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Certinia PS Cloud (Professional Services Cloud)

Certinia PS Cloud (Professional Services Cloud) at a glance
VendorCertinia (formerly FinancialForce)
HeadquartersAustin, Texas, USA
OwnershipMajority-owned by Haveli Investments since 2023; General Atlantic, Salesforce Ventures, and TA Associates among investors
DeploymentCloud/SaaS, built natively on the Salesforce platform
Target marketMidsize to large professional services organizations, especially Salesforce-centric firms
IndustriesIT services, consulting, agencies, embedded services arms of technology companies
PricingPricing on request (not published by the vendor; as of August 2026)
Websitecertinia.com

The short version

Certinia Professional Services Cloud (PS Cloud) runs the services lifecycle inside Salesforce. Opportunity and estimating, resource planning, project delivery, time and expense capture, billing: all of it lives in the same environment a firm already uses for its Salesforce CRM. Paired with Certinia ERP Cloud, the vendor's financial management suite, it becomes a services-oriented ERP. On its own, PS Cloud is professional services automation (PSA), and that distinction carries more budget weight than the category label suggests.

Vendor, history, ownership

The company launched in 2009 as FinancialForce, among the first to build accounting and PSA applications directly on the Salesforce platform, and rebranded to Certinia in May 2023.

Ownership changed almost immediately afterward. Haveli Investments, the private equity firm founded by former Vista Equity Partners president Brian Sheth, took a majority stake with participation from General Atlantic; Salesforce Ventures and TA Associates also appear among the investors. Headquarters moved to Austin, Texas, after many years in the San Francisco Bay Area. Older material still says FinancialForce; it describes the same product line.

Modules and capabilities

PS Cloud covers services estimating and quoting, resource and capacity management, project management, time and expense, project financials, and billing, with revenue-recognition support geared to services businesses. Certinia ERP Cloud adds general ledger accounting, accounts payable and receivable, procurement, and revenue management, while a Customer Success Cloud module handles post-sale account health.

Running on Salesforce has one concrete consequence worth underlining: reporting, workflow automation, and AI features come from the platform's native tooling, and data flows to Sales Cloud and Service Cloud without integration middleware.

Who buys it

Midsize to large professional-services organizations. IT services and consulting firms, agencies, and the embedded services arms of software and hardware companies make up the core of an installed base that is substantial in North America. The pitch lands hardest at companies already standardized on Salesforce as CRM that want quote-to-cash on one data model; for everyone else, the platform dependency is a cost and adoption factor rather than a benefit.

How it is sold

SaaS on the Salesforce platform, exclusively; an on-premises option does not exist. Licensing is a per-user subscription, the vendor does not publish rates, and quotes come through Certinia or its partners (as of August 2026). Any serious cost model carries the underlying Salesforce platform licenses alongside the Certinia subscription, and the ERP TCO calculator is one way to structure that layered comparison.

Who should look at it

Firms that run on Salesforce and sell project work, first and foremost: for them Certinia is the default shortlist entry, the most established services ERP built natively on that platform, in an architectural position competitors find hard to copy. Outside the Salesforce world the calculus flips, because standalone PSA and services ERP products cover comparable ground without a platform layer and a second vendor relationship attached. Two contract-stage points deserve attention. PS Cloud alone is PSA, so a services-ERP scope needs Certinia's financial applications in the deal from day one rather than as a later phase, and the 2023 rebrand plus the private equity majority make roadmap and pricing continuity worth fixing in writing during ERP selection.

What the Certinia PS Cloud (Professional Services Cloud) website looks like

Current view of the vendor homepage, captured by our editorial team.

Screenshot of the Certinia PS Cloud (Professional Services Cloud) vendor homepage

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Frequently asked questions

Is Certinia PS Cloud a full ERP or PSA software?

PSA at heart, ERP only in combination. The standalone product handles estimating, resourcing, delivery, time and expense, and billing; general ledger, payables, receivables, procurement, and revenue management arrive with Certinia ERP Cloud as a second license. Scope both lines together from the start if a services ERP is the goal.

Which companies is Certinia PS Cloud built for?

Midsize to large services organizations: IT services and consulting firms, agencies, and the embedded services arms of technology companies. The strongest fit is a firm already running Salesforce as CRM that wants quote-to-cash on a single data model, and the sizable North American installed base means US buyers can usually find references in their own segment.

How does Certinia pricing work, and what does the Salesforce platform add to the bill?

Per-user subscription, no published rates; quotes come through the vendor or partners (as of August 2026). The layer below is what evaluations miss: Salesforce platform licenses sit under every Certinia seat, so a comparison built on the Certinia line item alone understates the total. There is no on-premises fallback, and an ERP TCO calculator helps keep that multi-layer comparison consistent over several years.

What should buyers know about the FinancialForce rebrand and Certinia ownership?

Same product line, new name since May 2023, so older FinancialForce references remain relevant reading. Shortly after the rebrand, Haveli Investments took majority ownership with General Atlantic participating, alongside investors including Salesforce Ventures and TA Associates, and headquarters moved to Austin, Texas. Put roadmap and pricing continuity questions in writing during ERP selection.