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The native Salesforce platform for connected Professional Services Automation and ERP.

Certinia, formerly known as FinancialForce, is the leading provider of customer-centric ERP and Professional Services Automation (PSA) solutions built natively on the Salesforce platform. As of 2026, the architecture is designed to eliminate the friction between front-office CRM and back-office financial operations by utilizing a single, shared data model. This allows for real-time visibility into project profitability, resource utilization, and financial health without the need for complex middleware or integration layers. The platform leverages Salesforce Einstein AI to provide predictive forecasting and automated revenue recognition, positioning it as a critical infrastructure for services-based enterprises. Technical teams benefit from the platform's ability to inherit Salesforce's security, compliance, and reporting frameworks, enabling rapid deployment of complex financial workflows. Its 2026 market position is defined by its deep vertical integration into professional services, software companies, and telecommunications, where it serves as the definitive source of truth for the entire 'Opportunity-to-Renewal' lifecycle.
Certinia, formerly known as FinancialForce, is the leading provider of customer-centric ERP and Professional Services Automation (PSA) solutions built natively on the Salesforce platform.
Explore all tools that specialize in resource planning. This domain focus ensures Certinia (formerly FinancialForce) delivers optimized results for this specific requirement.
Explore all tools that specialize in generate financial reports. This domain focus ensures Certinia (formerly FinancialForce) delivers optimized results for this specific requirement.
A flexible accounting structure that allows for tagging transactions with multiple dimensions (Project, Region, Product Line) without expanding the chart of accounts.
Automates the calculation and posting of revenue based on project milestones, delivery percentages, or schedule-based triggers.
Uses AI-driven matching algorithms to suggest the best resources based on skill sets, availability, and project margin targets.
A unified interface that provides a 360-degree view of customer health, including support tickets, financial status, and project delivery.
Handles multi-currency, multi-company, and multi-tax jurisdictions with automated intercompany eliminations.
Leverages Salesforce Einstein to predict future revenue and resource needs based on historical data patterns.
Automated workflow from project time entry approval to invoice generation and payment posting.
Perform a Salesforce Org Readiness Assessment to ensure compatibility with existing customizations.
Install Certinia Managed Packages into the Salesforce sandbox environment.
Map existing General Ledger (GL) accounts to Certinia's Multi-Dimensional GL structure.
Configure the 'Foundations' module to establish core financial and resource settings.
Define Resource Management hierarchies and skills matrices for PSA module integration.
Set up Revenue Recognition templates following ASC 606 or IFRS 15 standards.
Implement custom Salesforce Flows to automate the hand-off between Sales (Opportunity) and Services (Project).
Perform a Pilot migration of financial data using Data Loader or specialized ETL tools.
Configure Einstein Discovery for advanced predictive analytics on project margins.
Finalize UAT (User Acceptance Testing) and deploy to Production via Change Sets or DevOps Center.
All Set
Ready to go
Verified feedback from other users.
"Users highly value the seamless integration with Salesforce, noting that having ERP and CRM in one place is a game-changer. However, many report a steep learning curve and high implementation costs."
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