List of Certinia Financial Planning and Analysis Customers
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United States
Since 2010, our global team of researchers has been studying Certinia Financial Planning and Analysis customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Certinia Financial Planning and Analysis for EPM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Certinia Financial Planning and Analysis for EPM include: Proximity Advisory Services, a Australia based Professional Services organisation with 180 employees and revenues of $80.0 million, Clearsulting, a United States based Professional Services organisation with 300 employees and revenues of $35.0 million, VFP Consulting, a United States based Professional Services organisation with 40 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using Certinia Financial Planning and Analysis, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Certinia Financial Planning and Analysis customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Clearsulting | Professional Services | 300 | $35M | United States | Certinia | Certinia Financial Planning and Analysis | EPM | 2022 | n/a | In 2022, Clearsulting implemented Certinia Financial Planning and Analysis in an EPM deployment across North America and Europe. The initiative was part of a broader Certinia suite rollout that included Certinia Financial Management Cloud and Certinia Professional Services Cloud to align project delivery and finance workflows. The deployment configured planning, forecasting, and multi-currency reporting workflows, combining financial planning with service delivery data to support professional services budgeting and billing cycles. Certinia Financial Planning and Analysis was used to centralize budgeting and scenario modeling, while Certinia Financial Management Cloud handled month-end close and billing automation capabilities tied to project delivery metrics. Governance changes consolidated finance and delivery processes, establishing a single source of truth for forecasts and invoicing across regional finance teams. The case study attributes a more than 50 percent reduction in month-end close time and a six day shorter billing cycle to Certinia Financial Management Cloud, outcomes observed during the North America and Europe rollout. | |
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Proximity Advisory Services | Professional Services | 180 | $80M | Australia | Certinia | Certinia Financial Planning and Analysis | EPM | 2020 | n/a | In 2020, Proximity Advisory Services implemented Certinia Financial Planning and Analysis as part of a broader Certinia deployment in Canberra. The deployment included Certinia Professional Services Cloud and Certinia Financial Management Cloud to automate invoicing and unite project and finance data supporting government and regulated clients, situating the work within the EPM category and targeting finance and project operations. Certinia Financial Planning and Analysis was configured to centralize financial planning, forecasting and reporting, leveraging invoice automation capabilities from Certinia Financial Management Cloud and project accounting and resource cost capture from Certinia Professional Services Cloud. Implemented functional capabilities included automated invoice generation and routing, consolidated project financials, real-time forecasting, and reporting dashboards aligned to EPM workflows. The implementation integrated Certinia Professional Services Cloud with Certinia Financial Management Cloud to create a unified project and billing record set, providing consistent ledgers and project-level financial visibility. Operational coverage focused on Proximity’s finance and project teams in Canberra servicing government engagements, enabling cross-functional access to project, billing, and forecast data for regulated client work. Governance and rollout were finance and project focused, with standardized invoicing workflows and a reporting cadence enforced across regulated engagements. The case study documents that invoice processing time was reduced by around 75% and that the combined deployment enabled real-time forecasting and reporting, outcomes tied to the Certinia Financial Management Cloud invoice automation and the Certinia Financial Planning and Analysis deployment. | |
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VFP Consulting | Professional Services | 40 | $5M | United States | Certinia | Certinia Financial Planning and Analysis | EPM | 2019 | n/a | In 2019 VFP Consulting implemented Certinia Financial Planning and Analysis, an EPM application, to consolidate accounting and improve quote-to-cash and forecasting processes for the firm. VFP Consulting is a United States based professional services company with about 40 employees and the deployment targeted finance and revenue operations to create a single source of truth for finance. The implementation emphasized Certinia Financial Planning and Analysis Financial Management and forecasting capabilities, aligning planning, budgeting and forecast orchestration with accounting consolidation workflows. The deployment configured forecasting models and financial management controls consistent with EPM practices, and the case study explicitly references Financial Management and forecasting functionality as core modules in use. Operational coverage was centered on the finance organization, extending into quote-to-cash processes to tighten revenue recognition and forecasting cadence across the company. The rollout was finance focused, consolidating transactional accounting data and planning inputs into a unified EPM environment to support ongoing forecast updates and quote-to-cash coordination. Outcomes reported in the Certinia customer story include improved forecasting accuracy and a reported 100% ROI following the finance focused implementation. The customer narrative frames Certinia Financial Planning and Analysis as the central EPM system that established a unified financial data foundation for VFP Consulting. |
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