Certinia PSA
6.3/10Salesforce-native professional services automation suite covering estimation, resource management, project delivery, time capture, billing and services financials for services organizations.
Data last updated November 2026 · Our methodology
Overview
Certinia PSA, which Certinia now markets as part of its Professional Services Cloud, is a professional services automation product built natively on Salesforce. It runs one services lifecycle on the same customer records as the CRM. That lifecycle covers estimating deals, staffing them with the right skills, delivering projects, capturing time and expenses, billing and tracking services margins. Project managers plan work in Gantt-style views and Work Planners. Resource managers can mass-staff up to 1,000 resource requests at once without double-booking, and finance teams get unbilled revenue reporting and portfolio-level financials. Certinia's Veda AI layer adds agents for estimation, staffing and delivery. It also adds project summaries and a project assistant that flags risks. The product suits mid-market and enterprise consultancies, IT services firms and software companies with services arms that already run on Salesforce. Certinia does not publish pricing, so buyers have to get a quote. One third-party directory lists a starting price of about 175 USD per user per month, which Certinia has not confirmed. Integrations come mainly from the Salesforce platform and AppExchange ecosystem, with a secure API for systems outside Salesforce. Reviewers mention links to NetSuite, Excel and Certinia's own accounting product. The main limitation is complexity. Reviewers describe a steep learning curve, long and costly implementations, and custom reporting that needs Salesforce admin skills. For small teams that do not use Salesforce, it is usually more than they need.
Our Rating
Project Management6.3/10
AI Software6.3/10
Who Certinia PSA is best for
Good fit
It is built around the professional services lifecycle, from estimate to staffing, delivery and billing.
Certinia has more than 1,400 customers, an IDC MarketScape Leader ranking, and runs on Salesforce.
It covers quote-to-cash services delivery for services organizations.
G2's reviewer base skews mid-market, though implementation still takes significant effort.
The vendor names software companies with services arms on Salesforce as target customers.
Less suited
- Finance Teams6/10
It provides unbilled revenue reporting and portfolio financials.
It targets IT services firms rather than internal IT teams.
Reviewers say it is overkill for small teams, with quote-only pricing and heavy setup.
Expensive, long implementations make it a poor fit for startups.
It needs Salesforce and an enterprise-style deployment.
Pros & Cons
Pros
- Runs natively on Salesforce, so project, resource and billing data share the same records as the CRM.
- Resource management can mass-staff up to 1,000 requests and match people by skill, location and availability.
- Covers the whole cycle from quote to cash, including unbilled revenue reporting and portfolio financials.
- Role-based dashboards serve executives, project managers, resource managers and consultants.
- Veda AI agents for estimation, staffing and project summaries are built into the product.
Cons
- Reviewers on G2 and SelectHub report a steep learning curve and say the interface is not very user-friendly.
- There is no public pricing, and implementations are described as long and expensive.
- Custom reporting often requires advanced Salesforce knowledge.
- Users have complained that the Gantt layout makes it hard to see the data columns and the timeline on screen together.
- It depends on Salesforce, which makes it poorly suited to small teams or companies that don't use Salesforce.
Key Features
Certinia PSA Pricing
Custom quote
- Veda AI agents
- Services estimation
- Time and expense capture
- Services billing and financials
- Resource management and staffing
- Project management with Gantt views
Frequently Asked Questions
Certinia does not publish prices and asks buyers to request a quote. SelectHub lists a starting price of about 175 USD per user per month, which Certinia has not confirmed.
Yes. It is built natively on the Salesforce platform and uses Salesforce as its system of record.
SelectHub reports that a trial is available on request. Certinia's own site directs prospects to book a demo.
Veda AI provides an estimation agent, resourcing and staffing agents, a service delivery agent, a project assistant that flags risks, a meeting assistant and generated project summaries.
Systems outside Salesforce connect through Certinia's secure API. Reviewers mention integrations with NetSuite, Excel and Certinia Accounting.
Yes. FinancialForce renamed itself Certinia in May 2023, and its PSA product is now marketed as Certinia PS Cloud.
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