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Ramp + Certinia, built for finance teams on Salesforce

A custom integration between Ramp spend management and Certinia financials, hosted and supported by PARA.

Overview

Ramp is a spend management platform. Certinia, formerly FinancialForce, provides ERP and professional services automation built on the Salesforce platform.

PARA designs and builds custom integrations between Ramp and Certinia so spend managed in Ramp is reflected in Certinia without manual entry. Past work includes extending the integration to cover transfers and cashback.

What syncs

  • Ramp spend activity into Certinia (core flows scoped per project)
  • Transfers: Ramp to Certinia
  • Cashback: Ramp to Certinia

Common use cases

  • Replace manual entry of Ramp activity in Certinia
  • Keep Salesforce-based financials current with card and AP spend
  • Extend coverage to transfers and cashback

How PARA delivers

  • Custom integration development
  • Project management
  • Change requests for new transaction types
  • Hosting and post-implementation support

Industries served

Professional services, healthcare services

Frequently asked questions

Questions about integrations?

How does a project start?

With discovery. PARA reviews how your team uses Ramp and Certinia, maps the records and fields that need to move, and agrees the flows with you before any build begins.

Is Certinia the same as FinancialForce?

Yes. FinancialForce rebranded as Certinia. It runs on the Salesforce platform.

What happens after go-live?

PARA offers hosting and post-go-live support for the integrations it builds, and scopes change requests as your process evolves.

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