# 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.

Page: https://slateindex.ai/brand/certinia · data of 2026-11-02

## Facts

- Founded: 2009
- Headquarters: Austin, Texas, United States
- Employees: 1,001–5,000
- Company type: Private, private equity-owned
- Latest funding: Secondary buyout, lead reported as TA Associates (Tracxn) or Haveli (Preqin)
- Deployment: Cloud, built natively on the Salesforce platform
- Best for: Professional services, customer success and financial management teams in services and technology organizations
- Compliance: SOC 1 Type II, SOC 2 Type II, SOC 3

## Products

- 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

## Rankings

| Category | Rank | Visibility | Mentions |
|---|---|---|---|
| ERP | 23 of 37 | 1.4 | 2 |

## By engine

| Engine | Visibility | Mention rate |
|---|---|---|
| chatgpt | 2.0 | 3.7% |
| google_ai_mode | 0.0 | 0.0% |
| perplexity | 2.0 | 3.7% |

## Definitions

- Visibility (0–100): how often and how high AI answers name the brand, weighted by position.
- Mention rate: share of collected AI answers that name the brand.
- Share of voice: the brand's mentions as a share of all brand mentions in the category.
- Citation authority: share of answers naming the brand that cite the brand's own site.

Cite as: SlateIndex, “Certinia AI visibility profile”, https://slateindex.ai/brand/certinia, data of 2026-11-02. Licence: CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/).