Certinia / certinia.com
AI-powered professional services automation and ERP platform providing AI resource matching, project profitability analytics, and services delivery management natively in Salesforce.
Pricing
Free
Free plan
No
Category
Developer Tools
Platforms
3
Free plan
No
API access
No
Open source
No
Platforms
3
Certinia (formerly FinancialForce) is a PSA and ERP platform built natively on Salesforce providing project management, resource management, billing, and financial management for services businesses. AI Resource Matching recommends optimal resources for project roles based on skills, availability, history, and cost. Project Profitability Analytics predict financial outcomes and identify at-risk projects. AI Revenue Forecasting predicts services revenue from pipeline and project progress. Revenue Recognition automation applies ASC 606 rules. Salesforce native architecture provides CRM, PSA, and ERP in one Salesforce instance. With professional services firms and consulting companies using Certinia, it validates for Salesforce-standardised services businesses.
Certinia AI runs as ml platform software built around data and text workflows. Users typically start with a prompt, upload, or connected data source, and the underlying model handles the heavy lifting before returning a result you can refine or export. It's available on web, salesforce, and api.
The capabilities that matter most for teams evaluating Certinia AI.
Optimal resource recommendation for projects at scale.
PSA and ERP directly on Salesforce eliminating integration maintenance.
Automated ASC 606 revenue calculation for services contracts.
Enterprise licensing. No public pricing. Annual contracts. Private company. Salesforce-native.
Model
Enterprise
Starting price
Free
Free trial
Yes
Mavenlink provides PSA for professional services. Kimble provides Salesforce-native PSA. Workday provides PSA in Workday HCM. Microsoft Dynamics provides PSA in Dynamics 365.
A side-by-side look at the closest alternative in this category.
Key facts about model providers, platforms, and team support.
Model Provider
Salesforce AI
Platforms
Web, Salesforce, API
Deployment
SaaS
Integrations
Salesforce, Salesforce CPQ, API
Team Collaboration
Yes
Launch Year
2022
Compliance signals and data-handling notes as reported by the vendor.
SOC 2 Type II. ISO 27001. GDPR compliant.
PSA, project, and financial data processed on Salesforce cloud.
Verified reviews from signed-in users, stored in the backend and averaged into this tool's rating.
Editorial Verdict
Certinia is the best AI PSA platform for Salesforce-centric organisations wanting PSA, ERP, AI resource matching, and revenue recognition natively in Salesforce.
Last verified July 24, 2026.
Enterprise licensing. No public pricing. Annual contracts. Private company. Salesforce-native.
Included in SAP cloud product subscriptions at no additional AI charge. No standalone purchase.
SOC 2 Type II. ISO 27001. GDPR compliant.
SAP enterprise security standards. SOC 2 Type II. ISO 27001. GDPR compliant. Data stays within SAP cloud infrastructure.
PSA, project, and financial data processed on Salesforce cloud.
SAP business data processed within SAP cloud security boundary. Joule uses SAP AI infrastructure for processing.
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