Certinia Professional Services Cloud vs TideFlow

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.

TideFlow is task management and profitability software for service businesses, agencies, and freelancers. It combines task planning, time tracking, billing rates, and financial reporting in a web workspace. Users can start a timer from a task or record time manually; each person can have one active timer. TideFlow compares costs with billing rates and displays margins for tasks, projects, and clients. Rates set at the account level can be overridden for an individual client, project, or task, with the most specific setting used. Project tools include Kanban boards and list views, along with priorities, due dates, assignees, custom statuses, checklists, subtasks, and dependencies. Invoices can be generated from unbilled billable time and expenses, then tracked through draft, scheduled, sent, paid, or void states. The Free Forever plan costs £0.00 per free and supports one user, two workspaces, and three projects. Pro costs £13.00 per month; Business costs £30.00 per month. Early access is invitation-only and free of charge.