Product Overview

FinancialForce offers customer-centric business applications on the leading cloud platform from Salesforce. For people based services businesses they deliver seamless business processes across the opportunity to cash lifecycle.

They provide the market leading professional services automation tool and a full suite of finance applications to support accounting, billing, revenue recognition and supply chain.

These enable more effective project delivery, improved resource management, reduced revenue leakage and significant improvements in utilisation rates.

FinancialForce ERP Cloud software is elegant enough for a startup yet robust enough to serve the most complex, multinational organization. It helps you manage revenue precisely, yet delivers the flexibility you need to take on new business models and thrive in the new services economy. Plus it’s easy to implement, straightforward to learn, and trouble-free to maintain.

It offers a complete solution for financial reporting, a flexible general ledger, effective cash management, painless consolidations, configurable payments and settlements, complete control of fixed assets, automated billing processes, assured regulatory compliance and brilliant intelligence all in one place. 

FinancialForce Professional Services Cloud is the #1 Professional Services Automation (PSA) software bringing predictability and efficiency to every stage of service delivery. Keeping projects on time and customers happy, results in increased profitability & improved customer satisfaction and real-time insights enable more intelligent decision-making. PSA enables you to forecast, manage and plan resources more effectively. To optimise resource management with effective sales collaboration and get a unified view into supply and demand. 

Trusted by the world’s largest enterprise organisations to manage their services delivery and integral to the growth of more dynamic smaller to medium sized businesses, FinancialForce PSA is the market leading tool for services success.


Company Overview

FinancialForce offers a new kind of ERP, Services Resource Planning (SRP), specifically designed to address the needs of customer centric services businesses operating in a digital XaaS economy. Built using the Salesforce cloud platform these applications remove the traditional boundaries between the front and back office, supporting customers through the entire opportunity to cash lifecycle. Seamless integration with Salesforce from managing customer opportunities and quotes, CPQ, billing, order management, services delivery through revenue recognition, reporting and analysis and accounting … every function if focused on the customer. This provides a true 360 degree view of the customer and the business as a whole.

Customers who adopt FinancialForce can expect to grow their business, reduce revenue leakage, optimise utilisation rates, automate billing and revenue recognition processes, maximise service margins, increase customer satisfaction and analyse critical KPIs in an unprecedented way.

Legacy ERP tools inhibit services growth. They were designed and built to optimise product manufacture and delivery rather than efficient service delivery and customer lifetime value.  Consequently they are rigid and difficult to maintain, unable to respond in an agile manner to the rapidly changing needs of customers and new business models. In addition, because there are different data models and separate siloed record systems for finance and customers, this can mask organisational insight. 

Only FF is optimised to capture every customer touch point from sale to renewal, and balances out-of-the box insight and best practice services methodologies with a flexible, unified, modern design for business-user personalization. FF SRP is a new kind of ERP that provides services companies with the most complete and agile platform for profitable growth.

For further information check out our website FinancialForce or email us on