Services management
Tools for planning and delivering client engagements.
Certinia
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About Certinia
Software for professional services, customer success, and financial management is Certinia's core offering. Its platform supports the services lifecycle, from scoping and estimating work through resource planning, project delivery, and account management. Features include project tracking, risk management, administrative workflow automation, financial planning, billing, revenue recognition, and accounting. The platform combines customer, project, financial, and services data, and includes Veda agents, intelligent actions, and workflows for tasks across sales and delivery. Certinia's products are designed for services and technology organizations, with capabilities for managing client engagements, customer outcomes, account health, renewals, and expansion opportunities. The company is based in San Jose, California.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of Certinia and not provided by the business.
Services & specialities
Highlights
Financial management
Billing, revenue recognition, and accounting capabilities.
Veda AI capabilities
Agents and workflows support tasks across the services lifecycle.
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