Do you use your own product? That's the question every software company eventually has to answer. Certinia runs its entire global business (sales, services estimation, customer success, and finance) on our own platform. Not a demo environment. Not a pilot. The real system of record. The results speak for themselves: 📊 43% faster project kickoffs 📊 60% faster staffing 📊 50%+ reduction in financial close time On our newest blog, Director of Customer Marketing Jessica Cooper breaks down how our CEO, CRO, CCO, and CFO put Veda and the Certinia platform through the same test we ask every customer to trust, and what happened when they did. 🔗Read the full story here: https://bit.ly/4g2VJrz #CustomerZero #Veda #ProfessionalServices #FinancialManagement
Certinia
Software Development
Austin, Texas 44,213 followers
Only PSA where AI has context to act with certainty—unifying sales, delivery, customer success & finance on one record.
About us
Certinia is the leading global provider of AI-powered Professional Services Automation (PSA), unifying sales, delivery, finance, and customer success on a single record to help organizations act with certainty along the entire services lifecycle. Veda, Certinia’s System of Action, combines specialist agents and intelligent actions grounded in decades of institutional knowledge to help customers operate their business and accelerate project delivery. This comprehensive system enables the world’s most complex global enterprises to accelerate time to revenue, deliver scalable growth, and increase customer value. Certinia is backed by Haveli Investments, Salesforce Ventures, TA Associates, and General Atlantic. For more information, visit www.certinia.com.
- Website
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http://www.certinia.com
External link for Certinia
- Industry
- Software Development
- Company size
- 1,001-5,000 employees
- Headquarters
- Austin, Texas
- Type
- Privately Held
- Founded
- 2009
- Specialties
- Cloud ERP, Professional Services Automation (PSA), ERP, Cloud Accounting, SaaS, Salesforce.com, Revenue Recognition, Billing, Financial Management, Business Applications, Professional Services, Artificial Intelligence, Resource Management, Customer Success, Cash Flow Forecasting, Resource Utilization, and Agentforce
Locations
Employees at Certinia
Updates
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And the awards keep coming! Veda, Certinia's AI system of action, is a finalist in the Business & Technologies Category of the 2026 ISG (Information Services Group) Software Innovation Awards North America! 🏆 ISG's research and analyst teams evaluate hundreds of technologies across industries each year, and being named one of three finalists in this category is a real vote of confidence in the work our team has put into building a trusted AI system of action for our customers, connecting Professional Services, Customer Success, and Financial Management on a single, governed foundation. Winners are announced September 24 at the Sourcing Industry Awards Ceremony in Dallas. We'll be keeping our fingers crossed! 🤞 #ISGAwards #SoftwareInnovation #ProfessionalServices #Veda
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The billable hour had a good run. It's not going to survive what's coming next. Deb Ashton joined Garwood Growth's "Unlocking Value" series to talk about why services firms are hitting the limits of time-based pricing, and why switching to value-based models is the easy part. The hard part is underneath. You can't charge for outcomes if your data is messy and every team delivers differently. AI won't fix that. It just makes a strong operating model faster and a weak one more obviously broken. The firms getting ahead are rebuilding the foundation their pricing sits on. New tools help, but the real work is in the data and the delivery model. If you're rethinking your commercial model, or fielding questions from customers who are, add this to your playlist! 🎧 Unlocking Value: The Six-Part Tech Disruption Story: https://bit.ly/4fCSCqn #ProfessionalServices #OutcomeBasedPricing #ServicesEconomy
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By the time a services deal closes, some of its profit is already gone — lost somewhere between the signed contract and the delivery kickoff. That gap exists because sales, delivery, and finance have historically run on separate systems, each holding its own version of the deal. Following our recent acquisition of Moonnox, Veda closes that gap even better by carrying one full-context version of the deal from proposal through renewal, so everyone can stay in sync instead of reconciling records after the fact. Thursday's webinar will demonstrate how pipeline data converts into a ready-to-execute proposal and SOW with zero information loss, then automated scope scans and real-time client sentiment scoring watch the account after kickoff, so risk gets caught while there's still time to act on it. Register today, and if you can't make it live we'll send you the on-demand recording: 📅 August 13, 2026 ⏰ 11:00 AM ET 🔗 Register here: https://bit.ly/4xt9KWR #Certinia #Moonnox #ServicesJourney #AI
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The handoff from sales to delivery shouldn’t feel like a scavenger hunt. Yet for many services teams, it does. Notes live in one place. Scope details live somewhere else. SOWs get built manually. And by the time delivery has the full context, valuable time—and often margin—has already slipped away. That’s the gap Moonnox was built to close, and why we acquired them. Now, Veda connects the services journey from proposal to delivery to renewal—without teams re-entering data, rebuilding scope, or translating account context from one system to another. In tomorrow’s live session, you’ll see AI agents help teams: 🔘 Turn proposal information into delivery-ready handoffs 🔘 Scope engagements and draft SOWs faster 🔘 Transfer account knowledge without copy-and-paste work 🔘 Scan active project scope in real time to spot margin risk before it becomes a postmortem Register today, and if you can't make it live we'll send you the on-demand recording: 📅 August 11, 2026 ⏰ 11:00 AM ET 🔗 Register here: https://bit.ly/4q35VFi #Certinia #ServicesJourney #AI
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There’s a silent margin killer in pro services, and it’s not your bill rates... 🧛 It’s the everyday “no big deal” favors, fuzzy timecards, and unapproved scope quietly siphoning 4–5% of your top line. In his new guest post on the Certinia blog, Icon Cloud Consulting CEO Patrick Cherniawski shows where that leakage hides, why contracted-scope metrics lull leaders into a false sense of security, and how structural habits like disciplined timecards and estimate-to-complete tracking protect EBITDA. If PS was supposed to be your high-margin growth engine but feels more like a leak-prone pressure cooker, this is the read that connects the dots: https://bit.ly/4yKDa45 #RevenueLeakage #ProfessionalServices #IconCloudConsulting
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Services leaders are fighting a two-front war: utilization collapsing toward a historic low, and manual busywork eating up to 70% of a delivery team's day. Most AI tools show up to only one of those battles, and generic point solutions still lack the business context to fight either one well. That's the gap our recent acquisition of Moonnox closes. Our Veda AI suite now spans the full services journey, from proposal to delivery to renewal, with agents grounded in 17+ years of services domain expertise and a single system of record. On August 11, see it in action: automated scoping and SOW handoffs, real-time margin protection through scope scans and sentiment analysis, and solution design cut by 4x. 📅 August 11, 2026 ⏰ 11:00 AM ET 🔗 Register here: https://bit.ly/4q35VFi #Certinia #Moonnox #ServicesJourney #AI
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📅 Mark your calendar! Our Summer 2026 Product Release webinar series is officially open for registration, live Wednesday, August 26: CS Cloud: 11:00 a.m. ET PS Cloud: 12:00 p.m. ET FM Cloud: 1:15 p.m. ET We'll walk through what's new, what's improved, and what it means for how services teams plan, deliver, and report on their business, straight from the people who built it. Save your seat now: https://bit.ly/4fAxRN4 #ProductRelease #ProfessionalServices #PSA
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Sure, your services org looks like it's running fine from the outside. Projects move. Consultants get staffed. Invoices go out. But under the surface, your best people are are spending hours rebuilding reports, chasing resource availability, reconciling billing by hand. In the latest Certinia Blog, Michelle Rodriguez, Product Marketing Specialist, breaks down 5 places services businesses are leaking profit without realizing it: → AI stalling on fragmented data → The "spreadsheet tax" on reporting → Senior talent doing admin work instead of billable work → Billing lagging weeks behind delivery → Customer risk surfacing too late to save the renewal None of these look urgent on their own. Together, they add up to a slow leak in your margins. Read the full breakdown (and take the 5-question diagnostic) : 👉 https://bit.ly/3TxuGxd #ProfessionalServices #ServicesMargin #PSA
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Time to hit pause. ⏸️ Certinia offices are closed today for our annual Friends & Family Day. Every year, we clear the calendar so Certinians worldwide can step away from their desks, recharge, and focus on life outside of work. To our global team and the communities behind them: thank you for everything you do and please enjoy the time off. See you Monday! #WeAreCertinia
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