Professional services automation Category leader

Certinia

Salesforce-native PSA for services revenue and delivery

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Certinia offers professional services automation built natively on Salesforce, covering resource planning, project delivery, billing and revenue handling, and forecasting from services data. Its Veda AI suite adds agents for resource matching and project tracking.

  • Project and task delivery
  • Time and expense tracking (not listed)
  • Billing and invoicing (not listed)
  • Utilization reporting (not listed)
  • Project profitability (not listed)
  • Retainer and fixed-fee billing (not listed)

Also includes

  • Resource scheduling
  • Revenue forecasting

From the vendor's own site. Not yet verified by SoftScout. A missing item may just mean we haven't confirmed it.

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Key features

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  • Time and expense tracking
  • Billing and invoicing
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