Salesforce-native PSA and ERP tying services delivery to billing and rev-rec.
Certinia, formerly FinancialForce, builds professional services automation and financial management applications that run natively on the Salesforce platform. Services businesses use its PSA to manage projects, resourcing, and time capture, then bill that work — milestone, time-and-materials, or fixed fee — and recognize the revenue in the same data model where the opportunity was sold. Buyers are typically services-heavy companies and embedded services arms of software vendors already committed to Salesforce. In the revenue stack it spans delivery through billing and revenue recognition for project-based revenue.
Which of the capability map's modules Certinia covers — each links to the module's own page, with every tool that supports it.
| Module | Phase | Depth | Note |
|---|---|---|---|
| Fulfill & Bill | |||
| Milestone Billing | Rate & Bill | Core | milestone, time-and-materials, and fixed-fee billing off project data |
| Run Revenue Operations | |||
| Implementation & Onboarding Projects | Onboarding & Adoption | Core | PSA covering project delivery, resourcing, and time capture |
| Revenue Recognition (ASC 606) | Financial Operations | Supported | recognition schedules for services and subscription revenue within its ERP suite |
Being native on Salesforce is the defining trait: opportunity, project, invoice, and revenue schedule share one platform, one security model, and one reporting layer, with no integration middleware between sales and delivery. For services revenue specifically, that quote-to-recognition continuity is what standalone PSA or ERP tools have to reconstruct with integrations.
No — a common buyer is a software company with a significant services or implementation arm that wants project delivery and billing on the same platform as sales. Pure product companies without meaningful services revenue generally do not need a PSA at all.
Usually not. Its strength is project- and contract-based services billing; high-volume subscription and usage rating is better served by a dedicated billing engine, with Certinia handling the services line and, in some architectures, the accounting downstream.