FinancialForce has introduced spring releases of its Professional Services Automation and Customer-Centric ERP products. Both applications feature a new user experience built via the Salesforce Lightning development framework and new financial analytics powered by Salesforce Einstein, which utilizes artificial intelligence.

The PSA Release has a new Forecasting Analytics Dashboard powered by Einstein and new Project Manager Workspace. There is also a PSA-to-Concur Connector, along with a new mobile expense application. An enhanced planner filter provides the ability to save multiple filters and apply new filter types. The CC ERP releases offers consolidated billing and collections automation, a mobile app for capturing receipts and expenses on the go, and role-based workspaces with embedded analytics. There is a consolidated billing engine for hybrid revenue streams and enhanced capabilities for representing a single invoice across opportunities, subscription and usage based billing contracts and an easier ability to consolidate billing documents. A role-based Collections Workface features embedded analytics and a new mobile expense applicatin. 

Last modified on Friday, 10 May 2019
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