Certinia Professional Services Cloud
Certinia Professional Services Cloud connects projects, resources, and financials for services businesses.
What Certinia Professional Services Cloud is
Certinia Professional Services Cloud connects projects, resources, and financials for services businesses. Certinia describes the product’s scope across selling, staffing, delivering, billing, and renewing services. Native to Salesforce, it uses Salesforce customer records, user experience, and analytics. Listed capabilities include 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 product is available through web and API platforms, and pricing is available on request. Certinia offers RESTful and SOAP-based APIs for data operations, asynchronous bulk loads, near-real-time streams, and social collaboration. Named integration partners include Avalara, Concur, DocuSign, Expensify, Microsoft Outlook, MuleSoft, Plaid, Xactly, and Zenkraft. Application data resides on Salesforce cloud infrastructure under a shared security responsibility model. Certinia lists controls including penetration testing, code reviews, scanning, release approvals, vulnerability remediation, hardening, and monitoring; its applications also undergo Salesforce AppExchange Security Review. Certinia states that Force.com Platform Limits for OEM Embedded licenses apply to its products.
Good
- Connects projects, resources, and financials.
- Includes resource planning and utilization reporting.
- Supports billing, invoicing, and project financials.
- Offers REST and SOAP APIs.
- Provides virtual instructor-led and on-demand training.
Watch out
- Pricing is available on request.
- Force.com Platform Limits apply to OEM Embedded licenses.
- The product is native to Salesforce.
Who it suits
Certinia Professional Services Cloud is for services businesses that want to connect project, staffing, and financial operations. Its listed industries include consulting and advisory, IT services, software, IT hardware, and tax and audit organizations.
Verdict
Certinia Professional Services Cloud links services operations with Salesforce records and analytics. Review the platform limits and request pricing to determine whether it fits your organization.
Plans and prices
From Certinia Professional Services Cloud's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Certinia Professional Services Cloud | $45 a month | Salesforce-native PSA app · Salesforce products required · per user/month |
| Professional Services Cloud | Priced on request | Quote requested · implementation and support services available |
The facts
Each one read from Certinia Professional Services Cloud's own pages, with the date it was checked.
What it does
- Access controls
- Security controls include audit trails, multi-level approvals, segregation of duties and granular company, object, record and field access.checked 15 Oct 2026
- 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.checked 15 Oct 2026
- AI capabilities
- Veda AI agents generate scopes and quotes from historical data, match skills to requirements and automate delivery workflows.checked 15 Oct 2026
- Analytics
- Certinia centralizes project, revenue and cost data for real-time dashboards, KPIs, reporting and business analytics.checked 15 Oct 2026
- API
- Certinia documents programmatic access through SOAP APIs and Apex classes, with compatibility for Visual Studio .NET and Apache Axis.checked 15 Oct 2026
- Automation
- Veda adds intelligence across the services lifecycle using real operational data.checked 30 Sep 2026
- Core operations
- The product connects projects, resources, and financials on one unified platform.checked 30 Sep 2026
- Customer base
- Certinia says Professional Services Cloud is trusted by more than 1,400 customers.checked 30 Sep 2026
- Deployment limit
- Certinia states that Force.com Platform Limits for OEM Embedded licenses apply to its products.checked 30 Sep 2026
- Documentation
- Certinia publishes versioned online help covering PSA features, setup, APIs, connected apps and technical references.checked 15 Oct 2026
- Encryption
- Certinia relies on Salesforce encryption for data in transit and at rest, including TLS certificates and RSA keys for transmission.checked 15 Oct 2026
- Estimating
- Estimate pricing supports Cost Plus and Time and Materials methods and allows custom pricing rules through an Apex ConfigurablePricingPlugin API.checked 15 Oct 2026
- Extensibility
- The product is a Salesforce managed package and can be extended with Apex plugins, Salesforce connected apps and AppExchange applications.checked 15 Oct 2026
- Forecasting
- The product provides live service forecasts for revenue and margins and supports resource and revenue forecasting.checked 15 Oct 2026
- Integration partners
- Listed integrations include Avalara, Concur, DocuSign, Expensify, Microsoft Outlook, MuleSoft, Plaid, Xactly, and Zenkraft.checked 30 Sep 2026
- Integrations
- Listed integrations include Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Marketing Cloud, Salesforce Platform, DocuSign, Expensify, Avalara and Xactly.checked 15 Oct 2026
- Licence
- PS Cloud is proprietary commercial software delivered as a licensed managed package rather than open-source software.checked 15 Oct 2026
- Limit: complexity
- Independent reviewers describe a steep learning curve and complex implementation, especially for organizations with extensive configuration needs.checked 15 Oct 2026
Where it runs
- AppExchange review
- Certinia applications undergo Salesforce AppExchange Security Review, including OWASP Top Ten and Salesforce-specific testing.checked 30 Sep 2026
The company
- Company facts
- Certinia is privately held, headquartered in Austin, Texas, founded in 2009 and listed by LinkedIn at 1,001–5,000 employees.checked 15 Oct 2026
- Company legal name
- Crunchbase identifies the legal name as Certinia Inc., formerly known as FinancialForce and CODA 2go.checked 15 Oct 2026
- Founded
- 2009checked 23 Sep 2026
- Headquarters
- Austin, Texas, USAchecked 23 Sep 2026
Money
- 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.checked 15 Oct 2026
Alternatives to Certinia Professional Services Cloud
- 1
Projectworks
AndroidiOSWebAPI7.9From $17 a month - 2
Microsoft Dynamics 365 Sales
AndroidiOSWebAPI7.6 - 3
Scoro
AndroidiOSWebAPI7.6From $17 a month - 4
Acumatica Professional Services Edition
AndroidiOSWebAPI7.4From $1,000 a year - 5
Infor Professional Services Automation
AndroidiOSWebAPI7.4 - 6
BQE CORE
AndroidiOSWebAPI7.3