Financial Force logo

Financial Force

Cloud PSA & Financial Management Software Built on Salesforce for professional services delivery and customer success.

Web

About Financial Force

Certinia is a comprehensive cloud-based platform that unifies professional services automation (PSA), financial management, and customer success on Salesforce. The software connects sales, delivery, finance, and customer success operations on a single platform, serving over 1 million professionals worldwide. Certinia helps professional services organizations streamline project delivery, optimize resource planning, and manage financials from opportunity to renewal. The platform incorporates AI-powered features for intelligent staffing, revenue forecasting, and automated customer success initiatives. Built natively on Salesforce, it provides seamless integration with existing CRM data while offering specialized tools for consulting, IT services, software companies, and other professional services firms.

Key Features

  • AI-powered resource planning and staffing
  • Real-time financial management and revenue recognition
  • Project delivery and portfolio management
  • Customer success automation with risk identification
  • Advanced estimating and quoting capabilities

Details

Pricing Model
Custom / Contact
Best For
Professional services organizations that need unified project delivery, financial management, and customer success operations on Salesforce
Company Size
Mid-sizeEnterprise
Works With
Salesforce
Headquarters
Austin, TX

Category

💰Accounting & Finance

Own a construction tool?

Get your software listed on ConTechFinder.

Submit Your Tool

Is this your tool? Upgrade your listing →

More Accounting & Finance Tools