--- title: Certinia PS Cloud Reviews meta_title: 'Certinia PS Cloud Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 674 reviews by the users' company size, role or industry to find out how Certinia PS Cloud works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 674 scale: '5' date_modified: '2026-08-11' parent_category: name: ERP url: https://www.g2.com/categories/erp --- # Certinia PS Cloud Reviews **Vendor:** Certinia **Category:** [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation) **Average Rating:** 4.3/5.0 **Total Reviews:** 674 ## About Certinia PS Cloud Certinia Professional Services (PS) Cloud is the world’s only Salesforce-native professional services automation (PSA) solution trusted by more than 1,400 organizations. It connects projects, people, and financials on the Salesforce platform you already trust; eliminating silos and providing the high-fidelity data required to run your services business with absolute certainty. • Get 360º visibility into your business: Manage resources, projects, and financials in the same application as your customer interactions. With a single system of record, leaders view margins and forecasts in real time with 100% auditability, ensuring your ""Services Math"" is accurate and your financial integrity is maintained at scale. • Keep customers at the center: Eliminate the ""Context Gap"" with a customer-centric PSA where every team works from one master record. The Project Assistant Agent accelerates delivery by proactively identifying data anomalies, such as missing time cards or overdue items—ensuring sales promises align with delivery for a superior customer experience. • Optimize resource management: Close utilization gaps and keep projects on track. The Staffing Agent identifies ""best-match"" resources for work-in-flight, while enhanced work planning tools allow managers to take direct staffing actions instantly. Assign the right people to the right work to drive efficiency without overloading staff. • Accelerate quoting and billing: Handle complex contracts with a hardened financial engine that supports everything from fixed-fee to outcome-based pricing. New Top-Down Estimation and Role Multipliers drastically reduce the time required to quote large, multi-year engagements while ensuring every dollar is trackable and compliant. • Drive certainty in revenue forecasting: Replace guesswork with connected, real-time data. By unifying the engagement lifecycle, PS Cloud powers reliable revenue forecasting with as little as a 1% variance. Close your books faster and make smarter growth decisions backed by a system that eliminates manual data syncing. • Turn insights into action: PS Cloud turns insights into action directly within a unified Salesforce-native workflow, where real-time project data triggers immediate operational changes. By connecting delivery and financials on a single record, the system identifies margin leaks and resource gaps as they happen, allowing managers to execute staffing and project updates instantly rather than waiting for historical reports. ## Certinia PS Cloud Pros & Cons **What users like:** - Users appreciate the **ease of use** of Certinia PS Cloud, enjoying seamless navigation and integrated project management. (63 reviews) - Users value the **efficiency in project management** with Certinia PS Cloud, significantly saving time in operations. (41 reviews) - Users value the **seamless reporting capabilities** of Certinia PS Cloud, enhancing efficiency throughout the professional-services lifecycle. (38 reviews) - Users value the **user-friendly integration** of Certinia PS Cloud, simplifying management of projects and resources effectively. (36 reviews) - Users value the **native Salesforce integration** of Certinia PS Cloud, enhancing seamless functionality across various business sizes. (29 reviews) - Integrations (26 reviews) - Users value the **reporting efficiency** of Certinia PS Cloud, enabling real-time insights and streamlined project management. (26 reviews) - Customization Options (25 reviews) - Resource Management (25 reviews) - Efficiency (22 reviews) **What users dislike:** - Users find the **learning curve steep** with Certinia PS Cloud, citing challenges in understanding the software without formal training. (28 reviews) - Users find the **complex usability** of Certinia PS Cloud challenging, especially with its steep learning curve and cluttered interface. (20 reviews) - Users find **difficult customization** of Certinia PS Cloud hampers efficiency, requiring extensive skills and time for configuration. (17 reviews) - Users experience **slow performance** with Certinia PS Cloud, leading to frustrations in functionality and productivity challenges. (17 reviews) - Users find the **missing features** in Certinia PS Cloud limit usability and resource management capabilities. (16 reviews) - Steep Learning Curve (14 reviews) - Limitations (13 reviews) - Poor Support (12 reviews) - Lack of Customization (11 reviews) - Difficult Setup (10 reviews) ## Certinia PS Cloud Discussions - [Is there a stripped down version of FinancialForce that companies can use for managing internal projects?](https://www.g2.com/discussions/is-there-a-stripped-down-version-of-financialforce-that-companies-can-use-for-managing-internal-projects) - 1 comment, 1 upvote - [Time card Entry edit button says 135 Kb Exceed Error](https://www.g2.com/discussions/14621-time-card-entry-edit-button-says-135-kb-exceed-error) - 1 comment, 1 upvote - [How do I speak with a customer or partner of FinancialForce?](https://www.g2.com/discussions/reference-information) - 1 comment, 1 upvote - [How do I become a FinancialForce partner?](https://www.g2.com/discussions/partner-information) - 1 comment, 1 upvote - [How does FinancialForce Compare to OpenAir?](https://www.g2.com/discussions/how-does-financialforce-compare-to-openair) - 3 comments, 2 upvotes - [View Certinia PS Cloud pricing details and edition comparison](https://www.g2.com/products/certinia-ps-cloud/reviews?filters%5Bnps_score%5D=3&page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+01%3A11%3A50+-0500&secure%5Bsession_id%5D=8a6cb2fb-b8ec-41d0-a607-e57e83e59bfd&secure%5Btoken%5D=4bb3bf43d5943f32931114b8eb13487db3d07c90a41aece5c232c43fb9adf1d7&format=llm_user) ## Certinia PS Cloud Integrations - [Google Workspace](https://www.g2.com/products/google-workspace/reviews) - [Jira](https://www.g2.com/products/jira/reviews) - [MuleSoft Anypoint Platform](https://www.g2.com/products/mulesoft-anypoint-platform/reviews) - [Oracle CPQ](https://www.g2.com/products/oracle-cpq/reviews) - [Planhat](https://www.g2.com/products/planhat/reviews) - [SAP Concur](https://www.g2.com/products/sap-concur/reviews) - [Slack](https://www.g2.com/products/slack/reviews) - [Workday HCM](https://www.g2.com/products/workday-hcm/reviews) ## Certinia PS Cloud Features **Tasks** - Creation & Assignment - Due Dates - Task Prioritization - To-Do Lists - Dependencies - Mass Updates - Drag & Drop - Recurring Tasks - Real-Time Updates **Customer Information** - Customer Health Scores - Customer Monitoring - Customer Profiles - Playbooks - Customer Segments - Product Engagement - Surveys - NPS of Customers - Customer Engagement **Planning** - Resource Definiton - Capacity - Scheduling - Real-Time Data **Accounting** - AP Automation - AR Automation - Audit Trail - Budgeting / Forecasting - Collections Automation - Financial Statements - Invoice Customization - Journal Entries - Monitor Cash Positions - Multi-Entity / Consolidation - Payment Processing - Recognition Rules - Reconciliations - Tags / Dimensions - Payments Scheduling - Payment Batches - Payment Settlements - Payment Methods - Business Process Automation - Sales Automation - Marketing Automation **Customer Management** - Customer Profiles - Sales - Marketing - Client Portal **Projects** - Planning - Project Map - GANTT - Calendar View - Views - Project Budgeting - Issue Tracking - Templates - Critical Path - Time & Expense - Methodologies - Project Time Tracking - Bug Tracking - Milestone Tracking - Task Progress Tracking - Activity Tracking - Project Tracking - Status Tracking - Progress Tracking - Agile Methodologies - Sprint Planning - Project Planning - Release Planning - Multiple Projects - Multi-Department/Project - Customizable Templates - Project Templates - Gantt/Timeline View - Percent-Complete Tracking - Reporting/Project Tracking - Goal Setting/Tracking - Time Tracking - Traditional Methodologies - Task Planning - Traditional Methodologies **Predictions** - Churn Risk - Upsell Opportunities - Custom Triggers - Machine Learning **Optimization** - Performance - Forecasting - Corrections **Back Office** - Allocation - Asset Register - Lean Management - Maintenance - Organization Management - Payroll - Portfolio Mix - Purchase Orders - Requisition - Shift Scheduling - Sourcing - Status - Time & Attendance Tracking - Warranty Management - Inventory Management - Support Ticket Management - Calendar Management - Financial Management - Client Management - Workflow Management - Time Off Management - Training Management - Employee Management - Vendor Management - Supply Chain Management - Payroll Management - Compliance Management - Document Management - Communication Management - Warehouse Management - Enterprise Asset Management - Sales Management - Project Management - Distribution Management - Marketing Management - Resource Scheduling **Project Management** - Project Planning - Project Tracking - Resource Definition - Resource Management - Resource Allocation & Planning - Progress Tracking - Project Time Tracking - Project Management **Additional Functionality** - Calendar Management - Shop Floor Management - Performance Management - Real-Time Monitoring - KPI Monitoring - Availability Management - Third-Party Integration - Drag & Drop - Project Management - Activity Dashboard - Recommendations - Collaboration Tools - Equipment Management - Task Management - Gantt/Timeline View - Progress Tracking - Alerts/Notifications - "What If" Scenarios - AI Copilot - For Manufacturers - Real-Time Reporting - Mobile Access - Cost Management - Scenario Planning - Historical Database - Inventory Control - Reporting/Analytics - Generative AI - Time Tracking - Resource Management - Predictive Analytics - Resource Allocation & Planning - Projections - Prioritization - Search/Filter - Timesheet Management - Workflow Management - Skills Tracking - Utilization Reporting - Approval Process Control - Access Controls/Permissions - Third-Party Integrations - Reporting & Statistics - Customizable Reports - Commenting/Notes - API - Project Planning - Assignment Management - Customizable Fields - Multiple Projects - Time & Expense Tracking - Resource Request - Data Import/Export - Reporting/Project Tracking - Capacity Management - Real-Time Notifications - Real-Time Updates - Project Templates - Document Management - Workflow Automation **Resource Management** - Resource Definiton - Capacity - Scheduling - Task Scheduling - Project Planning/Scheduling **Platform** - Reporting & Dashboards - Third-Party Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management - Collaboration Tools - Real-Time Data - Activity Dashboard - Customer Experience Management - Churn Management - Survey/Poll Management - Communication Management - Task Management - Customer Management - Account Management - Renewal Management - Feedback Management - Knowledge Base Management - Revenue Management - Workflow Management - Contact Management - Email Management - Configurable Workflow **Front Office** - ATP - Checkout Process - Configuration Rules - Contact & Account Management - Customer Portal - Field Service Booking - Field Service Dispatch - Product & Price List Management - Product Catalog - Promotions and Discounts - Quote & Order Management - Returns / Refunds - Storefront Design Tools - Territory & Quota Management - Tickets - Visual Configuration - HR Management - Task Management - Customizable Fields - Purchase Order Management **Accounting** - Revenue Recognition - Invoice Management - Payments - Project Accounting - Budget Tracking - Time & Expense Tracking - Activity Tracking - Billable Items Tracking - Document Management - Multiple Projects **Project Monitoring** - Baselining / KPIs - Resource Allocation - Activity Dashboard - Activity Dashboard **Integration** - Breadth of Partner Applications - Data Import and Export Tools - Integration APIs - Productivity Tools - Real-Time Data - Collaboration Tools - Data Analysis Tools **Portfolio Management** - Portfolio Definition - Portfolio Performance - Risk - Portfolio Mix **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Logistics** - Centralized Inventory Database - In Transit - Inventory Forecasting - Inventory Pricing and Costing - Inventory Reporting - Inventory Tracking / Ordering - Picking Methods - Picking Planning - Receiving - Shipping Options - Manufacturing Planning **Analytics** - Forecasting - Reporting - KPIs - Real-Time Reporting **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Agentic AI - Customer Success** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Social Media Integration - Multi-Language **Additional Functionality** - Onboarding - Chat/Messaging - Performance Metrics - Activity Tracking - CRM - API - Customer Database - Customizable Templates - Widgets - Win/Loss Analysis - AI Copilot - Event Triggered Actions - Surveys & Feedback - Engagement Tracking - Customer Segmentation - Customizable Reports - Drag & Drop - Customer History - Reporting & Statistics - Reporting/Analytics - Customizable Forms - Customizable Branding - Usage Tracking/Analytics - Multi-Channel Communication - Account Alerts **Platform** - Customization - Internationalization - Output Document Generation - Performance and Reliability - User, Role, and Access Management - Workflow Capability - Mobile Access **Administration** - Standard Integrations - Workflow - Access Management - Email Management - Workflow Management - Task Management - Portfolio Management - Calendar Management - Timesheet Management - Accounting Integration - Third-Party Integrations **Agentic AI - Project Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Third-Party Integrations - File Transfer **Additional Functionality** - Backlog Management - API - Retrospectives Management - Task Management - Access Controls/Permissions - Supports Scrum - Team Management - Kanban Board - Request Management - Commenting/Notes - Charting - @mentions - Planning Tools - Projections - Collaboration Tools - Calendar Management - Email Management - Project Workflow - Deadline Management - Role-Based Permissions - Alerts/Notifications - Reporting & Statistics - Customizable Fields - AI Copilot - Resource Management - Workflow Management - Template Management - Negative Feedback Management - Data Import/Export - File Management - Assignment Management - Progress Reports - Budget Management - Real-Time Reporting - Real-Time Notifications - Requirements Management - Search/Filter - Issue Management - Document Management - Release Management - For IT Project Management - Product Roadmapping - Change Management - Mobile App - Portfolio Management - Testing/QA Management - Billing & Invoicing - Risk Management - Web-based Deployment - Idea Management - Client Portal - File Sharing - Version Control - Availability Management - Productivity Analysis - Multi-Channel Communication - Forecasting - Key Performance Indicators - Remote Support - Predictive Analytics - Tagging - Feedback Management - User Management - Network Diagram - Project Management - Document Storage - Visualization - Customizable Reports - Time Clock - Reminders - Daily Reports - Configurable Workflow - Roadmapping - Iteration Management - Timeline Management - KPI Monitoring - For Small Businesses - Chat/Messaging - Messaging **Production** - BOM - Defects - Identify Demand - Inspections - Manage Resources - MPS - MRP - Production Plans - Rework - Shop Floor - Waste - WIP **Platform** - APIs - Internationalization - Performance and Reliability - Mobile - Offline Access **Reporting & Analytics** - Custom Reporting - Dashboards - Integration - Activity Dashboard **Generative AI** - AI Text Generation - AI Text Summarization - Proposal Generation - Generative AI **Artificial Intelligence - Professional Services Automation** - Predictive Forecasting - Smart task suggestions - Automated workflows **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Agentic AI - Professional Services Automation** - Adaptive Learning - Proactive Assistance **Additional Functionality** - Activity Dashboard - Gantt/Timeline View - Quotes/Estimates - Collaboration Tools - Customizable Fields - CRM - AI Copilot - Customizable Reports - Performance Metrics - Access Controls/Permissions - Billing & Invoicing - Approval Process Control - Reporting & Statistics - Project Templates - Task Scheduling - Real-Time Data - Document Storage - Drag & Drop **Agentic AI - ERP Systems** - Decision Making **Additional Functionality** - Data Import/Export - Reminders - AI Copilot - Performance Metrics - Accounting - Billing & Invoicing - Point of Sale (POS) - Quotes/Estimates - Customizable Templates - Reporting & Statistics - Customizable Branding - Drag & Drop - Access Controls/Permissions - CRM - Integrated Business Operations - Multi-Location - Bills of Material - Reporting/Analytics - Customizable Reports - Visual Analytics - Business Intelligence ## Top Certinia PS Cloud Alternatives - [BigTime](https://www.g2.com/products/bigtime/reviews) - 4.5/5.0 (1,720 reviews) - [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) - 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