Customers Leverage FinancialForce to Run Connected Services Businesses

San Francisco, CA – October 25, 2022 – Certinia, the leading provider of customer-centric business applications across finance, services, and customer success teams, today announced that several customers are using its Services-as-a-Business platform to help power all aspects of their service delivery. The customers include global technology leader Thales Group, tax and compliance software provider Avalara, and design, engineering, and development company Kinetic Vision.

More accurate data

Thales Cloud Protection and Licensing (CPL)—part of the Thales Group—has standardized on Certinia Professional Services Automation (PSA) worldwide and engaged professional services from Certinia to assist with configurations. With all project data managed in Certinia PSA, the company can rely on the accuracy of project data and reports, and confidently identify anomalies and opportunities for improvement.  

“Certinia PSA drives the highest levels of data quality across our professional services and higher levels of performance from our resources,” said David Laffineuse, Worldwide Manager Process, Tools and Integration, Thales CPL.

Salesforce Native

To support its continued growth, Avalara knew it needed to standardize on a system that operates natively on the Salesforce environment, where all orders originate and all projects must ultimately be captured. By implementing Certinia Professional Services Cloud and leveraging both Certinia PSA and Revenue Management, Avalara gained the tools it needed to manage its complex professional services business.

“Simple tools cannot solve complex problems. The sophistication of Certinia allows for solving complex problems,” said Tyler Flora, Senior Director, Professional Services, Avalara. “The reward at the end of that can be very powerful.”

Connected and flexible

As a fast-growing company, Kinetic Vision experienced the pain of manual processes and homegrown systems once it tripled in size. Every department struggled to efficiently handle basic tasks like project management, invoicing, and data management, needing to call upon multiple apps and colleagues to get work done. By implementing Certinia Financial Management and Certinia PSA, Kinetic Vision gained the visibility, flexibility and certainty needed to manage its growth path unimpeded.

“I love how customizable this platform is for our organization,” said Jim Topich, Senior Vice President, Kinetic Vision. “Everyone from sales, human resources and our project managers to accounting and our executive team are benefiting from our real-time data. As a result, we are on track for continuing our double-digit growth.

A powerful platform

Certinia’s Services-as-a-Business platform provides a 360-degree view of every customer while powering all aspects of services operations —from sales, to delivery, to customer success management, to financial management and planning—all built on With Certinia, services businesses can achieve accelerated growth, improved profitability, market-leading customer satisfaction, and consistent renewals.

“Thales, Avalara and Kinetic Vision are all great examples of companies who are growing their business and deepening their value to customers through a Services-as-a-Business platform that delivers next-level automation, intelligence and innovation,” said Scott Brown, President and CEO at Certinia. “We are thrilled to provide these organizations with the tools they need to elevate the customer experience and expertly seize on new market opportunities.”

About Certinia

Certinia elevates business growth through a complete Services-as-a-Business (SaaB) solution that spans service delivery, finance, and customer success. Run on the leading cloud platform, Salesforce, Certinia enables organizations to run a connected business, deliver with intelligence, and achieve agility at scale. Founded in 2009 and headquartered in San Francisco, Certinia is backed by Advent International, Salesforce Ventures, and Technology Crossover Ventures. For more information, visit

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Kirtee Mehta
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Dean Fisk
Finn Partners
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