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WEBINAR

The CFO's #1 Ask: Connecting Certinia, Salesforce & NetSuite for Quote-to-Cash Automation

Build financial confidence across your core tech stack 

Finance leaders face growing pressure to deliver faster monthly closes, trustworthy forecasts, and clean reporting. But when your revenue engine spans Salesforce, Certinia, and NetSuite, critical data ends up trapped in system silos. Join Celigo and OpMentors to see how finance teams are eliminating manual CSV exports and month-end scrambles by building a single, automated flow of data across CRM, PSA, and ERP. 

September 3, 2026 | 10am PT | 1pm ET

What you'll learn:

 
End-to-end Quote-to-Cash blueprints - how to design a seamless, hands-off data pipeline from Salesforce opportunities to Certinia milestones and NetSuite invoices 
 
Month-end stress reduction - proven methods to eliminate manual CSV re-keying, speed up reconciliation, and shorten your financial close cycle 
 
Live demo - watch a Certinia billing milestone flow automatically into an active, ready-to-send NetSuite invoice in real time 
 SPACE IS LIMITED

Reserve your spot

 Can't make the live session? Register anyway and we'll send you the recording. 

Featured speakers

 

Rico Andrade

General Manager, Commercial
Celigo

 

Kyle Enke

Principal Consultant & Managing Partner 
OpMentors

 

Kelly Izer

Senior Solutions Consultant
Celigo

Who should attend

Finance and accounting

 

CFOs, VPs of finance, and controllers looking to shorten month-end closes and eliminate manual spreadsheet errors.

Operations and RevOps

 

Directors and leaders responsible for aligning sales, delivery, and billing workflows across systems.

IT and architecture

 

Enterprise architects seeking prebuilt, scalable quote-to-cash integrations between Salesforce, Certinia, and NetSuite without custom code maintenance.

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Brought to you by

Celigo + OpMentors

Celigo

The integration platform behind scalable AI at thousands of enterprises, connecting every system, automating every workflow, and giving AI the data foundation it needs to run.

OpMentors 

Brings this to life for professional services teams every day, combining Certinia and Salesforce expertise with hands-on implementation to turn disconnected systems into automated Quote-to-Cash operations.