--- 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: '2026-08-09' parent\_category: name: ERP url: https://www.g2.com/categories/erp ---

# Certinia PS Cloud Reviews & Product Details

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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.

* * *

Product Website
Certinia PS Cloud
Seller
[Certinia](https://www.g2.com/sellers/certinia)
Discussions
[Certinia PS Cloud Community](https://www.g2.com/products/certinia-ps-cloud/discuss)
Languages Supported

Danish, German, Finnish, French, Italian, Japanese, Korean, Dutch, Norwegian, Portuguese, Russian, Spanish, Swedish, Chinese (Simplified), Chinese (Traditional)

Solution Type

All-in-One

Overview by
Sarah Johansen

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## Value at a Glance

Averages based on real user reviews.

### Time to Implement

6 months

[
View More Pricing Information
](https://www.g2.com/products/certinia-ps-cloud/pricing)

Certinia Solutions
(1)

See how Certinia products can work together to solve real problems.

[
 ![Solution Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Solution Avatar Image")

Certinia, AI-powered Services Platform

SolutionBy Certinia

](/sellers/certinia/solutions/certinia-ai-powered-services-platform)

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## Certinia PS Cloud Integrations
(8)

What do users say about integrations?

Verified by Certinia PS Cloud

[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Google Workspace

](https://www.g2.com/products/google-workspace/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Jira

](https://www.g2.com/products/jira/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

MuleSoft Anypoint Platform

](https://www.g2.com/products/mulesoft-anypoint-platform/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Oracle CPQ

](https://www.g2.com/products/oracle-cpq/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Planhat

](https://www.g2.com/products/planhat/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

SAP Concur

](https://www.g2.com/products/sap-concur/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Slack

](https://www.g2.com/products/slack/reviews)[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Workday HCM

](https://www.g2.com/products/workday-hcm/reviews)

Show More

 ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting")
AA

Verified User in Accounting

Mid-Market (51-1000 emp.)

1/7/2022

"Business Systems Manager "

2/5

What do you like best about Certinia PS Cloud?

I still like that Certinia is built on the Salesforce platform and using Einstein reporting to solve complex business scenarios. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

Yes, Certinia can improve on unwinding its current model to allow customers to pick and choose what items they want to purchase and not force everyone to be all in. Review collected by and hosted on G2.com.

Recommendations to others considering Certinia PS Cloud:

If you are looking to centralize everything under one solution, this is the tool for you. As a Salesforce Administrator, there was a slight learning curve because I don't come from an accounting background, but I was able to get up to speed on the processes and workflows because they are built on the Salesforce platform. Review collected by and hosted on G2.com.

What problems is Certinia PS Cloud solving and how is that benefiting you?

We can report on resource utilization and projects, which, if set up appropriately, can help the business. Additionally, workspaces are re-engaging users with a single central source of truth and slowly getting them off spreadsheets. Review collected by and hosted on G2.com.

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1/27/2026
Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Verified User in Management Consulting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Management Consulting")
CM

Verified User in Management Consulting

Mid-Market (51-1000 emp.)

2/18/2021

"Limited User"

2/5

What do you like best about Certinia PS Cloud?

For the limited purposes I use it for it seems clunky and not overly user friendly at first, but once you get used to it, it can be fairly useful tool Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

It doesn't feel particularly intuitive at times as i often have to go what seems like an odd route to enter information or lookup information, as information is not always stored where you expect it to be. Review collected by and hosted on G2.com.

What problems is Certinia PS Cloud solving and how is that benefiting you?

It brings together a lot of functionality into one location which is great. And particularly in my role helps with project auditing. Review collected by and hosted on G2.com.

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Response from Terry Kraft of Certinia PS Cloud

[Editedit](https://www.g2.com/survey_responses/certinia-ps-cloud-review-4607272/official_response/edit)

We are glad to hear that our solution helps you in your role with project auditing; however, we want to ensure you are utilizing our latest technologies. We have added a significant amount of investment into the User Experience, so we would like to do a review of your system in order to ensure you benefit from that. Please contact us at info@financialforce.com or via your customer community access, so we may engage with you directly.

Current UserValidated ReviewerSource: Organic

 ![Heidi M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Heidi M.")
HM

Heidi M.

Senior Consultant, Salesforce and SteelBrick

Computer Software

Mid-Market (51-1000 emp.)

10/26/2017

"Financial Force"

2/5

What do you like best about Certinia PS Cloud?

It's integrated with Salesforce. It replaced our need to use things outside of Salesforce. The UI is familiar (because it's on Salesforce). Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

It's not easy to use. It required a "project" to implement it (and since that was relying on internal resources it didn't end up being a good integration, people got fired because it was not on time, was overbudget, scope-creep, etc.) Review collected by and hosted on G2.com.

Recommendations to others considering Certinia PS Cloud:

As a consultant if your experiences with a software aren't good it's hard to recommend them to your clients! Find some other solutions unless a client is already sold on it. Review collected by and hosted on G2.com.

What problems is Certinia PS Cloud solving and how is that benefiting you?

Allowing employees to enter in their time reporting, allowing us to enter in expenses, allowing us to track financials related to projects within Salesforce. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 invite

 ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services")
UI

Verified User in Information Technology and Services

Enterprise (\> 1000 emp.)

11/16/2017

"Look elsewhere"

1.5/5

What do you like best about Certinia PS Cloud?

I am not the administrator. It is web based. Each day there is less and less likable. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

Time entry;reporting;slow;UI;Integration with Salesforce seems clumsy;Either not much out of the box or we've customized heavily for other reasons. Never tried to access the web app for time entry and haven't heard from my team that they do that either. Review collected by and hosted on G2.com.

Recommendations to others considering Certinia PS Cloud:

Get a trial and have some end users test it. Don't simply evaluate from an admin perspective. Definitely do not overlook reporting during evaluation. Review collected by and hosted on G2.com.

What problems is Certinia PS Cloud solving and how is that benefiting you?

Collecting billable hours from hundreds of employees and invoicing for the time. I'm not on the end of things to realize benefits. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: G2 invite

 ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services")
UI

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

8/21/2017

"Financial Force PSA Review"

2/5

What do you like best about Certinia PS Cloud?

It is nice that it ties in with SalesForce. We utilize Salesforce in almost every aspect of business so having this integration is something that helps streamline project management. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

Way too over complicated system for what is needed. The revenue recognition always had weird intricacies with rounding that caused items to never clear out. Review collected by and hosted on G2.com.

Recommendations to others considering Certinia PS Cloud:

I would not recommend Review collected by and hosted on G2.com.

What problems is Certinia PS Cloud solving and how is that benefiting you?

Nothing other than the integration with SalesForce & revenue recognition. We are actually currently using another product to supplement the use of this product. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Verified User in Computer & Network Security](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer & Network Security")
IC

Verified User in Computer & Network Security

Mid-Market (51-1000 emp.)

10/27/2016

"I have 2 months of experience with PSA as a dev/admin"

2/5

What do you like best about Certinia PS Cloud?

I have not familiarized myself enough with PSA to answer this question. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

I'm received numerous complaints about the timecard functionality. Review collected by and hosted on G2.com.

Recommendations to others considering Certinia PS Cloud:

Currently, I don't have much of an update for PSA. I do find it hard to change the UI. That is about it for the time being. Review collected by and hosted on G2.com.

What problems is Certinia PS Cloud solving and how is that benefiting you?

We have yet to uncover the business related issues Review collected by and hosted on G2.com.

Show More

8/29/2017
Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Verified User in Management Consulting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Management Consulting")
IM

Verified User in Management Consulting

Mid-Market (51-1000 emp.)

8/7/2017

"OK but not accounting friendly"

2/5

What do you like best about Certinia PS Cloud?

I like that you can work remotely and everything is available online. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

The functions for audit purposes of accounting and recording things are not always in line with how it should be done for GAAP. Review collected by and hosted on G2.com.

Recommendations to others considering Certinia PS Cloud:

Get to know accounting processes and make it work for them. Review collected by and hosted on G2.com.

What problems is Certinia PS Cloud solving and how is that benefiting you?

Moving processes online to easier manage and use Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services")
AF

Verified User in Financial Services

Small-Business (50 or fewer emp.)

3/15/2017

"Implementation and integration process with FinancialForce PSA"

2/5

What do you like best about Certinia PS Cloud?

Generating sales invoices from projects. This allows us to effectively track the time put into our projects and bill appropriately. Review collected by and hosted on G2.com.

What do you dislike about Certinia PS Cloud?

The number of clicks to enter a simple time card, project, sales invoice, expense, etc. It seems that every simple task takes quite some time (especially with slow browsing). Review collected by and hosted on G2.com.

Recommendations to others considering Certinia PS Cloud:

Provide written tutorials along with the walk-throughs to reference later on. Review collected by and hosted on G2.com.

What problems is Certinia PS Cloud solving and how is that benefiting you?

We are tracking our hours on projects, billing expenses, and invoicing using FinancialForce. This has greatly helped our paper audit. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

## Questions about Certinia PS Cloud? Ask real users or explore answers from the community

Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights.

[
Ask about Certinia PS Cloud
](https://www.g2.com/products/certinia-ps-cloud/discussions/new)

SM

Saumyo Mukherjee
•
Last activity over 4 years ago

Is there a stripped down version of FinancialForce that companies can use for managing internal projects?

1 Upvote

1

[
Join the conversation
](https://www.g2.com/discussions/is-there-a-stripped-down-version-of-financialforce-that-companies-can-use-for-managing-internal-projects)

 ![Himanshu A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Himanshu A.")
HA

Himanshu Arora
•
Last activity over 6 years ago

Time card Entry edit button says 135 Kb Exceed Error

1 Upvote

1

[
Join the conversation
](https://www.g2.com/discussions/14621-time-card-entry-edit-button-says-135-kb-exceed-error)

[
View all Discussions
](https://www.g2.com/products/certinia-ps-cloud/discuss)

## Pricing Insights

Averages based on real user reviews.

### Time to Implement

6 months

### Return on Investment

21 months

### Average Discount

15%

[
View More Pricing Information
](https://www.g2.com/products/certinia-ps-cloud/pricing)

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##### 
##### Certinia PS Cloud Features

Platform

APIs

Performance and Reliability

Accounting

Revenue Recognition

Project Accounting

Budget Tracking

Project Management

Project Planning

Project Tracking

Resource Definition

Analytics

Forecasting

Reporting

KPIs

[
View More Features
](https://www.g2.com/products/certinia-ps-cloud/features)

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## Consulting Services for Certinia PS Cloud

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 ![Big Bang](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Big Bang")

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](https://www.g2.com/products/vfp-consulting/reviews)

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##### Categories on G2

[Project Management](https://www.g2.com/categories/project-management)[Professional Services Automation](https://www.g2.com/categories/professional-services-automation)[ERP Systems](https://www.g2.com/categories/erp-systems)

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