Certinia PSA vs Unanet
professional services head-to-head for ERP teams: evidenced capabilities, published pricing, and which ERPs each actually integrates with.
| Starting price | Quote-based | Quote-based |
| Deployment | Cloud | Cloud |
| Company size | Mid-market, Enterprise | SMB, Mid-market, Enterprise |
| Stated ERP integrations | None listed | Workday |
| Vendor | Certinia | Unanet Inc. |
Our take
Where Certinia PSA leads
- Stronger evidenced coverage on 13 of the 33 capabilities where they differ (led by reusable estimate templates from prior actuals and quote-to-project conversion).
Where Unanet leads
- Stronger evidenced coverage on 20 of the 33 capabilities where they differ (led by sales pipeline & opportunity tracking and automated proposal / sow / rfp generation).
- Stated Workday integration the alternative doesn't list.
Where they differ
The 33 capabilities (of 61 in the professional services taxonomy) where the evidence separates them, biggest gaps first. “Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.
| Capability | ||
|---|---|---|
| Reusable estimate templates from prior actualsSales, Scoping & Quoting | Core strength Best-practice and reusable estimate templates drawing on prior project actuals | Not evidenced |
| Quote-to-project conversionSales, Scoping & Quoting | Core strength Instant project creation from an approved estimate | Not evidenced |
| Sales pipeline & opportunity trackingSales, Scoping & Quoting | Not evidenced | Core strength Drag-and-drop sales pipeline and opportunity tracking |
| Automated proposal / SOW / RFP generationSales, Scoping & Quoting | Not evidenced | Core strength Automated proposal and resume generation (Publisher); ProposalAI automated RFP parsing and compliant outline generation |
| Skills-based resource matchingResource Management | Core strength Automated, configurable best-fit resource matching plus employee skills and capability tracking | Not evidenced |
| Multi-level timesheet approval workflowsTime & Expense Tracking | Not evidenced | Core strength Mobile time and expense entry with approval workflows |
| Expense approval workflowsTime & Expense Tracking | Not evidenced | Core strength Approval workflows on mobile time and expense entry |
| Fixed-fee, T&M, retainer & subscription billingBilling & Revenue Management | Core strength Time and materials, fixed-fee, subscription and product billing | Not evidenced |
| Real-time profitability dashboardsProject Financials & Profitability | Core strength Real-time revenue-trend and performance dashboards | Not evidenced |
| AI assistant for natural-language queriesReporting, Analytics & AI | Not evidenced | Core strength Champ AI assistant for project insights and recommended actions |
| AI-generated project documentsReporting, Analytics & AI | Not evidenced | Core strength ProposalAI automated RFP parsing and compliant outline generation |
| DCAA-compliant timekeepingGovernment Contracting & Compliance | Not evidenced | Core strength DCAA-compliant timekeeping, security and incurred cost reporting |
| FedRAMP-authorized cloud environmentGovernment Contracting & Compliance | Not evidenced | Core strength FedRAMP Moderate Equivalency cloud environment for CUI |
| Indirect rate & incurred-cost trackingGovernment Contracting & Compliance | Not evidenced | Core strength Indirect rate and incurred cost tracking |
| Quote & estimate approval workflowsSales, Scoping & Quoting | Supported Approval workflows enforcing financial limits and tolerances | Not evidenced |
| Visual resource schedulingResource Management | Supported Schedule editing and reassignment workflows | Not evidenced |
| AI-assisted staffing recommendationsResource Management | Partial Configurable best-fit resource matching; not explicitly described as AI-driven | Core strength AI-generated staffing and pursuit recommendations |
| Contractor / external talent network managementResource Management | Not evidenced | Supported Contract and subcontractor management |
| Task dependencies & milestonesProject Management & Delivery | Not evidenced | Supported Milestone and task-level status tracking |
| Project-level budget & margin trackingProject Financials & Profitability | Core strength Margin tracking tied to actual delivery and billing data | Partial Project-based general ledger and job costing; explicit margin dashboards not detailed |
| Configurable rate cardsProject Financials & Profitability | Supported Resource, role and seniority modelling with pricing and discounts | Not evidenced |
| Period / month-end close supportProject Financials & Profitability | Not evidenced | Supported Assisted bank reconciliation |
| Shared document & milestone visibilityClient Experience & Collaboration | Supported Shared project visibility across sales and delivery teams | Not evidenced |
| Public API & webhooksPlatform, Integrations & Security | Supported Off-platform systems connect via API | Not evidenced |
| Bid vs. actual variance analysisSales, Scoping & Quoting | Core strength Named "bid versus did" variance analysis | Supported Capture management with win-rate and bid analysis |
| Capacity planning & demand forecastingResource Management | Supported Capacity and recruitment-gap analysis | Core strength Resource forecasting and skill-gap identification |
| Skill-gap & capacity-gap identificationResource Management | Supported Capacity and recruitment-gap analysis | Core strength Resource forecasting and skill-gap identification |
| Web & mobile time entryTime & Expense Tracking | Supported Time and expense submission from any device | Core strength Mobile time and expense entry with approval workflows |
| Expense capture & receipt submissionTime & Expense Tracking | Supported Time and expense submission from any device | Core strength Mobile time and expense entry with approval workflows |
| Recurring / retainer invoice automationBilling & Revenue Management | Partial Subscription billing covers recurring revenue; explicit recurring-invoice automation not detailed | Not evidenced |
| Custom, role-based dashboardsReporting, Analytics & AI | Supported CRM Analytics-powered financial reporting | Core strength Configurable project dashboards |
| FAR / DFARS-compliant workflowsGovernment Contracting & Compliance | Not evidenced | Partial DCAA- and CUI-focused compliance program; FAR/DFARS not named explicitly |
| Native iOS / Android mobile appsPlatform, Integrations & Security | Not evidenced | Partial Mobile time and expense entry; not confirmed as a dedicated native app |
Both grade identically on the other 28 capabilities — see each product's full profile: Certinia PSA, Unanet.
Certinia PSA vs Unanet — FAQs
Is Certinia PSA or Unanet better for ERP integration?
They state different ERP coverage: Certinia PSA lists no ERP integrations publicly; Unanet lists Workday.
Which is cheaper, Certinia PSA or Unanet?
Neither publishes a list price — both quote. Ask each for the all-in first-year cost at your seat count, as one number, and compare those.
Get pricing for both
Tell us your ERP, seat count and must-haves and we'll come back with an independent view of what Certinia PSA and Unanet should each cost you — and whether a third option belongs on your shortlist.