Certinia

Founded by Deb Ashton in 2009

Manage professional services projects, finances, and customer accounts on Salesforce

Cost

Demo

Rating

★ People love it

Time to value

Requires Expertise

You can use Certinia to run your entire professional services business from one system built on Salesforce. It connects project management, resource planning, financial management, and customer success tracking in one place. You can create project estimates using historical data, assign staff to projects automatically, track project health in real time, manage billing and revenue, and monitor customer renewal risk — all without switching between separate tools.

What Certinia does

Create project estimates using AI analysis of past project dataAssign staff to projects by automatically checking availability and skillsFlag at-risk projects before budget overruns occurConnect time entries directly to the billing ledger for faster invoicingMonitor customer health and surface renewal or expansion opportunitiesGenerate revenue forecasts based on active projects and pipeline dataRun audit trails automatically for financial complianceTrack utilization rates across all service delivery staff in real timeAI-powered staffing that matches staff to projects based on skills and availability automaticallyProject estimates generated from historical project data rather than guessworkReal-time project risk alerts before issues affect revenueDirect connection between time tracking and financial ledger to reduce unbilled timeCustomer health monitoring that flags churn and expansion signals earlySingle data record shared across sales, delivery, finance, and customer success teamsAgentic AI (Veda) that takes actions across the business, not just generates reportsBuilt natively on Salesforce so no separate data sync is needed