# Certinia vs HaloPSA

**Leader by vioscaleAI score:** HaloPSA

| Attribute | Certinia | HaloPSA |
|---|---|---|
| **vioscaleAI score** | 51.8 (8% (low)) | 59.4 (70% (medium)) |
| content.faq | `[{"answer":"Certinia provides cloud-based tools for professional services organizations to manage projects, resources, finances, and customer relationships. The platform includes AI-enhanced automation to help teams optimize resource allocation, improve project profitability, and reduce unbilled time. It is indexed under Professional Services Automation.","source":"https://certinia.com","question":"What is Certinia?","confidence":0.6},{"answer":"We have confirmed browser-based access to Certinia. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.","source":"https://certinia.com","question":"What platforms does Certinia support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for Certinia, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://certinia.com","question":"Can Certinia be self-hosted?","confidence":0.6}]` | `[{"answer":"HaloPSA is a cloud-based, integrated platform for managed service providers and enterprises combining ticketing, CRM, project management, asset tracking, automated billing, time and expense tracking, and AI-driven automation in a single solution. All capabilities are included in a unified per-agent subscription with no tiered editions or separate module charges. It is indexed under Professional Services Automation.","source":"https://halopsa.com/pricing/","question":"What is HaloPSA?","confidence":0.6},{"answer":"HaloPSA is a paid product; published pricing starts at £66 per agent per month. It is sold across 2 plans (Standard and Enterprise). There is no free tier. Prices are published openly on the vendor's own pricing page. Pricing changes often, so verify at source before relying on it.","source":"https://halopsa.com/pricing/","question":"How much does HaloPSA cost?","confidence":0.6},{"answer":"HaloPSA supports the web, iOS and Android. Platforms we have not confirmed are simply not listed here rather than ruled out.","source":"https://halopsa.com/pricing/","question":"What platforms does HaloPSA support?","confidence":0.6},{"answer":"We have only confirmed a cloud / SaaS deployment for HaloPSA, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.","source":"https://halopsa.com/pricing/","question":"Can HaloPSA be self-hosted?","confidence":0.6},{"answer":"We have confirmed 32 integrations for HaloPSA, including 247connect, Acronis, Addigy, ALSO, Alternative Payments, AnyDesk, Aquera and Armis, plus 24 more. This is what we could verify from public sources, so the vendor may support others we have not indexed.","source":"https://halopsa.com","question":"What does HaloPSA integrate with?","confidence":0.6},{"answer":"We have independently confirmed SOC 2 and ISO 27001 for HaloPSA. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as HaloPSA not holding them. Always confirm compliance directly before you rely on it.","source":"https://halopsa.com/security/","question":"What security certifications does HaloPSA have?","confidence":0.7},{"answer":"HaloPSA is available worldwide. Its primary markets are the United Kingdom and the United States. The vendor is headquartered in the United Kingdom.","source":"https://halopsa.com/pricing/","question":"Where is HaloPSA available?","confidence":0.75}]` |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | Certinia provides cloud-based tools for professional services organizations to manage projects, resources, finances, and customer relationships. The platform includes AI-enhanced automation to help teams optimize resource allocation, improve project profitability, and reduce unbilled time. | HaloPSA is a cloud-based, integrated platform for managed service providers and enterprises combining ticketing, CRM, project management, asset tracking, automated billing, time and expense tracking, and AI-driven automation in a single solution. All capabilities are included in a unified per-agent subscription with no tiered editions or separate module charges. |
| features.capabilities | `{"deployment_model":"crm_native_embedded","automated_client_invoicing":true,"skills_based_resource_allocation":true,"revenue_recognition_module_asc_606":true,"resource_capacity_utilization_tracking":true,"project_profitability_margin_forecasting":true}` | `{"iso_27001":true,"soc2_type_ii":true,"pricing_model":"per_user_monthly","deployment_model":"cloud_managed_saas","automated_client_invoicing":true,"gantt_chart_task_dependencies":true,"time_and_expense_capture_mobile":true,"resource_capacity_utilization_tracking":true}` |
| integrations.count | 18 | 32 |
| integrations.list | `[{"name":"XCD Human Capital Management"},{"name":"Salesforce","native":true},{"name":"AccessPay","category":"payments"},{"name":"Avalara","category":"tax"},{"name":"AvidXchange","category":"payments"},{"name":"Celigo"},{"name":"Concur","category":"expense"},{"name":"Conga","category":"document"},{"name":"Delinea","category":"security"},{"name":"Expensify","category":"expense"},{"name":"Jitterbit"},{"name":"Launchpad"},{"name":"Microsoft Outlook"},{"name":"MuleSoft"},{"name":"Plaid","category":"banking"},{"name":"Q2 Cloud Lending","category":"banking"},{"name":"Storecove","category":"invoicing"},{"name":"XCD","category":"hcm"},{"name":"Zenkraft","category":"shipping"}]` | `[{"name":"247connect"},{"name":"Acronis"},{"name":"Addigy"},{"name":"ALSO"},{"name":"Alternative Payments"},{"name":"AnyDesk"},{"name":"Aquera"},{"name":"Armis"},{"name":"ArrowSphere"},{"name":"Assurix"},{"name":"Atera"},{"name":"AT&T"},{"name":"Auvik"},{"name":"Avalara"},{"name":"Azure Active Directory"},{"name":"Azure DevOps"},{"name":"Azure Monitor"},{"name":"Azure Sentinel"},{"name":"Azure Translator"},{"name":"Benji Pays"},{"name":"BigPanda"},{"name":"Bitdefender GravityZone"},{"name":"BizRatings"},{"name":"CheckCentral"},{"name":"Cloud Blue"},{"name":"CloudCTI"},{"name":"Cloud Depot"},{"name":"CloudRadial"},{"name":"Claude AI"},{"name":"Cynet"},{"name":"Domotz"},{"name":"EasyDMARC"}]` |
| market.availability | `{"primaryMarkets":[],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"hqCountry":"GB","primaryMarkets":["GB","US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"web":true}` | `{"ios":true,"web":true,"android":true}` |
| pricing | - | `{"type":"subscription","plans":[{"free":false,"name":"Standard","summary":"£66/agent/month (billed annually)","features":["Ticketing and SLA management","CRM with marketing automation","Project management with Gantt timelines","Asset and inventory management","Automated invoicing and billing","Time and expense tracking with timesheets","Knowledge base with self-service portal","AI-powered triage, analysis and automation","Mobile apps for iOS and Android","API and 250+ native integrations","Custom reports and dashboards","No-code workflow automation"],"components":[{"kind":"per_unit","unit":"agent","amount":66,"period":"month","currency":"GBP"}],"description":"All features included for all agents","contactSales":false},{"free":false,"name":"Enterprise","summary":"$1M/year fixed","features":["Unlimited agent licenses","Funded implementation support","All standard features"],"commitment":"annual","components":[{"kind":"fixed","amount":1000000,"period":"year","currency":"USD"}],"description":"Unlimited agent licenses with funded implementation","contactSales":true}],"summary":"From £66/agent/month (billed annually in GBP, with equivalent pricing in USD, EUR, CAD, AUD, NZD, BRL, ZAR, INR and other regions). All features included with no tiered editions or add-ons. Additional 15% discount for registered charities and non-profit organizations.","currency":"GBP","freeTier":false,"sourceUrl":"https://halopsa.com/pricing/","retrievedAt":"2026-08-25T15:38:13.768Z","startingPrice":{"unit":"agent","amount":66,"period":"month","currency":"GBP"},"billingPeriods":["month","year"]}` |
| pricing.free_tier | - | no |
| pricing.model | commercial | commercial |
| pricing.price_level | - | high |
| pricing.starting_price | - | `{"amount":66,"currency":"GBP"}` |
| pricing.transparent | - | yes |
| reliability.sla_pct | - | 99.99 |
| security.disclosure_policy | - | yes |
| security.iso27001 | - | yes |
| security.soc2 | - | yes |
| security.trust_center | https://www.certinia.com/about-us/trust/product-security/ | - |

## Capabilities (Professional Services Automation)

| Capability | Certinia | HaloPSA |
|---|:--:|:--:|
| **Capabilities** |  |  |
| Deployment model | CRM native embedded | Cloud managed saas |
| Resource capacity utilization tracking | ✓ | ✓ |
| Skills based resource allocation | ✓ | - |
| Project profitability margin forecasting | ✓ | - |
| Time and expense capture mobile | - | ✓ |
| Automated client invoicing | ✓ | ✓ |
| Revenue recognition module asc 606 | ✓ | - |
| Gantt chart task dependencies | - | ✓ |
| Salesforce hubspot CRM integration | - | - |
| Netsuite quickbooks ERP sync | - | - |
| SOC2 type ii | - | ✓ |
| ISO 27001 | - | ✓ |
| Pricing model | - | Per user monthly |

*Source: vioscaleAI. Generated 2026-10-16T19:21:59.753Z. "-" = undocumented, not absent.*