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SystemsVendor profile

Certinia

Services-centric ERP and professional-services automation built natively on Salesforce, so the customer record and the project ledger share one platform. Formerly FinancialForce.

51 facts on record3 sourcesverified September 20269 modules

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01Profile

Categories
ERP, Accounting, AR & collectionsverified 2026-09-07Suggest a correction
Company size fit
50–5,000 employeesverified 2026-09-07Suggest a correction
Cost band
Upper mid-marketverified 2026-09-07Suggest a correction
Deployment
Cloudverified 2026-09-07Suggest a correction
Headquarters
San Francisco, California, United Statesverified 2026-09-07Suggest a correction
Regions served
North America, EMEA, APACverified 2026-09-07Suggest a correction
Founded
2009verified 2026-09-07Suggest a correction
Website
certinia.comverified 2026-09-07Suggest a correction
Customers claimed
1,400 (vendor figure, as of 2026-09-07)[3]verified 2026-09-07Suggest a correction

02Pricing and editions

Pricing model
Per userverified 2026-09-07
Published list price
None published. Stackmark records a cost band, not a modelled figure.

03Functional depth

How deeply each module is covered, as recorded against the sources below. Core and moderate are native; partner means a certified add-on carries it; none is a recorded absence.

Coverage Map · ERP and finance systems · 2026-Q3COVERAGE MAP · ERP AND FINANCE SYSTEMS · 2026-Q3AI featuresAsset managementBusiness intelligenceCRMEcommerceField serviceFinancial managementHR and payrollInventory managementLocalizationsManufacturing managementProcurementProject managementQuality managementSupply chain managementWarehouse managementCertinia 1Certinia · AI features: Unverified. Unverified — not yet checked against a source. Footnote 1.Certinia · Asset management: Unverified. Unverified — not yet checked against a source. Footnote 1.Certinia · Business intelligence: Moderate. Moderate — native, documented as secondary or lighter scope. Footnote 1.Certinia · CRM: Partner. Partner — delivered through a certified add-on or partner product. Footnote 1.Certinia · Ecommerce: Unverified. Unverified — not yet checked against a source. Footnote 1.Certinia · Field service: Moderate. Moderate — native, documented as secondary or lighter scope. Footnote 1.Certinia · Financial management: Core. Core — native, documented as a primary module. Footnote 1.Certinia · HR and payroll: Moderate. Moderate — native, documented as secondary or lighter scope. Footnote 1.Certinia · Inventory management: Moderate. Moderate — native, documented as secondary or lighter scope. Footnote 1.Certinia · Localizations: Unverified. Unverified — not yet checked against a source. Footnote 1.Certinia · Manufacturing management: None. None — the vendor does not offer it. Footnote 1.Certinia · Procurement: Moderate. Moderate — native, documented as secondary or lighter scope. Footnote 1.Certinia · Project management: Core. Core — native, documented as a primary module. Footnote 1.Certinia · Quality management: Unverified. Unverified — not yet checked against a source. Footnote 1.Certinia · Supply chain management: Moderate. Moderate — native, documented as secondary or lighter scope. Footnote 1.Certinia · Warehouse management: None. None — the vendor does not offer it. Footnote 1.CoreModeratePartnerNoneUnverifiedRows alphabetical · no totals · reuse with attribution, uncropped

Coverage Map · ERP and finance systems · 2026-Q3

  1. 1Certinia — depth stated from 3 sources, verified 2026-09-07; unverified: AI features, Asset management, Ecommerce, Localizations, Quality management

Unverified: AI features, Asset management, Ecommerce, Localizations, Quality management. Not checked yet; not a statement either way.

04Vertical focus

Industries the vendor names in its own positioning. Absence from this list is not a statement that the system is unsuitable, only that the vendor does not lead with it.

  • Professional services
  • Software

Evaluated for

  • Project-based servicesFirms that sell time and deliverables, where revenue, cost and utilisation are tracked by project and billed against milestones or hours.
  • Subscription and SaaSRecurring-revenue businesses that need contract-based billing, deferred revenue recognition and SaaS metrics from the same ledger.

05Strengths and watch-outs

Strengths

  • Runs entirely on the Salesforce Platform, so customer, opportunity, project and financial records share one data model with no middleware between CRM and ERP.[1]
  • Professional services automation covers resource management, project scheduling, time and expense capture, project accounting and milestone, time-and-materials and fixed-fee billing.[1]
  • ASC 606 revenue recognition is native to the platform, alongside general ledger, AP/AR, billing and reporting.[1]
  • Salesforce profiles, roles and sharing rules apply across CRM and ERP, so there is no separate security model to administer.[1]
  • Subscription and usage billing automates recurring, usage-based and one-time invoicing plus collections for subscription revenue streams.[1]
  • Veda, the vendor's AI layer, runs across estimation, staffing, delivery and customer-success workflows on the same system of record.[2]

Watch-outs

  • Certinia requires Salesforce platform licences in addition to its own subscription; most buyers budget for Sales Cloud or Service Cloud as well.[1]
  • No manufacturing, warehouse or inventory execution beyond basic order tracking; product-based businesses are directed elsewhere.[1]
  • Payroll is not native; local and global payroll comes from third-party providers that post back to the general ledger.[1]
  • Sales tax and VAT determination are not built into billing and are layered on through third-party tax engines.[1]
  • Pricing is quote-based per user rather than published, and final cost depends on which of PSA, financials and billing are licensed.[1]
  • Cloud only, delivered as a Salesforce-hosted application; there is no on-premises or private-cloud option.[1]

06Consider when

  • Consider Certinia when Salesforce is already your system of record and you want project delivery, resourcing and billing on the same platform as the pipeline.[1]

  • Consider Certinia when you are a professional-services or software firm whose margin is made in staffing and billing projects rather than in moving physical goods.[1]

07Implementation

Typical time to go-live
3–7 months[1]verified 2026-09-07

08Evaluated alongside

Systems with a comparable size fit and cost band, which is why they appear on the same shortlists. Each link opens a head-to-head built from both records. They are the pairings a buyer is likely to shortlist, not a limit on what can be compared: any two systems in the dataset can be laid side by side, including combinations we never pair.

Those are the systems commonly evaluated alongside Certinia, not a limit on what can be compared. Choose any system to compare with Certinia.

09Module notes

One note per module the system offers: the recorded depth, what to ask in a demonstration, and which other tracked systems carry the module natively.

10Questions buyers ask

Is Certinia the same company as FinancialForce?
Yes. FinancialForce was rebranded as Certinia and all its products continue under the new name on the same Salesforce foundation.[1]
Do I need a Salesforce licence to use Certinia?
Yes. Certinia is built natively on the Salesforce Platform and requires Salesforce licences on top of its own subscription.[1]
How is Certinia priced?
As a per-user subscription, quoted rather than published. Cost depends on which modules (PSA, financials, billing) are licensed plus the underlying Salesforce platform fees.[1]
Where is Certinia deployed?
Cloud only, as an application on the Salesforce Platform; users need a Salesforce account, a browser and an internet connection.[1]
Which industries does Certinia target?
Professional services first, then software and SaaS, nonprofits and education; the vendor describes itself as a services-lifecycle system from opportunity to renewal.[1]
Does Certinia handle inventory or manufacturing?
No manufacturing or warehouse execution. Order and inventory management exists but is described as basic order tracking, so product-based businesses are steered to other systems.[1]
When was Certinia founded and how many customers does it claim?
Founded in 2009 in San Francisco as a Salesforce-native PSA and ERP provider. The company's site claims more than 1,400 customers.[3]

11Sources

Every fact in this profile was taken from the pages below, on the date shown. Footnote markers on the page point here. The positioning statement is Stackmark’s own.

  1. [1]Certinia (FinancialForce): Pricing & Fit | ERP Researchhttps://www.erpresearch.com/en-us/financialforce · retrieved 2026-09-07
  2. [2]Certinia | Cloud PSA & Financial Management Software Built on Salesforcehttps://certinia.com/ · retrieved 2026-09-07
  3. [3]About Certinia | Certiniahttps://certinia.com/about/ · retrieved 2026-09-07