Certinia (formerly FinancialForce) delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting. The company’s Professional Services Automation (PSA), Customer Success, and ERP solutions—delivered on Salesforce’s leading cloud platform—provide the ability to run a connected services business, deliver with intelligence, and achieve business agility. Headquartered in San Jose, California with offices around the world, Certinia is backed by Haveli Investments, General Atlantic and Salesforce Ventures. For more information, visit www.certinia.com.
Location: United States, California, San Jose
Employees: 1001-5000
Founded date: 2009
Investors 1
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Mentions in press and media 22
| Date | Title | Description |
| 05.02.2026 | The hidden tax of “Franken-stacks” that sabotages AI strategies | Presented by Certinia The initial euphoria around Generative and Agentic AI has shifted to a pragmatic, often frustrated, reality. CIOs and technical leaders are asking why their pilot programs, even those designed to automate the simplest ... |
| 02.10.2025 | Singapore's GIC leads $105m secondary transaction in US-based Temporal Technologies | Singapore’s sovereign wealth fund GIC has led a $105-million secondary transaction in US-based Temporal Technologies, valuing the workflow orchestration startup at $2.5 billion, according to an announcement. The investor-led tender offer al... |
| 15.08.2025 | Certinia’s Summer ‘25 release fuses advanced AI with customer success and professional services Ops | Certinia’s Summer ‘25 release fuses advanced AI with customer success and professional services Ops Certinia, the top choice for Salesforce-native PSA and financial management cloud solutions, is unveiling its Summer ‘25 release, which emph... |
| 07.05.2025 | Sigma Welcomes Fred Studer as Chief Marketing Officer, Sets Sharp Focus on Dynamic Platform Expansion | Sigma, the industry-leading analytics platform with unique cloud data platform writeback capabilities, today announced the appointment of Fred Studer as Chief Marketing Officer. Studer will support Sigma’s marketing efforts as the company c... |
| 19.04.2025 | Certinia unveils Spring '25 update with advanced AI tools | - |
| 17.04.2025 | Certinia’s Spring ‘25 release supercharges customer success, productivity, and visibility | Certinia’s Spring ‘25 release supercharges customer success, productivity, and visibility Certinia, the platform for service business, is unveiling its Spring ‘25 release, complete with AI-powered capabilities that unlock value, increase pr... |
| 07.04.2025 | The impact of AI on professional services [Q&A] | Traditional business models are changing as the adoption of artificial intelligence increases. In the professional services sector there's still heavy reliance on spreadsheets, but a recent survey reveals optimism about AI's impact. We spok... |
| 20.11.2024 | Certinia Receives Investment from TA Associates | Certinia, an Austin, TX-based provider of Professional Services Automation and Customer Success solutions, received an investment from TA Associates. The amount of the deal was not disclosed. Following the transaction, Haveli Investments wi... |
| 13.09.2024 | The Quantum Leap: Charting the Future of Computing and AI | In the race for technological supremacy, two giants are making waves: Quantinuum in quantum computing and Salesforce in artificial intelligence. Both companies are pushing boundaries, crafting tools that promise to reshape industries and re... |
| 13.09.2024 | Salesforce Unveils Agentforce–What AI Was Meant to Be | Agentforce is how humans with AI drive customer success together, equips organizations with autonomous agents that boost scale, efficiency, and satisfaction across service, sales, marketing, commerce, and more New Agentforce Atlas Reasoning... |
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