This llms.txt file is designed to help LLMs better understand and index this website.

# www.certinia.com

> Certinia, formerly FinancialForce, offers AI-powered cloud PSA, financial management, and customer success solutions built on the Salesforce platform. Streamline, simplify, and automate—all on one platform.

## Blog

[Our Blog | Certinia](https://www.certinia.com/blog/test-container-level-2/2026/april/): Follow the Certinia blog for success stories, best practices, industry trends and insights, product announcements, and more.
[Our top 3 takeaways from Gartner® Market Guide for Professional Services Automation Tools  | Certinia](https://www.certinia.com/blog/our-top-3-takeaways-from-gartner-market-guide-for-professional-services-automation-tools/): Certinia's top three takeaways from the Gartner Market Guide for PSA Tools - including what the report signals for services leaders evaluating their technology stack.
[Perfecting sales to professional services alignment | Certinia](https://www.certinia.com/blog/perfecting-sales-to-professional-services-alignment/): In today’s highly competitive environment, firms must build differentiation and effectively orchestrate the sales cycle.
[Understanding Permission Sets - A new Salesforce friend | Certinia](https://www.certinia.com/blog/permission-set-a-salesforce-friend/): Permission Sets are important in Salesforce as they are used to extend the rights assigned to a user to perform additional actions on the platform.
[Pragmatic AI for services delivery: What is it and how do I use it?   | Certinia](https://www.certinia.com/blog/pragmatic-ai-for-services-delivery-what-is-it-and-how-do-i-use-it/): The integration of AI into core operations, like services delivery and resource planning, transforms how organizations operate.
[PS Cloud continues to drive professional services excellence at enterprise scale | Certinia](https://www.certinia.com/blog/ps-cloud-continues-to-drive-professional-services-excellence-at-enterprise-scale/): What is Certinia Professional Services Cloud delivering to services organizations around the globe? Read this blog and find out.
[PSA 101: What it is, what it isn’t, and how to know if you need it | Certinia](https://www.certinia.com/blog/psa-101-what-it-is-what-it-isnt-and-how-to-know-if-you-need-it/): What is a PSA solution and how do you know if your business needs it? What happens if you don’t use it? Read this blog and find out.
[Retention is the new revenue: the key to growth for services businesses | Certinia](https://www.certinia.com/blog/retention-is-the-new-revenue-the-key-to-growth-for-services-businesses/): Customer retention is now the primary growth lever for services businesses. Explore why net revenue retention outperforms acquisition as a growth strategy and how to act on it.
[Improve your utilization rates and profitability by doing these five things | Certinia](https://www.certinia.com/blog/improve-utilization-rates-and-profits-by-doing-these-five-things/): Low utilisation is one of the biggest margin killers in professional services. These five proven strategies help services firms improve billable utilisation and protect profit.
[International Services Week 2025 defines the new playbook for a services industry disrupted by AI | Certinia](https://www.certinia.com/blog/international-services-week-2025-defines-the-new-playbook-for-a-services-industry-disrupted-by-ai/): International Services Week 2025 surfaced a clear message: AI is reshaping the services industry. Here is the new playbook for services leaders navigating disruption.
[Delivering a modern user experience (UX) with Salesforce Lightning | Certinia](https://www.certinia.com/blog/delivering-a-modern-user-experience-ux-with-salesforce-lightning/): Certinia is the platform for services business with Salesforce-native professional services, customer success, and ERP cloud solutions.
[Revenue recognition wrongs… and how to right them | Certinia](https://www.certinia.com/blog/revenue-recognition-wrongsand-how-to-right-them/): Get expert insights into the common challenges service organizations face with revenue recognition and strategies to overcome them.
[New report reveals widening performance gaps driven by AI acceleration and platform connectivity | Certinia](https://www.certinia.com/blog/certinias-2025-global-service-dynamics-report-reveals-widening-performance-gaps-driven-by-ai-acceleration-and-platform-connectivity/): New global survey shows deep insight into the state of PSO organizations, their use of AI, best technology in play, and more.
[FinancialForce PSA goes solo in G2 Crowd leaders quadrant](https://www.certinia.com/blog/financialforce-psa-goes-solo-in-the-g2-crowd-leaders-quadrant/): There is only one vendor in the G2 Crowd leader's quadrant - FinancialForce PSA takes the lead in customer satisfaction and market presence. Learn more.
[Certinia’s 2024 Wrapped: Milestones and Moments | Certinia](https://www.certinia.com/blog/certinias-2024-wrapped-milestones-and-moments/): As 2024 winds down and Spotify Wrapped playlists flood our feeds, it’s the perfect time to reflect on the highlights of Certinia’s year.
[How to leverage custom metadata types - FinancialForce blog](https://www.certinia.com/blog/how-to-leverage-custom-metadata-types/): Our senior software developer take a look at custom metadata types and ways to leverage them to create wildly successful customer experiences.
[Certinia’s Summer 2024 Release: brings efficiency enhancements at scale to technology & services organizations | Certinia](https://www.certinia.com/blog/certinias-summer-2024-release-brings-efficiency-enhancements-at-scale-to-technology-services-organizations/): Wondering what the Certinia Summer Release 2024 has to offer? More efficiency at scale for services organizations around the world. Read how.
[Scaling your services business? Forrester data shows PSA is key for midmarket | Certinia](https://www.certinia.com/blog/scaling-your-services-business-forrester-data-shows-psa-is-key-for-midmarket/): New Forrester study highlights why a PSA solution is so critical for midmarket services businesses to grow. Read the blog here!
[Your Ultimate Guide to Certinia at Dreamforce 2025 | Certinia](https://www.certinia.com/blog/your-ultimate-guide-to-certinia-at-dreamforce-2025/): Dreamforce 2025 is just around the corner, and the Certinia team is ready to connect. Once again, we've taken over Fogo de Chão—just across the street from the Moscone Center—to showcase how the world's best services organizations deliver customer value with certainty.
[9 questions to ask yourself about resource planning | Certinia](https://www.certinia.com/blog/checklist-9-questions-to-ask-yourself-about-resource-planning/): Is your resource planning process fit for purpose? Use this nine-question checklist to identify gaps and find out where your organisation can improve forecast accuracy.
[Certinia’s Spring 2024 Release: boosts services businesses with AI-powered forecasting and productivity enhancements | Certinia](https://www.certinia.com/blog/certinias-spring-2024-release-boosts-services-businesses-with-ai-powered-forecasting-and-productivity-enhancements/): Certinia is the platform for services business with Salesforce-native professional services, customer success, and ERP cloud solutions.
[Five key trends that will define professional services in 2024  | Certinia](https://www.certinia.com/blog/key-trends-that-will-define-professional-services/): As the pace and intensity of disruption soars, how will professional services providers adapt? Five key trends expected for the year ahead.
[My top 5 recommendations for PSA implementation preparations | Certinia](https://www.certinia.com/blog/my-top-5-recommendations-for-psa-implementation-preparations/): Certinia is the platform for services business with Salesforce-native professional services, customer success, and ERP cloud solutions.
[How to put the customer at the center of your business | Certinia](https://www.certinia.com/blog/how-to-put-the-customer-at-the-center-of-your-business/): Putting the customer at the centre of your business requires more than a mission statement. Learn the operational and cultural steps that make customer-centricity a reality.
[The strategic outlook for AI: A conversation with Ed Thompson of Salesforce | Certinia](https://www.certinia.com/blog/the-strategic-outlook-for-ai-a-conversation-with-ed-thompson-of-salesforce/): Are you missing out on AI opportunities for your business? Certinia discusses AI with Ed Thompson, Senior VP of Market Strategy at Salesforce.
[ERP Cloud is now Financial Management Cloud: A name that fits the times | Certinia](https://www.certinia.com/blog/erp-cloud-is-now-financial-management-cloud-a-name-that-fits-the-times/): Certinia has renamed ERP Cloud to Financial Management Cloud to better represent what the product delivers. Read more in the blog here.
[How Certinia lives its values by championing inclusion and the LGBTQIA+ Community | Certinia](https://www.certinia.com/blog/how-certinia-lives-its-values-by-championing-inclusion-and-the-lgbtqia-community/): Inclusion is not a programme at Certinia - it is a value. See how our teams actively champion the LGBTQIA+ community through initiatives, partnerships, and everyday culture.
[Types of HR technology systems: HRIS vs. HCM vs. HRMS | Certinia](https://www.certinia.com/blog/types-of-hr-technology-systems-hris-hcm-hrms/): So, what’s the difference between these different types of HR technology systems: HRIS vs. HCM vs. HRMS? With 20 years in the industry, I take a look.
[Certinia Announces Agreement to Purchase Appirio Professional Services Enterprise Solution | Certinia](https://www.certinia.com/blog/certinia-purchase-appirio-professional-services-enterprise/): Certinia is the platform for services business with Salesforce-native professional services, customer success, and ERP cloud solutions.
[TA Invests in Certinia to Support the Next Phase of Growth | Certinia](https://www.certinia.com/blog/ta-invests-in-certinia-to-support-the-next-phase-of-growth/): Certinia today announced an investment from TA Associates, a leading private equity firm with a track record of scaling growth for tech companies.
[What’s New in Certinia’s Spring ’25 Release | Certinia](https://www.certinia.com/blog/whats-new-in-certinias-spring-25-release/): Learn what Certinia has delivered to its Spring 2025 release to offer more foresight, flexibility, and intelligence to services businesses.
[Is AI Coming for Your Job? Not So Fast… | Certinia](https://www.certinia.com/blog/is-ai-coming-for-your-job-not-so-fast/): What does Gartner have to say about the impact of AI on the workforce? Read this blog about the potential impact and it might surprise you.
[Stop Sifting, Start Learning! Certinia's New Modular Training Is Here | Certinia](https://www.certinia.com/blog/stop-sifting-start-learning-certinias-new-modular-training-is-here/): Certinia's new modular training experience is designed to reduce time-to-value. Learn how to access role-specific learning paths and get up to speed faster.
[9 Ways Services Leaders Can Boost Utilization | Certinia](https://www.certinia.com/blog/9-ways-services-leaders-can-boost-utilization/): When a 1-2% improvement in resource utilization is the difference between hitting or missing your KPIs, effective resource management is key.
[The estimation revolution: Why PSOs are embracing automation & accuracy | Certinia](https://www.certinia.com/blog/the-estimation-revolution-why-psos-are-embracing-automation-accuracy/): Many services firms still rely on spreadsheets and siloed systems to scope and price engagements. There's a better way. Read this blog.
[Three steps to overcome common CS & PS service delivery disconnects | Certinia](https://www.certinia.com/blog/three-steps-to-overcome-common-cs-ps-service-delivery-disconnects/): Truly valuable customer experiences move beyond simple transactions. Learn more about the power of the PS and CS team partnership.
[New Forrester data reveals why PSA solutions matter for services growth | Certinia](https://www.certinia.com/blog/new-forrester-data-reveals-why-psa-solutions-matter-for-services-growth/): If you’re looking to grow your services business—or are simply curious about the latest trends in PSA, read this blog and download free Forrester study.
[The Three Faces of AI | Certinia](https://www.certinia.com/blog/the-three-faces-of-ai/): From predicting project success to automating repetitive tasks, learn how AI is driving transformation in professional services.
[Are services delivery gaps leaving value on the table? Ask these 5 questions | Certinia](https://www.certinia.com/blog/are-services-delivery-gaps-leaving-value-on-the-table-ask-these-5-questions/): Are services delivery gaps leaving value on the table? This blog gives you the five questions you should ask yourself and find out.
[What being "Each Other's Champions" means at Certinia | Certinia](https://www.certinia.com/blog/what-being-each-others-champions-means-at-certinia/): Being each other's champion is more than a slogan at Certinia. Read how this value shows up in everyday decisions, team culture, and employee experience.
[Automating Services Quote-to-Cash: Emergence of CPQ for Services | Certinia](https://www.certinia.com/blog/automating-services-quote-to-cash-emergence-of-cpq-for-services/): Struggling with complex service quotes? Learn how Services Estimator simplifies quote-to-cash by automating pricing, templates, and approvals.
[Four biggest barriers to becoming a customer-centric business | Certinia](https://www.certinia.com/blog/biggest-barriers-to-becoming-a-customer-centric-business/): To become a customer centric business, you must understand the common barriers to engaging customers in a personalized, sustained relationship.
[Women’s History Month at Certinia Sparks new conversations and connections | Certinia](https://www.certinia.com/blog/womens-history-month-at-certinia-sparks-new-conversations-and-connections/): In celebration of Women’s History Month, Ciara Gomez explores the power of supportive communities, inclusion, innovation, and mentorship.
[Improving Unit Testing Using ApexMocks Framework | Certinia](https://www.certinia.com/blog/advanced-unit-testing-using-apexmocks-framework/): Learn how the ApexMocks framework for Salesforce developers improves unit testing by enabling true isolation of logic without complex data setup.
[A deeper dive into Certinia’s Winter 2024 release | Certinia](https://www.certinia.com/blog/a-deeper-dive-into-certinias-winter-2024-release/): Leverage the power of Certinia AI to generate more accurate forecasts, make smarter decisions, and improve team productivity.
[Certinia and PwC announce strategic partnership to transform enterprise professional services organizations | Certinia](https://www.certinia.com/blog/certinia-and-pwc-announce-strategic-partnership-to-transform-enterprise-professional-services-organizations/): Certinia and PwC announce strategic partnership to transform enterprise professional services organizations. Get the details here.
[Certinia Customer Success Cloud extends the value of PS Cloud to drive a unified customer experience | Certinia](https://www.certinia.com/blog/certinia-customer-success-cloud-extends-the-value-of-professional-services-cloud-to-drive-a-unified-customer-experience/): If you are looking to gain better control over your customer success initiatives, read this blog from Certinia CTO, Raju Malhotra.
[A Tale of Two APACs: New Industry Report Reveals a Deepening Services Divide | Certinia](https://www.certinia.com/blog/a-tale-of-two-apacs-new-industry-report-reveals-a-deepening-services-divide/): The 2025 Global Service Dynamic Study. In this blog we reveal a deepening service divide between regions and why.
[Certinia enhances partner program to expand reach and deliver more value to customers | Certinia](https://www.certinia.com/blog/certinia-enhances-partner-program-to-expand-reach-and-deliver-more-value-to-customers/): What makes a great partner program? Read this blog on the Certinia partner program and the enhancements made to drive customer value.
[Certinia named an Accelerator in the 2025 Nucleus Research SMB ERP Technology Value Matrix | Certinia](https://www.certinia.com/blog/certinia-named-an-accelerator-in-the-2025-nucleus-research-smb-erp-technology-value-matrix/): Certinia has been named an Accelerator in the 2025 Nucleus Research SMB ERP Technology Value Matrix. Get more details in this blog.
[Why customer insight must be a top business priority | Certinia](https://www.certinia.com/blog/why-customer-insights-are-now-a-top-business-priority/): Do you have the customer insights you need to keep CSAT high and customers retained. Read this blog to learn why it's so critical.
[A COO's guide to tightening operational resilience in services | Certinia](https://www.certinia.com/blog/a-coos-guide-to-tightening-operational-resilience-in-services/): A helpful read from for COOs looking to build organizational resilience through times of economic uncertainty.
[Summer '25 Release: Accelerate value & transform operations with AI | Certinia](https://www.certinia.com/blog/certinia-summer-25-release-accelerate-value-transform-operations-with-ai/): What's happening with the Summer Release 2025 with Certinia? Get the details in this blog on how new AI functionality can acclerate value for your business.
[5 ways professional services firms can identify revenue leaks | Certinia](https://www.certinia.com/blog/5-ways-professional-services-firms-can-identify-revenue-leaks/): No business can afford to lose revenue. Discover the 5 ways you can identify revenue leaks within your professional services firm now!
[Are your sales and finance teams connected in the right way? | Certinia](https://www.certinia.com/blog/are-your-sales-and-finance-teams-connected-in-the-right-way/): Misalignment between sales and finance is a silent margin killer. Discover what connected revenue operations looks like and how to close the gap between your teams.
[Are you tracking the right KPIs to grow your services business? | Certinia](https://www.certinia.com/blog/are-you-tracking-the-right-kpis-to-grow-your-services-business/): Explore how tracking the right KPIs can help your services business flourish from billable utilization, to revenue leakage, and more.
[It's all about the proposal: optimizing project economics | Certinia](https://www.certinia.com/blog/its-all-about-the-proposal-optimizing-project-economics/): Quotes are taking too long. A whole lot can happen in a month, from interest rate shifts to your champion leaving to global instability.
[Celebrating Our Top Partners: Certinia’s 2024 Partner Award Winners | Certinia](https://www.certinia.com/blog/celebrating-our-top-partners-certinias-2024-partner-award-winners/): Certinia Partner Awards are here!. Let's recognize and celebrate the outstanding work our partners have done throughout 2024.
[Certinia joins Salesforce’s Agentforce Partner Network to drive customer success | Certinia](https://www.certinia.com/blog/certinia-joins-salesforces-agentforce-partner-network-to-drive-customer-success/): Certinia joins the Salesforce AgentForce Partner network. What does this mean for Certinia AI and our customers? Read this blog to find out.
[Certinia Welcomes New Chief Product & Technology Officer Raju Malhotra | Certinia](https://www.certinia.com/blog/certinia-welcomes-new-chief-product-technology-officer-raju-malhotra/): Certinia is excited to announce that Raju Malhotra has joined the company as Chief Product & Technology Officer.
[Certinia welcomes industry veteran Drew Chapin as Chief Marketing Officer | Certinia](https://www.certinia.com/blog/certinia-welcomes-industry-veteran-drew-chapin-as-chief-marketing-officer/): Certinia welcomes Drew Chapin, new Chief Marketing Officer, bringing decades of experience in leading successful marketing programs & teams.
[Certinia introduces its first AI agents for staffing and customer success | Certinia](https://www.certinia.com/blog/certinia-introduces-its-first-ai-agents-for-staffing-and-customer-success/): Certinia has launched its first AI agents for staffing and customer success - learn how these purpose-built agents automate resource allocation and improve service delivery outcomes.
[Certinia Winter 2025 Release: New enhancements drive predictability & profitability | Certinia](https://www.certinia.com/blog/certinia-winter-2025-release-new-enhancements-drive-predictability-amp-profitability/): What will Certinia's Winter 2025 release do for your predictability and profitability? Read this blog on what it Is bringing to the market.
[New PS Cloud features: A win-win-win for resource management | Certinia](https://www.certinia.com/blog/new-ps-cloud-features-a-win-win-win-for-resource-management/): What's new in PS Cloud? Read this blog on what the resource management features are doing for customers, employees, and resource managers.
[Optimizing project economics: Four key metrics for success | Certinia](https://www.certinia.com/blog/optimizing-project-economics-four-key-metrics-for-success/): Project profitability depends on more than delivery quality. These four project economics metrics give services firms the visibility they need to protect margins.
[Our recipe for making Certinia one of the Top 100 Most Loved Workplaces in the world | Certinia](https://www.certinia.com/blog/our-recipe-for-making-certinia-one-of-the-top-100-most-loved-workplaces-in-the-world/): Certinia ranked in the Top 100 Most Loved Workplaces globally. Here is the culture, leadership, and people strategy behind that recognition.
[Certinia, PwC, and Salesforce Strengthen Alliance with Expanded | Certinia](https://www.certinia.com/blog/certinia-pwc-and-salesforce-strengthen-alliance-with-expanded-ps-cloud-deployment/): Certinia, PwC, and Salesforce have strengthened their alliance with the deployment of Certinia's PS Cloud to over 100,000 users at PwC. This collaboration provides PwC's teams with a single, unified platform to manage resources and align talent with client demand on a global scale.
[9 ways to make customer success a key metric in your business](https://www.certinia.com/blog/is-your-customer-success-metric-where-it-should-be/): The more successful your customers, the more revenue your company can put in the books. Here are 9 ways to make customer success a key business metric.
[Product Owners: How to maximize Certinia resources & achieve business goals | Certinia](https://www.certinia.com/blog/product-owners-how-to-maximize-certinia-resources-achieve-business-goals/): Certinia product owners have a unique opportunity to drive business value. This guide covers how to align your Certinia configuration with your organisation's strategic goals.
[Mastering demand-side resourcing for services excellence | Certinia](https://www.certinia.com/blog/mastering-demand-side-resourcing-for-services-excellence/): Learn what demand-side resourcing is and what it can do for your services delivery efforts for efficiency and profitability.
[New Global Service Dynamics 2024 report reveals biggest challenges and opportunities for PSOs | Certinia](https://www.certinia.com/blog/new-global-service-dynamics-2024-report-reveals-biggest-challenges-and-opportunities-for-psos/): What are the greatest threats & opportunities for services business in 2024? Get a sneak peak at the 2024 Global Service Dynamic report.
[Announcing International Services Week 2024: Welcome to the Services Era | Certinia](https://www.certinia.com/blog/announcing-international-services-week-2024-welcome-to-the-services-era/): October 21-25 marks International Services Week, a new initiative developed to celebrate the role of services organizations. Get the details!
[APAC study: Understanding what drives consultants | Certinia](https://www.certinia.com/blog/apac-study-understanding-what-drives-consultants/): In this blog post, we explore research-backed strategies to accelerate business results through optimal resource allocation.
[New in Spring 2024: Guided scoping for quicker, better estimates | Certinia](https://www.certinia.com/blog/new-in-spring-2024-guided-scoping-for-quicker-better-estimates/): What can guided scoping do for the services estimating process? A lot. Get the details in this latest blog from Certinia.
[Creating customer-centric change in a technology business | Certinia](https://www.certinia.com/blog/creating-customer-centric-change-in-a-technology-business/): Driving customer-centric change in a technology business requires alignment across sales, delivery, and finance. Here is a practical framework for making it happen.
[New in Spring 2024: 4 easy ways to boost accounting team productivity | Certinia](https://www.certinia.com/blog/new-in-spring-2024-4-easy-ways-to-boost-accounting-team-productivity/): Want to boost your finance team's productivity? Learn what the latest release of Certinia ERP can do to make that happen.
[No more guesswork: Harnessing AI for intelligent staffing | Certinia](https://www.certinia.com/blog/no-more-guesswork-harnessing-ai-for-intelligent-staffing/): Learn how pragmatic AI is helping services organizations raise their staffing game for forecasting, schedule optimization, and margins.
[Now Certinia, but the ‘Force’ endures: Celebrating our strong alliance with Salesforce | Certinia](https://www.certinia.com/blog/now-certinia-but-the-force-endures-celebrating-our-strong-alliance-with-salesforce/): Certinia - formerly FinancialForce - continues to build on its deep Salesforce alliance. Explore what this partnership means for customers and the product roadmap.
[Pragmatic AI in the real world: Q&A with early adopter Jellyfish | Certinia](https://www.certinia.com/blog/pragmatic-ai-in-the-real-world/): Certinia's co-founder Deb Ashton shares challenges and opportunities for pragmatic AI along with a conversation with an early adopter, Jellyfish.
[Prevent consultant burnout: 3 proven strategies | Certinia](https://www.certinia.com/blog/prevent-consultant-burnout-3-proven-strategies/): Consultant burnout is a growing risk in professional services. These three evidence-backed strategies help services leaders protect their people and sustain team performance.
[Discovering success with like-minded individuals: Certinia user groups | Certinia](https://www.certinia.com/blog/discovering-success-with-like-minded-individuals-certinia-user-groups/): Uncover the benefits of the Certinia Regional user group program and how to maximize the value of your Certinia solutions.
[2024 Merit Awards: Certinia PS Cloud shines with silver | Certinia](https://www.certinia.com/blog/2024-merit-awards-certinia-ps-cloud-shines-with-silver/): The 2024 Merit awards are in. Ready this blog on Certinia PS Cloud and its path to winning the silver Merit Award.
[Q&A: The state of the services industry | Certinia](https://www.certinia.com/blog/qa-the-state-of-the-services-industry/): How is the professional services industry doing in a time of uncertainty? What separates the most successful? Read this blog and find out.
[Certinia celebrated as one of the most loved workplaces in the world | Certinia](https://www.certinia.com/blog/certinia-celebrated-as-one-of-the-most-loved-workplaces-in-the-world/): Certinia has been recognised as one of the most loved workplaces globally. Discover what makes our culture one that employees consistently champion.
[Don't let consultant burnout burn bridges: The CSAT factor | Certinia](https://www.certinia.com/blog/dont-let-consultant-burnout-burn-bridges-the-csat-factor/): Consultant burnout casts a long shadow over an organization's performance—especially regarding customer satisfaction.
[Certinia Chief Customer Officer Todd Kisaberth named to Constellation Research AX100 | Certinia](https://www.certinia.com/blog/certinia-chief-customer-officer-todd-kisaberth-named-to-constellation-research-ax100/): Todd Kisaberth, Certinia CCO, has made Constellation Research’s 2024 AX100, an elite list of leaders transforming customer experience.
[Celebrating the Inaugural International Services Week: A Recap | Certinia](https://www.certinia.com/blog/celebrating-the-inaugural-international-services-week-a-recap/): Get a recap of the Inaugural International Services Week, which celebrated both services organizations as well as the people behind them.
[Celebrating winners of the Muscular Dystrophy Association’s inaugural scholarship | Certinia](https://www.certinia.com/blog/celebrating-winners-of-the-muscular-dystrophy-associations-inaugural-scholarship/): Certinia is proud to support the Muscular Dystrophy Association's inaugural scholarship programme. Meet this year's recipients and the impact behind this initiative.
[Certinia and A5 partner to drive services transformation | Certinia](https://www.certinia.com/blog/certinia-and-a5-partner-to-drive-services-transformation/): Certinia and A5 have partnered to accelerate services transformation for organisations across North America. Learn what this partnership means for implementation and support.
[Certinia and Asperii bring industry-leading PSA to the Israeli market | Certinia](https://www.certinia.com/blog/certinia-and-asperii-bring-industry-leading-psa-to-the-israeli-market/): Certinia and Asperii have partnered to bring enterprise-grade professional services automation to the Israeli market. Learn what this partnership means for regional customers.
[Customer loyalty: Six practical steps to success | Certinia](https://www.certinia.com/blog/drive-customer-loyalty-grow-business/): This blog covers six practical tips that can help guide customer loyalty and satisfaction for services businesses.
[This is why we built PS Cloud Core Analytics | Certinia](https://www.certinia.com/blog/this-is-why-we-built-ps-cloud-core-analytics/): During Success Byte, we explained what PS Cloud Core Analytics is, but we didn't explain WHY we created it. This blog post explains why!
[Certinia and Thunder partnership: Helping customers adapt to whatever comes next | Certinia](https://www.certinia.com/blog/certinia-and-thunder-partnership-helping-customers-adapt-to-whatever-comes-next/): Certinia and Thunder have partnered to help services businesses adapt to change with greater agility. Learn what this partnership delivers for customers.
[Top professional services organisations outperform by huge margins: | Certinia](https://www.certinia.com/blog/top-professional-services-organisations-outperform-by-huge-margins-heres-their-secret/): What do the top 20% of services organizations do differently as revealed by SPI Research? Get Certinia's Seleen McKinnies highlights here.
[Certinia CCO Todd Kisaberth recognized for CX excellence in the 2024 Merit Awards | Certinia](https://www.certinia.com/blog/certinia-cco-todd-kisaberth-recognized-for-cx-excellence-in-the-2024-merit-awards/): Certinia Chief Customer Officer Todd Kisaberth has been recognised for customer experience excellence at the 2024 Merit Awards. Read more about this recognition.
[Certinia Named a 2024 Salesforce Partner Innovation Award Winner | Certinia](https://www.certinia.com/blog/certinia-named-a-2024-salesforce-partner-innovation-award-winner/): Certinia has just been named a 2024 Salesforce Partner Innovation Award Winner for Kubrick's use of Certinia PS Cloud. Get the details here.
[Certinia4Pride: Celebrating Love, Diversity, and Progress | Certinia](https://www.certinia.com/blog/certinia4pride-pride-month-2024/): During Pride Month 2024, Certinia celebrates the LGBTQIA+ community within and beyond our organisation. Read about our commitments and the voices we uplift.
[Charting the course for Pragmatic AI adoption | Certinia](https://www.certinia.com/blog/charting-the-course-for-pragmatic-ai-adoption/): AI adoption does not have to be disruptive. Learn how services organisations are taking a pragmatic, phased approach to embedding AI into their operations and workflows.
[This is Elijah; This is Certinia | Certinia Blog](https://www.certinia.com/blog/this-is-elijah-this-is-certinia/): Meet Elijah - a story about what it means to work at Certinia, live its values, and be part of a team that believes in doing well by doing right.
[What's creating the sales and services disconnect? | Certinia](https://www.certinia.com/blog/whats-creating-the-sales-and-services-disconnect/): Dealing with professional services opportunities and turning them into successful client engagements is complex.
[Sneak Peek of Certinia AI at Dreamforce 2023 | Certinia](https://www.certinia.com/blog/sneak-peek-of-certinia-ai-at-dreamforce-2023/): Get an early look at Certinia AI as previewed at Dreamforce 2023 - including the AI-powered capabilities coming to professional services automation and financial management.
[Why you should run your ERP on the Salesforce Platform | Certinia](https://www.certinia.com/blog/why-you-should-run-your-erp-on-the-salesforce-platform/): Learn the many reasons why you should run your ERP on the Salesforce platform. The benefits to your business will be game-changing.
[Unlocking Services Certainty: Navigating the changing services customer | Certinia](https://www.certinia.com/blog/unlocking-services-certainty-navigating-the-changing-services-customer-experience/): Customer expectations in professional services are shifting. This article explores how services leaders can build certainty into client delivery in an uncertain environment.
[Three steps to profitable project delivery | Certinia](https://www.certinia.com/blog/three-steps-to-profitable-project-delivery/): The rules of the game are evolving, ushering in a reality where the most successful businesses are not just about growth.
[Five ways to build a future-proof finance function | Certinia](https://www.certinia.com/blog/five-ways-to-build-a-future-proof-finance-function/): A blog focused on the five key ways you can build a future-proof finance function and a technology platform that will help.
[What these key metrics reveal about the future | Certinia](https://www.certinia.com/blog/what-these-key-metrics-reveal-about-the-future-of-the-services-industry/): New services industry benchmark data reveals where firms are thriving - and where the pressure points are. Explore the key metrics shaping the future of professional services.
[Embracing the championship mindset: Our journey to Selling Power's Top 50 Best Companies to Sell For | Certinia](https://www.certinia.com/blog/embracing-the-championship-mindset-our-journey-to-selling-powers-top-50-best-companies-to-sell-for/): Certinia has been named one of Selling Power's Top 50 Best Companies to Sell For. Discover the mindset and culture behind our recognition.
[What will the next 10 years hold for | Certinia](https://www.certinia.com/blog/what-will-the-next-10-years-hold-for-the-professional-services-industry/): Industry experts give their predictions on what the 10 next years will hold for professional services industry. Read the blog. Watch the video.
[You’ve implemented your Professional Services Automation (PSA) platform | Certinia](https://www.certinia.com/blog/your-professional-services-automation-psa-platform/): Adam Hay with Jellyfish, and his colleague Jennifer Thorpe discuss the "what comes next" post-PSA implementation.
[What keeps customer success leaders up at night | Certinia](https://www.certinia.com/blog/what-keeps-customer-success-leaders-up-at-night--and-how-they-can-get-some-sleep/): The path to customer success isn't a smooth one. Certinia's Kate Alger shares insights on how to maintain consumer loyalty.
[Why creating customer centricity is critical for every | Certinia](https://www.certinia.com/blog/why-creating-customer-centricity-is-critical-for-every-services-business/): Customer-centric services businesses outperform their peers on retention, margin, and growth. Here is why it matters and how to make the shift in your organisation.
[Summer of Trailhead is rocking! | Certinia](https://www.certinia.com/blog/summer-of-trailhead-is-rocking/): FinancialForce developer and Force.com MVP Jesse Altman explains what Trailhead is and why you should join in on the Summer of Trailhead fun.
[Exploring AI maturity: A conversation with Adam Hay of Jellyfish | Certinia](https://www.certinia.com/blog/exploring-ai-maturity-a-conversation-with-adam-hay-of-jellyfish/): How can a business like yours apply AI to elevate processes and productivity? How mature is your current AI use? Get some insights here.
[Worried about the economy? Here's how leaders safeguard | Certinia](https://www.certinia.com/blog/worried-about-the-economy-heres-how-leaders-safeguard-their-businesses/): Business that prepare for economic uncertainty don't worry as much. Here are some safeguards to apply to your business.
[Choosing the right tech platform on the path to painless M&A | Certinia](https://www.certinia.com/blog/choosing-the-right-tech-platform-on-the-path-to-painless-ma/): Is your company going through an M&A? Read this blog on choosing the right technology platform to help guide the path to a painless M&A.
[Four reasons to catch Certinia at Dreamforce 2024 | Certinia](https://www.certinia.com/blog/four-reasons-to-catch-certinia-at-dreamforce-2024/): Heading to Dreamforce 2024? Here are four reasons to make time for Certinia - from live demos to expert sessions on AI-powered professional services automation.
[International Services Week: Celebrating the future of professional services in APAC | Certinia](https://www.certinia.com/blog/international-services-week-celebrating-the-future-of-professional-services-in-apac/): International Services Week is around the corner. Learn more about the challenges and opportunities the industry faces in APAC and globally.
[How Autonomous PSA Will Unlock a Trillion Dollar | Certinia](https://www.certinia.com/blog/how-autonomous-psa-will-unlock-a-trillion-dollar-market-opportunity/): Agentic AI is set to disrupt the professional services industry, breaking the traditional model that has always tied revenue to the finite supply of human expertise. Co-developed with Constellation Research, Certinia's new Autonomous PSA framework outlines how to orchestrate hybrid human-AI teams to capture this trillion-dollar market opportunity.
[Connecting the dots for seamless services delivery | Certinia](https://www.certinia.com/blog/connecting-dots-for-seamless-services-delivery/): In today's agile service delivery environment, you've got to connect the dots between sales, support, service, customer success, and finance.
[Four key findings from the SPI Research 2024 Professional Services Maturity™ Benchmark Report | Certinia](https://www.certinia.com/blog/four-key-findings-from-the-spi-research-2024-professional-services-maturity-benchmark-report/): Get Certinia CCOs, Todd Kisaberth's key takeaways from the 2024 SPI Research PS Maturity Benchmark report and impact for a services business.
[5 Stats That Reveal How the UK Consulting | Certinia](https://www.certinia.com/blog/5-stats-that-reveal-how-the-uk-consulting-industry-is-evolving-in-2025/): The UK consulting industry is at a crossroads, with new survey data revealing five critical trends that are reshaping the market in 2025. This article explores the pivotal statistics on AI investment, the rise of flexible work, talent diversification, and other key shifts that leaders must understand to navigate the industry's evolution.
[Want to boost the health of your services | Certinia](https://www.certinia.com/blog/boost-the-health-of-your-services-organization/): Services organisations that monitor the right health indicators respond faster to risk and sustain stronger margins. Learn which signals matter most and how to act on them.
[How AI is helping professional services organizations become profit centers | Certinia](https://www.certinia.com/blog/how-ai-is-helping-professional-services-organizations-become-profit-centers/): How are professional services organizations using AI to help them become profit centers? Read this blog to find out.
[Customer Success Isn't a Fad, It's a Growth | Certinia](https://www.certinia.com/blog/new-public-market-pulse-report-shows-impact-of-customer-success-and-net-revenue-retention-on-enterprise-psos/): New analysis of 4,000+ public company earnings reports reveals why top services firms are making Customer Success and Net Revenue Retention core to their growth strategy and winning investor confidence.
[Certinia Wins 2025 Salesforce Partner Innovation Award | Certinia](https://www.certinia.com/blog/certinia-wins-2025-salesforce-partner-innovation-award/): Certinia is honored to win a 2025 Salesforce Partner Innovation Award. Read about our work helping global services firms modernize their operations.
[From biology to bytes: Certinia Co-founder Deb Ashton’s trailblazing tech journey | Certinia](https://www.certinia.com/blog/from-biology-to-bytes-certinia-co-founder-deb-ashtons-trailblazing-tech-journey/): Certinia's co-founder Deb Ashton Deb shares her pivotal moments and lessons gleaned from her experiences spanning over two decades in the industry.
[Certinia Accelerates Global Innovation with New R&D Hub in Bengaluru](https://www.certinia.com/blog/certinia-accelerates-global-innovation-with-new-rd-hub-in-bengaluru/): Certinia is expanding its research and development (R&D) operations by launching a new in-house team and opening an office in Bengaluru, India. This move is intended to accelerate product innovation, access a rich talent pool, and strengthen the company's global R&D structure.
[Certinia Earns Inc. Power Partner Award for Second | Certinia](https://www.certinia.com/blog/certinia-earns-inc.-power-partner-award-for-second-consecutive-year): Certinia has been recognized for the second consecutive year with an Inc. Power Partner Award, an honor determined solely by customer validation, highlighting our indispensable role in clients' success.
[How good data becomes great AI: The Pragmatic AI model | Certinia](https://www.certinia.com/blog/how-good-data-becomes-great-ai-the-pragmatic-ai-model/): Read this blog on how to achieve clean, structured data so that you can actually maximize and optimize an AI implementation.
[Certinia’s Winter '26 Release is Here: New AI | Certinia](https://www.certinia.com/blog/certinias-winter-26-release-is-here-new-ai-agents-dynamic-playbooks-faster-quoting-and-more/): The Certinia Winter '26 Release introduces new AI agents, Dynamic Playbooks, and faster quoting capabilities. Discover how these features help services businesses automate core workflows and improve margins.
[Getting it just right: why resourcing is a ‘Goldilocks’ art  | Certinia](https://www.certinia.com/blog/getting-it-just-right-why-resourcing-is-a-goldilocks-art/): Think of it as a three-sided equation—how to balance customer experience, employee satisfaction, and organisational profit.
[Five Research-backed Lessons for Professional Services CXOs to Lead in the New Services Economy | Certinia](https://www.certinia.com/blog/five-research-backed-lessons-professional-services-cxos-deb-ashton/): Based on a global survey of over 1,000 services leaders, Certinia Co-founder and SVP of Strategic Customer Experience Deb Ashton reveals the five key strategic moves that winning firms are making to navigate the new services economy.
[Four things I wish I knew about resource management before I started | Certinia](https://www.certinia.com/blog/four-things-i-wish-i-knew-about-resource-management-before-i-started/): Resource management is defined as the efficient and effective development of an organization’s resources when they are needed.
[Certinia Tops IDC MarketScapes for AI-Enabled PSA and PSA ERP](https://www.certinia.com/blog/certinia-tops-idc-marketscapes-for-ai-enabled-psa-and-psa-erp/): Certinia is named a Leader in IDC's AI-enabled PSA and PSA ERP MarketScapes. Discover how our unified platform connects services, finance, and actionable AI to drive sustainable growth.
[Profitability, Innovation, and Scale: A Look Back at | Certinia](https://www.certinia.com/blog/profitability-innovation-and-scale-a-look-back-at-certinias-record-breaking-2025/): Turn up the volume on Certinia’s 2025 highlights, from launching our first autonomous AI agents to earning major industry recognition. Explore the milestones and momentum that defined a record-breaking year for Certinia.
[Announcing Prasad Narasimhan Sulur, Chief Business Officer | Certinia](https://www.certinia.com/blog/certinia-appoints-prasad-narasimhan-sulur-as-chief-business-officer/): Prasad Narasimhan Sulur serves as Chief Business Officer at Certinia, where he is responsible for defining the company’s long-term corporate strategy and competitive positioning. In this role, Prasad oversees corporate development and identifies new avenues for market expansion. He also leads the commercialization of Certinia’s AI strategy, ensuring that the company's product innovations translate into sustainable business value for customers.
[How to build stronger teams and achieve business growth in the Services Era | Certinia](https://www.certinia.com/blog/how-to-build-stronger-teams-and-achieve-business-growth-in-the-services-era/): Get expert advice on what it takes to develop talent, build stronger teams, and achieve business growth in the Services Era.
[A Critical Look at the UK's 2035 Vision | Certinia](https://www.certinia.com/blog/a-critical-look-at-the-uks-2035-vision-for-professional-and-business-services/): While the UK's new 2035 vision for professional services is ambitious, its success hinges on asking the right questions. This critical analysis challenges leaders to look beyond the blueprint and address the deeper operational hurdles to tech adoption, the need for AI-augmented skills, and the true digital barriers to global trade.
[Is Your Talent Strategy Ready for the Rise | Certinia](https://www.certinia.com/blog/is-your-talent-strategy-ready-for-the-rise-of-the-ai-orchestrator/): As AI transforms the workforce, the demand for deep specialists is giving way to the "Orchestrator"—a new type of leader who combines domain expertise with broad strategic skills to manage hybrid teams of humans and AI. In this article, Certinia's Chief People Officer Kris Kildahl provides a blueprint for people leaders on how to cultivate this next generation of talent and redesign their strategies for the new era of work.
[Certinia CS Cloud Gains Momentum with New AI Innovations and Customer Wins  | Certinia](https://www.certinia.com/blog/certinia-cs-cloud-gains-momentum-with-new-ai-innovations-and-customer-wins/): Certinia’s Customer Success (CS) Cloud is gaining momentum with new customer wins and capabilities designed to help organizations automate customer success activities, gain clearer insights, and deliver better outcomes across the customer lifecycle.
[Certinia Earns G2’s 2026 Best Software Awards for Project Management Products](https://www.certinia.com/blog/certinia-earns-g2-2026-best-software-awards-project-management-products/): Certinia has earned a place on G2’s 2026 Best Software Awards for Project Management Products, a top-50 ranking based on verified customer reviews and real user feedback.
[The Data Fragmentation Tax: Why Your AI is Only as Smart as Your Silos](https://www.certinia.com/blog/the-data-fragmentation-tax-why-your-ai-is-only-as-smart-as-your-silos/): Don't let fragmented data choke your AI initiatives: learn how a unified architecture can eliminate data silos and unlock the true ROI of enterprise AI.
[From Google Sheets to Scalable Growth, How BigID | Certinia](https://www.certinia.com/blog/from-google-sheets-to-scalable-growth-how-bigid-cut-through-services-complexity/): BigID's services team left Google Sheets behind to scale their operations with Certinia. Watch the on-demand webinar to learn how they cut complexity and accelerated customer time-to-value.
[The AI Workforce Shift You Didn’t See Coming | Certinia](https://www.certinia.com/blog/the-ai-workforce-shift-you-didnt-see-coming/): Gartner predicts rapid skill decay, AI-first software design, and major workforce shifts. Learn what services leaders must prepare for now.
[What the 2026 Thomson Reuters AI in Professional Services Report Reveals for Tax and Audit Firms](https://www.certinia.com/blog/thomson-reuters-2026-ai-report-tax-audit/): Most tax and audit firms are accumulating fragmentation debt by using AI in isolation from their core business systems. Here is why that’s stalling your ROI and how to bridge the gap.
[What Recent Breaches Teach Us About Data Sovereignty | Certinia](https://www.certinia.com/blog/what-recent-breaches-teach-us-about-data-sovereignty-and-trustworthy-architectures/): Certinia CPTO Raju Malhotra examines the rising risks of external integrations and explains why a native architecture is essential for ensuring data sovereignty and trust in an AI-driven world.
[Game On: Celebrating Our FY26 Partner Award Winners | Certinia](https://www.certinia.com/blog/game-on-celebrating-our-fy26-partner-award-winners/): Discover Certinia’s FY26 Partner Award Winners and learn how our top services partners are helping customers win with innovation, delivery excellence, and growth.
[Certinia Launches Veda, the Modern AI Operations Engine to Power the Intelligent Services Enterprise](https://www.certinia.com/blog/certinia-launches-veda-modern-ai-operations-engine-intelligent-services-enterprise/): Veda is the intelligent operations engine the services industry has been waiting for: purpose-built to eliminate administrative burden, accelerate revenue, and power the era of autonomous service operations.
[Aligning financial planning with corporate strategy | Certinia](https://www.certinia.com/blog/aligning-financial-planning-with-corporate-strategy/): Accelerate growth by aligning financial planning with corporate strategy. Learn how dynamic planning and a single-platform approach empower Finance to drive agile decisions.
[The Silent Killer of AI's ROI](https://www.certinia.com/blog/silent-killer-of-ai-roi/): A silent threat is draining your services firm's AI investments, and the problem is closer than you think. Find out what fragmentation debt is, and why this ghost in the ledger is preventing your AI from delivering real ROI.
[Our Blog | Certinia](https://www.certinia.com/blog/test-container-level-2/2026/): Follow the Certinia blog for success stories, best practices, industry trends and insights, product announcements, and more.
[Predicting Profitability with Certinia Services Forecasting  | Certinia](https://www.certinia.com/blog/predicting-profitability-with-certinia-services-forecasting/): Certinia Services Forecasting unifies cost and revenue data on a single platform, eliminating shadow forecasting to empower services organizations with real-time margin visibility and the foundation for AI-driven financial decisions.
[Giving Knowledge Workers Superpowers: My Conversation at the NYSE | Certinia](https://www.certinia.com/blog/giving-knowledge-workers-superpowers-my-conversation-at-the-nyse/): What happens when you apply agentic AI to the most human-driven industry there is? Raju Malhotra joined theCUBE at the NYSE to discuss and to introduce Veda, Certinia's enterprise-grade intelligent operations engine for professional services.
[Certinia Appoints Mimi Spier as Chief Marketing Officer | Certinia](https://www.certinia.com/blog/certinia-appoints-mimi-spier-as-chief-marketing-officer/): Mimi Spier has joined Certinia as Chief Marketing Officer, bringing 25+ years of SaaS, AI, and data experience to lead marketing as the company enters its next phase of growth.
[AI Maturity: The Growing Divide | Certinia Blog](https://www.certinia.com/blog/ai-maturity-growing-divide/): With the increasing adoption of AI comes new expectations for the business impact it provides. We have moved past the AI hype and into a phase of strategic recalibration. Leaders are no longer looking for "quick wins" but are instead shifting their focus toward long-term strategic value.
[Navigating Australia’s National AI Plan: Why Policy is | Certinia](https://www.certinia.com/blog/navigating-australia-national-ai-plan/): The Australian Government’s recently published National AI Plan is a clear signal that the "light touch" regulatory era is being replaced by structured national ambition. Particularly for services-driven organizations in Australia, the report provides an important framework for understanding how the government intends to balance innovation with safety.
[What I Told Harvard Business Review About Why Professional Services AI Is Stalling | Certinia](https://www.certinia.com/blog/what-i-told-harvard-business-review-about-why-professional-services-ai-is-stalling/): Certinia COO Robert Cesafsky argues in Harvard Business Review that the professional services AI problem runs deeper than most leaders realize. Here's a preview of his diagnosis.
[The Hidden Costs of Delaying a PSA Adoption Decision](https://www.certinia.com/blog/the-hidden-costs-of-delaying-a-psa-adoption-decision/): Expose the hidden financial and strategic drain of delaying a PSA adoption decision: stop massive revenue leakage from unbilled work, fix inefficient resource utilization, and reclaim your competitive agility now.
[When Your CS Platform Pivots, Who's Left Holding the Bag?](https://www.certinia.com/blog/when-your-cs-platform-pivots-whos-left-holding-the-bag/): When a major CS platform splits its AI strategy into a separate business unit, enterprise customers are left questioning their tools, their data security, and their careers. Here's what CS leaders on Salesforce should be asking right now.
[Three Reasons AI from Off-Platform PSA Vendors is Doomed to Fail](https://www.certinia.com/blog/three-reasons-ai-from-off-platform-psa-vendors-is-doomed-to-fail/): Discover why off-platform PSA AI fails to deliver business impact. We expose the three critical failure modes—blind handoffs, translation errors, and the hidden integration tax—and define what powers real 'Operator AI.'
[Why Customer Success is under more pressure than ever](https://www.certinia.com/blog/why-customer-success-is-under-more-pressure-than-ever/): Customer Success was meant to drive subscription growth, but many teams now carry revenue responsibility without control over the systems and processes that determine outcomes.
[How “Simple” PSA Tools Actually Add More Complexity to Your Services Business | Certinia](https://www.certinia.com/blog/how-simple-psa-tools-actually-add-more-complexity-to-your-services-business/): "Simple" is an appealing term in a software evaluation, but it carries significant hidden operational costs that rarely show up in a demo. Learn how the operational weight of broken integrations and data silos is eliminated by standardizing on a native, powerful platform.
[Industry Recognitions Validate Certinia's Approach to AI-Enabled Future of Services](https://www.certinia.com/blog/industry-recognitions-validate-certinias-ai-enabled-future-of-services-approach/): Certinia's latest industry recognitions validate the market's shift to a unified, intelligent, and trustworthy AI-enabled system for professional services.
[The Dos and Don’ts of Deploying AI in your Growing Services Business](https://www.certinia.com/blog/dos-and-donts-of-deploying-ai-in-your-growing-services-business/): AI usage in delivery work is climbing, reaching over 23% this year. At the same time, leadership confidence in the technology has actually dropped. We’re entering a period where firms realize that handing a team an AI tool is the easy part; but producing a result that a CFO can actually bank on requires a much deeper level of preparation.
[The PSA Evaluation Questions Most Teams Never Ask | Certinia](https://www.certinia.com/blog/the-psa-evaluation-questions-most-teams-never-ask/): Most PSA evaluations measure inefficiency, not value. Learn the key questions to ask about your requirements and the AI pressure-test needed to separate platform architecture from mere feature checklists.
[Why is the AI Revolution Stalling? Blame the Agentic Last Mile | Certinia](https://www.certinia.com/blog/ai-revolution-stalling-agentic-last-mile/): AI's ROI is stalled despite massive spending. The problem is the 'Agentic Last Mile,' where generic models lack the domain context to execute reliably. Discover how specialist AI delivers real value.
[Your AI strategy is missing a core foundation (and McKinsey & Co has the data) | Certinia](https://www.certinia.com/blog/your-ai-strategy-is-missing-a-core-foundation-and-mckinsey-co-has-the-data/): Stop letting digital transformation stop short. Discover the four hidden costs of fragmented software systems and how true services orchestration can reclaim 20 hours a month for your teams.
[Everything You May Have Missed in Certinia's Spring '26 Release | Certinia](https://www.certinia.com/blog/everything-you-may-have-missed-in-certinias-spring-26-release/): Certinia's Spring '26 release brought more than Veda. Explore the latest enhancements across PS Cloud, CS Cloud, and FM Cloud that give your teams more automation, better insights, and less manual work.

## Services

[AvidXchange Accounts Payable Automation | Certinia Partners](https://www.certinia.com/services/support/integrations/avidxchange/): AvidXchange integrates with Certinia to digitize AP. Capture invoices, speed approvals, and enable secure, automated payments.
[Xactly Incentive Compensation | Certinia Partners](https://www.certinia.com/services/support/integrations/xactly/): Xactly integrates with Certinia to manage incentive compensation. Reduce errors, boost margins, and enhance operational efficiency.
[Celigo Integration Platform | Certinia Partners](https://www.certinia.com/services/support/integrations/celigo/): Automate workflows with Celigo and Certinia. Connect apps, sync data, and streamline processes with an intuitive integration platform.
[Delinea Access Governance & Compliance | Certinia Partners](https://www.certinia.com/services/support/integrations/delinea/): Delinea integrates with Certinia to strengthen access governance. Detect risks, simplify user controls, and streamline compliance reporting.
[DocuSign eSignature Solutions | Certinia Partners](https://www.certinia.com/services/support/integrations/docusign/): DocuSign integrates with Certinia to simplify digital agreements. Replace paper processes, reduce errors, and boost customer satisfaction.
[AccessPay Payment Automation | Certinia Partners](https://www.certinia.com/services/support/integrations/accesspay/): Simplify payments with AccessPay for Certinia. Automate processing, boost compliance, and connect securely to global payment networks.
[Expensify Expense Management | Certinia Partners](https://www.certinia.com/services/support/integrations/expensify/): Expensify integrates with Certinia to manage expenses end-to-end. Import categories, automate workflows, and improve billing accuracy.
[SAP Concur Expense Management | Certinia Partners](https://www.certinia.com/services/support/integrations/concur-sap/): Gain visibility into employee spend with SAP Concur for Certinia. Capture receipts, streamline approvals, and simplify financial reporting.
[Avalara Tax Compliance Automation | Certinia Partners](https://www.certinia.com/services/support/integrations/avalara/): Avalara AvaTax integrates with Certinia to automate sales tax compliance. Get real-time accuracy, lower risk, and fast implementation.
[Seamless HCM & ERP Integrations with Certinia | Certinia Partners](https://www.certinia.com/services/support/integrations/hcm-erp-integration/): Certinia integrates seamlessly with your HCM or ERP of choice. Unlock flexibility, streamline workflows, and connect systems for smarter business operations.
[Complete EDI Integration Solutions | Certinia Partners](https://www.certinia.com/services/support/integrations/complete-edi/): Simplify B2B transactions with Complete EDI and Certinia. Automate document exchange, reduce errors, and enable seamless integration.
[XCD Human Capital Management | Certinia Partners](https://www.certinia.com/services/support/integrations/xcd/): Manage human capital effectively with XCD for Certinia. Automate HR processes, support employees, and improve overall HR performance.
[Yodlee Financial Data Aggregation | Certinia Partners](https://www.certinia.com/services/support/integrations/yodlee/): Aggregate and secure financial data with Yodlee and Certinia. Access bank, credit card, and investment data to power smarter financial solutions.
[Plaid Banking Integration | Certinia Partners](https://www.certinia.com/services/support/integrations/plaid/): Enable seamless banking integration with Plaid for Certinia. Connect accounts, share data safely, and power financial applications efficiently.
[Zenkraft Shipping Management | Certinia Partners](https://www.certinia.com/services/support/integrations/zenkraft/): Zenkraft integrates with Certinia to simplify shipping operations. Streamline fulfillment, improve customer experience, and reduce manual work.
[Jira Workflow Management | Certinia Partners](https://www.certinia.com/services/support/integrations/jira-by-atlassian/): Jira integrates with Certinia to improve workflow management. Customize boards, track tasks, and empower teams with real-time reporting.
[Jitterbit Integration Platform | Certinia Partners](https://www.certinia.com/services/support/integrations/jitterbit/): Streamline integrations with Jitterbit for Certinia. Design, deploy, and manage connections faster with packaged, cloud-based solutions.
[Conga Document Automation | Certinia Partners](https://www.certinia.com/services/support/integrations/conga/): Automate document generation with Conga for Certinia. Speed up reporting, improve accuracy, and manage CLM and eSignatures with ease.
[Linvio Payment Solutions | Certinia Partners](https://www.certinia.com/services/support/integrations/linvio/): Manage credit card and eCheck payments with Linvio and Certinia. Automate invoicing, cash entries, and secure online transactions.
[Launchpad Integration Platform | Certinia Partners](https://www.certinia.com/services/support/integrations/launchpad/): Accelerate digital transformation with Launchpad and Certinia. Use iPaaS to streamline integrations and automate workflows efficiently.
[Microsoft Outlook Integration | Certinia Partners](https://www.certinia.com/services/support/integrations/microsoft-outlook/): Outlook integrates with Certinia for smarter communication. Sync email, calendars, and contacts to boost productivity and collaboration.
[MuleSoft Integration Platform | Certinia Partners](https://www.certinia.com/services/support/integrations/mulesoft/): Integrate Certinia with MuleSoft’s Anypoint Platform. Enable seamless data exchange and unified customer experiences.
[Own Cloud Data Protection | Certinia Partners](https://www.certinia.com/services/support/integrations/own-from-salesforce/): Protect Salesforce data with Own and Certinia. Ensure security, compliance, and availability while unlocking actionable insights.
[Q2 Cloud Lending Automation | Certinia Partners](https://www.certinia.com/services/support/integrations/q2-cloud-lending/): Q2 Cloud Lending integrates with Certinia to digitize loan origination, servicing, and payments for a faster, error-free experience.
[Storecove E-Invoicing | Certinia Partners](https://www.certinia.com/services/support/integrations/storecove/): Automate e-invoicing with Storecove and Certinia. Connect to networks and tax authorities to ensure compliant, error-free invoice delivery.
[Unaric Global Payments | Certinia Partners](https://www.certinia.com/services/support/integrations/unaric-payments/): Simplify payment collection with Unaric for Certinia. Boost cash flow, reduce manual work, and ensure compliance across international transactions.
[Certinia Partner Registration | Certinia](https://www.certinia.com/services/partner-with-us/become-a-partner/): Partner with Certinia to deliver greater value. Register your company today to be considered for our partnership program.
[Become a Partner | Thank You](https://www.certinia.com/services/partner-with-us/become-a-partner/thank-you/): 
[Certinia on AWS Marketplace | Certinia](https://www.certinia.com/services/partner-with-us/aws/): Certinia solutions power and connect all aspects of your services operations so you can run services as a business.
[Referral Partners | Certinia](https://www.certinia.com/services/partner-with-us/referral-program/): Get paid when you refer your customers to the only cloud-based, on-platform ERP and Professional Services solutions on Salesforce.
[Become a Partner | Thank You](https://www.certinia.com/services/partner-with-us/aws/thank-you/): 
[Integrations with Certinia Software Solutions | Certinia](https://www.certinia.com/services/support/integrations/): Salesforce-native Certinia is able to integrate with a number of on-platform apps as well as off-platform systems.
[Customer Community on Salesforce | Certinia](https://www.certinia.com/services/support/community/): The Certinia Community is the digital hub for our customers—a one-stop shop that supports you throughout your journey with Certinia.
[Customer Success Plans | Certinia](https://www.certinia.com/services/support/success-plans/): If you ever need help or have questions about your system, we ensure you get well-informed, proactive support from the Certinia team.
[User Licensing | Certinia](https://www.certinia.com/services/support/user-licensing/): Certinia offers licenses on a subscription basis. Contact us today to learn more about licensing for our solutions.
[Big Bang ERP | Certinia Partner Services Network](https://www.certinia.com/services/services-partners/big-bang-erp/): Big Bang ERP, a Certinia and Salesforce partner since 2014, specializes in ERP, CRM, and PSA solutions to streamline financials, projects, and operations globally.
[Diabsolut | Certinia Partner Services Network](https://www.certinia.com/services/services-partners/diabsolut/): Diabsolut combines decades of expertise with Certinia and Salesforce to transform back-office processes, boost adoption, and achieve lasting business outcomes.
[Icon Cloud Consulting | Certinia Partner Services Network](https://www.certinia.com/services/services-partners/icon-cloud-consulting/): Icon, a Premier Certinia Systems Integrator since 2011, delivers expert Salesforce Opportunity-to-GL solutions with integrity, trust, and a 60-day warranty.
[PwC | Certinia Partner Services Network](https://www.certinia.com/services/services-partners/pwc/): PwC helps service enterprises boost project predictability, increase margin, and drive impactful results with sustainable, agile automation strategies.
[Ladd Partners | Certinia Partner Services Network](https://www.certinia.com/services/services-partners/ladd-partners/): Ladd Partners: Expert Salesforce & Certinia consultants delivering CRM, PSA, Field Service, recurring revenue, order, inventory & financial management solutions.
[Cross Cloud Partners | Certinia Partner Services Network](https://www.certinia.com/services/services-partners/cross-cloud-partners/): Cross Cloud Partners helps your team master Certinia PSA with hands-on training, practical coaching, and best practices for efficient business growth.
[Agilyx | Certinia Partner Services Network](https://www.certinia.com/services/services-partners/agilyx/): Agilyx Group, Certinia Partner of the Year 2020, delivers global digital transformations combining ERP, PSA, and CRM expertise on Salesforce.
[Coalescence Cloud Consulting | Certinia Partner Services Network](https://www.certinia.com/services/services-partners/coalescence-cloud-consulting/): Coalescence Cloud Consulting delivers tailored Certinia & Salesforce solutions across industries, driving scalable growth and innovative data strategies.
[Cloud Journey Group (CJG) | Certinia Partner Services Network](https://www.certinia.com/services/services-partners/cloud-journey-group/): Cloud Journey Consulting Group, a women-owned Certinia & Salesforce Partner, delivers tailored ERP, Professional Services, and Salesforce solutions for growth.
[Accordion | Certinia Partner Services Network](https://www.certinia.com/services/services-partners/accordion/): Accordion helps organizations optimize business processes and drive revenue through multi-cloud digital transformations, unifying Marketing, Sales, and Service operations.
[OpMentors | Certinia Partner Services Network](https://www.certinia.com/services/services-partners/opmentors/): OpMentors, a certified Salesforce & Certinia Consulting Partner since 2014, helps businesses achieve digital transformation and operational excellence.
[Fluido Oy UK | Certinia Partner Services Network](https://www.certinia.com/services/services-partners/fluido-oy-uk/): Fluido, a leading Salesforce consultancy across 13 European countries, delivers expert Salesforce consulting and digital transformation services globally.
[AblyPro | Certinia Partner Services Network](https://www.certinia.com/services/services-partners/ablypro/): At AblyPro, we go beyond implementing Salesforce and Certinia; we guide enterprises through transformation with clarity and impact. With 350+ certified experts and AI-driven insights, we deliver solutions that build lasting momentum; founded on TRUST.
[Valuize | Certinia Partner Services Network](https://www.certinia.com/services/services-partners/valuize/): Valuize helps B2B tech companies optimize customer lifecycle strategies with Certinia, driving adoption, retention, expansion, and sustainable growth.
[Spaulding Ridge | Certinia Partner Services Network](https://www.certinia.com/services/services-partners/spaulding-ridge/): Spaulding Ridge helps CFOs and CROs transform data and business processes, driving insight, collaboration, and better decisions for global companies.
[Singularity Consulting | Certinia Partner Services Network](https://www.certinia.com/services/services-partners/singularity-consulting/): Singularity Consulting: Trusted Certinia partner guiding professional services firms with expert PSA and ERP solutions for successful business growth.
[CBEE Remarkable | Certinia Partner Services Network](https://www.certinia.com/services/services-partners/cbee-remarkable/): CBEE Remarkable, a Certinia & Salesforce Implementation Partner in the Netherlands, helps businesses automate marketing, sales, and financial processes seamlessly.
[VFP Consulting | Certinia Partner Services Network](https://www.certinia.com/services/services-partners/vfp-consulting/): VFP Consulting helps businesses grow with expert Certinia and Salesforce solutions, offering certified consultants, proven methodology, and end-to-end implementation.
[entero AG | Certinia Partner Services Network](https://www.certinia.com/services/services-partners/entero-ag/): entero AG, a 20-year DACH IT consultancy, helps consulting, IT, and software firms optimize Salesforce-powered sales, service, finance, and HR processes.
[SAP Concur | Certinia Independent Software Vendor Partner](https://www.certinia.com/services/isv-partners/sap-concur/): Integrate SAP Concur with Certinia to automate travel, expense, and invoice management. Gain real-time visibility, improve compliance, and streamline workflows.
[Xenogenix | Certinia Partner Services Network](https://www.certinia.com/services/services-partners/xenogenix/): Xenogenix, a Certinia & Salesforce partner since 2007, delivers expert financial system implementations and business improvement solutions for organizations.
[Conga | Certinia Independent Software Vendor Partner](https://www.certinia.com/services/isv-partners/conga/): Conga integrates with Certinia Financial Management to generate invoices, reports, and documents directly from Certinia object data.
[Cloud Coachers | Certinia Partner Services Network](https://www.certinia.com/services/services-partners/cloud-coachers/): Cloud Coachers, a Certinia & Salesforce partner, offers expert training, consulting, and implementation to drive digital transformation and ERP success.
[CLD Partners | Certinia Partner Services Network](https://www.certinia.com/services/services-partners/cld-partners/): CLD Partners, founded in 2011, was the first implementation partner for Certinia PS Cloud.
[Q2 Cloud Lending | Certinia Independent Software Vendor Partner](https://www.certinia.com/services/isv-partners/q2-cloud-lending/): Cloud Lending Solutions partners with Certinia to deliver cloud-based lending and lease platforms with integrated Salesforce accounting for banks and lessors.
[XCD | Certinia Independent Software Vendor Partner](https://www.certinia.com/services/isv-partners/xcd/): XCD simplifies HR and Payroll with a complete solution, helping businesses transform HR, streamline processes, and improve performance with expert support.
[Xactly | Certinia Independent Software Vendor Partner](https://www.certinia.com/services/isv-partners/xactly/): Discover Xactly, a leading cloud-based incentive compensation solution for boosting sales performance, aligning employee goals, and optimizing business outcomes.
[Plaid | Certinia Independent Software Vendor Partner](https://www.certinia.com/services/isv-partners/plaid/): Explore Certinia ISV partners like Plaid that extend Certinia ERP and PSA with secure integrations, financial data connectivity, and powerful workflows.
[ISVApp | Certinia Independent Software Vendor Partner](https://www.certinia.com/services/isv-partners/isvapp/): ISVapp helps Salesforce ISVs and OEM partners track usage, predict churn, drive renewals, and optimize customer success with powerful analytics.
[Avalara | Certinia Independent Software Vendor Partner](https://www.certinia.com/services/isv-partners/avalara/): Automate sales tax with Avalara AvaTax for Certinia. Real-time tax calculation, compliance, and seamless integration with Certinia Accounting & SCM.
[Zenkraft | Certinia Independent Software Vendor Partner](https://www.certinia.com/services/isv-partners/zenkraft/): Zenkraft delivers native multi-carrier shipping, tracking & returns in Salesforce, automating fulfillment and enhancing customer post-purchase experiences.
[DocuSign | Certinia Independent Software Vendor Partner](https://www.certinia.com/services/isv-partners/docusign/): DocuSign integrates with Certinia to streamline digital agreements, reduce contract cycles, cut costs, and improve visibility anytime, anywhere.
[Jira by Atlassian | Certinia Independent Software Vendor Partner](https://www.certinia.com/services/isv-partners/jira-by-atlassian/): Jira by Atlassian integrates with Certinia to streamline project management and issue tracking. Enhance team collaboration, workflows, and reporting with this ISV partner.
[MuleSoft | Certinia Independent Software Vendor Partner](https://www.certinia.com/services/isv-partners/mulesoft/): Discover Certinia's ISV partner MuleSoft, enabling seamless integration across apps, data, and systems to boost efficiency and drive digital transformation.
[Storecove | Certinia Independent Software Vendor Partner](https://www.certinia.com/services/isv-partners/storecove/): Storecove integrates with Certinia to simplify global e-invoicing and compliance. Automate document exchange via Peppol and tax networks with one secure API.
[Unaric Payments | Certinia Independent Software Vendor Partner](https://www.certinia.com/services/isv-partners/unaric-payments/): Unaric Payments for Certinia simplifies global payment collection, boosts cash flow, ensures compliance, and integrates seamlessly with Salesforce and Certinia.
[Celigo | Certinia Independent Software Vendor Partner](https://www.certinia.com/services/isv-partners/celigo/): Celigo iPaaS connects and automates your cloud and on-prem apps, streamlining workflows, syncing data, and boosting efficiency for businesses.
[Yodlee | Certinia Independent Software Vendor Partner](https://www.certinia.com/services/isv-partners/yodlee/): Discover Yodlee, a leading financial data aggregation platform enabling secure access to consumer financial data for fintechs, banks, and wealth management.
[Launchpad | Certinia Independent Software Vendor Partner](https://www.certinia.com/services/isv-partners/launchpad/): Launchpad Technologies, a Certinia ISV partner, offers Passport iPaaS for seamless software integration, workflow automation, and faster digital transformation.
[Complete EDI | Certinia Independent Software Vendor Partner](https://www.certinia.com/services/isv-partners/complete-edi/): Complete EDI Solutions offers no-code/low-code B2B EDI integration, customizable mapping, translation, and managed file transfer for seamless enterprise workflows.
[Jitterbit | Certinia Independent Software Vendor Partner](https://www.certinia.com/services/isv-partners/jitterbit/): Jitterbit delivers a cloud integration platform that simplifies APIs, apps, and data management, enabling fast deployment and measurable business value.
[AccessPay | Certinia Independent Software Vendor Partner](https://www.certinia.com/services/isv-partners/accesspay/): AccessPay automates payments and cash management, connecting ERPs to global banking schemes for secure, efficient financial operations and real-time cash visibility.
[Delinea | Certinia Independent Software Vendor Partner](https://www.certinia.com/services/isv-partners/delinea/): Delinea for Certinia delivers cloud-based SOX compliance solutions, audit templates, SOD analysis, and automated reporting for secure data access.
[Expensify | Certinia Independent Software Vendor Partner](https://www.certinia.com/services/isv-partners/expensify/): Automate expense management with Expensify’s two-way Certinia integration—capture, code, approve, and reimburse expenses seamlessly for real-time insights.
[AvidXchange | Certinia Independent Software Vendor Partner](https://www.certinia.com/services/isv-partners/avidxchange/): Automate accounts payable with AvidXchange. Streamline invoice processing, approvals, and payments while boosting efficiency and financial control.
[TrueCommerce | Certinia Independent Software Vendor Partner](https://www.certinia.com/services/isv-partners/truecommerce/): TrueCommerce delivers cloud-based EDI & API solutions for Certinia, enabling seamless, reliable exchange of business documents.
[Support Services | Certinia](https://www.certinia.com/services/support/): Leverage Certinia Support Services to go live faster, adopt best practices, collaborate with other customers, access new features, and more.
[Implementation & Consulting Services Partners | Certinia](https://www.certinia.com/services/services-partners/): Draw on the experience of hundreds of successful Certinia projects and find the best route to success for your company.
[Independent Software Vendor (ISV) Partners | Certinia](https://www.certinia.com/services/isv-partners/): Certinia collaborates with leading ISV Partners to deliver connected solutions. Extend the power of our platform with integrations that drive efficiency and innovation.
[Certinia Partners | Certinia](https://www.certinia.com/services/partner-with-us/): Join Certinia’s partner network to gain growth opportunities, Salesforce-native expertise, developer resources, and a thriving community of innovators.

## About us

[Privacy Statement updated as of 16 December 2019 | Certinia](https://www.certinia.com/about-us/privacy/privacy-statement-archive/privacy-statement-archive-december2019/): 
[Privacy statement prior to June 9, 2015 | Certinia](https://www.certinia.com/about-us/privacy/privacy-statement-archive/privacy-statement-archive-prior-june2015/): 
[Privacy Statement updated as of 31st July 2020 | Certinia](https://www.certinia.com/about-us/privacy/privacy-statement-archive/privacy-statement-archive-july2020/): 
[Privacy Statement updated as of 28th of October 2021 | Certinia](https://www.certinia.com/about-us/privacy/privacy-statement-archive/privacy-statement-archive-october2021/): 
[Privacy statement effective June 9, 2015, to July 28, 2017 | Certinia](https://www.certinia.com/about-us/privacy/privacy-statement-archive/privacy-statement-archive-to-july2017/): 
[Privacy Statement updated as of 4 March 2019 | Certinia](https://www.certinia.com/about-us/privacy/privacy-statement-archive/privacy-statement-archive-march2019/): 
[Privacy statement effective July 28, 2017, to May 25, 2018 | Certinia](https://www.certinia.com/about-us/privacy/privacy-statement-archive/privacy-statement-archive-to-may2018/): 
[Privacy Statement updated as of 25 May 2018 | Certinia](https://www.certinia.com/about-us/privacy/privacy-statement-archive/privacy-statement-archive-may2018/): 
[Privacy Statement updated as of 31 October 2018 | Certinia](https://www.certinia.com/about-us/privacy/privacy-statement-archive/privacy-statement-archive-october2018/): 
[Salesforce Security and Data Protection | Certinia](https://www.certinia.com/about-us/trust/salesforce-security/): Certinia is built natively on Salesforce, inheriting enterprise-grade security, compliance, and data protection. Learn how your data is protected end to end.
[Certinia Security Advisories | Certinia](https://www.certinia.com/about-us/trust/security-advisories/): At Certinia, trust is our number one value. We want to alert you to an important security issue and let you know how we are addressing it.
[Certinia Product Security | Certinia](https://www.certinia.com/about-us/trust/product-security/): Certinia’s software development lifecycle incorporates a range of security measures, ensuring robust protection and compliance throughout the entire development process.
[Whistic Security Profile | Certinia](https://www.certinia.com/about-us/trust/security-profile/): Here you will find our publicly available Whistic Security Profile, which conveniently centralizes publicly available security documents.
[Certinia Information Security Program | Certinia](https://www.certinia.com/about-us/trust/security-program/): Certinia applications were designed from the ground up using core information security principles, ensuring robust protection and compliance.
[Master Subscription Agreement | Certinia](https://www.certinia.com/about-us/legal/msa/): This Master Service Agreement governs your acquisition and use of Certinia products and services.
[Professional Services Addendum to MSA | Certinia](https://www.certinia.com/about-us/legal/professional-services-addendum-to-msa/): Certinia Professional Services Addendum to MSA. Transforming services delivery for 1,400 customers in more than 30 countries.
[Certinia | Accessibility](https://www.certinia.com/about-us/legal/accessibility/): Certinia is committed to accessibility, meeting WCAG 2.1 AA standards to deliver inclusive, customer-focused products and services.
[Community Terms of Use | Certinia](https://www.certinia.com/about-us/legal/community-terms-use/): Welcome to the Certinia Community. Welcome to the Certinia Community. We may update them from time to time.
[Code of Corporate Responsibility | Certinia](https://www.certinia.com/about-us/legal/code-of-corporate-responsibility/): This agreement governs your acquisition and use of our products and services. This Agreement was last updated on February 21, 2017.
[Platform Terms of Use For Certinia Products | Certinia](https://www.certinia.com/about-us/legal/platform-terms-of-use-ffa/): Platform Terms of Use For Platform Enterprise Edition OEM Services Subscription. For Certinia products
[Privacy Statement | Certinia](https://www.certinia.com/about-us/privacy/privacy-statement/): Read Certinia's current privacy statement, which governs how we collect, process, and protect your personal data in compliance with applicable data protection law.
[Privacy FAQ | Certinia](https://www.certinia.com/about-us/privacy/privacy-faq/): Get answers to your questions about privacy and Certinia services. Learn how we protect your data and ensure compliance with global privacy standards.
[Copyright Infringement Complaints | Certinia](https://www.certinia.com/about-us/legal/copyright-infringement-complaints/): Certinia Copyright Infringement Complaints. Transforming services delivery for 1,400 customers in more than 30 countries.
[Certinia | Master Subscription Agreement Archive](https://www.certinia.com/about-us/legal/master-subscription-agreement-archive/): Certinia Master Subscription Agreement Archive. Transforming services delivery for 1,400 customers in more than 30 countries.
[Job Applicant Privacy Notice | Certinia](https://www.certinia.com/about-us/privacy/job-applicant-privacy-notice/): Certinia recognizes that privacy is important. Your use of other Certinia services is governed by any applicable terms and our Web Privacy Notice.
[Platform Terms of Use For Certinia Products | Certinia](https://www.certinia.com/about-us/legal/platform-terms-of-use-other/): Certinia Platform Terms of use - other. Transforming services delivery for 1,400 customers in more than 30 countries.
[Certinia | Product Terms Archive](https://www.certinia.com/about-us/legal/product-terms-archive/): Certinia Product Terms Archive. Transforming services delivery for 1,400 customers in more than 30 countries.
[Website Terms of Use For Certinia Products | Certinia](https://www.certinia.com/about-us/legal/website-terms-of-use/): Certinia Platform Terms of use - other. Transforming services delivery for 1,400 customers in more than 30 countries.
[Trust and Compliance Documentation | Certinia](https://www.certinia.com/about-us/privacy/trust-compliance-documentation/): Access Certinia's trust and compliance documentation, including security certifications, data processing agreements, and regulatory compliance reports.
[Privacy Statement | Certinia](https://www.certinia.com/about-us/privacy/certinia-guide-gdpr/): Certinia's GDPR compliance guide explains how we handle personal data under the General Data Protection Regulation and what rights you have as a data subject.
[Archive of previous privacy statements | Certinia](https://www.certinia.com/about-us/privacy/privacy-statement-archive/): Certinia Archive of previous privacy statements. Transforming services delivery for 1,400 customers in more than 30 countries.
[Cookies and "Do Not Track" | Certinia](https://www.certinia.com/about-us/privacy/cookies/): We use local & third-party cookies, some are compulsory, some are optional. By using this website you consent to all the compulsory cookies listed here.
[Recent Coverage | Certinia](https://www.certinia.com/about-us/news-center/coverage/): Read the latest news coverage from Certinia.
[DJ Paoni, CEO | Certinia Leadership](https://www.certinia.com/about-us/our-leadership-team/dj-paoni/): DJ Paoni is the CEO of Certinia. Learn about his leadership philosophy, background in enterprise technology, and vision for the professional services automation market.
[Raju Maholtra, CPTO | Certinia Leadership](https://www.certinia.com/about-us/our-leadership-team/raju-maholtra/): Raju Maholtra, CPTO of Certinia, has led product and technology teams at Salesforce, Microsoft, and other leading SaaS companies.
[John Tully, CRO | Certinia Leadership](https://www.certinia.com/about-us/our-leadership-team/john-tully/): Discover John Tully, CRO of Certinia, with 25+ years of sales leadership, building high-performance teams and driving digital transformation.
[Todd Kisaberth, CCO | Certinia Leadership](https://www.certinia.com/about-us/our-leadership-team/todd-kisaberth/): Learn about Todd Kisaberth, CCO of Certinia, responsible for customer success, support, and services with 20+ years of global tech experience.
[Erin Sawyer, CFO | Certinia Leadership](https://www.certinia.com/about-us/our-leadership-team/erin-sawyer/): Erin Sawyer, CFO of Certinia, brings 20+ years of financial and operational expertise across SaaS, enterprise software, and technology.
[Joe Minutoli, CLO | Certinia Leadership](https://www.certinia.com/about-us/our-leadership-team/joe-minutoli/): Joe Minutoli, CLO of Certinia, leverages 20+ years of SaaS legal expertise in governance, compliance, and global business expansion.
[Sarah Shorett, VP Comms | Certinia Leadership](https://www.certinia.com/about-us/our-leadership-team/sarah-shorett/): Explore Sarah Shorett, VP of Global Communications at Certinia, shaping strategy with leadership roles at Google, SAP, and top PR firms.
[Mimi Spier, CMO | Certinia Leadership](https://www.certinia.com/about-us/our-leadership-team/mimi-spier/): Mimi Spier is Chief Marketing Officer at Certinia, bringing more than 25 years of experience helping B2B technology companies drive sustainable, scalable growth. She has led high-performing marketing teams across SaaS, AI, cloud, and data platforms, with a focus on building repeatable growth engines that improve pipeline quality, conversion, and go-to-market effectiveness.
[Prasad Narasimhan Sulur, CBO | Certinia Leadership](https://www.certinia.com/about-us/our-leadership-team/prasad-narasimhan-sulur/): Meet Prasad Narasimhan Sulur, a member of the Certinia leadership team. Learn about his background, focus areas, and role within the organisation.
[Robert Cesafsky, COO | Certinia Leadership](https://www.certinia.com/about-us/our-leadership-team/robert-cesafsky/): Explore the career of Robert Cesafsky, COO of Certinia, bringing 20+ years of financial and operational leadership to high-growth software.
[Kris Kildahl, CPO | Certinia Leadership](https://www.certinia.com/about-us/our-leadership-team/kris-kildahl/): Meet Kris Kildahl, CPO of Certinia, leading people strategy with 25+ years of HR leadership across enterprise software and consulting.
[Deb Ashton, Founder & SVP | Certinia Leadership](https://www.certinia.com/about-us/our-leadership-team/deb-ashton/): Deb Ashton, Founder of Certinia, scaled the company globally and champions customer experience innovation through data-driven strategy.
[Michelle Mathis, VP Strategy | Certinia Leadership](https://www.certinia.com/about-us/our-leadership-team/michelle-mathis/): Michelle Mathis, VP of Strategic Planning at Certinia, leads business reviews, cross-company initiatives, and pricing strategy.
[Careers | Certinia](https://www.certinia.com/about-us/careers/): Our employees work in a culture of inclusion where they are proud of their accomplishments and free to innovate and try new things. Apply today!
[Newsroom & Media Center | Certinia](https://www.certinia.com/about-us/news-center/): Read the latest news, press releases, and blog posts from Certinia or download Certinia media assets.
[Leadership Team | Certinia](https://www.certinia.com/about-us/our-leadership-team/): Meet the leaders who drive our company's vision and success. Explore their backgrounds, expertise and the roles they play in shaping Certinia's future.
[Privacy | Certinia](https://www.certinia.com/about-us/privacy/): Privacy statement Archive of previous privacy statements Trust and Compliance Documentation Data Transfer Impact Assessment Privacy FAQ Data Protection
[Legal | Certinia](https://www.certinia.com/about-us/legal/): Access Certinia's legal documentation including terms of use, master subscription agreements, and other platform governance resources.
[Trust is our number one value | Certinia](https://www.certinia.com/about-us/trust/): Certinia is dedicated to providing industry-leading security for our customers' data assets through our Information Security Program.

## Resources

[Certifications](https://www.certinia.com/resources/training-center/certifications/): 
[Live Events and Webinars | Certinia](https://www.certinia.com/resources/upcoming-events/certinia-summit-2026/): Browse upcoming Certinia live events, webinars, and industry conferences. Register to connect with product experts and learn what is new across the platform.
[Live Events and Webinars | Certinia](https://www.certinia.com/resources/upcoming-events/certinia-live-london/): Browse upcoming Certinia live events, webinars, and industry conferences. Register to connect with product experts and learn what is new across the platform.
[Live Events and Webinars | Certinia](https://www.certinia.com/resources/upcoming-events/certinia-live-chicago/): Browse upcoming Certinia live events, webinars, and industry conferences. Register to connect with product experts and learn what is new across the platform.
[Live Events and Webinars | Certinia](https://www.certinia.com/resources/upcoming-events/breakfast-briefing--formula-for-ai-enabled-services-delivery-benchmarking-your-path-to-maturity/): Browse upcoming Certinia live events, webinars, and industry conferences. Register to connect with product experts and learn what is new across the platform.
[Live Events and Webinars | Certinia](https://www.certinia.com/resources/upcoming-events/agentforce-world-tour-dc/): Browse upcoming Certinia live events, webinars, and industry conferences. Register to connect with product experts and learn what is new across the platform.
[Live Events and Webinars | Certinia](https://www.certinia.com/resources/upcoming-events/security-silos-and-scrutiny-confronting-the-archenemies-of-customer-success/): Browse upcoming Certinia live events, webinars, and industry conferences. Register to connect with product experts and learn what is new across the platform.
[Live Events and Webinars | Certinia](https://www.certinia.com/resources/upcoming-events/agentforce-world-tour-nyc/): Browse upcoming Certinia live events, webinars, and industry conferences. Register to connect with product experts and learn what is new across the platform.
[Live Events and Webinars | Certinia](https://www.certinia.com/resources/upcoming-events/introducing-veda-certinias-ai-engine-for-services-operations/): Browse upcoming Certinia live events, webinars, and industry conferences. Register to connect with product experts and learn what is new across the platform.
[Live Events and Webinars | Certinia](https://www.certinia.com/resources/upcoming-events/the-handoff-problem-your-nrr-is-bleeding-before-onboarding-ends/): Browse upcoming Certinia live events, webinars, and industry conferences. Register to connect with product experts and learn what is new across the platform.
[Live Events and Webinars | Certinia](https://www.certinia.com/resources/upcoming-events/come-see-us-at-aicpa-engage/): Browse upcoming Certinia live events, webinars, and industry conferences. Register to connect with product experts and learn what is new across the platform.
[Live Events and Webinars | Certinia](https://www.certinia.com/resources/upcoming-events/ai-trends-for-2026-and-beyond-is-your-services-business-ready/): Browse upcoming Certinia live events, webinars, and industry conferences. Register to connect with product experts and learn what is new across the platform.
[Live Events and Webinars | Certinia](https://www.certinia.com/resources/upcoming-events/from-bid-to-bill-architecting-the-high-margin-clinical-research-organization/): Browse upcoming Certinia live events, webinars, and industry conferences. Register to connect with product experts and learn what is new across the platform.
[Avalara | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/avalara/): Discover how Avalara leverages Certinia PS Cloud and Revenue Management to automatically calculate and track revenue in real-time.
[Thales | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/thales/): Learn how Thales Cloud Protection and Licensing (CPL) achieved 100% project ROI with Certinia Professional Services Cloud and continues to see 99-100% data accuracy month-over-month.
[Splunk | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/splunk/): Learn how Splunk improved efficiency and gained full project and customer visibility in a single platform with Certinia Professional Services Cloud.
[CFGI | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/cfgi/): With Certinia, CFGI enjoys a unified "source of truth" in their customer journey, streamlining operations and enhancing decision-making.
[Windward Consulting | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/windward-consulting/): Learn how Certinia enabled Windward Consulting to reduce IT costs, break down departmental silos, and gain a complete picture of the business.
[Kinetic Vision | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/kinetic-vision/): Kinetic Vision scales smarter with Certinia’s financial forecasting software, resource management system, and automated processes for seamless operations.
[Siemens | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/siemens/): Learn how Siemens Digital Industries Software leveraged Certinia Professional Services Cloud to harmonize global operations, increase billable utilization, and improve project margins.
[EVOS | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/evos/): Hear how EVOS gained real-time visibility on their existing Salesforce platform with Certinia’s multilingual, multi-currency Financial Management Cloud.
[Efficio | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/efficio/): Discover how Certinia FM Cloud and PS Cloud have enabled Efficio to automate routine tasks, increase efficiency, and reduce costs.
[Solidaridad | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/solidaridad/): Learn how Solidaridad transformed their financial management with Certinia PS Cloud and Accounting solutions.
[Vlocity | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/vlocity/): Certinia Professional Services Cloud enables Vlocity to scale to 400 consultants and 100 projects with only one full-time resource.
[UiPath | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/uipath/): UiPath's commitment to growth takes center stage, marked by its transition to a publicly traded entity since incorporating Certinia into its operations.
[Docusign | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/docusign/): Discover how Certinia solutions enable Docusign to bring customers live quicker and realize faster time to value.
[BeyondTrust | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/beyondtrust/): Discover how Certinia PS Cloud enables BeyondTrust to streamline operations, satisfy customer expectations, and close projects quickly.
[Worldline | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/worldline/): Discover why Worldline recommends Certinia solutions to their clients to improve day-to-day accounting activities, reporting, and more.
[Idox | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/idox/): Discover how Certinia Professional Services Cloud provides Idox a 360-degree view of projects, delivering a great experience for both staff and customers alike.
[Celonis | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/celonis/): Learn how Celonis transforms resource management and forecasting with Certinia PS Cloud, boosting efficiency across global operations.
[VFP Consulting | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/vfp-consulting/): VFP Consulting achieved 100% ROI with Certinia Professional Services Cloud and Financial Management Cloud.
[Flexera | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/flexera/): Discover how Flexera manages rapid growth—partly the result of six acquisitions in three years—using Certinia Professional Services Cloud.
[Ansarada | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/ansarada/): Discover how Ansarada uses Certinia solutions to optimize services delivery, power customer retention, and spot revenue opportunities.
[Kubrick | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/kubrick/): With Certinia PS Cloud natively built on the Salesforce platform, Kubrick's entire org gains a single source of master customer data.
[United Services Group | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/usg/): Discover how United Services Group improved its operations and partner relationships using Certinia and Salesforce solutions together.
[CBTS Technology Solutions | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/cbts-technology-solutions/): Discover how Certinia solutions enable CBTS Technology Solutions to provide better, faster service to customers and drive repeat business.
[IG&H | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/igh/): Discover how IG&H uses Certinia PS Cloud and Accounting solutions to manage global business and drive growth from a single platform.
[National Transport Research Organisation (NTRO) | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/ntro/): Learn how the NTRO leveraged Certinia Financial Management Cloud and Professional Services Cloud to improve data accuracy by 50% and reduce reporting hours by 80%.
[Five9 | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/five9/): Discover how Five9 increased productivity and added millions of dollars in revenue with Certinia Professional Services (PS) Cloud.
[DeepRoot | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/deeproot/): Discover how DeepRoot uses Certinia Financial Management solutions to optimize business operations, trimming an average of 25 days from month-end close.
[INTO University Partnerships | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/into-university/): Discover how INTO saves time and money managing a single streamlined and consolidated chart of accounts with Certinia Accounting solutions.
[Elastic | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/elastic/): Discover how Certinia PS Cloud enables Elastic to automate and improve core business processes, driving incredible business growth.
[Jellyfish | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/jellyfish/): Discover how Jellyfish generated operational efficiencies and business insights at scale using Certinia PS Cloud and other solutions.
[Terrapinn | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/terrapinn/): Discover how using Certinia Financial Management Cloud enables Terrapinn to achieve 62% faster month-end reporting while saving £50,000-70,000 annually.
[Emerald Clinical Trials | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/emerald-clinical-trials/): Discover why Emerald Clinical Trials chose Certinia solutions over Microsoft Dynamics for financial consolidation and data accuracy.
[Coleman Insights | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/coleman-insights/): Discover how Certinia Accounting & Financial Reporting and Revenue Management enable Coleman Insights to report on financials 10x faster.
[Cloudwerx  | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/cloudwerx/): Emphasizing data and AI, Cloudwerx relies on Certinia solutions like PS Cloud for driving success with professional services automation.
[Muscular Dystrophy Association | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/mda/): Discover how Muscular Dystrophy Association (MDA) tamed financial chaos and saved more than $5 million with Certinia Financial Management Cloud and PS Cloud.
[Ladd Partners | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/ladd-partners/): Ladd Partners successfully implemented Certinia PSA and financial management solutions on the Salesforce platform, enabling them to achieve their 85% utilization goal.
[Diabsolut | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/diabsolut/): Discover how Certinia's PS Cloud enhanced efficiency, streamline processes, and drive success for Diabsolut's resource management and professional services.
[Salesforce | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/salesforce/): Discover how Salesforce doubled project creation and generates monthly utilization calculations in real-time with Certinia PS Cloud.
[BigID | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/bigid/): Learn how BigID accelerated project delivery and improved customer engagement by centralizing operations and gaining real-time visibility with Certinia.
[Imprivata | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/imprivata/): Discover how Imprivata, amid rapid business growth, easily manages global projects with Salesforce-native Certinia PS Cloud.
[Nextview | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/nextview/): Read how Nextview unified operations, cutting meeting hours by 30% and extending revenue forecasting to one year with Certinia solutions.
[Hewlett Packard Enterprise | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/hpe/): Discover how innovative technology giant, Hewlett Packard Enterprise (HPE), tracks projects from creation to completion with Certinia PS Cloud.
[Clearsulting | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/clearsulting/): Learn how Clearsulting uses Certinia to cut billing time, speed up month-end close, and gain real-time project insights for global growth.
[Avance Clinical | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/avance-clinical/): Learn how Avance Clinical improved financial visibility and scaled global growth with Certinia PS Cloud and FM Cloud, transforming project data management and efficiency.
[Checkit | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/checkit/): Checkit plc recognized the critical need for Certinia Financial Management Cloud to support their end-to-end business operations, reducing their month-end close time by 55%.
[10Fold | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/10fold/): Discover how Certinia's solutions enhanced 10Fold's operations, improved efficiency, and ensured job security for their team.
[Methods | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/methods/): Discover how Methods drives digital transformation and improved business performance using Certinia PS Cloud, FM Cloud, and Accounting.
[Interra Global | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/interra-global/): Certinia solutions enable Interra Global to streamline and automate their business operations on Salesforce to support ongoing growth.
[Software Improvement Group (SIG) | Certinia Customer Story](https://www.certinia.com/resources/customer-success-stories/sig/): Certinia powers Software Improvement Group (SIG)'s 70% project margin surge and 50% user experience satisfaction boost.
[Proximity | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/proximity/): Discover how Proximity leverages Certinia PS Cloud and FM Cloud to scale business functionality and growth on a single powerful platform.
[Databricks | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/databricks/): With Certinia, Databricks gained real-time project visibility, improved customer satisfaction, and achieved lasting scalability. See how they did it.
[What is ERP (Enterprise Resource Planning)? | Certinia](https://www.certinia.com/resources/industry-101/erp-systems/): Explore how enterprise resource planning (ERP) solutions enhance efficiency in managing resources like employees, finances, and materials.
[Hyland | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/hyland/): Discover how Certinia PS Cloud empowers Hyland to centralize global project and customer data, enabling service delivery visibility.
[What is Back Office Software? - Uses & Benefits | Certinia](https://www.certinia.com/resources/industry-101/back-office-software/): Back office software boosts efficiency by streamlining admin tasks. Transform your back office with Certinia ERP for a more empowering software solution.
[PSA Software Overview | Certinia](https://www.certinia.com/resources/industry-101/certinia-psa-overview/): With Certinia PSA software, you enhance visibility and empower your teams to make informed decisions, driving significant revenue growth.
[Project Management and Project Lifecycle Optimization](https://www.certinia.com/resources/industry-101/project-life-cycle/): Discover the project lifecycle stages, best practices, and tools for end-to-end project management success.
[Why Choose A Project Management Software On Salesforce | Certinia Resource Hub](https://www.certinia.com/resources/industry-101/project-management-software/): Integrating project management with Salesforce creates a customer-centric system. By unifying project and customer data, it effectively puts customers at the heart of each project.
[What Is Resource Management For Professional Services?](https://www.certinia.com/resources/industry-101/resource-allocation/): Resource management is the process of planning, allocating, and overseeing an organization’s resources to ensure efficient and effective utilization.
[Govplace | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/govplace/): Govplace's services division drives company growth, and with Certinia, it has fully automated project workflows.
[Why Choose a Salesforce-Native Billing Management System](https://www.certinia.com/resources/industry-101/billing-from-salesforce/): Learn how Salesforce-native billing systems make billing efficient, error-free, and customer-friendly—and how to choose the right one.
[What is Professional Services Automation (PSA) Software?](https://www.certinia.com/resources/industry-101/what-is-professional-services-automation/): Professional Services Automation (PSA) software is an all-in-one solution designed to efficiently manage, automate, and optimize your key business processes.
[Best Practices for Financial Management | Certinia](https://www.certinia.com/resources/industry-101/best-practices-for-financial-management/): Top CFOs today look beyond just closing the books. Learn how industry leaders transform financial management best practices with Certinia's Salesforce-native solutions.
[Revenue Recognition Methods: Complete ASC 606 Guide | Certinia](https://www.certinia.com/resources/industry-101/revenue-recognition-methods/): Explore revenue recognition methods under ASC 606 with examples, principles, and compliance insights to improve financial accuracy and reporting.
[ASC 606 and IFRS 15: 5 Steps of Revenue Recognition | Certinia](https://www.certinia.com/resources/industry-101/complying-with-asc-606-and-ifrs-15/): Understand ASC 606 and IFRS 15 revenue recognition standards. Learn compliance strategies and how they affect financial reporting for global businesses
[Dayforce | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/dayforce/): Discover how Dayforce boosts resource management and visibility for 2,500 global users with Certinia Professional Services Cloud.
[ERP Accounting Software for Modern Finance Teams | Certinia](https://www.certinia.com/resources/industry-101/erp-accounting-software/): Learn how ERP accounting improves reporting, automation, and compliance. See how finance teams use ERP accounting in real-world scenarios.
[Key Benefits of an ERP System | Certinia](https://www.certinia.com/resources/industry-101/benefits-erp-system/): An ERP system centralizes core business processes, offering real-time visibility from supply chain to customer relationship management.
[Top Employers Institute | Customer Success Story | Certinia](https://www.certinia.com/resources/customer-success-stories/top-employers-institute/): Learn how Top Employers Institute built future-ready financial operations with Certinia—boosting invoicing by 25% and streamlining reporting.
[Subscription Billing Software | Certinia](https://www.certinia.com/resources/industry-101/subscription-billing-software/): Subscription billing software automates the invoicing, payment collection, and management of subscriptions or recurring payments.
[Salesforce Accounting: Streamline Your Financial Processes | Certinia](https://www.certinia.com/resources/industry-101/salesforce-accounting-software/): When you integrate your accounting systems and Salesforce CRM, the result is a complete, efficient, and scalable solution.
[Mastering Customer Lifecycle Management | Certinia](https://www.certinia.com/resources/industry-101/guide-mastering-customer-lifecycle-management/): Customer lifecycle management empowers brands with data-driven insights to transform user journeys, fostering loyalty and boosting conversions.
[Empower Employees & Improve Customer Satisfaction | Certinia](https://www.certinia.com/resources/industry-101/empower-employees-improve-customer-satisfaction-with-digital-transformation/): Learn how your company’s digital transformation presents an opportunity to enhance the core of the customer experience-your employees.
[Spaulding Ridge | Certinia Customer Story](https://www.certinia.com/resources/customer-success-stories/spaulding-ridge/): Spaulding evaluated Oracle NetSuite and Kantata but found Certinia to be the clear leader for their resource optimization needs.
[Cloud ERP Guide: How It Works, Benefits & Best Practices | Certinia](https://www.certinia.com/resources/industry-101/cloud-erp-advantages-and-disadvantages/): Explore how cloud ERP supports finance and operations with real-time visibility, automation, scalability, and easier system management.
[Billing Management Software | Certinia](https://www.certinia.com/resources/industry-101/billing-management-software/): Billing management software is a specialized tool designed to help businesses efficiently manage their billing processes.
[ASC 606 Revenue Recognition Guidance | Certinia](https://www.certinia.com/resources/industry-101/asc-606-revenue-recognition-guidelines/): Certinia simplifies ASC 606 compliance, automating calculations and streamlining revenue processes for effortless adherence to standards.
[3Cloud | Certinia Customer Story](https://www.certinia.com/resources/customer-success-stories/3cloud/): Discover how 3Cloud transformed operations with Certinia's unified PSA platform and automated estimating services.
[How to Manage Projects on Salesforce | Certinia](https://www.certinia.com/resources/industry-101/how-to-manage-projects-on-salesforce/): By switching your teams to project management on Salesforce, manage resources, finances, people, and customers—all from one place.
[Resource Management for Professional Services | Certinia](https://www.certinia.com/resources/industry-101/resource-management-for-services/): To stay ahead of the learning curve, you require highly automated, scalable cloud-based resource management for services application.
[Unlock the Potential of Salesforce for Accounts Receivable | Certinia](https://www.certinia.com/resources/industry-101/salesforce-accounts-receivable/): Streamline accounts receivable with Certinia's Salesforce-native solution. Automate billing, accelerate cash flow, and gain instant customer insights.
[Why Certinia Is Built on Salesforce | Salesforce-Native PSA & ERP Advantages](https://www.certinia.com/resources/industry-101/why-is-certinia-built-on-salesforce/): Discover why Certinia was built natively on the Salesforce platform and how this architecture delivers real-time visibility, seamless integration, and powerful automation across services, finance, and customer success.
[What is Customer Success? | Certinia](https://www.certinia.com/resources/industry-101/deliver-outstanding-customer-outcomes/): Learn how services organizations can effectively deliver outstanding customer outcomes with a strategic customer success framework.
[Certinia Billing Solutions Overview | Certinia](https://www.certinia.com/resources/industry-101/certinia-billing-overview/): Connect billing data across all of your applications, establish audit trails, and share a master record across all of your departments.
[Master Scope Planning and Management for Financial Success | Certinia](https://www.certinia.com/resources/industry-101/scope-planning-analysis-effective-financial-management/): Discover how well-defined scope of planning and management ensure project success, control budgets, and align deliverables with financial goals.
[Who Are the Primary Users of ERP Systems? | Certinia](https://www.certinia.com/resources/industry-101/who-are-primary-users-erp-systems/): Learn who the primary users of ERP systems are and why it matters. See how cloud ERP helps finance, operations, IT, and leadership work better together.
[Accounting Software Applications | Certinia](https://www.certinia.com/resources/industry-101/accounting-software-applications/): Accounting software applications have been a staple for decades, but there has been a recent shift towards cloud-based solutions.
[What Is Cloud Accounting Software? Benefits, Features & More | Certinia](https://www.certinia.com/resources/industry-101/what-is-cloud-accounting/): Learn what cloud accounting software is, how it works, its key benefits and features, and how it compares to traditional accounting systems.
[Unlock business efficiency with Financial Accounting Software | Certinia](https://www.certinia.com/resources/industry-101/financial-accounting-software/): Financial accounting software helps businesses track and manage their financial transactions. The insights into a company's financial health can aid in decision-making.
[Customer Success Stories and Case Studies | Certinia](https://www.certinia.com/resources/customer-success-stories/): Discover how Certinia Customer Success solutions help you empower employees, improve customer satisfaction, and drive long-term growth.
[Learn PSA, ERP, Accounting, Billing and Customer Success on Salesforce | Certinia](https://www.certinia.com/resources/industry-101/): Explore Certinia Industry 101s for guides on PSA, ERP, financial management, revenue recognition, accounting, billing, and customer success—all powered by Salesforce.
[Training Center](https://www.certinia.com/resources/training-center/): Browse all on-demand and instructor-led video training for Certinia products—learn features, best practices and workflows anytime.
[Live Events and Webinars | Certinia](https://www.certinia.com/resources/upcoming-events/): Browse upcoming Certinia live events, webinars, and industry conferences. Register to connect with product experts and learn what is new across the platform.
[Resource Library | Certinia](https://www.certinia.com/resources/resource-library/): Unlock business insights with Certinia’s Resource Library. Access resources on ERP, PSA, customer success, and digital transformation.

## Servicesweek

[AI Adoption in Enterprises & the Services Opportunities](https://www.certinia.com/servicesweek/events/ai-adoption-webinar/): Moving past the agentification hype to uncover the zones of opportunity for services companies in large enterprises.
[Beyond the Tools: Designing AI-Driven Growth That Lasts](https://www.certinia.com/servicesweek/events/deloitte-digital-webinar/): Close the hidden investment gap between technology infrastructure and the human systems required to turn pilots into performance.

## Solutions

[Revenue Management Software for Salesforce | Certinia](https://www.certinia.com/solutions/financial-management-cloud/revenue-management/): Automate revenue recognition processes on the Salesforce platform with Certinia's cloud-based revenue recognition management software.
[Accounting & Financial Reporting Software on Salesforce | Certinia](https://www.certinia.com/solutions/financial-management-cloud/accounting-financial-reporting/): Manage global business operations on a single platform with Certinia's accounting and financial management solutions for Salesforce.
[Procurement & Spend Management Software for Salesforce | Certinia](https://www.certinia.com/solutions/financial-management-cloud/procurement/): Automate procure-to-pay and control spend easily with Procurement & Spend Management software from Certinia.
[Inventory & Order Management Software for Salesforce | Certinia](https://www.certinia.com/solutions/financial-management-cloud/order-inventory-management/): Analyze inventory, procurement, and sales data in real time with Certinia's Order & Inventory Management software for Salesforce.
[Financial Management Community for Self-Service Payments and Billing | Certinia](https://www.certinia.com/solutions/financial-management-cloud/financial-management-communities/): Improve efficiency and reduce average DSO with a personalized, self-service billing and payments community for your customers with Certina.
[PSA Project Management Software | Certinia](https://www.certinia.com/solutions/professional-services-cloud/project-management/): Streamline project management for services teams. Certinia’s PSA solution connects resources, finances, and delivery to help you deliver with certainty.
[Resource Management Solutions for Salesforce | Certinia](https://www.certinia.com/solutions/professional-services-cloud/resource-management/): Identify utilization gaps and manage resourcing needs with Certinia, a Salesforce solution that optimizes customer outcomes and business profitability.
[Professional Services Estimator for Salesforce | Certinia](https://www.certinia.com/solutions/professional-services-cloud/services-estimation/): With Certinia's Services Estimator for PSA, seamlessly and quickly prepare compelling estimates that are both competitive and profitable.
[Professional Services Billing Software on Salesforce | Certinia](https://www.certinia.com/solutions/professional-services-cloud/services-billing/): Simplify and optimize services billing across any business or pricing model. Unlock real-time insights and drive higher profits with Certinia today.
[Services Analytics, Powered by Salesforce CRM Analytics | Certinia](https://www.certinia.com/solutions/professional-services-cloud/services-analytics/): Boost efficiency with Certinia Services Analytics, powered by Salesforce CRM Analytics. Gain insights to run a more predictable and profitable services business.
[Services Financial Management Software | Certinia](https://www.certinia.com/solutions/professional-services-cloud/services-financials/): Streamline revenue, forecasting, and compliance with Certinia’s Services Financial Management solution built on Salesforce. Drive growth with accuracy and control.
[Financial Planning & Analysis for Salesforce | Certinia](https://www.certinia.com/solutions/financial-management-cloud/financial-planning-analysis/): Transform your budgeting process with a powerful, all-on-one platform Financial Planning & Analysis solution from Certinia.
[Subscription & Usage-Based Billing Software on Salesforce | Certinia](https://www.certinia.com/solutions/financial-management-cloud/subscription-usage-billing/): Unlock true 360º visibility and control of your billing processes on Salesforce, only with Certinia’s subscription and usage-based billing software.
[Professional Services Communities for Salesforce | Certinia](https://www.certinia.com/solutions/professional-services-cloud/services-communities/): Effectively collaborate, share, and communicate by tapping into customer and partner communities, all powered by Certinia’s Salesforce-native PSA.
[Financial Management Analytics & Reporting, Powered by Tableau CRM | Certinia](https://www.certinia.com/solutions/financial-management-cloud/financial-management-analytics/): Increase revenue and expand your business footprint with insights generated by Certinia Financial Management Analytics & Reporting, powered by Tableau CRM.
[Salesforce-Native PSA: Enterprise Software Solutions | Certinia](https://www.certinia.com/solutions/salesforce-native/): Certinia is native to Salesforce—sharing the same customer record, user experience, and industry leading analytics as the world’s #1 CRM platform.
[Customer Success Cloud for Salesforce | Certinia](https://www.certinia.com/solutions/customer-success-cloud/): Improve customer satisfaction and renewal rates with Certinia's Salesforce-native, Customer Success Cloud solution.
[Financial Management Cloud for Salesforce | Certinia](https://www.certinia.com/solutions/financial-management-cloud/): Streamline, simplify, and automate your financial management on the Salesforce platform with Certinia Financial Management Cloud.
[Professional Services Cloud for Salesforce | Certinia](https://www.certinia.com/solutions/professional-services-cloud/): Manage your resources, projects, and financials in the same application as your customers with Professional Services Cloud from Certinia.

## C2 test page

[PwC](https://www.certinia.com/c2-test-page/partner-listing/pwc/): 
[Coalescence Cloud Consulting](https://www.certinia.com/c2-test-page/partner-listing/coalescence-cloud-consulting/): 
[Spaulding Ridge](https://www.certinia.com/c2-test-page/partner-listing/spaulding-ridge/): 
[Agilyx](https://www.certinia.com/c2-test-page/partner-listing/agilyx/): 
[ROI Calculator Test Page](https://www.certinia.com/c2-test-page/roi-calculator-test-page/): 
[Partner Listing](https://www.certinia.com/c2-test-page/partner-listing/): 

## Landing

[Thank You | CS Maturity Self-Assessment](https://www.certinia.com/landing/cs-maturity-self-assessment/thank-you/): 
[Certinia PSA: End Profit Leaks on Salesforce | G2 Rated](https://www.certinia.com/landing/certinia-g2-reviews/thank-you/): Certinia connects your entire customer lifecycle on Salesforce from opportunity to renewal. Stop revenue leakage with AI-powered PSA. 700+ G2 reviews.
[Certinia PSA: End Profit Leaks on Salesforce | G2 Rated](https://www.certinia.com/landing/salesforce-native-certinia/thank-you/): Certinia connects your entire customer lifecycle on Salesforce from opportunity to renewal. Stop revenue leakage with AI-powered PSA. 700+ G2 reviews.
[AI in Professional Services | Certinia Veda AI](https://www.certinia.com/landing/ai-professional-services/): Veda, Certinia's AI engine for services operations, is purpose-built to eliminate administrative burden, accelerate revenue, and power a new era of agentic service operations.
[Master Resource Management | Certinia PS Cloud Demo](https://www.certinia.com/landing/advrm-on-demand-demo/): Watch our on-demand demo to see how Certinia Advanced Resource Management predicts demand, matches talent, and reduces bench with one click.
[AI Readiness: Protect Your NRR | Certinia](https://www.certinia.com/landing/protect-your-nrr/): Use this assessment to find where your setup supports Net Revenue Retention (NRR)—the total revenue kept from existing customers—and where it creates a "Manual Tax" on your staff.
[The AI Reality Check: 5 Questions to Ask Your Provider](https://www.certinia.com/landing/ai-reality-check/): Is your AI an operator or just a scribe? Download the AI Reality Check to get five critical questions for your agentic provider and stop the manual tax on your teams.
[Connect your entire services journey on a single platform](https://www.certinia.com/landing/single-platform-overview/): See how you can connect your whole services business on one platform. Learn why 1,400+ companies use Certinia to plan and deliver projects with confidence.
[AI Readiness Assessment: Laying the Foundation for Effective AI](https://www.certinia.com/landing/ai-readiness-assessment/): Is your data ready for AI? Use this simple checklist to find gaps in your systems and build a strong foundation for growth. Stop the manual tax and start scaling with certainty.
[Unify Finance and Delivery. Make AI Work.](https://www.certinia.com/landing/unify-finance-delivery/): Fix your operational foundation to scale AI results. Unify finance, services, and customer success on Salesforce to eliminate the manual tax and drive growth.
[AI Readiness: AI Exposes the Operating Model](https://www.certinia.com/landing/ai-exposes-operating-model/): Is your firm ready for AI? Use this checklist to find gaps in your data and protect your project profits. Download the free guide for tax and audit leaders.
[AI Readiness: Is Your Infrastructure Built for the Hybrid Workforce?](https://www.certinia.com/landing/ai-readiness-assessment-infrastructure/): Evaluate your company's AI readiness with this quick checklist. Learn if your current technology supports a hybrid workforce of humans and autonomous agents or if a franken-stack is holding you back.
[The Dos and Don’t of AI for the Growing Services Business](https://www.certinia.com/landing/ai-dos-and-donts/): Download the AI checklist for growing service firms. Learn how to stop the manual tax and bridge the context gap. Build an operational foundation you can trust.
[The Dos and Don’t of AI for the Growing Services Business](https://www.certinia.com/landing/ai-dos-and-donts2/): Download the AI checklist for growing service firms. Learn how to stop the manual tax and bridge the context gap. Build an operational foundation you can trust.
[SPI Research: Professional Services Maturity Benchmark](https://www.certinia.com/landing/spi-ps-maturity-benchmark/): Download the 2026 SPI Professional Services Maturity Benchmark Report and see how 500 global firms use AI to grow faster and keep profits high. Get your copy now.

## Industries

[PSA and ERP Software for Professional Services & Consulting | Certinia](https://www.certinia.com/industries/consulting-advisory/): Eliminate the traditional disconnects between sales, services, customer success, and finance with Certinia PSA and ERP cloud software.
[Business Services Solutions for Salesforce | Certinia](https://www.certinia.com/industries/it-services/): Modernize opportunity-to-renewal processes, forecast results with greater confidence, and increase cash flow with Certinia solutions.
[Cloud Solutions for the Software Industry | Certinia](https://www.certinia.com/industries/software/): From resource planning to customer success, Certinia provides cloud solutions tailored for software companies to enhance agility, performance, and profitability.
[Empowering IT Hardware and High-Tech Companies | Certinia](https://www.certinia.com/industries/it-hardware/): Certinia helps IT hardware and high-tech businesses overcome industry challenges with cloud ERP, PSA, and customer success tools built for agility and scale.
[Cloud Solutions for the Tax & Audit Industry | Certinia](https://www.certinia.com/industries/tax-audit/): Certinia empowers tax and audit firms with cloud ERP and PSA solutions that enhance compliance, streamline operations, and improve client service delivery.

## Contact us

[Contact Us | Thank You](https://www.certinia.com/contact-us/thank-you/): 

## Authors

[Ciara Gomez | Certinia](https://www.certinia.com/authors/ciara-gomez/): 
[Chloe Stephenson | Certinia](https://www.certinia.com/authors/chloe-stephenson/): 
[Damian Trzebunia-Niebies | Certinia](https://www.certinia.com/authors/damian-trzebunia-niebies/): 
[Dan Whitfield | Certinia](https://www.certinia.com/authors/dan-whitfield/): 
[Drew Chapin | Certinia](https://www.certinia.com/authors/drew-chapin/): 
[Emma Keates](https://www.certinia.com/authors/emma-keates/): 
[Greg O’Sullivan | Certinia](https://www.certinia.com/authors/greg-osullivan/): 
[David Frudd](https://www.certinia.com/authors/david-frudd/): 
[Debarati Mukherjee | Certinia](https://www.certinia.com/authors/debarati-mukherjee/): 
[DJ Paoni | Certinia](https://www.certinia.com/authors/dj-paoni/): 
[Debbie Ashton | Certinia](https://www.certinia.com/authors/debbie-ashton/): 
[Dan Brown](https://www.certinia.com/authors/dan-brown/): 
[Greg Smith | Certinia](https://www.certinia.com/authors/greg-smith/): 
[Heather Gille | Certinia](https://www.certinia.com/authors/heather-gille/): 
[Jarrett Gregory | Certinia](https://www.certinia.com/authors/jarrett-gregory/): 
[Jason Wu](https://www.certinia.com/authors/jason-wu/): 
[Jeanne Urich](https://www.certinia.com/authors/jeanne-urich/): 
[Gwen Milligan | Certinia](https://www.certinia.com/authors/gwen-milligan/):