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