Certinia

Name: Certinia
Brand: Certinia
SKU: 63d552b4fd6870059381a8f2
Rating: 4 (439 reviews)

Overview of Certinia Software Company

Certinia is a cloud-based enterprise software company that specializes in Professional Services Automation (PSA), ERP, and Customer Success solutions. What sets Certinia apart is its Salesforce-native architecture, meaning its applications are built directly on the Salesforce platform, enabling seamless integration across sales, services, and finance.

Headquarters: San Jose, California (with offices globally)

Employees: 1,000

Industry: Business/Productivity Software

Ownership: Privately held, backed by Haveli Investments, General Atlantic, and Salesforce Ventures

Founding and Growth

Founded: 2009 as a joint venture between Salesforce and UNIT4, originally named FinancialForce

Origins: Built on the CODA 2go accounting software, leveraging Salesforce’s cloud infrastructure

Rebrand: In May 2023, FinancialForce rebranded to Certinia to reflect its broader Services-as-a-Business (SaaB) platform

Growth Milestones:
- Surpassed 1 million monthly active users
- Expanded to serve 1,400+ customers across 30+ countries
- Recognized for reshaping service delivery and customer success operations

Funding and Valuation

Total Funding: Has raised approximately $220 million over 8 rounds.

Ownership & Valuation:
- Acquired in mid-2023 by private equity firm Haveli Investments in a deal reportedly valued at nearly $1 billion (including debt).
- Existing investors, including Salesforce Ventures and General Atlantic, retained meaningful stakes.
- In late 2024, TA Associates made an additional investment to support global expansion.
Model: Subscription-based SaaS, with pricing tied to the number of users and specific modules selected.

Product Offerings and Features

Certinia delivers a unified Services-as-a-Business platform, connecting the entire services lifecycle from sales to renewal.

Core Product: Financial Management Cloud (ERP) and Professional Services Cloud (PSA) built on the Salesforce Platform.

Key Features (ERP):
- Financial Management: General ledger, accounts payable/receivable, and automated revenue recognition.
- Streamlined Processes: Unifies the opportunity-to-cash process on a single platform.
- Real-Time Analytics: Provides real-time financial analysis and audit trails using unified Salesforce data.
- Billing Models: Optimized to support diverse billing models, including time and materials, subscription, and fixed-fee services.

Key Features (PSA/Services): Known for its industry-leading Professional Services Automation (PSA), which manages resources, projects, and financials alongside customer interactions.

Certinia AI: Advanced, purpose-built AI for services businesses, including features for cash flow forecasting and project risk mitigation.

Acquisitions and Product Expansion

Acquisitions: Acquired Vana Workforce in 2013 to enhance its Human Capital Management offerings.

Expansion: The focus is on global expansion (aided by the new PE investment) and continued enhancement of the Certinia AI and Extended Planning & Analysis (XP&A) capabilities, moving beyond traditional financial planning.

Certinia AI and New Features

Certinia continues to evolve with features that emphasize:

Real-time collaboration across teams

Automated resource and billing management

Predictive analytics for project and financial forecasting

Customer-centric dashboards that unify data across the service lifecycle

Company Culture and Values

Certinia’s culture is rooted in customer-centricity and service excellence. Their guiding principles include:

People over products – valuing human impact over optimization.
Embracing variability – seeing unpredictability as opportunity.
Outcome-driven automation – tech should serve measurable results.
Customer as the center of the universe – every solution starts with user needs.

User Base and Community

Certinia serves mid-sized to large enterprises, especially those in professional services, consulting, and financial management. Their community includes:

Salesforce ecosystem partners

Global service delivery teams

Finance and operations leaders seeking unified platforms

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