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   * Services
     * FinancialForce Salesforce
     * Health Check – Business Focused
     * Planning Budgeting & Forecasting
   * Industries
     * Clinical Research Management
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   * Avance Clinical
   * George Clinical
   * Living Edge
   * MetalPrint
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   * Original BTC
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   * Jedox
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Menu
 * Home
 * Products & Services
   * XLRS Cloud
   * Better Stocktakes Quicker
   * Purchase Orders on Salesforce
   * Payables Automation on Salesforce
   * Bank Rec Automation for Certinia | FinancialForce | Salesforce
   * Services
     * FinancialForce Salesforce
     * Health Check – Business Focused
     * Planning Budgeting & Forecasting
   * Industries
     * Clinical Research Management
 * Customers
   * Avance Clinical
   * George Clinical
   * Living Edge
   * MetalPrint
   * NTRO
   * Original BTC
   * ThinkTank
 * Partners
   * Certinia
   * Rootstock
   * Jedox
 * Events
   * World Tour London 2024
 * Contact

 * Home
 * Products & Services
   * XLRS Cloud
   * Better Stocktakes Quicker
   * Purchase Orders on Salesforce
   * Payables Automation on Salesforce
   * Bank Rec Automation for Certinia | FinancialForce | Salesforce
   * Services
     * FinancialForce Salesforce
     * Health Check – Business Focused
     * Planning Budgeting & Forecasting
   * Industries
     * Clinical Research Management
 * Customers
   * Avance Clinical
   * George Clinical
   * Living Edge
   * MetalPrint
   * NTRO
   * Original BTC
   * ThinkTank
 * Partners
   * Certinia
   * Rootstock
   * Jedox
 * Events
   * World Tour London 2024
 * Contact

Menu
 * Home
 * Products & Services
   * XLRS Cloud
   * Better Stocktakes Quicker
   * Purchase Orders on Salesforce
   * Payables Automation on Salesforce
   * Bank Rec Automation for Certinia | FinancialForce | Salesforce
   * Services
     * FinancialForce Salesforce
     * Health Check – Business Focused
     * Planning Budgeting & Forecasting
   * Industries
     * Clinical Research Management
 * Customers
   * Avance Clinical
   * George Clinical
   * Living Edge
   * MetalPrint
   * NTRO
   * Original BTC
   * ThinkTank
 * Partners
   * Certinia
   * Rootstock
   * Jedox
 * Events
   * World Tour London 2024
 * Contact

 * +61 451 482 322

Book your Free Consultation
 * +61 0451 482 322

Book your Free Consultation
 * Home
 * Products & Services
   * XLRS Cloud
   * Better Stocktakes Quicker
   * Purchase Orders on Salesforce
   * Payables Automation on Salesforce
   * Bank Rec Automation for Certinia | FinancialForce | Salesforce
   * Services
     * FinancialForce Salesforce
     * Health Check – Business Focused
     * Planning Budgeting & Forecasting
   * Industries
     * Clinical Research Management
 * Customers
   * Avance Clinical
   * George Clinical
   * Living Edge
   * MetalPrint
   * NTRO
   * Original BTC
   * ThinkTank
 * Partners
   * Certinia
   * Rootstock
   * Jedox
 * Events
   * World Tour London 2024
 * Contact

Menu
 * Home
 * Products & Services
   * XLRS Cloud
   * Better Stocktakes Quicker
   * Purchase Orders on Salesforce
   * Payables Automation on Salesforce
   * Bank Rec Automation for Certinia | FinancialForce | Salesforce
   * Services
     * FinancialForce Salesforce
     * Health Check – Business Focused
     * Planning Budgeting & Forecasting
   * Industries
     * Clinical Research Management
 * Customers
   * Avance Clinical
   * George Clinical
   * Living Edge
   * MetalPrint
   * NTRO
   * Original BTC
   * ThinkTank
 * Partners
   * Certinia
   * Rootstock
   * Jedox
 * Events
   * World Tour London 2024
 * Contact

 * Home
 * Products & Services
   * XLRS Cloud
   * Better Stocktakes Quicker
   * Purchase Orders on Salesforce
   * Payables Automation on Salesforce
   * Bank Rec Automation for Certinia | FinancialForce | Salesforce
   * Services
     * FinancialForce Salesforce
     * Health Check – Business Focused
     * Planning Budgeting & Forecasting
   * Industries
     * Clinical Research Management
 * Customers
   * Avance Clinical
   * George Clinical
   * Living Edge
   * MetalPrint
   * NTRO
   * Original BTC
   * ThinkTank
 * Partners
   * Certinia
   * Rootstock
   * Jedox
 * Events
   * World Tour London 2024
 * Contact

Menu
 * Home
 * Products & Services
   * XLRS Cloud
   * Better Stocktakes Quicker
   * Purchase Orders on Salesforce
   * Payables Automation on Salesforce
   * Bank Rec Automation for Certinia | FinancialForce | Salesforce
   * Services
     * FinancialForce Salesforce
     * Health Check – Business Focused
     * Planning Budgeting & Forecasting
   * Industries
     * Clinical Research Management
 * Customers
   * Avance Clinical
   * George Clinical
   * Living Edge
   * MetalPrint
   * NTRO
   * Original BTC
   * ThinkTank
 * Partners
   * Certinia
   * Rootstock
   * Jedox
 * Events
   * World Tour London 2024
 * Contact

 * Home
 * Products & Services
   * XLRS Cloud
   * Better Stocktakes Quicker
   * Purchase Orders on Salesforce
   * Payables Automation on Salesforce
   * Bank Rec Automation for Certinia | FinancialForce | Salesforce
   * Services
     * FinancialForce Salesforce
     * Health Check – Business Focused
     * Planning Budgeting & Forecasting
   * Industries
     * Clinical Research Management
 * Customers
   * Avance Clinical
   * George Clinical
   * Living Edge
   * MetalPrint
   * NTRO
   * Original BTC
   * ThinkTank
 * Partners
   * Certinia
   * Rootstock
   * Jedox
 * Events
   * World Tour London 2024
 * Contact

Menu
 * Home
 * Products & Services
   * XLRS Cloud
   * Better Stocktakes Quicker
   * Purchase Orders on Salesforce
   * Payables Automation on Salesforce
   * Bank Rec Automation for Certinia | FinancialForce | Salesforce
   * Services
     * FinancialForce Salesforce
     * Health Check – Business Focused
     * Planning Budgeting & Forecasting
   * Industries
     * Clinical Research Management
 * Customers
   * Avance Clinical
   * George Clinical
   * Living Edge
   * MetalPrint
   * NTRO
   * Original BTC
   * ThinkTank
 * Partners
   * Certinia
   * Rootstock
   * Jedox
 * Events
   * World Tour London 2024
 * Contact

 * +61 451 482 322

Book your Free Consultation

SALESFORCE & Certinia SPECIALISTS



CHANGE HOW YOU DO BUSINESS, FOREVER.

Exceleris is the team with the technical expertize and business acumen to
disrupt your company, in the most positive way yet. Our boutique consulting firm
specializes in CRM, PSA, ERP and EPM transformations.

Book your Free Consultation

       We’ll get back to you in one business day.




WE'VE WORKED WITH THESE AMAZING COMPANIES




EMPOWERING YOUR ORGANIZATION THROUGH DIGITAL TRANSFORMATION.

STREAMLINE YOUR ENTIRE BUSINESS


CRM / PSA / ERP

Manage Sales, Project
Management, Delivery, Supply Chain, Billing, Accounting and Reporting – all on a
single platform.

Book consultation

BUDGET, PLAN AND VISUALIzE YOUR WHOLE ORGANIzATION


EPM / FP&A

Leverage leading technology to manage the Budgeting and Planning process.

Book consultation

AUTOMATE MANUAL PROCESSES


PRODUCT INNOVATION

Apps ranging from Invoice capture via OCR, Auto-Banking / Reconciliation, Job
Management and more.

Learn more

Leave it with us


MANAGED SERVICES

Enhance your systems to support your business as it grows and scales to remain
competitive.

Book consultation


EXCELERIS SPECIALIZES IN ERP, CRM AND EPM DIGITAL TRANSFORMATIONS ON THE
SALESFORCE PLATFORM

For our PSA and ERP offerings we have specialized on the #1 customer centric
platform, Salesforce. We don’t believe in any singular application above the
rest. It’s important that we remain system agnostic, as this is how we ensure
we’re delivering the best to you, our customers. Our team will always look at
your business requirements and goals before we make a recommendation.

For our EPM and FP&A offerings we have a wide array of applications to suit your
businesses needs. Some work extremely well with Salesforce (with embedded
interfaces) and some others are lower tiered standalone products.


HOW WE HELP

The Exceleris team supports clients across many solutions including CRM, PSA,
ERP and FP&A.

What differentiates us is our combined skillset offering a blend of strong
technical and business/accounting knowledge.


INDUSTRIES WE SUPPORT

We have worked across a wide variety of industries. Here are some of our natural
specializations:

 * Professional Services
 * Health and Life Sciences
 * Media & Advertising
 * Education
 * Engineering Services
 * High-Tech and SaaS
 * Non-Profit

Book your Free Consultation


IT'S OUR PEOPLE THAT MAKE EXCELERIS CONSULTING

It’s not just the platforms we work with and the tools we use and provide you
with that drive efficiency in your organization. It’s the expertize, innovation,
and continuous drive of our team. Our people make Exceleris Consulting what it
is – from the efficiencies we create in your organization to the service and
support you receive throughout the process.

> We think you'll appreciate our people just as much as we do.




HOW TO GET STARTED WITH US

Step 1

GET IN CONTACT

Contact our team by filling in the form with as much detail as you can – this
could simply be your goal for the project.

Step 2

CALLBACK

Once we receive your enquiry, we’ll call you back within one business day to
find a suitable time for a consultation.

Step 3

CONSULTATION

At your initial consultation, we’ll discuss your ideas and goals and provide our
custom recommendations.

Step 4

GO TIME

We’ll put a full plan in place and begin designing and implementing your new
custom system or solution.

Book your Free Consultation


CUSTOMER TESTIMONIALS RECEIVED FROM SOME OF OUR VALUED CLIENTS

“The Exceleris team go above expectations to understand business requirements
and check understanding. The team are very customer focused, responsive and easy
to work with. They forecast and plan realistic goals and timelines and this sets
them apart from the ‘over promise and under deliver’ experience with other
service providers.”
Amanda Kelly Gill Regional Head, Project Operations, APAC and Global Head of
Project Support George Clinical
“Exceleris has deep technical expertise (software, accounting, and financial
services) which they were able to bring to our implementation of FinancialForce
to ensure that it was a success and that we were able to achieve our goals and
objectives. Exceleris will be a trusted partner for many years to come.
Throughout the engagement, Exceleris was always very responsive to our needs and
their support has been first class.”
James Henshaw CIOThink Tank
“We have had an extremely positive experience with Exceleris and would highly
recommend their services. They brought innovative ideas to the table to ensure
we used the solution to get the most value out of it. Timelines were clearly
outlined and these were always met. I understood what was happening at every
stage of the engagement.”
Louise WatersonSenior Management Metalprint
“…I wasn’t trying to explain our business processes to someone who works in IT
with limited business or accounting knowledge. I was explaining it to
consultants with huge amounts of experience and understanding of exactly what
needs to happen and the why. They understand the bigger picture and have the
technical expertise to tweak all the little things along the way to get there.”
Louise WatersonSenior Management Metalprint
In our engagement with Exceleris, the team quickly understood the requirements
of the project and provided a clear vision of the proposed solution,
incorporating some new capabilities that were adapted to Living Edge's unique
operating model. The Exceleris team provided a professional and no-nonsense
approach, while also connecting well with the project team throughout the
engagement.
James Morton | CFO/COOLiving Edge
Exceleris have completely transformed the way in which we deal with our accounts
payable invoices. With their help we have managed to automate the data entry of
our payable invoices saving huge amounts of time allowing the team to focus on
higher value tasks. They are very knowledgeable and understood our requirements
straight away. A pleasure to work with 10/10.'
Hettie BowlesOperations and Logistics Director Original BTC
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FORWARD THINKERS DRIVING EFFICIENCY THROUGH TECHNOLOGY





HERE'S WHY COMPANIES CHOOSE US

Exceleris is the team going above and beyond implementation. It’s a full-scale
strategy that empowers you and the teams within your organization.


COMPANY-WIDE ADVANCEMENTS

Exceleris looks at the entirety of your organization and uses strategic
technology implementation to advance it. By optimising and enhancing your
existing systems, we make them work together and transform how you work.


LARGE SYSTEM PORTFOLIO

We have partnerships with some of the leading providers in the CRM, PSA, ERP and
FP&A. However, all businesses have different needs and we bring the right
technology to align with you key desired business outcomes.


OUTCOME-FOCUSED TEAM

The work we complete for you means nothing if the outcome isn't there. The
Exceleris team is focused on producing positive and organization-transforming
outcomes.


COHESIVE APPROACH TO YOUR BUSINESS

Our team will never look at just one portion of your business and throw the rest
out of balance. We understand your business is interconnected, we'll take a
cohesive approach.

Book free consultation


LATEST NEWS & ARTICLES




SLEEK EFFICIENCIES & IMPLEMENTATION ALL ACROSS THE GLOBE

Headquartered in Sydney, Australia, with offices in London, UK and New York,
USA. Servicing clients across the world.

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Years in business
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Have a question?


FREQUENTLY ASKED QUESTIONS

I'm not sure exactly what my business needs, can you help?

Yes, absolutely. Our initial consultation is all about working out your
requirements, and how we can meet them. Our team will provide you with our
recommendations, running you through exactly what they mean and how they work.

Do we need Salesforce to use Certinia?

Yes, you do. Certinia works within the Salesforce platform and extends its
capabilities. The Exceleris team can support you to get setup on the Salesforce
platform, or we can recommend an alternative to work with your existing CRM.

I have a small business, is an ERP solution for me?

Yes. ERP solutions are highly customisable and scalable, meaning they can be
created to support small businesses and can scale as your team and requirements
do. 

Have another question? Check out our FAQs page for more.

Browse all FAQs


BOOK YOUR FREE CONSULTATION WITH A SPECIALIST

The process will begin with an initial consultation. This allows us to get to
know your business and provide you with our custom recommendations.

Book your Free Consultation
View our case studies


SERVICES

 * Customer Relationship Management (CRM)
 * Sales and Opportunity Management
 * Professional Services Automation (PSA)
 * Project Management
 * ERP, Subscription Billing, Procurement, Inventory
 * Banking, Expense Management
 * Industry & Product Innovation Lab
 * Managed services


CONTACT

 * North America - Exceleris Inc, 8 The Green, Dover, DE, 19901, Phone: +1 302
   267 4704
 * EMEA - Exceleris Ltd, 20 Wenlock Road, London, N1 7GU, Phone: +44 20 8135
   6080
 * APAC - Exceleris Consulting Pty Ltd, 903/50 Clarence St, Sydney, Phone: +61 2
   7255 8151
 * enquiries@excelerisconsulting.com
 * Follow us on LinkedIn

© 2024 Exceleris Consulting

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