Native to Salesforce, FinancialForce gives you a 360° view of the customer, from opportunity to renewal. From one place, your team can view and manage invoicing, pricing, revenue recognition, service delivery, accounting, reporting, and analytics.
BILLING & REVENUE MANAGEMENT
FinancialForce gives you the flexibility and agility to deliver service-based offerings and service-product blends. Whether you deal in complex, subscription-based contracts, fixed-fee services, or individual products, all sources of billing and revenue management needs can be accommodated.
SERVICES AUTOMATION
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—all resulting in more predictable business.
CUSTOMER-CENTRIC
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.
INTELLIGENT ANALYTICS
Powered by Salesforce Einstein, FinancialForce Analytics provides the fastest path to meaningful insights. Executives and users alike can easily draw insights from graphically rich dashboards and reports for revenue forecasts (ARR, MRR, etc.), utilization metrics, cash flow, and more.