Certinia
Fresh74% completeCertinia is a Salesforce-native ERP and professional services automation platform that runs project management, resource planning, billing, revenue recognition, and customer success inside a single Salesforce org — no integration layer between CRM and back-office. It targets services businesses (consulting, IT services, software) where projects are the revenue unit and billable resource utilization drives profitability. Formerly FinancialForce, rebranded in 2023.
Products
- Professional Services CloudactiveProject lifecycle management with resource scheduling, time tracking, milestone billing, and services CPQ on the Salesforce platform
Salesforce-native PSA covering project creation, resource scheduling, time and expense capture, milestone billing, and services estimating (CPQ) in a single data model.
- Financial Management CloudactiveCore accounting (GL, AR/AP, multi-currency) plus ASC 606/IFRS 15 revenue recognition, FP&A budgeting, and automated tax calculation
Multi-entity, multi-currency accounting and revenue management built on Salesforce, covering AR/AP, GL, revenue recognition, FP&A, and tax reporting.
- Customer Success CloudactiveAccount health scoring, objective/KPI tracking, value realization dashboards, and automated CSM allocation within Salesforce
CS team workspace inside Salesforce for tracking account health scores, objectives, KPIs, value realization, and coordinating pooled CSM assignment.
- Veda AIactiveAgentic AI layer with LLM-generated document drafting, automated resource matching, and real-time staffing decision automation
AI operations engine providing specialist agents (Staffing Agent, Customer Success Agent) and generative AI features including auto-generated project summaries, success plans, and RAID log summaries.
Features
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