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Certinia Professional Services Cloud

certinia.com

From $45/mo WebiOSAndroidAPI
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Spec score 8.8 #2 of 23 in Salesforce AppExchange Apps

What it is

Certinia Professional Services Cloud connects sales, staffing, project delivery, billing, and renewals for services businesses. The product is native to Salesforce and uses Salesforce customer records, user experience, and analytics. Projects, resources, and financials share one platform, with listed capabilities including resource planning, time tracking, utilization reporting, project financials, billing and invoicing, and a client portal. Veda adds intelligence across the services lifecycle using operational data. The service runs on web and API platforms and is paid, with pricing available on request. Open RESTful and SOAP APIs support CRUD operations, asynchronous bulk loads, near-real-time data streams, and social collaboration features. Named partners include Avalara, Concur, DocuSign, Expensify, Microsoft Outlook, MuleSoft, Plaid, Xactly, and Zenkraft. Application data resides on Salesforce cloud infrastructure under shared security responsibility. Certinia lists penetration testing, code review, scanning, release approvals, remediation, hardening, and monitoring.

Spec sheet

What it does
Certinia PS Cloud is a Salesforce-native professional-services automation system connecting sales, staffing, delivery, billing, renewals, projects, people and financials.Read 15 Oct 2026 · prod.certinia.com
Purpose
Certinia connects how services businesses sell, staff, deliver, bill, and renew on one platform.Read 30 Sep 2026 · prod.certinia.com
API
Certinia documents programmatic access through SOAP APIs and Apex classes, with compatibility for Visual Studio .NET and Apache Axis.Read 15 Oct 2026 · help.certinia.com
Integrations
Listed integrations include Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Marketing Cloud, Salesforce Platform, DocuSign, Expensify, Avalara and Xactly.Read 15 Oct 2026 · capterra.com
Support
Certinia offers implementation, optimization, scaling, education and ongoing customer-support services through its professional-services organization and partners.Read 15 Oct 2026 · certinia.com
Headquarters
Austin, Texas, USARead 23 Sep 2026 · certinia.com
Founded
2009Read 23 Sep 2026 · certinia.com
Access controls
Security controls include audit trails, multi-level approvals, segregation of duties and granular company, object, record and field access.Read 15 Oct 2026 · certinia.com
Accessibility
The Spring 2025 PS Cloud accessibility report claims WCAG 2.0 and 2.1 Level A and AA conformance, while noting no mobile-OS evaluation.Read 15 Oct 2026 · certinia.com
AI capabilities
Veda AI agents generate scopes and quotes from historical data, match skills to requirements and automate delivery workflows.Read 15 Oct 2026 · gartner.com
Analytics
Certinia centralizes project, revenue and cost data for real-time dashboards, KPIs, reporting and business analytics.Read 15 Oct 2026 · certinia.com
AppExchange review
Certinia applications undergo Salesforce AppExchange Security Review, including OWASP Top Ten and Salesforce-specific testing.Read 30 Sep 2026 · certinia.com
Automation
Veda adds intelligence across the services lifecycle using real operational data.Read 30 Sep 2026 · prod.certinia.com
Company facts
Certinia is privately held, headquartered in Austin, Texas, founded in 2009 and listed by LinkedIn at 1,001–5,000 employees.Read 15 Oct 2026 · linkedin.com
Company legal name
Crunchbase identifies the legal name as Certinia Inc., formerly known as FinancialForce and CODA 2go.Read 15 Oct 2026 · crunchbase.com
Core operations
The product connects projects, resources, and financials on one unified platform.Read 30 Sep 2026 · certinia.com
Customer base
Certinia says Professional Services Cloud is trusted by more than 1,400 customers.Read 30 Sep 2026 · prod.certinia.com
Deployment limit
Certinia states that Force.com Platform Limits for OEM Embedded licenses apply to its products.Read 30 Sep 2026 · certinia.com
Documentation
Certinia publishes versioned online help covering PSA features, setup, APIs, connected apps and technical references.Read 15 Oct 2026 · help.certinia.com
Encryption
Certinia relies on Salesforce encryption for data in transit and at rest, including TLS certificates and RSA keys for transmission.Read 15 Oct 2026 · certinia.com
Estimating
Estimate pricing supports Cost Plus and Time and Materials methods and allows custom pricing rules through an Apex ConfigurablePricingPlugin API.Read 15 Oct 2026 · help.certinia.com
Extensibility
The product is a Salesforce managed package and can be extended with Apex plugins, Salesforce connected apps and AppExchange applications.Read 15 Oct 2026 · help.certinia.com
Forecasting
The product provides live service forecasts for revenue and margins and supports resource and revenue forecasting.Read 15 Oct 2026 · gartner.com
Integration partners
Listed integrations include Avalara, Concur, DocuSign, Expensify, Microsoft Outlook, MuleSoft, Plaid, Xactly, and Zenkraft.Read 30 Sep 2026 · certinia.com
Licence
PS Cloud is proprietary commercial software delivered as a licensed managed package rather than open-source software.Read 15 Oct 2026 · help.certinia.com
Limit: complexity
Independent reviewers describe a steep learning curve and complex implementation, especially for organizations with extensive configuration needs.Read 15 Oct 2026 · ai.g2.com
Limit: cost and implementation
Capterra lists a starting price of $150.35 per month, while G2 pricing insights show an average six-month implementation and a perceived cost of five dollar signs.Read 15 Oct 2026 · capterra.com
Limit: planning gaps
A Gartner review says the product lacks what-if scenario planning for project management.Read 15 Oct 2026 · gcom.pdo.aws.gartner.com
Limit: user interface
G2 reviewers report that the interface feels dated and that automation workflows are not easy to run.Read 15 Oct 2026 · g2.com
Mobile access
Mobile time entry moved to the Salesforce1 app, while a mobile expense tool is distributed through Apple and Google app stores.Read 15 Oct 2026 · certinia.my.site.com
Notable news
A Certinia article dated December 31 reported that PS Cloud had surpassed one million active users and described Summer 2024 resource-management and productivity enhancements.Read 15 Oct 2026 · prod.certinia.com
Owner and backing
Crunchbase says Certinia was acquired by Haveli Investments; the company describes backing from Haveli Investments, Salesforce Ventures, TA Associates and General Atlantic.Read 15 Oct 2026 · crunchbase.com
Platform
Professional Services Cloud is native to Salesforce and uses Salesforce customer records, user experience, and analytics.Read 30 Sep 2026 · certinia.com
Praise: reporting and customization
TrustRadius reviewers repeatedly praise customizable workflows, project setup, reporting and dashboards for operational analysis.Read 15 Oct 2026 · trustradius.com
Praise: Salesforce integration
Reviewers repeatedly praise the seamless Salesforce integration and the ability to keep project, resource and financial data together.Read 15 Oct 2026 · ai.g2.com
Project automation
Project automation handles status updates, time capture and reporting to reduce administrative work.Read 15 Oct 2026 · gartner.com
Rate cards
Rate cards match bill and cost rates to resource role, dates, region, practice, group and account, with discounting rules and dated rates.Read 15 Oct 2026 · help.certinia.com
Rating on G2
4.3 out of 5 from 674 reviewsRead 15 Oct 2026 · g2.com
Rating on Gartner Peer Insights
4.6 out of 5 from 6 ratingsRead 15 Oct 2026 · gartner.com
Rating on GetApp
4.0 out of 5 from 55 reviewsRead 15 Oct 2026 · getapp.com
Rating on TrustRadius
8.9 out of 10 from 29 reviews and ratingsRead 15 Oct 2026 · trustradius.com
Resource management
Resource management provides capacity, skills, availability, backlog, scheduling, certifications and skills catalogs for matching people to projects.Read 15 Oct 2026 · certinia.com
Security architecture
All data processed by Certinia applications resides on the Salesforce cloud platform under a shared security responsibility model.Read 30 Sep 2026 · certinia.com
Security controls
Certinia lists penetration testing, code reviews, manual testing, code scanning, release approvals, vulnerability remediation, system hardening, and monitoring.Read 30 Sep 2026 · certinia.com
Security review
Certinia applications undergo Salesforce AppExchange security review with automated and manual checks for OWASP and Salesforce-specific vulnerabilities.Read 15 Oct 2026 · certinia.com
System requirements
Accessibility testing primarily used Google Chrome on Apple desktop operating systems, with limited testing on other supported Salesforce browsers and Windows.Read 15 Oct 2026 · certinia.com
Target industries
Certinia lists consulting and advisory, IT services, software, IT hardware, and tax and audit organizations among the industries it serves.Read 30 Sep 2026 · certinia.com
Training
Certinia offers virtual instructor-led training and on-demand Certinia Academy courses.Read 30 Sep 2026 · certinia.com
Trust documentation
Certinia’s public Trust Center lists CSA STAR Level 1 and SOC 3 materials and provides a security whitepaper and information-security FAQs.Read 30 Sep 2026 · trust.certinia.com

Plans and prices

Certinia Professional Services Cloud $45 a month per user/month Salesforce-native PSA app · Salesforce products required Read 15 Oct 2026 · appexchange.salesforce.com
Professional Services Cloud Priced on request Quote requested · implementation and support services available Read 15 Oct 2026 · prod.certinia.com

Every Certinia Professional Services Cloud plan and price →

Strong points and limits

Strong points

  • Native Salesforce customer records and analytics
  • Unified projects, resources, and financials
  • Resource planning and utilization reporting
  • REST and SOAP API options
  • Client portal and billing capabilities

Limits

  • Pricing is available only on request
  • Force.com Platform Limits apply to OEM Embedded licenses
  • Requires Salesforce cloud infrastructure

Who it suits

It suits consulting, advisory, IT services, software, IT hardware, and tax and audit organizations managing projects, resources, and financial operations. Salesforce-oriented services businesses are the clearest stated audience.

Verdict

Certinia Professional Services Cloud brings core services operations together on Salesforce, with broad API support and named integration partners. Organizations should account for Salesforce platform limits and request pricing for their deployment.

Where Specifiction places it

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