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Certinia

SaaS

Certinia, formerly FinancialForce, offers professional services automation and financial management apps built natively on Salesforce.

certinia.com
Certinia homepage screenshot

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

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SaaS alternatives to Certinia

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