Certinia (formerly FinancialForce)

Certinia is a Salesforce-native platform for professional services, customer success, and financial management. It addresses the problem of disconnected systems that fragment data and slow decisions by unifying sales, delivery, finance, and customer success on a single record, giving teams and AI a shared source of truth across the services lifecycle from opportunity to renewal.

The platform includes Professional Services, Customer Success, and Financial Management modules covering scoping, resource and capacity planning, project tracking, billing, revenue recognition, and accounting on a continuous general ledger. Its AI layer, Veda, provides agents, intelligent actions, and agentic workflows for tasks such as estimation, proposal and SOW creation, call coaching, and RFP response. Certinia connects to on-platform Salesforce apps and off-platform systems through RESTful and SOAP-based APIs, with integrations spanning payments, tax compliance, expense management, e-signature, and iPaaS tools.

Certinia is aimed at services and technology organizations managing complex delivery and financial operations. The pages describe a demo-based evaluation process rather than published plans or editions; no free plan, trial, seat-based, or usage-based packaging is stated.