Can I migrate data between Certinia Financial Management Cloud and Invoices for Salesforce?

Migration support varies by app and category. Certinia Financial Management Cloud and Invoices for Salesforce both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from Certinia Financial Management Cloud" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

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Certinia Financial vs Invoices for — Salesforce

Certinia Financial Management Cloud vs Invoices for Salesforce

Side-by-side comparison · 24 data points

Certinia Financial Management Cloud

4.6·151reviews

Streamline your opportunity to cash process, manage revenue precisely, and generate real-time financial analysis & audit trails with ease. Cloud software that puts your core financial management functions all on Salesforce.

Shopifypaid

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1. Listing metadata

Field-level data

	Certinia Financial Management Cloud	Invoices for Salesforce
Tagline	“Streamline your opportunity to cash process, manage revenue precisely, and generate real-time financial analysis & audit trails with ease. Cloud software that puts your core financial management functions all on Salesforce.”223 chars	“Invoice your customers the way you want by executing your own billing processes, designed by you and for you, using clicks only, and without rekeying a thing.”158 chars
Description	1113 / 2000 chars56% used	1181 / 2000 chars59% used
Screenshots	—	—
Languages	nlenfrdeda+8 more	en
Platforms	Shopify	Shopify
Developer	Certinia	Kognoz

At a glance

9 metrics · auto-computed

Feature comparison between Certinia Financial Management Cloud and Invoices for Salesforce
Metric	Certinia Financial Management Cloud	Invoices for Salesforce
Rating	4.6 ★	★ 5.0 ★
Total reviews	151	★ 163
Free plan	—	—
Pricing	paid	paid
Built for Shopify	—	—
Pricing tiers	1 tier	★ 2 tiers
Listed features	★ 5	3
Languages	13 supported	1 supported
Listed since	Nov 2008	Jan 2012

Listed	November 3, 2008	January 31, 2012

Last updated	—	—

Keyword	Certinia Financial Management Cloud	Invoices for Salesforce
and financial	#1	#2
financial	#2	#4
accounting	#6	#2

9. App details

Long-form description · keyword frequency

Certinia Financial Management Cloud

AUTOMATED OPP TO CASH Automate billing and collections, simplify invoicing, and enhance overall revenue management efficiency. COMPREHENSIVE FINANCIAL REPORTING Gain real-time business intelligence, day-to-day operational reporting, and trackable KPIs. GENERAL LEDGER - FLEXIBLE & BALANCED Speed up period-end close and reduce reconciliation time with a unified ledger that's always in balance. ACCURATE CASH MANAGEMENT Get a precise picture of your cash position, gain real-time cash flow insights, and deliver accurate forecasts. CUSTOMER PORTAL Self-service financial portal for customers: account management, billing, & communication. ACCOUNTING SUITE Extend this app (A/R, GL, A/P, Billing) to our Procurement, Order & Inventory Management, and Revenue Management apps for a complete financial management solution. PLANNING & ANALYSIS Analyze performance against plans, validate multiple scenarios, and deliver accurate plans. WHY SYSADMINS LOVE THIS ACCOUNTING APP Built on the Salesforce platform, it offers click-based customization, unified data, and the same trusted workflow and security.

Top keywords

management6×4.14%
cash4×2.76%
accurate3×2.07%
billing3×2.07%
financial3×2.07%
accounting2×1.38%
deliver2×1.38%
deliver accurate2×1.38%
gain2×1.38%
gain real-time2×1.38%
ledger2×1.38%
plans2×1.38%

Invoices for Salesforce

The Invoices for Salesforce platform lets companies manage their invoices right within Salesforce. At its heart lies a new approach that allows organizations of all sizes implement their own custom-made billing process, and design their invoices content and look-and-feel to fit their exact needs. Whether you offer products or services, whether they are one-time or recurring, or whether you receive donations, it always comes down to designing the specific billing scenario that applies in each case. Whether you need to add taxes or shipping to your invoices, whether you offer discounts, or need your invoices to be in different currencies and languages, the platform invoice template editor makes it easy to include the data from Salesforce you want to display in your invoices, and design their layout to look the way you want. Billing boils down to running your custom-made billing flows in either individual or batch mode with clicks only, and there is no need to rekey a thing. But we didn’t stop at billing. You can record payments, streamline dunning, and add financials alongside your sales and customer information to open Customer 360 to your entire organization.

Top keywords

invoices6×3.16%
billing5×2.63%
whether5×2.63%
salesforce3×1.58%
add2×1.05%
custom-made2×1.05%
custom-made billing2×1.05%
customer2×1.05%

Frequently asked

Common questions about this comparison

Is Certinia Financial Management Cloud or Invoices for Salesforce cheaper?

Both Certinia Financial Management Cloud and Invoices for Salesforce offer paid plans only. Certinia Financial Management Cloud starts at paid; Invoices for Salesforce starts at paid. Compare the per-tier features in the Pricing section above before committing.

Which has better reviews, Certinia Financial Management Cloud or Invoices for Salesforce?

Invoices for Salesforce has the higher average rating (5.0★ from 163 reviews) compared to Certinia Financial Management Cloud (4.6★ from 151 reviews). Both are tracked daily by AppRanks, so the figures here update each refresh cycle.

Should I choose Certinia Financial Management Cloud or Invoices for Salesforce?

It depends on what you're optimizing for. Certinia Financial Management Cloud fits better if you prioritize broader integrations; Invoices for Salesforce is the call if you need the higher-rated option. Read both apps' detail pages on AppRanks for the full feature breakdown, install counts, and recent listing changes.

Which is faster to set up, Certinia Financial Management Cloud or Invoices for Salesforce?

Both apps are one-click installs from the Salesforce AppExchange marketplace. Invoices for Salesforce has more onboarding documentation maturity (163 reviews vs 151), which usually translates to better-tested setup wizards and quicker time-to-value. AppRanks doesn't measure setup time directly — read the recent reviews on each app's detail page for merchant-reported install experience.

Which works better for small vs large Salesforce AppExchange stores?

Certinia Financial Management Cloud typically suits early-stage and growth-mode stores based on its review-base composition (151 reviews). Invoices for Salesforce aligns more with early-stage and growth-mode stores (163 reviews). Larger review bases generally mean the app has been load-tested at scale — relevant if you're processing high order volume or handling enterprise compliance requirements.

Certinia Financial Management Cloud vs Invoices for Salesforce

Certinia Financial Management Cloud

1. Listing metadata

Invoices for Salesforce

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

9. App details

Frequently asked

Is Certinia Financial Management Cloud or Invoices for Salesforce cheaper?

Which has better reviews, Certinia Financial Management Cloud or Invoices for Salesforce?

Should I choose Certinia Financial Management Cloud or Invoices for Salesforce?

Which is faster to set up, Certinia Financial Management Cloud or Invoices for Salesforce?

Which works better for small vs large Salesforce AppExchange stores?

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Can I migrate data between Certinia Financial Management Cloud and Invoices for Salesforce?