formerly FinancialForce
formerly FinancialForce
Say goodbye to complex billing issues. Confidently innovate and develop pricing solutions tailored to your customers’ needs, no matter the billing model.
Drive up to 32% higher profit
for your services business.
Discover 9 ways PSA drives profitable services delivery on Salesforce.
Centralize and manage even the most complex customer relationships or billing models in one closed loop process—all powered by Certinia’s Salesforce-native Professional Services Billing software.
Custom billing software
Handle complex billing scenarios with ease using a flexible, automated billing software built for evolving services businesses. Whether you’re managing T&M billing, subscriptions, fixed-fee projects, or product sales, you can streamline operations, reduce manual effort, and simplify invoicing and tax compliance—all from a single, unified system.
One customer record
Break down silos with a single source of truth for every customer. By connecting Salesforce CRM with your billing and business operations, you can ensure data consistency, streamline collaboration across teams, and simplify compliance with a complete, audit-ready view of every customer interaction.
Seamless integration
Maximize the value of your Salesforce investment with a solution built natively on the platform you already trust. Enjoy seamless updates, advanced analytics, and a secure, intuitive user experience—so your team can stay focused on customers, not tech maintenance.
Business 360
Connect every part of your business with a unified view that empowers teams to work smarter and respond faster. With automated workflows and real-time insights spanning sales, delivery, billing, and revenue, you can strengthen customer relationships, drive smarter decisions, and keep every stage of the customer lifecycle on track.
Actionable insights
Stay ahead of the curve with real-time visibility into revenue trends, customer activity, and performance metrics—all powered by Salesforce CRM Analytics. Whether using prebuilt templates or custom reports, you’ll get the insights you need to track progress, identify opportunities, and confidently plan for growth.
A single source of certainty
Certinia is native to Salesforce–sharing the same customer record, user experience, and industry leading analytics as the world’s most trusted cloud business platform. Empower your teams with real-time collaboration across your entire services business and deliver truly differentiated customer experiences.
Learn how a top tech provider seamlessly integrated Certinia’s billing solutions into Salesforce and helped their siloed departments save over 30,000 hours of admin work.
Learn how a trusted IT solutions provider efficiently standardized data management across the whole organization and enabled accurate revenue forecasting over the next 12 months.
Learn how a high-growth software provider successfully overhauled manual processes with Certinia’s Salesforce-native billing solutions that reduced month-end close times by 75%.
Professional Services Automation
Connect your services business at every stage with a best-in-class PSA solution built native to Salesforce. Get the insights you need to manage projects and resources while tapping into powerful business forecasting.
Empower your teams, improve customer satisfaction, and grow profits with Certinia Professional Services Cloud