AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Certinia Revenue Management

Centralize all your revenue streams and cost allocations in a single system

Overview

Automate your entire revenue recognition process and generate revenue schedules to achieve a comprehensive view of revenue performance. Stay compliant with automated recognition rules and minimize risk with a single revenue recognition solution.

1 of 12

See How Certinia Revenue Management Works

  • Easily bring in revenue source data using flexible templates that support multiple accounting rules.

  • Get support for multiple currencies and multiple entities.

  • Gain full visibility into all revenue—both recognized and deferred.

  • Make informed decisions with comprehensive revenue and cost forecasting.

  • Stay compliant with automated recognition rules and easily configure to support your future compliance needs.

ELIMINATE COMPLEX REVENUE RECOGNITION SPREADSHEETS Bring in data from across the business with a single click and say goodbye to error-prone, time-intensive spreadsheets with automated workflows. END-TO-END AUTOMATION Automate complex revenue calculations and allocations, recognize revenue accurately, and accelerate the period-end close process. STAY COMPLIANT Easily solve for compliance with revenue and cost recognition rules while improving transparency into the financial health of your business. GAIN GREATER INSIGHTS INTO REVENUE PERFORMANCE Generate revenue schedules to achieve forward-looking views into how much revenue will be recognized in future periods and make more informed decisions based on accurate revenue information. WHY SYSADMINS LOVE THIS APP Built on the Salesforce platform, it offers click-based customization, unified data, and the same trusted workflow and security.

Categories

Business Needs
Accounting
Industries
Financial Services
High Tech
Personas
Business Operations Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package

More from Certinia

  • Certinia Billing & Receivables
    by Certinia
    Manage the entire order to cash process with Certinia Account Receivables & Collections. Simplify invoicing, billing, and collections, and automate the AR process to accelerate cash flow. Ensure timely payments and build customer trust with secure payment
    Accounting

  • Certinia Professional Services Cloud
    by Certinia
    With Professional Services Cloud from Certinia, you can manage your resources, projects, and financials in the same application as your customer interactions—to improve your enterprise margin and growth.
    Enterprise Resource PlanningProject Management

  • Certinia Services Estimator
    by Certinia
    No Ratings
    Services Estimator works with our industry-leading PSA solution to create accurate estimates that are both competitive and profitable—helping you win more business, start projects faster, and run a connected services operation.
    Quotes & OrdersProject Management

  • Certinia Procurement
    by Certinia
    Manage and analyze the procurement of goods and services across your organization. Enforce spend policies, source and manage suppliers, and easily identify new ways to save time and money.
    Enterprise Resource Planning

  • Certinia Financial Management Analytics & Reporting
    by Certinia
    No Ratings
    Lead the charge on bringing more revenue to your business with unparalleled business insights generated by analytics and reporting in Certinia. Make data-driven decisions that can expand your business footprint and elevate operational efficiencies.
    Analytics

  • Certinia Customer Success Agent
    by Certinia
    No Ratings
    Tired of wasting time on day-to-day operational tasks? Certinia’s Customer Success AI agent automates routine CSM activities like summarizing account data and updating playbooks so your team can focus on high-value work that builds stronger relationships.
    Customer ServiceCollaboration

  • Certinia Subscription & Usage Billing
    by Certinia
    No Ratings
    Streamline billing for multiple revenue streams, including subscription contracts, usage-based services, professional services, and inventoried items to ensure accurate invoices and minimize revenue leakage.
    Finance

  • Certinia Order & Inventory Management
    by Certinia
    Certinia Order & Inventory Management helps you see, simplify, and optimize the entire order to fulfillment process—for goods & services. Meet and exceed customer expectations with visibility into the entire fulfillment process from quote to shipment.
    Quotes & Orders

  • Certinia Staffing Agent
    by Certinia
    No Ratings
    Instantly staff your projects and adapt to daily resourcing challenges. The Certinia Staffing Agent uses an intelligent staffing engine to quickly reallocate resources and prevent project delays, freeing up your team to focus on what matters most.
    ProductivityAnalytics

  • Certinia Services Analytics
    by Certinia
    A powerful analytics and business intelligence solution, built native to Salesforce, that turns valuable data into meaningful, actionable insights. Keep operations running lean, consistent, and predictive—all centered around your customer needs.
    Analytics