AGILYX EMEA LTD

Certinia (formerly Financial Force) -ERP Cloud and Planning

Certinia ERP Cloud is a cloud accounting solution completely native to the #1 business cloud platform from Salesforce.Built to serve small startups, rapidly growing medium-sized businesses, and international organisations, Certinia lets your team handle all core financial management functions in one place.

Features

• Comprehensive financial reporting and analytics
• Flexible, balanced general ledger
• Automated billing and collections
• Built in audit trails
• Personalised workspaces
• Order, Procurement and inventory Automation
• Multi- entity, multi-currency , multi -dimensional analysis
• Fixed asset Management
• Cash Management
• Payables & Settlement

Benefits

• Increase revenue & streamline operations
• Streamline, simplify, and automate your financial operations.
• Close the books faster, optimize cash flow
• Complete Customer-centric view of your business
• Increase automation and efficiency
• Simplify the entire order and fulfilment process
• Measure your financial health across the entire portfolio
• Track the entire lifecycle from procurement to disposal
• Monitor cash inflow /outflow across multiple bank accounts.
• Pay your vendors on time. Automate accounts payable processes

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at julie.taylor@agilyxgroup.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 15

Service ID

606772670633620

Contact

Julie Taylor
01628 637266
julie.taylor@agilyxgroup.com

About your service

• Service categories:

  Applications

  Enterprise resource management

  • Enterprise performance management

  Financial

  • Financial and Accounting Applications
  • Accounts Payable Applications
  • Accounts Receivable Applications
  • Treasury and Risk Management Applications
  • Travel and Expense Management Applications
• Multi cloud support: No

Service scope

• Software add-on or extension: Yes, but can also be used as a standalone service
• What software services is the service an extension to: Salesforce- uses same sets of Master Data such as "Accounts", "Contacts", "Price Book", "Opportunity". This means when using FinancialForce & Salesforce; data silos are eliminated with one version of the truth centred around "Accounts". Salesforce platform tools work across Salesforce and FinancialForce. These include "Chatter" collaboration, workflow, Dashboard and reporting.
• Cloud deployment model: Public cloud
• Service constraints: No constraints. True Public Cloud offering on the Globally recognised Salesforce platform. So long as you have access to the internet, you can have access to our applications assuming you have the correct licenses and permissions.
• System requirements:
  • SaaS Accessed over Internet
  • True pure cloud SaaS
  • Recent versions of mostmajor browsers are supported
  • Supported browser information is in service description document
  • No downloads required for any device

User support

• Email or online ticketing support: Yes
• Support response times: Certinia has 2 key offerings for Support; "Standard Success" comes included as part of the subscription service. Standard response under "Standard Success" offers 7am to 5.30pm support during the working week (Mon - Fri). Response time is within 2 working days. "Premier Success" offers 24 x 7 for standstill and critical issues. Response times under Premier Success is 1 hour for standstill, 2 hours for critical and for other problems - 6 hours.; ; Only Premier Support offers weekend support.
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: None or don’t know
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: No
• Onsite support: Yes, at extra cost
• Support levels: Most of the Support from Certinia is undertaken remotely in event of technical software problems. (i.e. bugs etc.); ; If support is needed on site - typically this is more to do with; training, configuration and customisations where we can provide support on an hourly cost basis through our Professional Services Team.; ; The Standard Success Plan comes as part of the annual license subscription and includes a 2 business day response time to logged problems. All upgrades are part of this subscription service.; ; For a more tailored and faster response service Premier Success Support is offered and indeed is mandatory for annual license contracts of over £100,000 per annum. The cost is calculated as 20% of the Net license fee per annum.; ; As part of Premier Success Service - a dedicated Customer Success Manager is appointed to help ensure that a client gets upmost satisfaction from the FinancialForce applications.; ; The details of our Standard and Premier Success plans can be found on our website that detail the differences.; ; All clients have full access to "Communities" where advice and guidance can be shared among clients and Certinia.; ; Premier Support allows for 24 x 7 support for standstill and critical issues.
• Support available to third parties: Yes

Onboarding and offboarding

• Getting started: Once contracts are signed, software is on boarded within typically a few days. This involves setting up an "Org" or instance of the Certinia software on the salesforce platform and allowing access via the internet to the client. So within a few days a client has access to all licenses, however if it is a new implementation, a client typically cannot use the software immediately as it has to be configured for use and to achieve this - training is provided followed by configuration support by Agilyx. New clients do have access to the customer portal called Certinia Community (https://certinia.my.site.com/community) that provides a wealth of useful information to help get a clients started. These include introductory video's of applications, product notes, user guides, training clips, talking to other customers etc. The main implementation effort is usually a Project led by the client with Agilyx providing necessary training and configuration assistance. The process is designed to impart an effective knowledge transfer to allow clients to be able to maintain the applications themselves without recourse to third party help. The implementation effort required is scoped out by Agilyx and estimates shared with the client.
• Service documentation: Yes
• Documentation formats:
  • HTML
  • PDF
• End-of-contract data extraction: Customer Data (as defined in the Certinia Master Subscription Agreement) can be extracted at any time during the contract and for a specified period on termination or expiration. The time period is specified in the Certinia Master Subscription Agreement. Typically data can simply be downloaded via csv files or via any interfaces that may have been set up
• End-of-contract process: The subscription price to use Certinia software provides the right to use the software with as many users that have been granted licenses for. Renewal notices are provided before a contract period ends inviting clients to renew. At this time customers can choose not to renew or change their subscription if they so wish. If a client simply wants to end the subscription contract then they will have a set period of time to access and remove any data they need before access to their data is terminated and any data remaining is removed from the Salesforce platform.
• Documentation accessibility standard: None or don’t know
• How the documentation is accessible: Via link

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
  • Opera
  • Other
• Application to install: No
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: There is no major difference between the experience on desktop or mobile device. All Certinia applications are fully mobile. They have been designed to work on small screens and run on Salesforce Mobile platform.; ; This platform delivers mobile apps faster and with powerful no code builders. pro code tools and enterprise services.
• Service interface: Yes
• User support accessibility: None or don’t know
• Description of service interface: All Certinia Services for our Cloud applications run on Salesforce platform and therefore accessed through this. The applications are also available via APIs and "Communities" offers a complete range of help and other information for our clients.
• Accessibility standards: None or don’t know
• Description of accessibility: The services are delivered as pure web pages and conform to Salesforce accessibility standards.; ; Java script is required for full Service functionality. This is in line with all leading globally available SaaS / Cloud services.
• Accessibility testing: Testing for touch screen technology was done with the National Audit Office
• API: Yes
• What users can and can't do using the API: Certinia uses Salesforce platform API's that are published and well documented. No specific limitation, the API's will allow interconnectivity with other systems. Certinia also offers some additional APIs to automate business processes within its applications as referenced here: https://developer.certinia.com
• API documentation: Yes
• API documentation formats:
  • HTML
  • PDF
• API sandbox or test environment: Yes
• Customisation available: Yes
• Description of customisation: Customisation means any functionality that may be needed that cannot be achieved through normal configuration. Either users can customise if they have the right skills or use Certinia, or use appropriately skilled 3rd party organisations such as Agilyx to undertake specific customisations.; ; A lot can be done through simple "Click Not Codes" on the Salesforce platform such as adding or deleting fields and creating workflows that may require customisation on other more "legacy" applications. this is often also described as Low Code.

Scaling

• Independence of resources: Certinia runs on the Salesforce platform that is a multi-tenant scalable solution with multiple servers and multiple data centres around the globe.; ; Salesforce runs a continual programme to ensure data loads are balanced so that performance is not adversely effected by new clients using the platform

Analytics

• Service usage metrics: Yes
• Metrics types: For customers on the Premier Success plan, the Client Success Manager appointed can review with the client various service metrics around usage of the applications, number of calls made, response times to various types of calls (high to low priority), fix times (may be work arounds or bug fixes) and a wealth of additional data.
• Reporting types: Reports on request
• Resource tagging: No
• FOCUS resource tagging: No

Resellers

• Supplier type: Reseller providing extra support
• Organisation whose services are being resold: Certinia

Staff security

• Staff security clearance: Other security clearance
• Government security clearance: None

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations:
  • United Kingdom
  • European Economic Area (EEA)
  • Other locations
• User control over data storage and processing locations: No
• Datacentre security standards: Complies with a recognised standard (for example CSA CCM version 4.0)
• Penetration testing frequency: Never
• Protecting data at rest:
  • Physical access control, complying with CSA CCM v4.0
  • Physical access control, complying with SSAE-18 / ISAE 3402
• Data sanitisation process: Yes
• Equipment disposal approach: In-house destruction process
• Data sanitisation type: Deleted data can’t be directly accessed / Cryptographic Erasure

Data importing and exporting

• Data export approach: Data can be exported from certinia applications on the Salesforce platform into a set of comma-separated values (CSV) files.
• Data export formats: CSV
• Data import formats:
  • CSV
  • Other
• Other data import formats: Agilyx can assist with with custom implementation and data imports

Data-in-transit protection

• Data protection between buyer and supplier networks: TLS (version 1.2 or above)
• Data protection within supplier network: TLS (version 1.2 or above)

Availability and resilience

• Guaranteed availability: Certinia offers a 98% SLA and associated credits which can be incorporated into a Call-Off Contract.
• Approach to resilience: Certinia applications are developed on the Salesforce platform. All networking components, SSL accelerators, load balancers, Web servers and application servers that are part of the Services are configured in a redundant configuration. All Customer Data is stored on a primary database server that is clustered with a backup database server for redundancy. All Customer Data is stored on carrier-class disk storage using RAID disks and multiple data paths. All Customer Data, up to the last committed transaction, is automatically backed up on a regular basis. Any backup tapes are verified for integrity stored in an offsite facility in a secure, fire-resistant, location
• Outage reporting: Scheduled maintenance and outages are reported on https://status.salesforce.com/status

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • Multi-Factor Authentication (MFA)
  • Identity federation with existing provider (for example Google Apps)
  • Dedicated link (for example VPN)
  • Username or password
  • Other
• Other user authentication: Access to Certinia applications requires authentication via one of the supported mechanisms as described in the Salesforce Security Implementation Guide including user ID/password, SAML based Federation, Oauth, Social Login, or Delegated Authentication as determined and controlled by the customer.
• Access restrictions in management interfaces and support channels: Customers can control administrative and support access to their environment.
• Access restriction testing frequency: At least once a year
• Management access authentication:
  • Multi-Factor Authentication (MFA)
  • Identity federation with existing provider (for example Google Apps)
  • Dedicated link (for example VPN)
  • Username or password
  • Other
• Description of management access authentication: The management access to the service is entirely governed by the clients salesforce administration team. This means that no one outside the client organisation including Certinia can get access without permission from the client.

Audit information for users

• Access to user activity audit information: Users have access to real-time audit information
• How long user audit data is stored for: User-defined
• Access to supplier activity audit information: Users have access to real-time audit information
• How long supplier audit data is stored for: User-defined
• How long system logs are stored for: User-defined

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards: Other
• Other security governance standards: SSAE16 SOC 1 and SOC 11. Salesforce (FinancialForce's hosting platform) is ISO 27001 certified
• Information security policies and processes: The Certinia Chief Information Security Officer is responsible for the enterprise Information Security Program. Certinia security policies are based on ISO 27001. The Security department coordinates security policy, program and verification efforts, to ensure that customer and company information assets are adequately protected. Various functions include identifying, evaluating and reporting on security risks, compliance with security and privacy regulations and commitments, threat and vulnerability management, security incident management and response. The Security department reports to the SVP, Chief Legal Officer.
• Software Security Code of Practice: Yes

Operational security

• Configuration and change management standard: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Configuration and change management approach: Certinia has defined software development and change management processes which are documented and audited in an annual SSAE16 SOC1 report. These can be provided upon request to prospects and customers under an NDA
• Vulnerability management type: Supplier-defined controls
• Vulnerability management approach: Certinia has a product security team that works closely with our platform provider Salesforce to identify and address security vulnerabilities in Certinia products. Certinia’s software development lifecycle incorporates a range of security measures, including:; - Code reviews designed to ensure adherence to Certinia development standards.; -Software security testing and code scanning to identify and address security vulnerabilities.; -Release reviews and approvals designed to ensure product releases comply with internal process requirements.; - Vulnerability testing and remediation for infrastructure and tools supporting our source code management platform.; - Development and changes to production application systems are authorised, tested, approved and documented.
• Protective monitoring type: Supplier-defined controls
• Protective monitoring approach: Certinia maintains security incident management policies and procedures and will promptly notify Customer in the event Certinia becomes aware of an actual or reasonably suspected unauthorized disclosure of Customer Data. Certinia has a defined Incident response plan that can be shared with prospects or customers under an NDA
• Incident management type: Supplier-defined controls
• Incident management approach: Certinia maintains security incident management policies and procedures and will promptly notify Customer in the event Certinia becomes aware of an actual or reasonably suspected unauthorized disclosure of Customer Data. Certinia has a defined Incident response plan that can be shared with prospects and customers under an NDA. The hosting provider, Salesforce also maintains a security incident response plan
• Post-quantum cryptography secure: Yes

Secure development

• Approach to secure software development best practice: Supplier-defined process

Public sector networks

• Connection to public sector networks: No

Pricing

• Discount for educational organisations: No
• Free trial available: No

Discount percentage by annual call-off contract value (excluding VAT)

• Less than £250,000: 0%
• Between £250,000 and £500,000: 0%
• Between £500,001 and £1,000,000: 0%
• Between £1,000,001 and £2,500,000: 0%
• Between £2,500,001 and £5,000,000: 0%
• Over £5,000,001: 0%

Non-mandatory Standards and certifications

• ISO/IEC 27001 certification: Yes
• Who accredited the ISO/IEC 27001: BSI
• ISO/IEC 27001 accreditation date: Wednesday 15 January 2025
• What the ISO/IEC 27001 doesn’t cover: The scope of this approval is applicable to: The design, development, provision and support of Unit4 software products and associated consultancy, technical and managed IT services. Statement of Applicability v2. The scope covers all UK activities, and also include Global activities, hosting, SaaS etc
• ISO 28000:2022 certification: No
• ISO 9001 certification: Yes
• Who accredited the ISO 9001 certification: QAS International
• ISO 9001 accreditation date: Monday 10 November 2025
• What the ISO 9001 doesn’t cover: We are exempt from M08 monitoring and Measuring equipment
• Quality management systems (QMS): Yes
• CSA STAR certification: No
• PCI certification: Yes
• Who accredited the PCI DSS certification: SyberNet Self Assessed Certification
• PCI DSS accreditation date: Saturday 14 January 2017
• What the PCI DSS doesn’t cover: The service is deployed as a hosted service, via our partner SyberNet, who are required to run and maintain it in a PCI compliant environment. Sybernet are currently a Level 2 service provider with less than 300,000 transactions annually and so they complete an SAQ, a Quarterly scan by an ASV (they use Qualys as their Approved Scanning Vendor) and provide an attestation of compliance (AOC).
• Cyber essentials: Yes
• Please provide your Cyber Essentials Certificate Number: 29a5e660-848c-4905-bd25-51c0df414642
• Cyber essentials plus: No
• Cyber Essentials Alternative: None of the criteria
• Other security certifications: Yes
• Any other security certifications:
  • ISO 270017
  • SOC 1 (type 1 and 2)
  • SOC 2

Social value

• Section B - Commitment for Future: Delivery:

  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 1: Fair work: That offers fair wages and good working conditions. Help people get a job, stay in work, and progress in their careers, with good employment opportunities across the country. Notes: Where there is a large proportion of labour costs in the contract, commercial teams should consider MAC in Outcome 1 as a priority

    • Providing opportunities for, and measuring and monitoring of, staff workforce conditions over time, including employee engagement, involvement in decision-making and satisfaction and adapting to any changes in the results, with clear processes for acting on issues identified
    • Plans to engage the contract workforce in deciding the most important workplace issues to address
    • Monitoring of employee engagement rates (by protected characteristic) and, where necessary, the development of actions to ensure all voices are heard across the diversity of the workforce
    • Employment contracts that reflect actual hours worked; steps taken to ensure employees understand their contracts and have the ability to review and adjust them if actual hours regularly exceed contracted hours
    • Activities that support an environment where staff are educated about, and feel empowered to, address their physical wellbeing
    • Activities that support an environment where staff are educated about and feel empowered to report and address bullying and harassment
    • Payment of more than the National Minimum Wage or National Living Wage (as appropriate) to the contract workforce
    • Entitlement to sick pay for the contract workforce, with provision in place for any staff who do not meet the earnings threshold for statutory sick pay, payment of sick pay from day one of absence and payment of staff on the contract workforce who are off sick a replacement income of 100% of their usual earnings for as long as possible
    • Measures to support in-work progression to help people in the contract workforce, to move into higher paid work by developing new skills relevant to the contract
    • Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications
    • Volunteering opportunities for staff

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at julie.taylor@agilyxgroup.com. Tell them what format you need. It will help if you say what assistive technology you use.