Certinia
Unifying sales, services, and finance on Salesforce for smarter business outcomes.
Executive Summary
Certinia (formerly FinancialForce) is a comprehensive ERP platform built natively on Salesforce, designed for professional services, subscription, and project-based businesses. It unifies financials, Professional Services Automation (PSA), revenue management, and billing to provide real-time visibility and enable smarter decision-making across the entire services lifecycle. Trusted by over 1,400 organizations, Certinia helps streamline operations, optimize resource allocation, and drive profitability by connecting front and back-office functions on a single platform.
Use Cases
- Streamlining project management from opportunity to delivery and financial close.
- Optimizing resource allocation and utilization for professional services organizations.
- Automating billing and revenue recognition for diverse contract types, including subscriptions and T&M.
- Gaining real-time financial visibility and accurate forecasting for improved profitability.
- Managing global business operations with multi-company, multi-currency, and multi-book accounting.
- Enhancing customer success management and retention through integrated post-sale engagement.
Features
Visibility
- Real-time Project & Financial Visibility: Provides instant, unified views of project progress, financial performance, and resource allocation across the entire business lifecycle.
- Advanced Analytics with Salesforce Einstein: Leverages AI-powered analytics for deep insights into operational and financial data, enabling data-driven decision-making.
- Unbilled Revenue Analytics: New dashboards provide visibility into earned but not yet invoiced revenue, helping finance and delivery teams align.
Intelligence
- AI-driven Staffing Agent: Analyzes open requests, resource profiles, and project timelines to recommend best-fit resources, reducing manual effort and improving utilization.
- Generative AI Project Summaries: Automatically summarizes project data, including progress, risks, and milestones, into concise executive-level insights.
- Predictive Forecasting: Utilizes historical data and AI to provide accurate forecasts for resource demand, project timelines, and financial outcomes, minimizing variances.
Support
- Certinia Academy: Offers flexible training solutions including virtual instructor-led training, on-demand courses, and a 'Getting Started' series for all users.
- Certification Program: Provides certifications for System Administration and Implementation Consultants, validating expertise in Certinia solutions.
- Customer and Partner Communities: Built-in communities facilitate collaboration and provide secure, centralized access to information, reports, and project plans.
Technical Specifications
- Architecture
- Salesforce-native, Multi-tenant cloud
- Deployment
- Cloud/SaaS
- Authentication
- SSO, SAML 2.0, MFA (via Salesforce)
- API Available
- Yes
- MCP Server
- No
Infrastructure
- AWS
- Salesforce Cloud
AI/ML Stack
- Machine Learning
- Generative AI
- LLM
Integrations
- Salesforce
- Salesforce CPQ
- DocuSign
- Avalara
Security & Compliance
Certifications: SOC 2 Type II, ISO 27001, GDPR, HIPAA
Encryption: AES-256 at rest, TLS 1.2+ in transit (inherited from Salesforce platform)
Pricing
- Model
- Per user/month, Tiered subscription, Custom enterprise
- Starting Price
- Starting at $175/user/month for PSA; Contact sales for full platform pricing.
- Target Customer
- Mid-market to Enterprise
- Contract Type
- Annual, Multi-year discounts
- Free Trial
- Yes, Custom demo (credit card required)
About Certinia
Certinia (formerly FinancialForce) is the world's leading provider of Professional Services Automation (PSA) software. It empowers technology and services organizations to deliver customer value with certainty, offering cloud PSA, financial management, and customer success solutions built on the Salesforce platform.