Certinia
The System of Action for services
By Certinia · HQ Austin, US · 4.5/5 Value-Position score (estimate)
Positioning guardrails
Best for
- Professional services, IT services and consulting firms that want scoping, resourcing and delivery on one platform
- Salesforce customers wanting native PSA, billing and revenue recognition instead of a separate stack
- PMO, delivery and finance leaders chasing margin, utilisation and faster month-end close
- Customer success teams that need account health, renewals and expansion tied to delivery data
Ideal size: 250–10,000+ employees people · Scale-up to enterprise services organisation with a Salesforce footprint and a delivery-operations owner
Not for
- Companies that are not on Salesforce and do not want to standardise on the Salesforce platform
- Very small teams with no dedicated PSA/ERP implementation owner
- Buyers who want transparent self-serve list pricing and same-day signup
- Product-only businesses with no billable services organisation
Value metrics scorecard
Time-to-Value
3–6 months
~90 days to first production value
Total Cost of Ownership
$120,000/yr
Starts at $15,000 · Subscription, quote-based; no public list pricing, priced through a demo/quote process
Implementation Friction
4/5
Engineering + admin effort required
Value-Position score
out of 5 · model estimate
Full cost breakdown
Mandatory implementation fee
None
Seat tiers
Not published; enterprise services deployments typically start at dozens of seats
Add-on costs
- None
Company & support
Who is behind Certinia, and how your team gets help once it is live.
Company
- Founded
- 2009 · 17 yrs in business
- Headquarters
- Austin, US
How you get support
- PhoneNot listed
- EmailNot listed
- Live chatNot listed
- Support portal / ticketsPlan not stated
- Community forumPlan not stated
- Help centre / docsPlan not stated
- Dedicated account managerNot listed
- In person / on-siteNot listed
- Hours
- 24/7
- Response time
- Not stated
Self-service documentation, knowledge articles and video tutorials are available 24/7. Premier and Elite plans receive continuous 24/7 critical support; other inquiries are handled in regional business hours. Cases are raised through the support portal.
“Not listed” means the vendor’s public pages don’t mention that channel, not that it is unavailable. Ask about it during evaluation.
Market position
Where Certinia sits against its closest alternatives. Pick any two of cost, speed, friction and buyer score, and up to 9 companies to compare.
Quadrant view
Typical annual cost × Time-to-value
The lines cross at the median of the solutions shown, so about half sit on each side of each line. A dashed ring marks an outlier pinned to the edge; hover for its value.
Companies on the chart 6 / 10
- Certinia
- Karbon
- Scoro
- Service Autopilot
- Workamajig
- NetDocuments
Add or change companies
Up to 10 companies including Certinia. Listed closest first.
Stack fit signal
Compatibility with standard B2B ecosystems.
No supported MCP path today, so it cannot be driven from an AI client.
AI & MCP readiness
What Certinia ships in AI, and what it asks of your ecosystem.
AI features shipped
Veda is Certinia's AI suite: specialist agents (estimation, resourcing, delivery, CS assistants), generative summaries of project and account health, and predictive guardrails that flag churn and margin risk. Certinia describes Veda as deterministic and rules-bound where precision matters and generative where speed helps.
Your data & models
- Trains on your data
- Not recorded — ask the vendor
- Runs on
- Not recorded
- AI pricing
- Not recorded
In your ecosystem
- AI connection
- Not supported
- Model key
- Not recorded
- AI usage audit
- Not recorded
Compliance attestations
* IAPP AIGP certifies individuals, not products. It means named staff hold the credential — not that the platform does.
Bottom line
Certinia (formerly FinancialForce) is a Salesforce-native PSA and ERP suite for professional services, customer success and financial management. It unifies project, resource, customer and revenue data on one record and layers on Veda, a suite of agents, intelligent actions and agentic workflows. Founded in 2009 and used by 1,400+ organisations, it targets services businesses that want margin, utilisation and month-end close on a single platform. Pricing is quote-based and not published.
Frequently asked questions
Does Certinia replace Salesforce or run on top of it?
It runs on top of it. Certinia states its solutions are built 100% natively on the Salesforce platform, so project, customer and financial data sits in the same Salesforce record set your CRM already uses. That is why Salesforce itself is a reference customer for PS Cloud.
Is Certinia pricing published anywhere?
No. The Certinia pricing page is a demo request flow rather than a price list, and there are no published seat tiers or list rates. Budget for a quote-based enterprise subscription plus a multi-month implementation.
What AI capabilities does Certinia actually ship today?
Veda, Certinia's AI suite, is described as agents, intelligent actions and agentic workflows across sell, plan, deliver, manage and expand. Named capabilities include estimation, resourcing and delivery agents, assistants, generative summaries of project and account health, and predictive guardrails that flag churn and margin risk.
How long does implementation take?
Certinia does not publish an implementation timeline. As a native Salesforce PSA/ERP deployment with data migration, process change and finance configuration, buyers should plan on roughly three to six months to first production value, depending on scope and Salesforce readiness.
Will Certinia satisfy our security and compliance review?
Certinia maintains a public trust page describing its information security programme, product security and security advisories, and says customers can access reports including SOC 3. Public pages do not claim SOC 2, ISO 27001, HIPAA or FedRAMP, so request the current reports and certifications directly during due diligence.