Beyond Software vs Certinia Professional Services Cloud

Beyond Software is professional services automation software that connects project and financial accounting for project-centric businesses. Financial modules cover general ledger, accounts payable, accounts receivable, and cash management. Project tools let users budget projects, track costs and revenue, manage tasks, and create an unlimited number of projects. Employees can enter time and expenses at project-task level, route entries for review, and attach receipts to expense reports. Invoicing supports configurable billing options and formats, including AIA invoices. Resource scheduling assigns employees or subcontractors to projects by week and shows availability and workloads. Built-in SSRS reports and Business Intelligence Consoles support project analysis, filtering, grouping, and optional Excel export. The web-based service is described as running redundant instances in secure data centers in multiple geographies, with automatic data backups. A mobile time-and-expense app supports Android, iOS, and Windows devices and integrates with Microsoft Dynamics SL 2011, 2015, and 2018 with the latest cumulative updates. Pricing is available on request; subscriptions can be adjusted to accommodate growth.

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.