Financial Systems That Support Growth...Not Slow It Down

We implement Certinia Financial Management to streamline AR, AP and General Ledger processes, improve visibility, and align your back office with the rest of your business.

A Scalable, Salesforce-Native ERP for Modern Finance Teams

Certinia Financial Management brings your core finance operations onto the Salesforce platform — connecting billing, accounts receivable, revenue recognition, accounts payable and general ledger in a single system.

At Ladd Partners, we implement it with clarity and control in mind. Our approach simplifies processes, improves reporting, and sets up your team for long-term success with a scalable ERP on the Salesforce Platform.

Finance, Streamlined Around Your Actual Operations

Out-of-the-Box First

We lean on Certinia’s standard features to reduce implementation time, lower maintenance costs, and avoid overbuilding.

Built for Real Finance Teams

From GL setup to AR automation, we configure workflows based on your actual chart of accounts, close cadence, and team roles.

Integrated Quote-to-Cash

We connect finance with Sales and Services to enable clean billing, revenue recognition, and forecasting across departments.

Configurable Billing Models

Whether you use milestones, subscriptions, usage-based, or hybrid — we help you invoice accurately and at scale.

Audit-Ready Reporting

Clean data structures and role-based dashboards give your team confidence, compliance, and visibility.

Admin Ownership + Enablement

We empower your team to manage and extend the system post-go-live — with documentation, training, and process alignment.

Finance Systems You Can Build a Business On

We help finance teams simplify operations, close faster, and scale confidently with Certinia — all while sharing data seamlessly across teams on the Salesforce Platform.

Certinia Financial Management FAQs

  1. Can Certinia handle multiple billing models?
    Yes. We can configure Certinia to support intangible and tangible one-time billing as well as fixed-fee, usage-based, milestone, and subscription billing — and help you align invoicing rules with project or contract terms.

  2. What if we’re migrating from QuickBooks or another ERP?
    We’ve migrated clients from QuickBooks, NetSuite, Sage, and other legacy systems. We assist with mapping, data cleansing, and ensuring continuity during the transition.

  3. Can Certinia integrate with our existing CRM or PSA platform?
    Certinia works natively with Salesforce and is often deployed alongside Sales Cloud and Certinia PSA. We also configure integrations with external systems (like PSA, CRM, ERP, payroll, procurement, or expense platforms) when needed.

  4. How does Certinia handle revenue recognition and compliance?
    Certinia includes ASC 606-compliant revenue recognition capabilities. We help you configure the rules, automation, and reporting required to stay compliant — especially in multi-element or service-based contracts.

“I appreciate the transparency & support from the team for the past 10 years. Deeproot would not be as successful in our business growth without Ladd’s support in implementing our ERP system”

– Ida Pai, Deeproot

Bring Clarity, Control, and Confidence to Finance

We help you implement Certinia Financial Management the right way — lean, scalable, and ready for real growth.