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.

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.

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

Knowing that companies have special business-related demands, it is practical that they avoid going for an all-encompassing, ideal software system. Regardless, it is futile to try to stumble on such application even among branded software solutions.
The clever thing to do is to note down the numerous vital aspects which call for a inspection including major features, budget, skill aptitude of staff members, company size, etc. Thereafter, you should conduct the product research comprehensively. Have a look at some of these FinancialForce ERP review articles and check out the other software solutions in your list in detail. Such all-encompassing product investigation ascertain you keep away from poorly fit applications and buy the system that offers all the tools your business requires in sustaining growth.

Position of FinancialForce ERP in our main categories:

TOP 50

FinancialForce ERP is one of the top 50 Accounting Software products

FinancialForce ERP is also listed in the following subcategories:

Since each company has unique business wants, it is sensible for them to refrain from seeking a one-size-fits-all faultless software solution. Needless to say, it would be futile to try to find such a platform even among popular software platforms. The intelligent thing to do would be to jot down the various important elements that require consideration such as main features, finances, skill levels of staff members, company size etc. Then, you should do your research thoroughly. Read some FinancialForce ERP ERP Software reviews and investigate each of the other solutions in your shortlist in detail. Such comprehensive homework can make sure you discard ill-fitting applications and zero in on the system that provides all the features you need for business success.

How Much Does FinancialForce ERP Cost?

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 make a decision to buy ERP Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and FinancialForce ERP reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with FinancialForce ERP. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.


Technical details

Devices Supported

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


  • 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

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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.

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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Reviewed By Louie Andre
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