Products & Services
Extend the value of your Certinia and Salesforce investment with Exceleris Apps
The Exceleris product suite helps you take Certinia and Salesforce further.
xlrs Payables Automation
xlrs: Exceleris Payables Automation
xlrs Payables to Certinia (formerly FinancialForce) Payables Invoice Integration.
- Streamline your Procure to Pay process.
- Payable invoice capture via OCR technology for quick and easy processing. Take the work out of transcribing paper invoices or receipts into a system and automate the next step.
- Purchase ordering capabilities
- Auto-coding via machine learning
- Natively built on the Salesforce platform
- Connectors to Certinia Accounting and Certinia OPI
- Can be used by organizations using any ERP on the Salesforce platform (Rootstock, Ascent, Accounting Seed…)
Bridging the gap between innovation and business know-how
xlrs Payables Automation
xlrs Expense Management
Manage your business expense and corporate card processes efficiently through a nimble application.
- Corporate Card reconciliations
- Receipt capture via OCR technology (uploads data from paper receipt to digital version for easy recognition)
- Auto-coding via machine learning
- Natively built on the Salesforce platform
- Can be used by any organization using the Salesforce platform
- Connectors to Certinia PSA and Certinia Accounting
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xlrs Banking Automation
Solve the problem of timing differences and reconciliation of your various payment methods — along with performing traditional bank reconciliation. Xlrs Banking Automation eliminates the need for building and maintaining complex spreadsheets. This improves the visibility of cash flow, reduces reconciliation efforts by up to 70% and seriously increases the quality and accuracy of your forecasts.
- Automates the bank reconciliation process
- Connects with your bank and imports statement data
- Automatically codes bank transactions
- Accounts for ad-hoc bank-generated entries (eg. Fees and charges)
- User-configurable dashboard
xlrs Capital
Management of non-current assets, loans, leases and financial instruments from an accounting perspective.
xlrs OPI Extensions
Enhance your Certinia OPI application to address industry-specific requirements.
- Stock count by location or other subject
- Stock count auto adjustments of variations
- Landed cost
xlrs Cash Automation
Manage cash flow forecasting and processing of direct debits and credits with your financial institution.
xlrs Cloud
xlrs Cloud facilitates the exchange of data between trading parties and is made up of three key parts.
xlrs HUB
Orchestrates the transfer of data between trading parties.
xlrs Integration
Makes XLRS Cloud accessible to customers from within their own software.
xlrs Integration FFA Connector
Provides integration between XLRS Integration and Certinia (formerly FinancialForce) Accounting.
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Procure to Pay Automation on Salesforce
Automate your Procure to Pay process all within Salesforce without the need to log into a banking portal.
- Management of Procurement process via Certinia, xlrs Payables Automation or other ERP on the Salesforce platform
- Auto capture of payable invoice via OCR technology via xlrs Payables Automation
- Auto creation of outbound payment via Asperato
- Auto reconciliation via xlrs Banking Automation
Utilities
- xlrs PDF Viewer on Salesforce detail page
- xlrs Mass Approval
- xlrs Planner
- xlrs PDF Document Merge
- xlrs Foundation
- xlrs Video playback
- xlrs Storage
- xlrs Grid Table
Opportunity to Cash Automation on Salesforce
Automate your entire Opportunity to Cash process with payment collection automation on the Salesforce platform.
- Auto creation of Sales Invoices via Salesforce, Certinia or other ERP on the Salesforce platform
- Auto reconciliation via xlrs Banking Automation
- Auto creation of payment collections via Asperato
xlrs Banking Automation
Integrate your banking with Certinia (formerly FinancialForce). Revolutionize and simplify your Banking and Payment Gateway Reconciliation process.
- Bank Feeds
- Payment Gateway feeds
- Auto-Coding and Auto-Creation of transactions
- Auto-Reconciliation
- Natively built on the Salesforce platform
- Connectors to Salesforce Non-Profit Success Pack (NPSP), Certinia Accounting and other on-platform ERPs
Purchasing
xlrs Procurement Module (Non-Inventory Purchases)