Tech riderRev. 30 Sept 2026

Certinia Professional Services Cloud

Ch 186.4of 27 Professional Services Accounting Software

1Runs onAPI, Web
2CostsNot stated by the maker
3Client portalYes
4Resource planningYes
5Time trackingYes

4 lines stated Written from the maker's own pages: certinia.com

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The Certinia Professional Services Cloud homepage

Overview

Certinia Professional Services Cloud is ranked #18 of 27 in professional services accounting software on Specifiction. It runs on API, Web.

Certinia Professional Services Cloud plans and pricing

All plans

Professional Services Cloud Not published resources · projects · financials certinia.com · 30 Sept 2026

Compared on professional services accounting software

Client portal: Yescertinia.com
Resource planning: Yescertinia.com
Time tracking: Yescertinia.com

Facts

Purpose: Certinia connects how services businesses sell, staff, deliver, bill, and renew on one platform.prod.certinia.com · 30 Sept 2026
Platform: Professional Services Cloud is native to Salesforce and uses Salesforce customer records, user experience, and analytics.certinia.com · 30 Sept 2026
Core operations: The product connects projects, resources, and financials on one unified platform.certinia.com · 30 Sept 2026
Automation: Veda adds intelligence across the services lifecycle using real operational data.prod.certinia.com · 30 Sept 2026
Integrations: Certinia offers open RESTful and SOAP-based APIs supporting CRUD, asynchronous bulk loads, near-real-time data streams, and social collaboration features.certinia.com · 30 Sept 2026
Integration partners: Listed integrations include Avalara, Concur, DocuSign, Expensify, Microsoft Outlook, MuleSoft, Plaid, Xactly, and Zenkraft.certinia.com · 30 Sept 2026
Security architecture: All data processed by Certinia applications resides on the Salesforce cloud platform under a shared security responsibility model.certinia.com · 30 Sept 2026
Security controls: Certinia lists penetration testing, code reviews, manual testing, code scanning, release approvals, vulnerability remediation, system hardening, and monitoring.certinia.com · 30 Sept 2026
AppExchange review: Certinia applications undergo Salesforce AppExchange Security Review, including OWASP Top Ten and Salesforce-specific testing.certinia.com · 30 Sept 2026
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.trust.certinia.com · 30 Sept 2026
Support: Certinia says its support team provides fast, reliable, knowledgeable assistance throughout use of its software.certinia.com · 30 Sept 2026
Training: Certinia offers virtual instructor-led training and on-demand Certinia Academy courses.certinia.com · 30 Sept 2026
Target industries: Certinia lists consulting and advisory, IT services, software, IT hardware, and tax and audit organizations among the industries it serves.certinia.com · 30 Sept 2026
Deployment limit: Certinia states that Force.com Platform Limits for OEM Embedded licenses apply to its products.certinia.com · 30 Sept 2026
Customer base: Certinia says Professional Services Cloud is trusted by more than 1,400 customers.prod.certinia.com · 30 Sept 2026