Industry
Accounting & Finance
Finance teams need numbers they can trust, and that depends on clean data flowing between Salesforce and the ERP. I build the integrations and automations that make that happen, including on Certinia.
Typical work
- ERP integration with Salesforce
- Automated invoicing on Certinia
- Financial reporting built on reliable source data
- Approval and reconciliation workflows
- Month-end tasks that can be automated safely
Problems I'm usually brought in for
- Sales and finance disagree about the numbers
- Invoices are produced by hand from CRM data
- Month-end relies on exporting and merging spreadsheets
FAQ
Common questions.
Do you have experience with Certinia?
Yes. Certinia is one of the ERP platforms I have worked with, including automated invoicing.
Can reporting be automated?
Often yes. The key step is making sure the underlying data is consistent between systems; reports and scheduled outputs follow from that.
Let's talk about your project.
Tell me what you are trying to fix or build. I respond within one business day.