Certinia Professional Services Cloud
7.4#5 in professional services accounting softwareFrom $45 a monthAndroidiOSWebAPI
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| Fact | Certinia Professional Services Cloud | Projectworks |
|---|---|---|
| API | Certinia documents programmatic access through SOAP APIs and Apex classes, with compatibility for Visual Studio .NET and Apache Axis. | Projectworks provides a REST API with Swagger documentation and API accounts using consumer keys and secrets. |
| Company facts | Certinia is privately held, headquartered in Austin, Texas, founded in 2009 and listed by LinkedIn at 1,001–5,000 employees. | LinkedIn lists Projectworks as privately held, founded in 2019, headquartered in Wellington and employing 51–200 people. |
| Documentation | Certinia publishes versioned online help covering PSA features, setup, APIs, connected apps and technical references. | The public help centre contains task guides for integrations, timesheets, expenses, devices and product releases. |
| Founded | 2009 | 2016 |
| Integrations | Listed integrations include Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Marketing Cloud, Salesforce Platform, DocuSign, Expensify, Avalara and Xactly. | Listed connections include Xero, QuickBooks, MYOB, Sage Intacct, HubSpot, Salesforce, Jira, Azure DevOps, calendars, Teams, BambooHR, Employment Hero, Monday.com, Autohive and Zapier. |
| Licence | PS Cloud is proprietary commercial software delivered as a licensed managed package rather than open-source software. | Projectworks is delivered as proprietary commercial software; its Jira companion is marked Commercial, no charge. |
| Mobile access | Mobile time entry moved to the Salesforce1 app, while a mobile expense tool is distributed through Apple and Google app stores. | Mobile use is browser-based and targeted at timesheets, expenses and leave; complex resourcing, reporting and administration are intended for desktop. |
| Purpose | Certinia connects how services businesses sell, staff, deliver, bill, and renew on one platform. | Projectworks combines deals, proposals, time tracking, resourcing, invoicing, and forecasting in an AI-powered platform for consulting firms. |
| Rating on G2 | 4.3 out of 5 from 674 reviews | Rating on G2: 4.4 out of 5 from 252 reviews |
| Rating on GetApp | 4.0 out of 5 from 55 reviews | Rating on GetApp: 4.7 out of 5 from 160 reviews |
| Rating on TrustRadius | 8.9 out of 10 from 29 reviews and ratings | Rating on TrustRadius: 9.7 out of 10 from 5 reviews |
| Resource management | Resource management provides capacity, skills, availability, backlog, scheduling, certifications and skills catalogs for matching people to projects. | Resource planning shows availability and allocation so firms can balance workloads and utilization. |
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.
Projectworks suits professional services teams that need to coordinate project work with staffing, billing, and financial reporting. The company particularly identifies engineering, architecture, management consulting, and software services firms with 10 to 500 employees.