Certinia Integration Services
Connect Certinia with the applications your business relies on
Your finance team may need information from payment providers, expense tools or an online store to reach Certinia without repeated manual entry.
Xenogenix helps you assess how those systems should work together, which information needs to move and how the results will be checked.
We review the available connection options against your existing setup, business requirements and ongoing maintenance needs.
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Stripe and payment processingReduce the work involved in matching payment activity with customer invoices. We help you define how payment references, amounts and statuses should be reflected in Certinia, including how your team will handle exceptions. The scope should account for fees, refunds, partial payments and reconciliation requirements, rather than treating every payment as a straightforward invoice update. |
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Expensify and employee expensesBring approved expense information into your finance process with less rekeying. We help establish how employees, expense categories, currencies and accounting details should be mapped, alongside the approvals and supporting information your finance team needs. Clear matching and exception rules help prevent rejected or duplicate submissions becoming another manual task. |
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Shopify and online ordersAgree how online sales should feed your finance processes. We review the order, customer, payment and refund information required in Certinia, including which system owns each record and when updates should take place. Where stock or fulfilment information is also involved, we assess the relevant applications and responsibilities as part of the scope. |
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Quaderno and tax-related informationWhere Quaderno is part of your invoicing or tax workflow, we help assess how its information should connect with Certinia. That includes agreeing which system creates the invoice, how tax amounts and currencies are represented, and how payments and adjustments are matched. Your finance or tax advisers confirm the accounting and tax requirements; the integration is designed and tested against those agreed rules |
Need to connect another application? Tell us which system you use, what information needs to move and where your team currently has to intervene. We’ll assess the available options and explain the proposed scope, implementation costs and any separate software or connector subscriptions before work begins.
*Pricing based on number of users, usage and complexity of integration
**May require an additional subscription with the app vendor
Explore finance on Salesforce
Our guide, 10 Reasons Finance Works Better on Salesforce, explores the potential benefits of bringing finance closer to your customer and operational information.
Download the guideDiscuss your Certinia integration
Planning a new connection or investigating problems with an existing one? Tell us which Certinia products and external applications you use, what needs to happen and where the current process falls short. Complete the form or call us on 08456 525 625.