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

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.

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.

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

Opportunity to Cash Automation on Salesforce

Automate your entire Opportunity to Cash process with payment collection automation on the Salesforce platform.

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)