FinancialForce
103 Case Studies
A FinancialForce Case Study
CloudSense Ltd, a fast‑growing cloud integration provider, wanted to run its entire business on Salesforce but faced finance operating independently, manual time and resource tracking in spreadsheets, uncontrolled consulting time, missing KPIs, and systems that didn’t integrate with Salesforce CRM. To solve this, CloudSense partnered with FinancialForce and deployed FinancialForce Accounting (along with FinancialForce Billing and PSA) to bring customers, projects and financials onto a single Salesforce platform.
FinancialForce implemented accounting, billing and PSA functionality inside Salesforce, delivering real‑time ledgers, billing and cash‑flow visibility, dashboards and mobile access. As a result, CloudSense now runs all parts of the business through Salesforce, closely monitors utilization and project time, has minimized lost revenue from unbilled time, embedded finance into operations, improved collections and customer billing clarity — giving teams the real‑time data they need to make better decisions.
David Fordham
Operations Director