Certinia
NewWin bigger, deliver smarter, and grow stronger with the leading System of Action for services businesses.
#23 of 37 in ERP1,400 customers (per certinia.com)
Data collected ·ChatGPT, Perplexity, Google AI Mode·coverage 100%·next run
- Certinia ranks #23 of 37 in ERP with an AI visibility score of 1.4 (SlateIndex, Nov 2, 2026).
- Certinia is most visible on ChatGPT (2) and least on Google AI Mode (0).
- AI engines name Certinia in 1 of the 30 ERP buyer prompts SlateIndex tracks.
- erpresearch.com is the source AI engines cite most in answers about Certinia, with 5 citations.
About
Company details for Certinia
Certinia, formerly FinancialForce, provides cloud professional services automation, financial management and customer success software built natively on the Salesforce platform. Its products cover scoping and delivery for services firms, billing and revenue recognition, and account health and renewals, with AI agents under the Veda name. It ranks #23 of 37 in ERP on SlateIndex and has a visibility score of 1.4 in the latest weekly run.
Founded in 2009 and headquartered in Austin, Texas, United States, the company employs 1,001–5,000 people. Its differentiator: unifies sales, delivery, finance and customer success on a single Salesforce-native record.
- Website
- certinia.com
- Categories
- ERP
- Company size
- 1,001–5,000 employees
- Headquarters
- Austin, Texas, United States
- Founded
- 2009
- Company type
- Private, private equity-owned
- Funding
- Secondary buyout, lead reported as TA Associates (Tracxn) or Haveli (Preqin)
- Customers
- 1,400 · per certinia.com
- Deployment
- Cloud, built natively on the Salesforce platform
- Platforms
- Salesforce
- Compliance
- SOC 1 Type II, SOC 2 Type II, SOC 3
- Support
- Customer Success, Professional Services, Training, Customer Support, Community & Advocacy
Read from linkedin.com, gartner.com, certinia.com, certinia.com:443, pitchbook.com, crunchbase.com · refreshed Nov 2, 2026.
AI visibility
Latest weekly run · Nov 2 · next run Nov 9
Visibility score trend
Weekly runs over the last 60 days, with up to 7 competitors. Click a name to hide or show its line.
Changes appear after the second weekly run in ERP. NetSuite leads the category at 48.9%.
Media
Website and product screenshots for Certinia
AI mentions & citations
Recent answers that name Certinia
Top ERP system options for B2B SaaS companies
My recommendation is to shortlist Oracle NetSuite, Sage Intacct, Microsoft Dynamics 365, and Certinia first, with Odoo as a potential lower-cost alternative.
Top ERP system options for B2B SaaS companies
For most B2B SaaS companies, the strongest ERP shortlist is Oracle NetSuite, Sage Intacct, Microsoft Dynamics 365 Business Central, Certinia, and SAP S/4HANA Cloud.
Products & features
What Certinia sells
Professional Services Cloud
Scoping, estimating, resource planning, project delivery and billing for services firms
Financial Management Cloud
Billing, revenue recognition and accounting on a single general ledger
Customer Success Cloud
Churn and expansion signals, account health and renewal management
Veda AI
Agents and intelligent actions that support selling, planning, delivery and management work
Target market & buyers
Services and technology organizations
Notable customers include Siemens Digital Industries Software, Kubrick, Salesforce, Hewlett Packard Enterprise, Diabsolut, CTI, L-Founders, Terrapinn.
| Industry | Primary use case |
|---|---|
| Consulting & Advisory | Professional services delivery, resource planning and billing |
| IT Services | Professional services delivery, resource planning and billing |
| Software | Professional services delivery, resource planning and billing |
| IT Hardware | Professional services delivery, resource planning and billing |
| Tax & Audit Solutions | Professional services delivery, resource planning and billing |
| Clinical Research Organization | Replacing spreadsheets to track global clinical trial projects in one source of truth |
Funding & recent developments
Funding
| Round | Year | Amount |
|---|---|---|
| Series A | 2009 | $8M |
| Undisclosed-stage round, Advent International as investor | 2014 | $50M |
| Series D, led by TCV | 2015 | $110M |
| Secondary buyout, lead reported as TA Associates (Tracxn) or Haveli (Preqin) | 2024 | — |
| Latest known round | Total raised |
|---|---|
| Secondary buyout, lead reported as TA Associates (Tracxn) or Haveli (Preqin) | — |
Recent developments
- Oct 2026CompanyNamed a Visionary in the 2026 Gartner Magic Quadrant for Customer Success Management Platforms
Certinia's first Magic Quadrant evaluation, named as a Visionary.
- Sep 2026ProductVeda AI expansion for professional services
A Veda AI expansion for professional services was covered alongside Dreamforce 2026 sessions.
- Jul 2026CompanyAcquisition of Moonnox
Certinia acquired AI services company Moonnox.
- Apr 2026ProductLaunch of Veda
Certinia launched Veda, an AI operations engine.
Competitive landscape
How Certinia compares with its top three alternatives
Certinia most often appears alongside NetSuite, SAP S/4HANA, Microsoft Dynamics 365 in AI answers.
| Brand | Visibility | Share of voice | vs last week | Starting price |
|---|---|---|---|---|
| Certinia | 1.4% | 0.4% | New | Pricing not available |
| NetSuite | 48.9% | 11.9% | New | Pricing not available |
| SAP S/4HANA | 47.6% | 9.7% | New | Pricing not available |
| Microsoft Dynamics 365 | 46.5% | 11.7% | New | Pricing not available |
| Odoo | 29.8% | 8.1% | New | Free plan |
Cite as: SlateIndex, “Certinia AI visibility profile”, https://slateindex.ai/brand/certinia, data of Nov 2, 2026. Licence: CC BY 4.0.