Certinia

Certinia

Verified

Services-as-a-Business platform.

Certinia (formerly FinancialForce) provides ERP and professional services automation built on the Salesforce platform.

Accounting
750+ employees
San Francisco, California, USA
Founded 2009
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Product Overview

Certinia

Comprehensive cloud-based professional services automation (PSA) and financial management platform built natively on Salesforce, unifying project delivery, resource management, and financial operations.

Unique Value Proposition

The only Salesforce-native platform combining PSA, ERP, and customer success in one system, enabling services organizations to manage the complete customer lifecycle from opportunity to renewal with real-time visibility.

Categories

PSA
ERP
Financial Management
Project Management

Target Market

Industries

Professional Services
Consulting
Technology
Software
IT Services
Engineering

Company Size

200 - 10000 employees

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Pricing Information

Pricing Model

per_user

Price Range

$175 - $Custom/user/month

Free Trial Available

Typical Contract Length

12 months

Key Features

Project planning and management
Resource scheduling and management
Time and expense tracking
Project accounting
Revenue recognition
Billing and invoicing
Financial reporting
Resource forecasting
Skills management
Project templates
Budget tracking
Profitability analysis
Multi-currency support
Inter-company accounting
Fixed asset management

Integrations

Salesforce Sales Cloud
Salesforce Service Cloud
Slack
Microsoft Teams
Workday
ADP
Concur
Expensify
Avalara
Vertex
Coupa
Box
DocuSign
Tableau
Power BI
API Available
View Docs

Security Features

Salesforce platform security
SOC 1 and SOC 2 compliance
ISO 27001
Role-based access control
Field-level security
Two-factor authentication
Single Sign-On (SSO)
Audit trails
Data encryption
IP restrictions

Security & Compliance

SOC 1
SOC 2
ISO 27001
ISO 27017
ISO 27018
GDPR

Implementation & Support

Implementation Time

13 weeks (90 days)

Deployment Options

Cloud

Support Hours

24/7

Implementation Support Included
Training Resources Available