About Certinia
Certinia, formerly known as FinancialForce, is a commercial vendor of cloud applications for service-based businesses, built on the Salesforce platform. Its products combine professional services automation (PSA), financial management and customer success tools so project delivery, billing and revenue can be managed in one environment.
The offering is organized into a Professional Services Cloud for resource planning and project delivery, a Financial Management Cloud for financials, billing and revenue management, a Customer Success Cloud, and Veda AI features. Industry pages cover consulting and advisory, IT services, software, IT hardware, and tax and audit firms, each describing how delivery, staffing and financials sit on a Salesforce-native platform.
Certinia is proprietary software delivered as a cloud service and sold through direct sales and partners. It is categorized here under both ERP and finance and suits services firms and software companies with significant professional services revenue.
Key features
- Professional services automation on Salesforce
- Resource planning and project delivery
- Financial management and billing
- Revenue recognition
- Customer success tools
- AI features for services teams
Good fit for
- →Consulting firms managing projects and utilization
- →Software companies with services revenue
- →Tax and audit practices tracking engagements
- Tags
- psa
- erp
- salesforce
- professional-services
- financial-management
- billing
- project-management
Certinia: questions and answers
- What is Certinia used for?
- Certinia, formerly FinancialForce, offers professional services automation and financial management apps built natively on Salesforce. It is a good fit for consulting firms managing projects and utilization, software companies with services revenue, and tax and audit practices tracking engagements.
- How much does Certinia cost?
- Certinia doesn't publish fixed prices; pricing is quoted on request.
- Is Certinia open source?
- No. Certinia is proprietary (closed-source) software and can't be self-hosted. Open-source alternatives to Certinia include Ever Gauzy, ERPNext and Dolibarr.
- What are some alternatives to Certinia?
- Certinia competes with NetSuite, Deltek and Sage Intacct. For open-source options, see Enlisted's ranked list of open-source Certinia alternatives.
Open-source alternatives to Certinia
See all
Ever Gauzy
ERP
Ever® Gauzy™ - Open Business Management Platform (ERP/CRM/HRM/ATS/PM) - https://gauzy.co
AGPL-3.0vs NetSuite★ 8.2k
ERPNext
ERP
Free and Open Source Enterprise Resource Planning (ERP)
GPL-3.0vs NetSuite★ 40k
Dolibarr
ERP
Dolibarr ERP CRM is a modern software package to manage your company or foundation's activ
GPL-3.0vs NetSuite★ 7.7k
Odoo
ERP
Odoo. Open Source Apps To Grow Your Business.
OSSvs NetSuite★ 55k
Frappe
ERP
Docker environment for developing, deploying, and running Frappe applications (ERPNext and
MITvs NetSuite★ 2.6k
InvenTree
ERP
Open Source Inventory Management System
MITvs Sortly★ 7.7k
SaaS alternatives to Certinia
See all
NetSuite
ERP
Cloud ERP covering financials, inventory and commerce from Oracle
SaaS
Deltek
ERP
Project-based ERP for government contractors and professional services
SaaS
Sage Intacct
Finance & Accounting
Cloud financial management and accounting for mid-sized businesses
SaaS
Kantata
Project Management
Professional services automation covering projects, resourcing and billing
SaaS
Unit4
ERP
ERP for people-centric organizations such as services firms and public sector
SaaS
Workday Financial Management
ERP
Cloud finance and accounting application from Workday
SaaS

