Certinia PSA
by Certinia · Professional Services
Salesforce-native PSA for services estimation, resourcing, project delivery and billing.
Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.
- Works with
- Salesforce
- Deployment
- Cloud
- Company size
- Mid-market, Enterprise
- Pricing
- Quote-based
- Founded
- 2009
- Headquarters
- Austin, Texas, United States
Overview
Certinia PSA (marketed as part of Certinia Professional Services Cloud) is a professional services automation platform built natively on the Salesforce platform. It covers the services lifecycle from estimation and resource staffing through project delivery, time and expense capture, and billing. The company was founded in 2009 as FinancialForce.com (a joint venture between Salesforce and UNIT4) and rebranded to Certinia in May 2023 after being acquired by Haveli Investments and General Atlantic; Certinia reports more than 1,400 customers and over 90 million projects managed on the platform.
The product is organised around five areas: Services Estimation (bid and quote using templates and historical project data), Resource Management (skills-based staffing and utilization tracking), Project Management (delivery tracking, budgets and mobile time/expense submission), Services Billing (time and materials, fixed-fee, subscription and usage billing), and Services Financials (revenue and margin visibility tied to delivery data). Certinia has layered Veda AI agentic features across these areas, including an estimation agent, a resourcing agent, a project assistant that surfaces risks and next steps, and a meeting assistant that captures status updates.
Because it runs on Salesforce rather than as a bolt-on to a separate ERP, Certinia PSA is positioned for services organisations that already use Salesforce CRM and want project delivery, resourcing and billing on the same customer record. Named customers span technology and consulting firms including Salesforce, Siemens Digital Industries Software, HPE, DocuSign, Splunk, Five9, Cisco and DXC Technology. Pricing is quote-based and not published.
Screenshots & demo
Screenshots sourced from Certinia.
Features & capabilities
Services Estimation
Bid and quote engagements using templates and historical project data.
- Best-practice and reusable estimate templates
- Estimation drawing on prior project actuals
- Resource, role and seniority modelling with pricing and discounts
- Approval workflows enforcing financial limits and tolerances
- Deal desk resource-capacity matching before commitment
- Instant project creation from an approved estimate
- Bid versus did variance analysis
Resource Management
Skills-based staffing, forecasting and utilization tracking.
- Automated, configurable best-fit resource matching
- Real-time utilization performance vs. target
- Employee skills and capability tracking
- Resource-request visibility earlier in the sales cycle
- Schedule editing and reassignment workflows
- Capacity and recruitment-gap analysis
Project Management
Delivery tracking, budgets and time/expense capture.
- Resource and task scheduling via a Work Planner dashboard
- Shared project visibility across sales and delivery teams
- Time and expense submission from any device
- Real-time budget and expense-variance tracking
- Revenue and billing projections tied to project actuals
- Project status, risk and resource-demand dashboards
Services Billing
Billing across time and materials, fixed-fee and subscription models.
- Time and materials, fixed-fee, subscription and product billing
- Automated invoicing across complex customer scenarios
- Tax compliance handling on generated invoices
- Unified master customer record shared with Salesforce CRM
- Prebuilt and customisable billing/revenue reporting templates
Services Financials
Revenue and margin visibility connected to delivery data.
- Real-time revenue-trend and performance dashboards
- Margin tracking tied to actual delivery and billing data
- Revenue management/recognition via the Financial Management Cloud
- CRM Analytics-powered financial reporting
Common use cases
- Estimating and bidding on new services engagements using templates and historical project data
- Staffing projects by matching consultant skills and availability to forecasted demand
- Tracking project delivery, budgets and utilization against plan in real time
- Capturing time and expenses from the field on any device
- Billing complex engagements that combine time and materials, fixed-fee and subscription components
- Producing revenue, margin and utilization reporting for services leadership
- Connecting the sales-to-delivery handoff on a single Salesforce customer record
Strengths & considerations
Strengths
- Built natively on Salesforce, sharing the same customer record, UI and analytics as Salesforce CRM rather than integrating as a separate system
- Veda AI agents embedded across estimation, staffing, project delivery and meeting capture
- Pairs PSA with adjacent financial management (billing, revenue management, general ledger) from a single vendor via the Financial Management Cloud
- Long-tenured PSA vendor (founded 2009 as FinancialForce) with 1,400+ customers and 90M+ projects reported managed on the platform
ERP integrations
Certinia PSA is built on the Salesforce platform and shares the Salesforce customer record, UI and CRM Analytics; off-platform systems connect via API.
Pricing
No price points are published; pricing is provided via demo request/contact sales. Also available for purchase through the AWS Marketplace. Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- SaaS, built on the Salesforce platform
- Compliance
- SOC 3
About the vendor
- Founded
- 2009
- Headquarters
- Austin, Texas, United States
- Ownership
- Private (majority-owned by Haveli Investments; also backed by TA Associates, Salesforce Ventures and General Atlantic)
- Notable customers
- Salesforce, Siemens Digital Industries Software, Hewlett Packard Enterprise (HPE), DocuSign, Splunk, UiPath, Elastic, Five9, Cisco, Philips Healthcare, DXC Technology
Alternatives to Certinia PSA in Professional Services
Certinia PSA — frequently asked questions
What platform does Certinia PSA run on?
Certinia PSA is built natively on Salesforce. It shares the Salesforce customer record, user interface and CRM Analytics rather than running as a separate application that syncs to Salesforce.
What does Certinia PSA cover?
It covers services estimation and quoting, resource management and staffing, project management and delivery tracking, time and expense capture, and services billing (time and materials, fixed-fee, subscription and product billing).
Does Certinia PSA integrate with ERP systems like NetSuite or SAP?
Certinia does not publicly document prebuilt connectors to NetSuite, SAP, or other third-party ERPs for PSA. It runs on Salesforce and pairs with Certinia's own Financial Management Cloud for general ledger, billing and revenue management; off-platform systems connect via API.
How is Certinia PSA priced?
Certinia does not publish pricing for PSA. It is sold on a quote basis via a sales demo request, and is also listed for purchase through the AWS Marketplace.
Who uses Certinia PSA?
Certinia reports more than 1,400 customers, concentrated in consulting and advisory, IT services, software, IT hardware, and tax and audit firms. Publicly named customers include Salesforce, Siemens Digital Industries Software, HPE, DocuSign, Splunk, Five9, Cisco and DXC Technology.
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