formerly FinancialForce
formerly FinancialForce
Deliver faster, better estimates & jumpstart services delivery with Certinia PS Cloud
See how Certinia PSA and ERP solutions transform and optimise operations
Optimise resource utilization by managing your customers, teams, and projects in a single application.
Improve customer satisfaction and retention with a scalable approach to orchestrating success.
Services automation
Give customers a seamless experience of sales and service delivery on the Salesforce Platform. Certinia improves services estimating, delivery, profitability, and satisfaction.
Accounting & finance
Simplified customer billing untangles the knots in revenue recognition. Certinia cloud accounting and financial reporting gives you complete control of spend.
Analytics & insights
Target, track and optimise core services and business processes. Integrate financial metrics, such as utilisation, margin, revenue and productivity, with service delivery KPIs to achieve continuous innovation.
Customer & partner portals
Deliver excellent customer experiences, swiftly answer project questions, and provide real-time updates through customer and partner portals that turn your services delivery into an authentic conversation.
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.
With workflow efficiencies, automation opportunities, and integrated data driving business decisions, Certinia does not feel like additional cost but more like a cost-saving exercise for our organization.
Dan Paget, Chief Solutions Officer
Certinia’s PSA software allows me to take a step back and see everything that’s running—assignments, projects—and look at the bigger picture. It allows me to look at what could happen. My COO and talent acquisition teams love that.
Rachel Manigault, PSA Product Owner
We knew the best solution for migrating RDG to the cloud with seamless integration to Salesforce was Certinia. That’s why we recently chose Certinia for our own accounting needs as well.
Adrian Hepworth, Chief Architect
