Certinia Professional Services Cloud

6.3easy start · #14 of 27
in Professional Services Accounting Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on api, Web.

Certinia Professional Services Cloud is ranked #14 of 27 in professional services accounting software on The Geeks Club. It runs on API, Web.

Certinia Professional Services Cloud plans and pricing

All plans

Professional Services Cloud Not published resources · projects · financials certinia.com · 30 Sept 2026

Compared on professional services accounting software

Client portal: Yes
Resource planning: Yes
Time tracking: Yes

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The record

Purpose: Certinia connects how services businesses sell, staff, deliver, bill, and renew on one platform.
Platform: Professional Services Cloud is native to Salesforce and uses Salesforce customer records, user experience, and analytics.
Core operations: The product connects projects, resources, and financials on one unified platform.
Automation: Veda adds intelligence across the services lifecycle using real operational data.
Integrations: Certinia offers open RESTful and SOAP-based APIs supporting CRUD, asynchronous bulk loads, near-real-time data streams, and social collaboration features.
Integration partners: Listed integrations include Avalara, Concur, DocuSign, Expensify, Microsoft Outlook, MuleSoft, Plaid, Xactly, and Zenkraft.
Security architecture: All data processed by Certinia applications resides on the Salesforce cloud platform under a shared security responsibility model.
Security controls: Certinia lists penetration testing, code reviews, manual testing, code scanning, release approvals, vulnerability remediation, system hardening, and monitoring.
AppExchange review: Certinia applications undergo Salesforce AppExchange Security Review, including OWASP Top Ten and Salesforce-specific testing.
Trust documentation: Certinia’s public Trust Center lists CSA STAR Level 1 and SOC 3 materials and provides a security whitepaper and information-security FAQs.
Support: Certinia says its support team provides fast, reliable, knowledgeable assistance throughout use of its software.
Training: Certinia offers virtual instructor-led training and on-demand Certinia Academy courses.
Target industries: Certinia lists consulting and advisory, IT services, software, IT hardware, and tax and audit organizations among the industries it serves.
Deployment limit: Certinia states that Force.com Platform Limits for OEM Embedded licenses apply to its products.

Where it ranks on The Geeks Club

Best Professional Services Accounting Software in 2026#14 of 27
Best Time and Expense Software in 2026#13 of 27
Best Agency Project Management Software in 2026#15 of 26
Best Professional Services Automation Software in 2026#13 of 23
Best Project Accounting Software in 2026#13 of 22

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Sources

prod.certinia.com/solutions/professional-services-cloud/· checked 30 Sept 2026
certinia.com· checked 30 Sept 2026
certinia.com/industries/consulting-advisory· checked 30 Sept 2026
certinia.com/partners/integrations· checked 30 Sept 2026
certinia.com/about-us/trust/product-security/· checked 30 Sept 2026
trust.certinia.com· checked 30 Sept 2026
certinia.com/about-us/legal/· checked 30 Sept 2026
certinia.com/pricing-request/· checked 30 Sept 2026