Professional Services AutomationUnclaimed

Certinia

Name: Certinia
Author: Certinia.com, Inc.

Cloud-based project and financial management platform for professional services organizations

Vendor: Certinia.com, Inc.
Also known as: certinia

Available worldwide

What is Certinia?

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.

Independently observed

What Certinia does

The capabilities that matter for professional services automation, normalised so it lines up with every alternative. “-” means we haven't confirmed it, not that it's missing.

Capabilities

Deployment model: CRM native embedded
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: -

Independently observed

Platform & deployment

Independently observed

Platforms

Deployment

Cloud / SaaS

Integrations (19)

Independently observed

payments

AccessPay
AvidXchange

tax

Avalara

expense

Concur
Expensify

document

Conga

security

Delinea

banking

Plaid
Q2 Cloud Lending

invoicing

Storecove

hcm

shipping

Zenkraft

XCD Human Capital Management
Salesforce•
Celigo
Jitterbit
Launchpad
Microsoft Outlook
MuleSoft

Certinia FAQ

Common questions about Certinia, answered from independent, dated evidence.

What is Certinia?

Source: https://certinia.com

What platforms does Certinia support?

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

Can Certinia be self-hosted?

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

Certinia alternatives

Other professional services automation we track, ranked by the same independent score.

All Certinia alternatives, ranked →

Compare Certinia

Side by side against other professional services automation, attribute by attribute, with a source on every value.

Independent · unbought · dated

The vioscaleAI score: one lens on the evidence

Not user reviews and not a paid placement: a confidence-weighted blend of the independent signals below (adoption, activity, security posture, and more), which you can sort and re-weight yourself. Vendors can correct their listing but can never move their rank, and stars are weighted low as a vanity metric. It is one way to read the evidence for Certinia, not the verdict.

Balanced composite 52 / 100

low · 8%

Signal contributions to the composite score
Signal	Score	Weight	Contribution	Evidence
Capabilities	75	0.05	3.6	✓
Integrations	37	0.04	1.5	✓
Price level	0	0.05	0.0	-
Reliability	0	0.07	0.0	-
Security posture	0	0.07	0.0	-
Pricing transparency	0	0.08	0.0	-

Computed 2026-10-13. Re-weight it by intent, or see the full method.

All data & sourcesshow ↓

Every value we hold, with its source, retrieval date, and confidence. This is the evidence behind the score: don't trust it, verify it.

Content

Attribute	Value	Evidence
Faqcontent.faq	3 items	mediumsource · 2026-09-10 · 60%

Features

Attribute	Value	Evidence
Capabilitiesfeatures.capabilities	Deployment model: crm_native_embedded · Automated client invoicing: Yes · Skills based resource allocation: Yes · Revenue recognition module asc 606: Yes · Resource capacity utilization tracking: Yes · Project profitability margin forecasting: Yes	mediumsource · 2026-10-13 · 60%

Integrations

Attribute	Value	Evidence
Countintegrations.count	18	mediumsource · 2026-10-13 · 60%

Market

Attribute	Value	Evidence
Availabilitymarket.availability	PrimaryMarkets: … · AvailabilityScope: global · AvailableCountries: … · NotAvailableCountries: …	highsource · 2026-08-19 · 75%

Pricing

Attribute	Value	Evidence
Modelpricing.model	commercial	mediumsource · 2026-08-17 · 70%

Security

Attribute	Value	Evidence
Trust centersecurity.trust_center	https://www.certinia.com/about-us/trust/product-security/	mediumsource · 2026-10-13 · 60%

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For the makers of Certinia

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