Certinia Unveils the System of Action for Services, and the Largest Expansion of Veda AI to Date
The System of Action for Services
Power your teams with a unified source of truth for your business, services expertise and reasoning that’s sharpened with every decision, and native agentic action wherever work gets done.
Trusted by over 1,400 of the world's leading services and technology organizations
Win the highest-revenue, highest-margin projects faster, with confidence in your capacity to deliver.
Optimize time-to-outcome with autonomous orchestration, daily compounding intelligence, industry-proven best practices, and the right blend of human and AI expertise.
Maximize customer value by uniting your business around a continuous customer journey, protecting account health and driving profitable expansion.
Purpose-built for professional services, customer success, and financial management to autonomously perform administrative tasks, increase capacity, and accelerate delivery.
Deliver on customer outcomes, spot churn risks, and act on expansion and renewal opportunities at the right moment
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Unify billing, revenue recognition, and accounting on a single, continuous general ledger
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Native to the Salesforce platform, the data from every project, every customer, and every dollar is combined with the unstructured meetings, conversations and chats from daily work into governed foundational context that your entire organization—and your AI—can rely on.
Learn about the System of Action
Customer data
Support data
Financial data
Services data
Only Certinia combines your data with 17+ years of services expertise, industry-proven best practices, and deep business reasoning that makes AI’s output reliable enough for the accuracy standards your business requires — putting trusted, situational knowledge and judgment right at the point of decision.
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Certinia is the only solution purpose built to apply the right knowledge and judgement and take action across the entire services lifecycle.
Meet the Veda AI teamVeda includes agents, intelligent actions and agentic workflows to operate your services business and accelerate sales and delivery across the lifecycle.
Qualify deals, build proposals & SOWs, and model resource capacity.
Agentic team members
Estimation Agent
Estimate Creation Agent
Call Coach Agent
Call Summary Agent
Deal Coach Agent
RFP Responder Agent
Initiate projects, build governance, and assign a mix of human & AI talent.
Agentic team members
Resourcing Agent
Work Reallocation Agent
Shortlisting Agent
PMO Quality Agent
SOW Drafter Agent
Execute projects with real-time visibility across your hybrid workforce.
Agentic team members
Service Delivery Agent
Project Manager Agent
Sales-to-Delivery Handoff Agent
Solution Architect Agent
Implementation Plan Agent
Monitor utilization, budget variances, and portfolio health.
Agentic team members
Project Assistant
Meeting Assistant
Business Analyst Agent
Knowledge Base Agent
Hubbl Scan Agent
PMO Leadership Agent
Retrospective Drafter Agent
Capture revenue, track renewals and measure profitability.
Agentic team members
CS Agent
CS Assistant
Customer Story Agent
A unified source of truth, built for scale on the Salesforce platform
17+ years of services expertise, sharpened by real-time signals across every system you use
A clear path to 10X improvement in margin, capacity, and velocity
The right balance of AI and human intelligence, deployed wherever your work lives.
Faster implementation, faster adoption, faster results.
projects managed
services estimates
operations per month
All of this comes on the heels of Certinia's leadership positions in two IDC MarketScape Assessments for AI-Enabled PSA and AI-Enabled PSA ERP Applications.
Read the IDC excerpt
Innovation, continuity, and the next chapter for your business
Unleashing AI potential with Veda
2026 Global Service Dynamics Report: AI success three times more likely at fully integrated organizations
Certinia acquires Moonnox to power AI-native services delivery
Tomorrow's services leaders won't wonder if they can deliver, where their margin stands, or if they can trust the AI running in the background.
They’ll…
Be certain.
