”

Lori Williams SVP, Global Customer Success, Traction on Demand

“I love how customizable this platform is for our organization. Everyone from sales, human resources and our project managers to accounting and our executive team are benefiting from our real-time data. As a result, we are on track for continuing our double-digit growth.”

Jim Topich, Senior Vice President, Kinetic Vision

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