


Certinia to Power BI
Automate your Certinia reporting workflows with Australia’s leading Power BI Agency.
Can Also be connected to

Tableau

Data Studio
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Excel

Fabric

Azure

Snowflake

BigQuery

LIVE DASHBOARD
Explore It Yourself
Hover, click, and interact to discover the full potential of the dashboard
Power BI elevates Certinia (formerly FinancialForce) data by transforming finance, project, and resource management metrics into rich, interactive dashboards. Organisations gain real-time visibility into revenue, forecasting, utilisation, and performance—empowering smarter decisions across teams. With automated reporting and seamless integrations, Power BI turns Certinia data into a strategic asset.
KEY FEATURES
Financial & Operational Performance Tracking – Monitor revenue, expenses, billing, and project margins to support financial health and growth
Resource & Project Insights – Analyse utilisation, capacity, and project timelines to optimise resource planning and delivery
Connected Business Intelligence – Integrate Certinia data with Salesforce, ERP, or marketing platforms for a unified, cross-functional view
Automated Reports & KPI Alerts – Schedule recurring financial and project reports with real-time alerts for budget variances or missed milestones

78% of new clients engage us for a second project within a year.
Let’s start with your first. Fill out the form, and our team will get back to you promptly to discuss how we can help.
U11002/1328 Gold Coast Highway,
Palm Beach, QLD, 4221, Australia












