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Salesforce-native ERP and revenue management for services companies
Certinia (formerly FinancialForce) is a cloud-based ERP and professional services automation platform built natively on Salesforce, enabling technology and services companies to connect revenue management with project delivery and customer success. The platform's revenue recognition capabilities handle ASC 606/IFRS 15 compliance for professional services contracts, software arrangements, and multi-element transactions—all within the Salesforce ecosystem. Revenue Management tracks performance obligations from signed contracts through service delivery, automatically recognizing revenue as milestones are met or time passes. Project-based revenue recognition handles percentage-of-completion for long-term professional services engagements. The Salesforce-native architecture means contract data, project data, billing data, and revenue recognition data all live in one system, eliminating integration complexity. Professional Services Automation (PSA) tracks project plans, resource allocation, and time tracking, feeding directly into revenue recognition and billing. Financial Management provides multi-entity, multi-currency GL and financial reporting. Analytics leverage Salesforce's Einstein AI for revenue forecasting and business insights. Certinia is particularly strong for professional services organizations, technology companies, and services-led SaaS businesses where project delivery drives revenue. Its Salesforce integration provides unparalleled CRM-to-revenue visibility. The platform rebranded from FinancialForce to Certinia in 2022 as it expanded beyond its Salesforce-native positioning.