Certinia

Overview

Certinia is a cloud-based enterprise resource planning (ERP) and professional services automation (PSA) software company based in San Jose, California. Founded in 2009 as FinancialForce.com, Inc., it rebranded to Certinia in May 2023 to reflect its broader offerings beyond financial management. The company was acquired by a private-equity investment group in July 2023.

The platform features several interconnected solutions, such as the Professional Services Cloud for project management and billing, the Financial Management Cloud for accounting and analysis, the Customer Success Cloud for engagement, and Financial Planning & Analysis tools. Its Salesforce-native architecture enables seamless collaboration for enterprise clients, particularly service-centric organizations. Certinia has been recognized for AI-powered capabilities and holds patents in data management and cloud computing.

Basic Information

Contact Details

• Phone: +1 866-743-2220
• Website: certinia.com
• LinkedIn: linkedin.com/company/certinia

Key Focus Areas & Initiatives

• Cloud ERP
• Professional Services Automation
• ERP
• Cloud Accounting
• SaaS
• Salesforce.com Integration
• Revenue Recognition
• Billing Solutions
• Financial Management
• Business Applications
• Professional Services
• Artificial Intelligence
• Resource Management
• Customer Success
• Cash Flow Forecasting
• Resource Utilization
• Software Development
• Project Management
• Workflow Automation
• Subscription Management
• Unified Data Model
• AI-driven Forecasting
• Customizable Dashboards
• IT Services
• Predictive Analytics
• Resource Planning
• Automated Reporting
• Profitability Optimization
• Consulting
• Business Intelligence
• Cloud Platform
• Project Automation
• Customer Success Playbooks
• Business Agility
• Enterprise Cloud
• Client Retention Tools
• Data-driven Decisions
• User-friendly Interface
• Secure Cloud Architecture
• Mobile Access
• Multi-cloud Integration
• Inventory Management
• Margin Optimization
• Digital Transformation
• Service Delivery Analytics
• Business Process Automation
• Financial Services
• CRM Integration
• Billing Automation
• Scalability
• Forecasting & Reporting
• Predictive Project Analytics
• Automated Revenue Recognition
• Customer Portal
• Customer Engagement Tools
• Customer Journey Mapping
• Industry-specific Solutions
• Automation Tools
• Collaboration Tools
• Cloud Security
• Performance Analytics
• Business Unification
• Financial Analytics
• Client Engagement Automation
• Multi-currency Revenue Management
• Client Relationship Management
• Data Visualization
• Real-time Data & Insights
• Client Retention
• Operational Efficiency
• Subscription Billing Automation
• Integrated Financial Planning
• Customer Engagement
• Service Delivery Management
• Data Security
• Performance Metrics
• Market Responsiveness
• Enterprise Resource Planning
• Project Profitability Tracking
• B2B Solutions
• Project Risk Mitigation
• Data Synchronization
• Salesforce-native PSA
• Automation
• Business Management
• Customer Success Platform
• ERP Software
• PSA Software
• Order Management
• Capacity Planning
• Employee Engagement
• Customer Success Management
• Implementation Services
• Training Programs
• Automated Billing
• Financial Forecasting
• Time and Expense Tracking
• Service Communities
• Audit Trails
• Contract Management
• Strategic Resource Allocation
• Business Insights
• Integrated Business Management
• Data Visibility
• Sales and Delivery Alignment

Technologies Used

• ANGEL LMS
• AWS Marketplace
• Adobe Premiere Pro
• Amadesa
• AppNexus
• Bing Ads
• Bootstrap Framework
• Citrix
• CloudFlare Hosting
• Cloudflare DNS
• DoubleClick
• DoubleClick Conversion
• Final Cut Pro X
• Gartner
• GitHub Hosting
• Gmail
• Google Analytics
• Google Apps
• Google Cloud Hosting
• Google Dynamic Remarketing
• Google Font API
• Google Tag Manager
• Jobvite
• Linkedin Marketing Solutions
• Marketo
• Microsoft Office 365
• Mimecast
• Mobile Friendly
• OneTrust
• Optimizely
• PEX
• Pardot
• Route 53
• Ruby On Rails
• Salesforce
• Salesforce CPQ
• Salesforce Service Cloud
• Seismic
• Slack
• The Trade Desk
• Vidyard
• Vimeo
• Visual Website Optimizer
• WP Engine
• Wider Planet
• WordPress.org

Affiliated Organizations & Regional Branches

• Appirio, Inc.
• Vana Workforce