Certinia, formerly known as FinancialForce, is a modern, cloud-based ERP and Professional Services Automation (PSA) platform built natively on Salesforce.
Designed for services-led businesses, Certinia helps unify finance, operations, and project delivery in one real-time system of record.
With deep functionality across financials, subscription billing, project management, and analytics, Certinia is well suited to organisations looking to scale service delivery without the burden of disconnected systems. Its integration with Salesforce makes it particularly appealing to businesses already using Salesforce CRM and seeking to extend visibility across the full customer and revenue lifecycle.
This page outlines what Certinia offers, where it fits best, and how to assess whether it aligns with your digital strategy and operational model.
Which organisations is Certinia best suited for?
- Services-led businesses with project, time, or contract-driven revenue
- Mid-sized to enterprise organisations using Salesforce CRM
- SaaS, consulting, IT services, media, education, and not-for-profit sectors
- Finance and operations teams needing real-time visibility into billing, utilisation, and margins
- Companies seeking to align sales, finance, and delivery on a single platform
Common Considerations:
- Less suited to asset-intensive, manufacturing, or inventory-driven businesses
- Requires Salesforce knowledge and governance to fully leverage platform
- Implementation and licensing may require careful planning to control scope
- Some customisation requires Salesforce development or partner involvement
Common Opportunities:
- Unified ERP and PSA platform for service-centric businesses
- Seamless integration with Salesforce for end-to-end process visibility
- Strong project financials, billing flexibility, and margin tracking
- Scalable for multi-entity, global, and subscription-based operations
- Built-in analytics and forecasting for operational agility
Alternative Enterprise Platforms
- NetSuite – strong for SaaS, subscription billing, and professional services
- Deltek – tailored ERP for project-based industries including AEC and consulting
- Microsoft Dynamics 365 – modular ERP with project and service capabilities
- Unit4 – built for people- and project-focused sectors including education and NFP
- Workday – unified finance and workforce planning for services and public sector
Relevant Guides
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