Certinia AI
Certinia / certinia.com
AI-powered professional services automation and ERP platform providing AI resource matching, project profitability analytics, and services delivery management natively in Salesforce.
Pricing
Free
Free plan
No
Category
Developer Tools
Platforms
3
Free plan
No
API access
No
Open source
No
Platforms
3
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What is Certinia AI?
Certinia (formerly FinancialForce) is a PSA and ERP platform built natively on Salesforce providing project management, resource management, billing, and financial management for services businesses. AI Resource Matching recommends optimal resources for project roles based on skills, availability, history, and cost. Project Profitability Analytics predict financial outcomes and identify at-risk projects. AI Revenue Forecasting predicts services revenue from pipeline and project progress. Revenue Recognition automation applies ASC 606 rules. Salesforce native architecture provides CRM, PSA, and ERP in one Salesforce instance. With professional services firms and consulting companies using Certinia, it validates for Salesforce-standardised services businesses.
How Certinia AI works
Certinia AI runs as ml platform software built around data and text workflows. Users typically start with a prompt, upload, or connected data source, and the underlying model handles the heavy lifting before returning a result you can refine or export. It's available on web, salesforce, and api.
Watch Certinia AI in action
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What makes it worth shortlisting
The capabilities that matter most for teams evaluating Certinia AI.
AI Resource Matching
Optimal resource recommendation for projects at scale.
Salesforce Native
PSA and ERP directly on Salesforce eliminating integration maintenance.
Revenue Recognition
Automated ASC 606 revenue calculation for services contracts.
Best use cases
Who should use it
Pros
- Professional services firm adoption validates Certinia for Salesforce-native PSA
- AI Resource Matching recommends optimal project resources reducing manual planning burden
- Salesforce-native eliminates CRM-to-PSA integration maintenance
- Revenue Recognition Automation applies ASC 606 without manual judgement per contract
Cons
- Enterprise-only pricing requiring significant Salesforce investment
- Salesforce-only — not viable for non-Salesforce organisations
- 4.2 rating reflects implementation complexity
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Is it worth the price?
Enterprise licensing. No public pricing. Annual contracts. Private company. Salesforce-native.
Model
Enterprise
Starting price
Free
Free trial
Yes
Tools like Certinia AI
Mavenlink provides PSA for professional services. Kimble provides Salesforce-native PSA. Workday provides PSA in Workday HCM. Microsoft Dynamics provides PSA in Dynamics 365.
Certinia AI vs Sage AI
A side-by-side look at the closest alternative in this category.
Certinia AI
Certinia
Sage AI
Sage Group
Enterprise licensing. No public pricing. Annual contracts. Private company. Salesforce-native.
Included in Sage 50, Sage 200, Sage Intacct, and Sage Business Cloud subscriptions. No standalone pricing. Subscription tiers from approximately $7.50/month for SMB. Enterprise custom.
SOC 2 Type II. ISO 27001. GDPR compliant.
SOC 2 Type II. ISO 27001. GDPR compliant. FCA regulated (UK) for payment services. CCPA compliant. Enterprise data handling agreements.
PSA, project, and financial data processed on Salesforce cloud.
Financial data processed under strict financial services data handling requirements. Sage processes customer financial data under GDPR, CCPA, and applicable financial regulations. Review Sage's privacy policy for AI feature data handling.
- Professional services firm adoption validates Certinia for Salesforce-native PSA
- AI Resource Matching recommends optimal project resources reducing manual planning burden
- Salesforce-native eliminates CRM-to-PSA integration maintenance
- Revenue Recognition Automation applies ASC 606 without manual judgement per contract
- AI included in existing Sage subscriptions without incremental cost for existing customers
- Sage Copilot natural language financial queries accessible for non-technical finance teams
- Automated bank categorisation and invoice extraction reduce manual bookkeeping hours
- Millions of SMB customers benefit from AI without switching software or budget allocation
- Enterprise-only pricing requiring significant Salesforce investment
- Salesforce-only — not viable for non-Salesforce organisations
- 4.2 rating reflects implementation complexity
- AI capability depth and quality varies significantly across Sage's diverse product portfolio
- Legacy desktop products (Sage 50) have more limited AI than cloud products
- Competing with QuickBooks (Intuit AI) for SMB accounting market share
Technical & deployment info
Key facts about model providers, platforms, and team support.
Model Provider
Salesforce AI
Platforms
Web, Salesforce, API
Deployment
SaaS
Integrations
Salesforce, Salesforce CPQ, API
Team Collaboration
Yes
Launch Year
2022
Security & privacy
Compliance signals and data-handling notes as reported by the vendor.
SOC 2 Type II. ISO 27001. GDPR compliant.
PSA, project, and financial data processed on Salesforce cloud.
What users are saying
Verified reviews from signed-in users, stored in the backend and averaged into this tool's rating.
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Common questions about Certinia AI
Editorial Verdict
Should you use Certinia AI?
Certinia is the best AI PSA platform for Salesforce-centric organisations wanting PSA, ERP, AI resource matching, and revenue recognition natively in Salesforce.
Last verified July 24, 2026.