FinancialForce delivers the #1 professional services automation (PSA) and the only customer-centric ERP

Professional service automation tools are designed to weed out work-intensive processes and reduce unnecessary data entry points. This is done through automating different time-consuming processes, such as project planning and scheduling, financial reporting, workflow management. Advanced with artificial intelligence can help you predict when projects can be delivered, taking into account your available resources.

Allowing to manage everything from quote to invoice, PSA software is extremely useful when it comes to increasing productivity. It has the correct suite of tools for assigning the right people to the right tasks at the right billing rates. 

Market-leading businesses will be those that can swiftly identify new opportunities and preempt changing expectations, and doing so requires systems that put customers at the center. Seeing your customers in full color means being empowered with complete visibility and actionable insights at every step of the customer lifecycle, ultimately driving business growth.

FinancialForce delivers the #1 professional services automation (PSA) and the only customer-centric ERP. The company accelerates business value with comprehensive best practices and the most intelligent analytics—all on the leading business cloud platform from Salesforce. Founded in 2009 and headquartered in San Francisco, FinancialForce is backed by Advent International, Salesforce Ventures, and Technology Crossover Ventures.

Accounting and Finance

Meet a cloud accounting application that’s powerful yet elegant. Tackle routine tasks in a few clicks while generating real time financial analysis, modeling and impeccable compliance reports. It’s easy to implement, straightforward to learn, and trouble-free to maintain.

Manage global operations with ease. The multi-everything accounting engine scales with you and supports your multi-company, multi-currency, multi-book, multi-chart of accounts, and multi-language needs.

• General Ledger
• Accounts Payable
• Accounts Receivable
• Fixed Assets
• Financial Reporting
• Cash Management

Subscription & Usage Billing

Embrace new business models with confidence. Centralize and manage the most complex customer relationships in one solution. Create a single source of business truth, improve accuracy, and boost efficiency with the best subscription billing software for Salesforce.

Industries that rely on FinancialForce

Business Services: Whether expanding into new services and product offerings, understanding which customers are most profitable to your business, or connecting front and back office functions to better serve your customers, FinancialForce is the one-stop shop solution to run your entire business on the #1 cloud platform from Salesforce.

Health and Life Sciences: Significant advances in technology have established a new era of healthcare innovation. Tapping into new opportunities requires business applications that can support growth. With the only modern ERP suite and the #1 PSA solution on Salesforce, FinancialForce is built to power growing healthcare businesses.

Professional Services & Consulting: Professional services & consulting companies want to deliver better results on time and on budget, keeping customers successful. With the only modern ERP and #1 PSA solution native to the Salesforce platform, FinancialForce helps you make that vision reality.

Software, High-Tech & IT Services: Growth is essential to success software, high-tech & IT services and with the only modern ERP and #1 PSA solution native to the Salesforce platform, FinancialForce is built to scale with and support high-growth technology businesses like yours.

Services at its best

FinancialForce Accelerate is a comprehensive set of product and service solutions created to deliver value across all stages of your customer lifecycle experience.

Implementation Services: FinancialForce works closely with a network of specialist service partners to ensure successful implementation of FinancialForce apps for our customers. These partners have access to the latest implementation tools and training materials to keep up to date on the latest product releases and bring their own domain experience in their chosen areas of expertise.

Tod Nielsen, President & Chief Executive Officer

Tod Nielsen is the President and CEO of FinancialForce. Formerly the Executive Vice President of Platform at Salesforce, Tod joined FinancialForce in January 2017, bringing his deep understanding of cloud platforms and extensive experience taking technology companies beyond the billion dollar revenue mark. Prior to his role at Salesforce, Tod redefined Heroku’s enterprise strategy as the Chief Executive Officer, significantly accelerating its growth. As the Co-President of Applications Platform Group and Chief Operating Officer at VMware, their market cap increased 9-fold to more than 50 billion dollars. Tod has held additional high profile positions throughout his career. Prior to VMware, he served as the Chief Executive Officer of Borland Corporation where he successfully rebuilt the organization and quadrupled the company’s revenue. Earlier, Tod served as Senior Vice President of Marketing and Global Sales Support for Oracle and Executive Vice President and Chief Marketing Officer for BEA Systems.

Tod studied Business Administration and Information Systems at Central Washington University.

“We accelerate business value with comprehensive best practices and the most intelligent analytics—all on the leading business cloud platform from Salesforce.”