Certinia ERP Cloud Integrations

Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.

AvidXchange modernizes how middle market businesses manage expenses and payments with AI-enhanced software and support from real people. With 25 years of experience, our solutions automate manual tasks, reduce costs, and streamline your AP process, so you can focus on what matters most. Featuring one of the largest supplier networks in the middle market, AvidXchange offers in-depth industry expertise across real estate, community association management, healthcare, hospitality, education, hospitality, and nonprofits, as well as construction, financial services, and media through the acquisition of Core Associates, BankTEL, and FastPay. Why AvidXchange? - Trusted by 8,000+ businesses to digitize and automate AP workflows - 1.2 million suppliers paid through the AvidPay Network in the last five years - 240+ accounting system and ERP integrations Increase efficiency, visibility, and control in your AP process. Learn more at avidxchange.com

The only solution to automate your end-to-end payables process. Automate your full accounts payable, global payouts, procurement and employee expense processes with Tipalti and eliminate 80% of your manual workload. Tiplati enables you to onboard suppliers, partners and freelancers with ease, streamline PO generation, accelerate approvals, eliminate invoice entry and make fast global payments to 190 countries in local currency. Also includes global tax compliance, 2 & 3 way PO matching, multi-entity support, and instant reconciliation with ERP integrations that include NetSuite, Xero, Quickbooks and Sage Intacct.

Professional Service Automation (PSA) by Certinia (formerly FinancialForce) is an all-in-one integrated application that helps professional services businesses meet customers expectations and drive revenue growth. This powerful software offers a host of features that include resource management, time and expense management, billing and revenue recognition, project management, sales engagement, and more. By leveraging Professional Service Automation (PSA) by Certinia, you can schedule the right people on the right project, engage customers and partners, and focus on project profitability for better resource management and customer satisfaction.

Integrate all your data sources, relational and NoSQL databases, SaaS tools, and APIs. Query them as a single data source immediately. Process data wherever it is. Query, cache, and blend data from different sources. Use webhooks to ingest streaming data from Kafka, Segment, etc., into the Peaka BI Table. Replace nightly one-time batch ingestion with real-time data access. Treat every data source like a relational database. Convert any API to a table, and blend and join it with your other data sources. Use the familiar SQL to run queries in NoSQL databases. Retrieve data from both SQL and NoSQL databases utilizing the same skill set. Query and filter your consolidated data to form new data sets. Expose them with APIs to serve other apps and systems. Do not get bogged down in scripts and logs while setting up your data stack. Eliminate the burden of building, managing, and maintaining ETL pipelines.

BOSCO™ uses your data combined with our game-changing AI to accurately predict where to spend your marketing budgets for maximum success. BOSCO™ combines your internal marketing data with extensive algorithmic modeling to create personalized reporting dashboards. Our easy-to-use interface provides a single source of truth and enables marketers to make better digital marketing spending decisions using data-driven insights. Using our unique BOSCO™ Index feature, we can rank your domain against the closest competitors in your category. The BOSCO Index™ is a measure of your online footprint and how effective you are with investment in organic and paid media channels. BOSCO™ is built on data from trusted third-party domains, collected from previous digital interactions. BOSCO™ isn’t dependent on your marketing budget, but on whether you’re reaching your online potential in paid and organic search. BOSCO™ identifies ten competitors within your market and scores them.

The Own Data platform makes owning your SaaS data simple. It empowers you to ensure the availability, compliance, and security of mission-critical data and unlocks new ways to use that data to transform your business. SaaS applications make data safer, more secure, and more accessible. However, they have not made it more valuable for you. Your business is more complicated than ever and it turns out managing and getting insights from your data is anything but simple. You are beholden to what your SaaS provider allows you to do with your own data. Understand data exposure risks and proactively strengthen your Salesforce security posture. Protect your data with automated backups, proactive notifications of loss or corruption, and easy-to-use recovery tools. Quickly seed quality data into any sandbox or sub-prod environment for development, training, or testing purposes. Archive obsolete data from production environments to prevent overage costs, improve performance, and ensure compliance.

This application simplifies the process of migrating data between Salesforce Orgs. All object relationships are maintained. This includes Salesforce Org management, optimization, and maintenance. As Salesforce Orgs becomes more complex and unruly, you can rely on Snapshot to help put things back in order. Monarch makes complex data migration easy. Select prebuilt templates, match destination objects with multiple fields, maintain object relationships, compare dataset differences, import CSV files, and share datasets with your team. Monarch is a desktop application that communicates directly between your personal computer and your Salesforce account for maximum security and data privacy. Your data stays under your control. There is no package install. Monarch uses the bulk data API for massive migration scenarios. Salesforce CPQ, field service lightning, FinancialForce, ServiceMax, etc.