A Recap of Certinia’s Spring ’24 Release

The Spring ’24 release focuses on enhancing the capabilities that help services businesses generate more accurate forecasts, make informed decisions and boost team productivity.

Unlocking real-world benefits with Certinia AI

Certinia continues to lead the way in helping global enterprises integrate AI into their finance and professional services operations, delivering actionable insights that drive informed decision-making. By simulating the likelihood of closing opportunities on a related estimate and conducting what-if analysis, users can strategically adjust inputs to maximize their chances of success. This capability enables businesses to swiftly approve statements of work and kickstart projects, giving them a competitive edge in the market

Connecting Delivery to Project Financials

Aligning delivery management with project financials is essential for protecting revenue and profit. Project managers can now monitor the progress of a project compared to the original plan. With insights into scheduling variance, budget utilisation, and forecasted revenue, project managers can gain a financial perspective of the project’s performance.

This release also empowers project managers with enhanced control to proactively identify and address any necessary course corrections when there are deviations from the planned delivery. By viewing resources’ schedules in Gantt charts and overviews of key performance indicators, project managers can easily assess project progress and take prompt action. This reduces the risk of schedule delays, budget overruns, and inaccurate revenue forecasts.

In addition, with automated billing event splits, project managers no longer have to worry about reaching a billing cap and halting the billing process. Instead, they can continue billing up to the cap and split the remaining amount. This eliminates the need for manual intervention, reducing administrative oversight and minimising the risk of payment interruptions.

Time and Resource-saving Capabilities for Greater Efficiency

Spring 2024 empowers accounting teams to lighten the load of routine tasks, resulting in saved time and resources, and enabling them to prioritise more strategic initiatives. Mass actions for cash entry and flexible cash matching will reduce manual effort in accounts receivable workflows. Ul enhancements will also simplify the process of replacing users in accounting playbook records, improving efficiency and reducing the risk of missed tasks during team member unavailability.