Certinia
Certinia is a private, Salesforce-native Professional Services Automation software company that sells PSA, financial management, and customer success cloud applications to enterprise services organizations across 34 countries, augmented by an AI agent platform called Veda AI.
- Company typePrivate
- Founded2009
- HeadquartersAustin, United States
- Headcount1,001–5,000
- GTM typeB2B
- OfferingSoftware
What Certinia does
Certinia is a private Professional Services Automation (PSA) software company that sells cloud-native PSA, financial management, and customer success applications to enterprise services organizations. Founded in 2009 (originally as FinancialForce, rebranded to Certinia in 2023), the company is headquartered in Austin, Texas and serves customers in 34 countries through regional entities in the US, UK, Canada, and Australia, with a global headcount of 1,001-5,000.
The product portfolio consists of three core cloud suites built 100% natively on the Salesforce platform: Professional Services Cloud (resource planning, project delivery, staffing), Financial Management Cloud (billing, revenue recognition, profitability tracking), and Customer Success Cloud (health scoring, playbooks, account summaries). These are sold individually or together via per-seat subscription contracts, typically on annual or multi-year terms through direct enterprise field sales supplemented by a certified consulting partner network that includes RSM, PwC, IBM Consulting, and Gen25. In 2024 the company launched Veda AI, an add-on subscription ($30 per user per month) that layers 10 role-based AI agents and 64 intelligent actions across estimation, resourcing, delivery, and customer success functions; the company is an inaugural Salesforce Agentforce Partner Network member and Agentforce MCP Partner.
The business model is predominantly recurring SaaS subscription, augmented by professional services revenue from direct engagements and partners. Named customers include Siemens, Salesforce, Thales, Avalara, BigID, and Diabsolut, with the company reporting 1,400+ customers and 1M+ monthly active users. Certinia received a growth investment from TA Associates in November 2024 and was named a Leader in two 2025 IDC MarketScape reports for AI-Enabled PSA and PSA ERP applications.
Certinia firmographics
Firmographics- Name
- Certinia
- Legal name
- Certinia Inc.
- Website
- https://certinia.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 1,001–5,000 employees
- Short description
- Certinia is a private, Salesforce-native Professional Services Automation software company that sells PSA, financial management, and customer success cloud applications to enterprise services organizations across 34 countries, augmented by an AI agent platform called Veda AI.
- Ownership category
- akta.pro rank
Certinia industry classification
Industry- Product category
- Professional Services Automation (PSA) Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro industry
- Professional Services Automation (PSA) & Services ERPHardware, Technology & Telecom/Enterprise Platforms & Databases/Enterprise Resource Planning (ERP) PlatformsSales Force Automation (SFA) CRMHardware, Technology & Telecom/Enterprise Platforms & Databases/Customer Relationship Management (CRM) Platforms
Keywords
Where Certinia is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Certinia business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- Professional Services Automation Software Subscriptions: Certinia generates revenue primarily through subscription licensing of its PSA, Financial Management, and Customer Success Cloud products. Subscriptions are sold on a per-user basis with annual or multi-year contract terms. The Veda AI add-on is priced at $30 per user per month.
- Professional Services: Certinia offers consulting and implementation services through certified partners and direct professional services engagements for customer onboarding and platform deployment.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Veda AI Add-on |
| Per seat | Annual | Core PSA Cloud Subscription |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Certinia product offering
Product offeringCore offering
Certinia develops and sells AI-powered Professional Services Automation (PSA) software built natively on Salesforce, delivered through three cloud suites — Professional Services Cloud, Financial Management Cloud, and Customer Success Cloud — plus the Veda AI add-on that provides 10 role-based AI agents and 64 intelligent actions for estimation, staffing, delivery, and customer success workflows. The platform is sold via annual or multi-year subscriptions with Veda priced at $30 per user per month as an add-on.
Product overview
Certinia is a Professional Services Automation (PSA) software provider built 100% natively on Salesforce. The product portfolio consists of three core cloud suites — Professional Services Cloud (PS Cloud), Financial Management Cloud (FM Cloud), and Customer Success Cloud (CS Cloud) — which share a unified Salesforce-native data model and can be purchased individually or together. Veda AI is a separate add-on subscription ($30/user/month) that layers autonomous AI agents across all three clouds, providing 10 role-based agents for estimation, staffing, delivery, and customer success. The Salesforce Native architecture enables Certinia to leverage Salesforce's security, API, and multi-tenant infrastructure as its platform backbone.
Differentiator
Problem solved
Functional benefit
Brands
- Professional Services Cloud: Cloud-based professional services automation solution for resource planning, project delivery, and end-to-end efficiency.
- Financial Management Cloud
- Customer Success Cloud
- Veda AI
Products and services
- Professional Services Cloud (PS Cloud)
Quantifiable outcome
- Project managers reclaim 20+ hours per month through AI automation
- +6 more outcomes
Companies that use Certinia
Customer profileNamed customers6 records
Segments6 records
Ideal customer profiles1 record
Certinia technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
AI capability8 records
Feature6 records
Certinia partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and minor.
- SalesforcecoreCertinia is an inaugural Agentforce Partner Network member and Agentforce MCP Partner, building commercial solutions on the Agentforce 360 platform. Certinia leverages Salesforce as its foundational platform with shared customer records, analytics, and AI capabilities.
- Gen25coreDigital consultancy Gen25 appointed as Certinia Consulting Partner, becoming a preferred advisory and implementation partner for Certinia's professional services automation solutions. Gen25 employs around 70 staff across the Netherlands and United Kingdom.
- RSMminorCertified consulting partner in Certinia's network of certified consulting partners.
- PwCminorCertified consulting partner in Certinia's network of certified consulting partners.
- IBM ConsultingminorCertified consulting partner in Certinia's network of certified consulting partners.
Scale indicators11 records
Recent moves6 records
Expansion highlights5 records
Certinia competitors and assessment
Company assessmentDirect peers
- Planview AdaptiveWork (formerly Mavenlink): Planview AdaptiveWork is a direct PSA competitor targeting professional services organizations with resource management, project planning, and financial management capabilities. It competes head-to-head with Certinia's Professional Services Cloud in mid-market and enterprise deals.
- Kantata (now part of Planview): Kantata is a direct PSA competitor offering resource management, project accounting, and team collaboration for professional services firms, now integrated into Planview's broader portfolio. Overlaps with Certinia on project financials, resourcing, and AI-driven insights.
- Kimble Applications: Kimble is a PSA specialist focused on professional services automation for consulting and engineering firms, with resource management, project accounting, and forecasting. Directly comparable to Certinia's PS Cloud for mid-market services organizations.
- BigTime Software: BigTime is a PSA platform for professional services firms offering time tracking, billing, project management, and resource planning. Competes with Certinia in the mid-market and serves many of the same professional services buyers.
- Projector PSA: Projector PSA provides resource management, project accounting, and analytics for professional services organizations, with a focus on agencies and consultancies. Directly overlaps with Certinia's resource planning and project financials capabilities.
- Replicon: Replicon offers time tracking, project costing, and PSA solutions for professional services and enterprises. Comparable to Certinia on time intelligence, project accounting, and resource utilization.
Broad incumbents
- Salesforce: Salesforce is Certinia's underlying platform and a strategic co-development partner (Agentforce, MCP), and also sells overlapping customer success and sales automation capabilities. Comparable as both a partner and a potential competitor for CS and CRM-adjacent workloads.
- Microsoft Dynamics 365 Project Operations: Microsoft Dynamics 365 Project Operations bundles PSA-style capabilities (project planning, resourcing, billing) into the broader Dynamics ERP/CRM suite. Competes with Certinia in enterprise deals where Microsoft is the incumbent application platform.
- Oracle NetSuite (OpenAir PSA): NetSuite OpenAir is Oracle's PSA offering, integrated with NetSuite ERP, targeting services organizations with project accounting, resource management, and billing. A broad incumbent competitor in mid-market and enterprise PSA deals.
- ServiceNow: ServiceNow's workflow and Customer Service Management suites increasingly touch resource management, project delivery, and customer success use cases. Comparable as a broad platform incumbent entering adjacent workflow territory where Certinia operates.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Certinia social profiles
Digital presenceCertinia compliance and trust
Trust signalCompliance12 records
Certinia financial estimates
Financial estimateRevenue estimate
Valuation estimate
Certinia leadership team
Management profileNumber of profiles
Profiles5 records
Certinia funding detail
Funding detailFunding overview
Funding rounds8 records
Investors7 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Certinia M&A and investment
M&A and investmentM&A3 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Certinia
What does Certinia do?
Certinia develops and sells AI-powered Professional Services Automation (PSA) software built natively on Salesforce, delivered through three cloud suites — Professional Services Cloud, Financial Management Cloud, and Customer Success Cloud — plus the Veda AI add-on that provides 10 role-based AI agents and 64 intelligent actions for estimation, staffing, delivery, and customer success workflows. The platform is sold via annual or multi-year subscriptions with Veda priced at $30 per user per month as an add-on.
Is Certinia a public or private company?
Certinia is a private company. It is classified as private equity controlled and is currently operating.
When was Certinia founded?
Certinia was founded in 2009. It employs 1,001 to 5,000 people.
Where is Certinia based?
Certinia is headquartered in Austin, United States, in the North America region.
How does Certinia make money?
Two revenue lines are on record. Professional Services Automation Software Subscriptions are the primary driver. The others are professional Services.
Who are Certinia's main competitors?
Direct peers on record are Planview AdaptiveWork (formerly Mavenlink), Kantata (now part of Planview), Kimble Applications, BigTime Software, Projector PSA and Replicon. Broad incumbents are Salesforce, Microsoft Dynamics 365 Project Operations, Oracle NetSuite (OpenAir PSA) and ServiceNow.
Does Certinia have an API?
Yes. Certinia provides a secure API model for integrating off-platform systems with its Salesforce-native PSA platform. Built natively on the Salesforce platform, Certinia leverages Salesforce's API infrastructure (Force.com APIs) for integrations. The MSA references Non-Certinia Applications and integration with third-party services via APIs. Certinia is also a Salesforce Agentforce Model Context Protocol (MCP) Partner, enabling AI agents to communicate across systems.
What industry is Certinia in?
Certinia's product category is Professional Services Automation (PSA) Software. Its primary akta.pro industry code is HDAEAEAF, Professional Services Automation (PSA) & Services ERP, with a secondary code of HDAEAFAA, Sales Force Automation (SFA) CRM. Its NAICS code is 513210 and its SIC code is 7372.