Accelerators
Financial Summary and Sponsor Reporting
Project finance teams spend hours manually assembling sponsor reports from spreadsheets across billing, units, pass-throughs, and grants. With our Sponsor Reporting, a single click generates a professional, sponsor-ready financial summary directly from live Certinia data — services, PTCs, grants, and invoicing history all included. Run it on demand or schedule it to deliver automatically.
Financial Summary and Sponsor Reporting at a glance
Features
- Click-to-generate reporting — launch a professional financial summary directly from the project record in Certinia. No spreadsheet assembly, no data exports.
- Live data, always current. The report pulls directly from billing events, unit actuals, pass-throughs, and grants in real time. What you see is what’s in the system.
- Multi-tab output. A structured Excel report covering invoicing summary with aging, services breakdown, pass-through detail (including unbilled), grant budget vs. actuals, and full unit-level forecast vs. budget.
- Flexible delivery. Run on demand or configure Conga to trigger automatically on a schedule or after a project event, with the report saved directly to the project record.
- Customizable template. The standard template is a proven starting point, tailored to fit your organization’s reporting format and sponsor requirements.
- Global and regional views. Report at the portfolio, project, region, or unit level depending on what your sponsor needs.
The Problem it Solves
Project finance teams at CROs spend significant time each month pulling data from multiple sources, reconciling spreadsheets, and manually formatting reports for sponsors. It’s overhead that scales badly — the more projects you manage, the more hours disappear into reporting instead of analysis.
When your project data already lives in Certinia, there’s no reason that report should require manual effort. The Sponsor Reporting accelerator closes that gap: the financial summary your sponsor expects is generated directly from the same system your team uses to track units, billing events, and costs — no translation, no reconciliation, no separate BI tool required.
