Certinia (FinancialForce)

Certinia, formerly FinancialForce, provides professional services automation and financial management built natively on the Salesforce platform. Native rather than integrated is the distinction that defines it, meaning the application runs on Salesforce infrastructure using Salesforce data rather than syncing with it across an interface.

The practical consequence is that there is no reconciliation problem. An opportunity that closes in Salesforce becomes a project, a resource assignment and eventually revenue without data crossing a boundary where the two systems can disagree, which is the failure that consumes finance teams in organisations running separate customer and services systems.

Professional services automation is a genuinely distinct discipline from general resource planning. A consultancy sells time, so utilisation, billable rates, project margin and the pipeline of work coming next are the numbers the business is actually run on, and none of them appear naturally in a system designed around manufacturing or inventory.

The rename from FinancialForce is recent enough that a buyer will encounter both names in reviews, documentation and community discussion. That is worth knowing when researching, since a comparison written under the old name may describe a product that has since changed considerably. No pricing is published; the product is sold per user through the Salesforce ecosystem.