Finance professional gains enhanced financial visibility with Certinia Financial Management Cloud

AI-POWERED PSA ON SALESFORCE

Transform services delivery with the leading PSA

Unify projects, people, and financials with a PSA built for services organizations—all on Salesforce. Drive end-to-end efficiency and exceptional customer outcomes with Certinia Professional Services (PS) Cloud.

See Certinia in Action

Empowering 1,400+ customers

Firms using unified PSA with CRM achieve more

0 %

higher utilization

0 %

better margins

0 %

more profit

See why Certinia is the leading PSA solution

Feature	Certinia PS Cloud	Other PSA Solutions
Purpose-built for services?	✔ Designed exclusively for services businesses ✔ Ensures full alignment with industry needs	✗Often repurposed from generic project management tools ✗Lacks deep resource planning and financial insights
Salesforce-native for seamless integration?	✔ Built native to Salesforce ✔ No integrations necessary	✗Requires manual syncing or third-party integrations
Intelligent resource & skills management capabilities?	✔ Has AI-powered staffing ✔ Optimizes utilization and improves employee retention, ensuring the right people are on the right projects	✗Has basic resource management with limited intelligence, leading to over or under-utilization and staffing inefficiencies
End-to-end project & financial visibility?	✔ Manages everything from opportunity to renewal—including project delivery, financials, and forecasting—on one unified platform	✗Partial or fragmented systems ✗Requires costly integrations and doesn’t provide a single source of truth for project financials
Estimating & analytical capabilities?	✔ Offers advanced forecasting, revenue insights, and real-time utilization tracking ✔ Built natively on and optimized for the Salesforce ecosystem	✗Limited analytics ✗Often requires external tools or spreadsheets to track project financials and forecasting
Modern, intuitive user experience?	✔ Designed for fast adoption with simple, persona-based UIs for consultants, estimators, operations and project managers	✗Outdated, clunky interfaces with click-heavy workflows that slow down adoption and frustrate teams
Proven success with leading services organizations?	✔ Trusted by 1,400+ services businesses, including industry leaders across multiple verticals	✗Limited adoption among top-tier services businesses ✗Often struggles to scale effectively
Fast time-to-value & easy adoption?	✔ Simple, streamlined onboarding with intuitive workflows and a familiar Salesforce experience	✗Lengthy, complex implementations requiring extensive customization and user training

The Salesforce-native Certinia advantage

A unified platform for services success

Manage the full lifecycle—from opportunity to renewal—on a single, connected platform. No data silos. No costly integrations. Just one trusted source for real-time insights to drive better decisions.

Best-in-class estimating & analytics

Turn data into decisions with advanced forecasting, utilization insights, and real-time financial visibility—built natively on the leading cloud platform.

Intelligent resource & skills management

Maximize resource utilization while improving employee experience and retention. Advanced AI-powered staffing ensures the right people are on the right projects—at the right time. 

Salesforce-native for a 360° view of your business

No more constant syncing and clunky integrations. Your CRM, project data, and financials work together seamlessly. Get a complete, real-time view of your services business without the risk, delays, or inefficiencies of disconnected systems.

Stop managing your business with spreadsheets and disconnected tools

The right solution should work for you—not against you.

Is your project, resource, and financial data siloed? Using separate spreadsheets and tools often lacks the integrated visibility needed for effective decision-making.
Are you struggling with data errors and inefficiencies? Manual data entry and syncing across multiple platforms creates risks, inefficiencies, and costly delays
Is your current process hindering growth? A lack of automation and streamlined workflows can slow down your operations and frustrate your team.

There’s a better way. Certinia PS Cloud empowers services organizations of all sizes—from high-growth companies to global enterprises—by delivering a smarter, more connected way to manage projects, resources, and financials.

Purpose-built for services. Trusted by industry leaders.

“We evaluated SAP, NetSuite, and Certinia as the three major players. When it came down to it, the integration with Salesforce was such a key requirement that the other two just didn’t fit into that brief.”

John McIntosh
Head of IT

“Compared to the competition, Certinia works seamlessly with Salesforce, making it more of a one-stop shop for all departments.”

Bailey Dbouk
Sales Operations Analyst

“We looked at a number of vendors in the marketplace such as NetSuite OpenAir and Kantata. For us, Certinia was the clear leader. What instilled confidence in the solution was seeing our own clients’ success within their services businesses.”

Jordan Steward
Senior Director

Salesforce Practice