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FinancialForce ERP Review

FinancialForce ERP
Our score: 8.8 User satisfaction: 99%

What is FinancialForce ERP?

FinancialForce ERP is a web-based enterprise resource planning software that unifies data across your enterprise with a customer-centric approach in real-time. It offers a robust set of ERP applications primarily in service automation and financial management. By consolidating your customer and project data, the software empowers you to drive profitability, predictability, visibility, and intelligence by leveraging your processes and aligning your sales, finance teams and services in one customer record.

Since FinancialForce ERP is developed on the Salesforce Platform, you can be assured of easily and automatically gathering robust customer data to gain more visibility over each aspect of your business. This gives you solutions for accounting and finance, procurement, order and inventory management, subscription and usage billing, and revenue recognition and forecasting.

The platform also offers services automation apps that include sales management, project management, project financials, resource management, time and expenses, dashboards and reporting, and billing and revenue recognition. In a single platform, you can bring multiple departments, especially your front and back offices, together to strengthen your organization’s processes as a unified whole.

You may want to also read our FinancialForce PSA reviews which discuss another useful product from the FinancialForce stable.

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Overview of FinancialForce ERP Benefits

FinancialForce ERP is a solution that puts your customers in the center of your business. These are the main benefits of this ERP platform:

Centralized Salesforce platform

Since the apps are built in a single platform, you can avoid time-consuming and expensive costs of syncing data and transactions. Having a single source of truth simplifies audits and compliance. Everyone in your organization gets visibility over documentation, audit trails and associated conversations to eliminate errors and boost collaboration.

Manage financials in real-time

The software automates tasks such as compliance reports, modeling and financial analysis in real-time. It also offers a one-stop revenue management for recognizing, managing, and forecasting revenue from your multiple revenue streams. This includes usage-based contracts, products, projects services, and subscriptions. It also has intelligence, general ledger, and automated billing transactions.

Leverage Professional Services Automation (PSA)

FinancialForce’s PSA solution supercharges Salesforce Platform and Salesforce CRM. It unifies finance, sales, services and delivery in a single, integrated platform. It offers impressive visibility over who is working on which project and when and where to avoid staffing conflicts. The entire revenue recognition process is also automated to ensure compliance, leverage data-driven financial judgment and avoid costly errors.

Comprehensive HCM solution

FinancialForce ERP integrates with ADP to give you reliable human capital management capabilities. Service-based organizations will benefit from features such as predictive insights, business model agility, and time and talent optimization. The integration also supports payroll, benefits administration, and HR management.

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Overview of FinancialForce ERP Features

  • Order management
  • Revenue recognition
  • Mobile access
  • CPQ
  • Inventory management
  • Global multi-currency support
  • HCM
  • ERP
  • Accounting
  • PSA
  • Billing
  • SCM
  • 360-degree customer view
  • Financial management
  • Salesforce platform
  • Analytics and reporting
  • Multi-location
  • Comprehensive dashboards
  • CRM engine

FinancialForce ERP Position In Our Categories

Because companies have specific business requirements, it is only rational that they steer clear of subscribing to a one-size-fits-all, ideal business application. Still, it is almost impossible to try to pinpoint such application even among widely used software systems. The sensible thing to do would be to note down the several vital factors that entail scrutiny including critical features, costing, technical skill capability of staff members, company size, etc. Next, you must follow through the product research to a full extent. Go over some FinancialForce ERP evaluations and explore each of the applications in your shortlist in detail. Such detailed research ascertains you circumvent ill-fitting software solutions and buy the system that delivers all the function your business requires.

Position of FinancialForce ERP in our main categories:

TOP 100

FinancialForce ERP is one of the top 100 Accounting Software products

It's essential to note that hardly any service in the ERP Software category will be an ideal solution able to match all the needs of different business types, sizes and industries. It may be a good idea to read a few FinancialForce ERP ERP Software reviews first as some software can excel exclusively in a very narrow group of applications or be designed with a very specific type of industry in mind. Others may work with an intention of being easy and intuitive and consequently lack advanced functions welcomed by more experienced users. You can also come across services that cater to a large group of customers and provide a powerful feature toolbox, however that frequently comes at a higher cost of such a software. Ensure you're aware of your requirements so that you purchase a service that provides all the functionalities you look for.

How Much Does FinancialForce ERP Cost?

FinancialForce ERP Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

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What are FinancialForce ERP pricing details?

FinancialForce ERP Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

FinancialForce ERP pricing is only available upon request. Contact the vendor for information on a quote based on your specific needs.

User Satisfaction

Positive Social Media Mentions 116
Negative Social Media Mentions 1

We realize that when you decide to get a ERP Software it’s vital not only to learn how experts evaluate it in their reviews, but also to find out if the actual clients and companies that use this software are actually content with the service. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and FinancialForce ERP reviews across a broad range of social media sites. The information is then displayed in an easy to understand form indicating how many clients had positive and negative experience with FinancialForce ERP. With that information at hand you will be ready to make an informed purchasing choice that you won’t regret.

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Technical details

Devices Supported

  • Windows
  • Linux
  • Mac
  • Web-based
  • Windows Mobile

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for FinancialForce ERP?

FinancialForce ERP offers an API and supports the following integrations:

  • Salesforce
  • FinancialForce HCM
  • FinancialForce PSA
  • FinancialForce Accounting
  • FedEx for Salesforce
  • FinancialForce SCM
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Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

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