Certinia Unveils the System of Action for Services, and the Largest Expansion of Veda AI to Date

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Industries

Consulting & Advisory

IT Services

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IT Hardware

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Consulting & Advisory

Gain complete visibility and control over your entire consulting business with a single source of truth. Our platform connects your strategy and operations, ensuring flawless project delivery and a reputation for excellence from pipeline to project closeout.

Transform your Consulting & Advisory Practice

IT Services

Centralize delivery, staffing, and financials on one Salesforce-native platform for smarter, faster business decisions.

Solutions for Service Teams

Software

Connect services, financials, and customer success on one Salesforce-native platform to drive predictable growth across the software lifecycle.

Built for Software Organizations

IT Hardware

Certinia helps IT hardware firms unify services and success on a single platform to accelerate profitable growth from purchase to renewal.

Support for Hardware Operations

Tax & Audit

Certinia helps tax & audit leaders achieve visibility, precision, and insights to manage complex projects with clarity and confidence.

Tools for Compliance Teams
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Solutions

Professional Services Cloud

Financial Management Cloud

Customer Success Cloud

Veda AI

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Value Engineering

Professional Services Cloud

From resource planning to project delivery, Certinia’s Professional Services (PS) Cloud unifies operations on Salesforce to drive end-to-end efficiency and exceptional customer outcomes.

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Financial Management Cloud

Connect your financials, billing, and revenue management to your customer and delivery data with Certinia Financial Management (FM) Cloud. Ensure every financial action supports a cohesive customer journey.

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Customer Success Cloud

Certinia’s Customer Success (CS) Cloud unifies sales, success, services, and support on a single platform. Deliver a connected end-to-end customer experience that drives lasting value–all on your system of record: Salesforce.

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Veda AI

From AI-driven resource planning to customer health tracking, Veda AI brings agentic intelligence across the platform to drive end-to-end automation and build your path toward Autonomous Services Delivery.

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Salesforce Native

Certinia helps you maximize your Salesforce investment. Built on the Salesforce platform, Certinia leverages the same customer records, user experience, and robust analytics as the world's most trusted cloud business platform.

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Value Engineering

Unlock the full potential of your investment. We partner with you early to develop tailored business cases that align technology investments with strategic goals and measurable outcomes.

Our Value Engineering Promise
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Support team is here to help you get the most out of your Certinia software, every step of the way. We're committed to providing the fast, reliable, and knowledgeable assistance you need to keep your business running smoothly.

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Our Partner Program helps customer-focused companies—whether you're collaborating, implementing, or developing—find new opportunities and deliver lasting value.

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Services Partners

We work with a trusted network of Certinia certified partners who bring specialized expertise and tools to support seamless, successful customer implementations.

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ISV Partners

A successful business needs more than just great software; it needs great partners. At Certinia, we have built a trusted ecosystem of Independent Software Vendors (ISVs) with complementary solutions to help you get the most out of your business applications.

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Integrations

Connect all your applications to streamline data, automate workflows, and unify your systems. Built natively on Salesforce, Certinia provides seamless integration with other on-platform apps and a secure API model for off-platform systems. Make the connections that move your business forward.

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Visit the Resource Library for the latest industry insights, trends, and practical solutions to help your services business grow. From webinar recordings and product tours to eBooks and industry guides, we have you covered!

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Industry 101

Industry 101 is your guide to key business concepts, with easy-to-digest explainers on PSA, project management, financial management, ERP and more.

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Customer Success Stories

Discover how customers like you transformed their services business with Certinia.

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Training Center

Accelerate user adoption with in-depth virtual instructor-led training or on-demand Certinia Academy courses, delivering the expertise you need exactly when you need it.

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Blog

Discover the latest ideas, trends, and innovations shaping the services industry. The Certinia Blog offers strategies, stories, and solutions to help you power growth.

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We put our customers at the center of our business so that they can put their customers at the center of theirs.

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We believe diverse, inclusive teams drive better business and workplace outcomes. We encourage you to bring your whole self—your unique skills, experience, and perspective—to everything you do at Certinia.

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Read the latest news, press releases, and blog posts from Certinia or download Certinia media assets.

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Whether you’re curious about our products, pricing, or anything else, our team is eager to assist you. We’re here to understand your goals, answer your questions, and help you discover how Certinia can support your business.

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See how Certinia’s Salesforce-native Professional Services Cloud, Financial Management Cloud, and Customer Success Cloud solutions can help you create a connected services journey.

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Discover our latest insights

Certinia Unveils the System of Action for Services, and the Largest Expansion of Veda AI to Date

Filters

Professional Services Automation

A Deeper Look Inside the System of Action for Services Businesses

Customer Momentum

Customer Success Stories

Certinia Customers Are Proving Veda AI Agents Deliver Real Results

Dreamforce 2026

Certinia at Dreamforce 2026: Sessions, Parties, and Big News

Global Study Finds AI Success

News

New Global Study Finds AI Success Three Times More Likely at Fully Integrated Organizations

Saas Awards Finalists Official Winner

Certinia Wins Best SaaS Solution for Project Management in the 2026 SaaS Awards

We Started Running Our Own Company on Certinia. Here's What Happened

cost of doing nothing

Professional Services Automation

The cost of "good enough": Why disconnected operations are eroding your services margins

Revenue Leakage

Where did the margin go? The silent drain of revenue leakage in professional services

We Acquired Moonnox

Why We Acquired Moonnox and How We’re Defining the Future of Professional Services

Moonox is now part of Certinia

Certinia Acquires Moonnox to Power AI-Native Services Delivery

Three priorities that give professional service

Professional Services Automation

Three priorities that give professional services leaders a true north in an AI‑transformed world

How Many AI Pilots

Innovation

How Many AI Pilots Does It Take to Move Your Margin?

International Services Week 2026 revealed how professional services firms are successfully navigating the AI era by balancing automation with the essential human judgment, accountability, and data foundations that drive lasting client value.

What International Services Week 2026 Revealed About the Future of Professional Services

Financial Signals Every Services

The Financial Signals Every Services Executive Should Be Watching in 2026

Professional Services Thumbnail

Professional Services Automation

Analyzing the 2026 SPI Research Professional Services Maturity Benchmark Report

Managing a Services Business

Managing a Services Business is Tough: 12 Things to Avoid

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