Overview
Certinia, formerly known as FinancialForce, is the leading provider of customer-centric ERP and Professional Services Automation (PSA) solutions built natively on the Salesforce platform. As of 2026, the architecture is designed to eliminate the friction between front-office CRM and back-office financial operations by utilizing a single, shared data model. This allows for real-time visibility into project profitability, resource utilization, and financial health without the need for complex middleware or integration layers. The platform leverages Salesforce Einstein AI to provide predictive forecasting and automated revenue recognition, positioning it as a critical infrastructure for services-based enterprises. Technical teams benefit from the platform's ability to inherit Salesforce's security, compliance, and reporting frameworks, enabling rapid deployment of complex financial workflows. Its 2026 market position is defined by its deep vertical integration into professional services, software companies, and telecommunications, where it serves as the definitive source of truth for the entire 'Opportunity-to-Renewal' lifecycle.