--- title: Certinia PS Cloud Reviews meta_title: 'Certinia PS Cloud Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 673 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: 673 scale: '5' date_modified: '2026-07-17' 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:** 673 ## 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 Reviews ### 1. Extremely Adaptable **Rating:** 5.0/5.0 stars **Reviewed by:** Laura N. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 09, 2023 **What do you like best about Certinia PS Cloud?** Whatever your business model is, PSA is adaptable for your business and its rules. **What do you dislike about Certinia PS Cloud?** For more simple business models, the system can seem over-engineered. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Resource Management, Invoice/Billing Automation, Revenue Forecasting, Utilization Calculations ### 2. Great Product! **Rating:** 5.0/5.0 stars **Reviewed by:** Erin W. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 18, 2023 **What do you like best about Certinia PS Cloud?** This is a fanastic tool to manage products in. It allows you to track everything you need for a SaaS business. They have great support and a wonderful community of resources that is very helpful! **What do you dislike about Certinia PS Cloud?** I don't have any downsides, I really enjoy the product. **What problems is Certinia PS Cloud solving and how is that benefiting you?** This allows our team to manage projects inside Salesforce. We can create resource requests to start staffing projects/planning and schedule our resources ahead of time to optimize utilization. ### 3. My Thoughts on FinancialForce PSA for Streamlining Professional Services Operations **Rating:** 4.0/5.0 stars **Reviewed by:** Mark A. | Salesforce Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** April 04, 2023 **What do you like best about Certinia PS Cloud?** One of the key strengths of FinancialForce PSA is its real-time visibility into project status, resource utilization, and financial performance. This allows users to monitor KPIs and make data-driven decisions on the fly. The advanced forecasting capabilities are also impressive, as they enable users to predict project profitability and identify potential issues before they arise. Additionally, the software's scalability and flexibility make it a viable option for organizations of all sizes, and its integration with Salesforce and mobile access add to its appeal **What do you dislike about Certinia PS Cloud?** Some users have reported that the software can be complex and difficult to use, especially for those who are not familiar with the Salesforce platform. Additionally, there have been some issues reported with the software's performance and stability when working with large datasets. However, it's worth noting that these issues can be mitigated with proper training and support. I have enjoyed my time to date using it and hopefully that continues! **What problems is Certinia PS Cloud solving and how is that benefiting you?** FinancialForce PSA is designed to solve various problems faced by professional services organizations, including inefficient project management, inaccurate forecasting, and limited visibility into key performance indicators. By streamlining and automating these processes, FinancialForce PSA can help organizations save time, reduce errors, and improve overall profitability. The software's real-time visibility and advanced forecasting capabilities allow organizations to make data-driven decisions and predict project profitability, enabling them to identify potential issues before they arise. Additionally, FinancialForce PSA's integration with Salesforce and mobile access provide added flexibility and scalability, making it a viable option for organizations of all sizes. ### 4. Great for time tracking and basic projects **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2023 **What do you like best about Certinia PS Cloud?** Certinia has one of the best time entry solutions that I've used in the market. Their services team were also great during the initial implementation. **What do you dislike about Certinia PS Cloud?** Some of the features don't work as expected out of the box, such as project status reports and exporting the GANTT charts. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Certinia allows us to keep all of our projects within one system that includes time tracking, project status, revenue recognition information (percentage completion, milestone-based, and T&M), and project coordination across several hundred customers. ### 5. Make Certinia PS cloud work for your business with customization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2023 **What do you like best about Certinia PS Cloud?** The best thing about Certinia is not just the out of box abilities but the customizations that you can do to really make the software work for your business and team. **What do you dislike about Certinia PS Cloud?** You can post ideas on enhancements and new features which is great, but these can be slow to get put into next or future releases. Sometimes they are just marked "will not do" without an explanation. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Certinia PS Cloud is helping figure out our break even numbers with the help of utilization. Scheduled and historic utilization helps forecast our needs for the future and helps us see current capacity. ### 6. A great tool for doing Project management automation **Rating:** 3.5/5.0 stars **Reviewed by:** Chaitanya G. | Senior Business Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** June 20, 2022 **What do you like best about Certinia PS Cloud?** Tailored workspace based on Persona, Planner capabilities for Project and Resource Resource Request new capabilities PSA analytics Permission controls based on organizational structure Lightning Components for easy customizations **What do you dislike about Certinia PS Cloud?** Lack of customer-centric customization options for OOTB features. Ex.Customization of a planner, the export capability of planner view Lack of Resource Management capability. Ex. One Resource working for multiple organizations Implementation of ideas is very slow Cases raised take a lot of time to get addressed, and releasing the fixes to previous versions is not supported **What problems is Certinia PS Cloud solving and how is that benefiting you?** Automating Project Management life cycle Reporting based on organization structure with region, practice and groups Utilization, Eestimate Vs Actuals and Backlog calculations gives visibility to actual and forecasted revenue aling with resources bilibility ### 7. Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2023 **What do you like best about Certinia PS Cloud?** Out of the box features and processes are very useful and not require too much customization during our initial use of the capability. Our business users can use at least about 80% of the functionalities from day 1. **What do you dislike about Certinia PS Cloud?** so far, most features are usable, however there are still some small limitations related to customizable functions that our business users have asked for, though we managed to find workarounds for a few. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Our business users love the single timesheet page to view their multiple projects, including easy view of project tasks that are associated to the projects assigned. Billing events are automated and easily retrievable for financial reconciliation and invoicing. ### 8. Certinia PSA provides a seamless transition between your sales and service teams **Rating:** 4.5/5.0 stars **Reviewed by:** Ryan B. | Project Manager, Enterprise (> 1000 emp.) **Reviewed Date:** June 22, 2023 **What do you like best about Certinia PS Cloud?** The on-platform capabilities allow for a single source of truth. Tracking work and profitability of services is a constant struggle for many service groups. Using a platform for unified insights like Certinia is the first step to solving this issue. **What do you dislike about Certinia PS Cloud?** Buyers need to understand that using and maintaining the salesforce platform is key for success. Expect to invest in maintaining this system has your business grows. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Project managers struggle to find a system that manages projects and provides insight into project health. By systematizing how services are delivered, a company can keep itself from being a loss leader. ### 9. Capable product with great supporty **Rating:** 4.5/5.0 stars **Reviewed by:** Chris M. | General Manager Asset Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2023 **What do you like best about Certinia PS Cloud?** "out of the box" features met 90% of business requirements. easily to configure to meet specific needs. **What do you dislike about Certinia PS Cloud?** material purchases managed via separate application to PSA module. **What problems is Certinia PS Cloud solving and how is that benefiting you?** resource management and financial forecasting - real time visibility of organisation capability and capacity across key resources. ability to improve financial forecasts ### 10. Works great! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** February 09, 2022 **What do you like best about Certinia PS Cloud?** Our ability to adjust to our internal stakeholder needs with FF has been extremely valuable! **What do you dislike about Certinia PS Cloud?** The system can sometimes be more complex than necessary. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Automating simple processes and giving teams time to focus on customers has been outstanding. We notice the benefits every day. ### 11. Great PSA system **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** November 03, 2021 **What do you like best about Certinia PS Cloud?** FF PSA allows medium and large PS organizations to run their business using the out-of-the-box features. New features and bug fixes are rolled out on a regular basis. Without the need to customize the application, PSA upgrades are very seamless and practically impactless to our business. After re-vamping the scheduling and resource management processes and expanding FF PSA capabilities, we definitely noticed an increase in billable utilization and revenue run rates. Recently, we implemented revenue reporting and forecasting in FF PSA. This requires Analytics, which is an additional license, but the benefits of being able to see updates to the forecast almost in real-time, especially in a global organization, outweigh the cost by order of magnitude. **What do you dislike about Certinia PS Cloud?** As FF PSA is running on top of the SF.com platform, it uses some of the same objects. E.G. on the SF.com opportunity page, PSA is using at least 8 out of 50 available lookup objects. If there are other applications, which are also using the page, we quickly reached the hard limit of 50 and now we need to get rid or migrate the objects to another type. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Our global organization migrated the scheduling of PS resources, skills management, calendars, projects, revenue reporting, revenue forecasting and associated dashboards and reports from spreadsheets to PSA. We definitely notices higher billable utilization and significantly more transparency with business reporting from FF PSA ### 12. Professional Services Automation at it's Finest **Rating:** 5.0/5.0 stars **Reviewed by:** Michael S. | Director of Salesforce Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** February 07, 2022 **What do you like best about Certinia PS Cloud?** I love the ease of use for our Professional Services team. We have a very complex business process and PSA allowed us to consolidate 5 different systems for 5 different business units into one single source of truth for our PS teams. The system is highly configurable and allowed us to customize the platform to meet a variety of business needs. **What do you dislike about Certinia PS Cloud?** Project creation using the ClickLink package has been spotty. While it works most of the time, there are some bugs and errors we cannot troubleshoot due to ambiguous error messages. It has been difficult for the FF team and us to resolve this issue which is still ongoing. **Recommendations to others considering Certinia PS Cloud:** I strongly recommend having an experience FF/PSA implementation consultant when rolling out PSA. Once the initial setup is complete and your teams are using the tool, maintenance and administration are relatively low but training is critical for the end users. **What problems is Certinia PS Cloud solving and how is that benefiting you?** With PSA for FF, we are able to have a single system for not only our Professional Services team for project management, time writing, forecasting etc. but we also use it for internal time writing for our R&D teams. We never got RevRec off the ground due to an internal limitation but we hope to one day re-visit that functionality. ### 13. Product that is tailored based on customer's feedback **Rating:** 4.5/5.0 stars **Reviewed by:** Suria Z. | Assistant Director, Enterprise (> 1000 emp.) **Reviewed Date:** June 22, 2022 **What do you like best about Certinia PS Cloud?** FinancialForce PSA can capture the tasks needed to be performed by a persona on one page. A single page holds so much information without navigating to a different object! **What do you dislike about Certinia PS Cloud?** The current inability to extract planners to excel or the ability to report on the planner without taking a screenshot. Where there is a filter, there should also be the ability to save a user's combination so that they don't have to populate values onto the filter each time. **Recommendations to others considering Certinia PS Cloud:** Be vocal about the things that are meaningful to you. While FinancialForce may not have answers to everything, they certainly do try to make the platform better each time **What problems is Certinia PS Cloud solving and how is that benefiting you?** Making resource management more intuitive/smart. Project managers are sometimes hesitant to use the resource/project planning tools directly within FinancialForce without manually planning them offline, either on Excel or another software. They feel that the existing tools within FinancialForce is limited or rigid. With a more intuitive staffing capability, this will encourage PMs to input data directly into FinancialForce. ### 14. Flexible and complete project management tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2023 **What do you like best about Certinia PS Cloud?** Its flexibility, friendly user interface and advanced reporting capabilities. Additionally PSA can be easily configured to meet unique business needs without having to use custom code, leveraging the Salesforce platform. More specifcally I'm a fan of the OOTB Utilization Calculations and work, resource & project planners. **What do you dislike about Certinia PS Cloud?** OOTB the product does not include features for sending Timecard entry reminders or expense entry reminders. Also the functionality to apply quality control on time entry (e.g. has everyone done 40 hrs this week?) could be improved. **What problems is Certinia PS Cloud solving and how is that benefiting you?** It allows the efficient utilization of human capital by providing project en resource management features, including forward looking KPIs such as utilization and billability. It helps project managers to stay within budget, but also to utilise capacity and budget fully. It gives business inside in capacity & backlog, helping business to run efficient operations. ### 15. PS Cloud has great features for all the teams in Professional Services to manage their job **Rating:** 4.0/5.0 stars **Reviewed by:** Anu M. | Enterprise (> 1000 emp.) **Reviewed Date:** September 11, 2023 **What do you like best about Certinia PS Cloud?** 1. Its very much configurable based on the Business needs. 2. Template features are great to create the project 3. New Lighining features for Apporval of timecard and expenses are great **What do you dislike about Certinia PS Cloud?** 1.Out to the box automation capabilities can be enhanced. 2. Logs of failure can be sometimes challenging to idenfity where exactly error is coming from **What problems is Certinia PS Cloud solving and how is that benefiting you?** Scheduling the delivery of our Project, Utilization of resources, forecasting etc. Its is similar to Salesforce hnce tool can be learn very easily ### 16. Constantly Improving end-to-end Professional Services Management **Rating:** 4.5/5.0 stars **Reviewed by:** Daniel C. | CIO, Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2021 **What do you like best about Certinia PS Cloud?** The system is well developed and caters to most use cases out of the box or is easily configurable to automate common business processes given the Salesforce platform. The product team is beginning to push the product into more interesting areas and is slowly but surely removing technical debt and outdated features. **What do you dislike about Certinia PS Cloud?** The ability to access help and information can be limited, especially in Australia. You must rely on an implementation partner to get you up and running, and continue to support you as you use the system as it is very difficult to do so otherwise. The user interface can be confusing to end users and users must invest the time to learn the system and understand how it operates to be able to use it effectively. **What problems is Certinia PS Cloud solving and how is that benefiting you?** With a combination of PSA and FFA (FF Accounting) we have be able to deliver an end-to-end business solution on a single platform. ### 17. Great system - when you can dedicate time and resources to tailor it to your needs **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 19, 2023 **What do you like best about Certinia PS Cloud?** It easily integrates with Salesforce CRM data, and I can monitor the entire lifecycle of a customer and perform interventions as necessary. I've used project management platforms in the past that didn't have as seamless an intergration with data. **What do you dislike about Certinia PS Cloud?** You have to have team members in place who understand both systems' technical capabilities. There is little information about best practices for the system, and there is a reliance on crowdsourcing these answers in the community. However, that creates the same cycle of issues - knowing the platforms' technical capabilities means you can create a system that works for you; however, leading experts on the product would better voice what a best practice, preferably by industry, is. There's also not a lot of practice test material around the certification. If you take longer than 30 days to study for your certification exam, your sandbox account is shut down, and you have to rebuild. So it is best if you review all the material and then, 30 days before the exam test pilot the system, or spin off your own partial sandbox to have it available for a longer term. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Data from Salesforce CRM to make informed decisions and be proactive in supporting our customers through their journey. Performance has not increased as the platform itself require revision and management behind the scenes to be a easy interaction for users. ### 18. SW Solutions Project Manager **Rating:** 4.0/5.0 stars **Reviewed by:** Jeff S. | Enterprise (> 1000 emp.) **Reviewed Date:** February 03, 2023 **What do you like best about Certinia PS Cloud?** To me Financial Force PSA is very easy to use. I am able to navigate to the necessary fields used daily very easily. The ability to check budgets and create reports is seamless. Making updates to necessary assignments is very easy. **What do you dislike about Certinia PS Cloud?** On the home screen of Financial Force PSA I can only see 10 of my projects. These projects are the first 10 in alphabetical order, whether they are current or past projects. To only see active projects, I created a copy of my projects tab. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Financial Force PSA is benefiting me by keeping reporting consistent on a week-to-week basis. When sending a weekly status report, I don't have to check the make sure format is staying the same. I am only having to update the objectives completed, planned, etc. PSA also keeps it very easy to track resources, budgets and remaining hours on each project. ### 19. Easily integrate with current usage to keep one database. **Rating:** 5.0/5.0 stars **Reviewed by:** Stacie S. | Project Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2023 **What do you like best about Certinia PS Cloud?** Easily create project templates and then integrate with the SF opportunities to create Read-only fields on the project. Ability to create approval workflows to bill through FinancialForce to Accounting. Easily integrated our own platform with SF using SF's technology and our APIs. With all of the data in one place, we can easily create reports to reconcile much faster. **What do you dislike about Certinia PS Cloud?** The security model is overly complicated. We were not able to purchase the right level of Support and when we did have issues, we could not get anyone to help us live. I did post in the Community, but to no avail. I finally figured it out myself--the year had changed and the appropriate calendars were not there. Very simple answer, but it took me longer to try to get Support than to keep at it until I figured it out. Also, the feature to see the 'project plan' is great--it needs to be printable and downloadable and conversion-able to other formats. **What problems is Certinia PS Cloud solving and how is that benefiting you?** The best problem that it solves is Analytics and Reporting. We still have to massage the outputs, but with all of the data available in one place, it is much easier to show and reconcile the opportunity's forecast against the billables. ### 20. Off to an excellent start! **Rating:** 4.0/5.0 stars **Reviewed by:** Gokula R. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2023 **What do you like best about Certinia PS Cloud?** I can control my team/org and all our projects using a single tool. In the past, we painfully performed these actions across silos of tools that couldn't talk to each other. We also lacked deep insights into our LOB in the past, but thanks to FinancialForce PSA, just in 4 months, we already have tons of data that are tremendously helping us plan, forecast and deliver better. **What do you dislike about Certinia PS Cloud?** I would love to see more turn-key integrations out of the box. From what I have seen, most of the integrations we need require custom-build. We will be digging a little deeper during this quarter though. **What problems is Certinia PS Cloud solving and how is that benefiting you?** One tool for all PS needs. Our forecasting maturity is improving. Reporting and dashboarding capabilities are excellent; we use them all almost daily. Transition from JIRA/Smartsheet to FinancialForce PSA was almost painless. ### 21. Learning the Ropes **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Program Development | Mid-Market (51-1000 emp.) **Reviewed Date:** March 24, 2023 **What do you like best about Certinia PS Cloud?** Being new to the system and learning it from the ground up has given me a new view and perspective on analyzing data. I was used to manually manipulating data to get the result and be able to analyze what I was looking at and report on it. Now, and as the days go on, I can not only automate manual processes but can now dig into the system and see what other functionality would benefit all. **What do you dislike about Certinia PS Cloud?** Right now, I think it is still a learning curve. I understand the system, and as I know the system, I am learning the boundaries. There are some things I would like to see in PSA that are not there yet, but there are workarounds to getting to this data as needed, so it is not a downfall. **What problems is Certinia PS Cloud solving and how is that benefiting you?** FinancialForce is solving the problem of looking at the when, where, and why. When can we take on another project, and what team members can take it? Where are we sitting from the utilization perspective, and what is margin, project health, etc.? And when do we need to hire and why? ### 22. PSA will provide your leadership with actionable insights **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew F. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 09, 2023 **What do you like best about Certinia PS Cloud?** We have significantly improved our ability to provide timely information to our Professional Services, Sales, and Finance Leaders. We pair FF PSA data points with data governance using workflow rules/logic, and a BI Tool we are able to provide timely action-oriented insights to do the following: capture Change Order Bookings and Revenue, ensure accurate time cards (main revenue source for PS), track billable utilization, and provide accurate forecast details to our Finance Teams. We have been growing our change orders revenue/bookings at hyper-growth levels by leveraging PSA and Salesforce CRM. We were able to improve the flow of revenue to become more predictable and stable. We have built trust with our Finance team to be able to request billable headcount resources based on our accurate forecasting and billable utilization metrics. We help our Finance team’s ability to understanding the timing of revenue. **What do you dislike about Certinia PS Cloud?** Some of the Project management tools were not as user friendly the way we had implemented Financial Force PSA. We were a little too in the weeds with some of our project tasks. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Better insights into our business! We use PSA to help us ensure we are measuring our teams performance so we can provide insights to our leaders for decision-making purposes. ### 23. New to FinancialForce PSA but love it!! **Rating:** 5.0/5.0 stars **Reviewed by:** Amy D. | Software/data specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2022 **What do you like best about Certinia PS Cloud?** FinancialForce PSA is a beneficial and user-friendly tool to help connect people and projects. It is an easy-to-use software that makes doing business across a project, team, or company much more straightforward and efficient. The training tools for this system are also very beneficial and easy to understand and help beginners and experienced users. **What do you dislike about Certinia PS Cloud?** There is not much to dislike about FinancialForce PSA. The training, tutorials, and help documents make learning PSA very simple. I would only suggest more walk-through videos explaining where some items might be, so users can visually see and follow along instead of following step-by-step directions. **What problems is Certinia PS Cloud solving and how is that benefiting you?** FinancialForce PSA is used abundantly in my company. For example, we use it for entering any data, time-entry, project execution, and account leadership - all of which make connecting with our projects and colleagues simpler, faster, and more efficient. Pretty much everything I do for my job involves FinancialForce PSA. Highly recommend and enjoy using it! ### 24. Good tool encompassing a large spectrum of functions and features, UX & reporting improvable **Rating:** 4.0/5.0 stars **Reviewed by:** Alexis R. | Enterprise (> 1000 emp.) **Reviewed Date:** March 10, 2023 **What do you like best about Certinia PS Cloud?** PSA is a very thorough tool encompassing a large spectrum of functions and features. Its main asset is its realtime connection to SFDC. The reporting function allows for quality data extracts. The tool can be interfaced with other internal systems. **What do you dislike about Certinia PS Cloud?** User Interface is complex (many fields) and interface with SFDC should allow more pre-filling or filtering of options to simplify human data entry. Reporting that allows to pull from multiple selectable tables. Unfortunately to get the value of the reports requires one to pull several reports & exports to then combine outside in Excel. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Demand qualification & quantification. Demand to Supply matching and fulfillment. End to end contractual project management. ### 25. PSA Building a more efficient business **Rating:** 5.0/5.0 stars **Reviewed by:** Graeme L. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 08, 2023 **What do you like best about Certinia PS Cloud?** PSA is a great tool in project management. It allows you not only to track a project timeline, but monitor costs, spend, budget burn down. Montior timecards and report out against Estimated hours vs Actual hours used. **What do you dislike about Certinia PS Cloud?** One area that could improve is the UI. PSA could be made it more bright and modern in its feel and useability. Having the function to import lines from an existing project into a new project and not all of it would be good. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Close control over my finances and subsequently being able to report out to my clients in real time what the position of the project is. But also monitoring the margin on the project for internal profit reasons. ### 26. As a Solution's Consultant for FinancialForce PSA, I believe PSA is an industry leading solution **Rating:** 5.0/5.0 stars **Reviewed by:** Sean D. | Solution's Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** December 06, 2022 **What do you like best about Certinia PS Cloud?** The ability to manage and schedule resources with Resource Requests, the Resource Planner, Skills and Certifications, the Resource Optimizer and more. **What do you dislike about Certinia PS Cloud?** Sometimes Actuals will be inaccurate but it's not that tough to just recalculate them to get the proper roll-ups. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Constantly improving UI's and reducing the number of clicks it takes to complete key, complex, and frequent tasks. ### 27. Great project and financial itegration **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** July 31, 2023 **What do you like best about Certinia PS Cloud?** Being able to seamlessly move between the Project elements of the software and the related financial elements such as sales invoicing and purchase orders, by simply clicking on links. **What do you dislike about Certinia PS Cloud?** I can't really think of any downsides to it. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Being able to accurately link actual resource being used (via timecards) with the revenue being charged to our clients. It makes the review process more quick and accurate. ### 28. A full service solution which provides deep levels of data and insight **Rating:** 4.0/5.0 stars **Reviewed by:** James B. | VP, Project Management, Enterprise (> 1000 emp.) **Reviewed Date:** December 07, 2021 **What do you like best about Certinia PS Cloud?** We're continuing to extend our use of FinancialForce and all the time finding new ways to extract the data into meaningful BI. We've really extended into dashboards now too, which are providing fantastic user benefit and personal data insights. **What do you dislike about Certinia PS Cloud?** I think there are some UI challenges, much like we see with Salesforce itself. The system is heavily data-driven, which doesn't always create the most user-friendly experience, which can put some people off engaging with it as we would like them to. **What problems is Certinia PS Cloud solving and how is that benefiting you?** We have a singular view of our customer data, and we've consolidated several businesses onto the platform now, which is helping us truly understand our business revenue performance. ### 29. Feature rich. Sometimes too much so! **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** June 30, 2023 **What do you like best about Certinia PS Cloud?** Has all the bells and whistles you could possibly want to manage a professional services organizations resources and projects. **What do you dislike about Certinia PS Cloud?** The amount of features can be overwhelming; if everything isn't set up exactly by the software's book all the features don't always play nicely together **What problems is Certinia PS Cloud solving and how is that benefiting you?** Allows my clients to manage their resources, assignments, and projects to a very granular level. Also provides all the additional features that could be desired (reporting, resourcing, utilization, etc) ### 30. Certinia/FF PSA **Rating:** 4.5/5.0 stars **Reviewed by:** Salil S. | Manager Information Systems, Enterprise (> 1000 emp.) **Reviewed Date:** June 15, 2023 **What do you like best about Certinia PS Cloud?** Easy to use project and timecard management modules, including delegation for approvals. Very good revenue management, including forecasting tools providing insights for our business teams. **What do you dislike about Certinia PS Cloud?** Does Certinia support mobile timecards? Overall an excellent product. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Project and revenue management for the professional services division. ### 31. Solid PSA platform, with a broad set of features **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** January 17, 2023 **What do you like best about Certinia PS Cloud?** Integrating with our finance software Netsuite was the main driver of this purchasing decision. For the overall success of our services organization, having this integration is vital, and it eliminates mistakes and oversights that we would have otherwise. Being on the Salesforce platform also allows us to keep the delivery of our services better aligned with the opportunities and customer records; this keeps information more centralized. **What do you dislike about Certinia PS Cloud?** FinancialForce PSA has so much depth to it. These features are a positive, but also a negative. You have to go all in to get the total value out of the solution. I wish there were ways to take advantage of forecasting and other modules without requiring other departments to align their Salesforce processes to drive PSA inputs correctly. Also, while powerful and valuable, resource scheduler requires significant time to manage, set up and keep up to date. Simplifying inputs required to use functions of PSA would make the barrier to entry easier and improve the user experience. Another challenge is the duplication of project updates. Our teams track project updates and progress within the PSA; the current functionality does not allow us to manage client project expectations within the system and provide the collaborative experience our teams and customers need. **What problems is Certinia PS Cloud solving and how is that benefiting you?** FinancialForce PSA solves a few key problems, these include: 1. Integration with Netsuite to correctly track revenue delivered. 2. Tracking of projects, milestones, and tasks. Aligning milestones and tasks to deliverables has corrected missteps in tracking and delivering contractual services. 3. Time tracking. 4. Resource planning. The above has allowed our services teams and others within our organization to stay more aligned and improve the operation of our business. ### 32. Product Customer Feedback **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 01, 2023 **What do you like best about Certinia PS Cloud?** This product makes life easier for users as they help us to release invoice on services products to be handled differently from apttus and client is happy with billing events , Misc adjustment, time cards invoicing . we are using expense report from concur as well as Financial Force feature and using all currencies which can be handled by FF to enter expense **What do you dislike about Certinia PS Cloud?** As of now we would be interested in Service CPQ feature ,we don't have that . **What problems is Certinia PS Cloud solving and how is that benefiting you?** This product makes life easier for users as they help us to release invoice on services products to be handled differently from apttus and client is happy with billing events , Misc adjustment, time cards invoicing . we are using expense report from concur as well as Financial Force feature and using all currencies which can be handled by FF to enter expense ### 33. Great tool for PSA **Rating:** 4.5/5.0 stars **Reviewed by:** Saumyo M. | Enterprise (> 1000 emp.) **Reviewed Date:** June 16, 2023 **What do you like best about Certinia PS Cloud?** OOTB PSA capabilities, e.g. resource management, automated project creation, ability to configure, native integration with salesforce, ability to integrate with financial systems. **What do you dislike about Certinia PS Cloud?** Not a fan of the OOTB document generation capability. The project status reports could be a lot better. Also, certain approval workflows could have been customizable. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Operational efficiency of the Professional Services field team, as well as Professional Services Operations team. Critical integration from PSA tool to the Finance system. ### 34. FinancialForce PSA **Rating:** 4.5/5.0 stars **Reviewed by:** Louis M. | Executive Director, IT, Mid-Market (51-1000 emp.) **Reviewed Date:** December 21, 2022 **What do you like best about Certinia PS Cloud?** FinancialForce has helped us standardize and automate Project Management functions across our varied Business Units. It has proven to be very flexible to allow the different BUs to execute projects differently, and yet, collect common enough progress and financial information to provide Management and Regulatory Authorities timely information. **What do you dislike about Certinia PS Cloud?** The reporting of information from FF PSA is not very powerful. It is fine for limited reports across a small number of objects. Complicated reports and multi-BU reports are more cumbersome and requires 3rd party tools. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Providing timely information across Business Units in a common enough format to feed information to Management to make timely business decisions. For example, regularly providing information regarding units delivered, percent complete for project services, resource utilization, etc. ### 35. Built by the Clients **Rating:** 4.5/5.0 stars **Reviewed by:** Sharma S. | Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** March 20, 2023 **What do you like best about Certinia PS Cloud?** I genuinely enjoy how invested FinancialForce is in its user feedback and implementation of said feedback. While I haven't had much experience, I am excited to dive into the analytics portion of PSA. Our business is growing rapidly, and I see a use for these tools. **What do you dislike about Certinia PS Cloud?** Learning PSA is challenging without formal instruction, and their documentation lacks variety regarding how instructions are displayed. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Revenue forecasting, opportunity and project planning, resource management, utilization, and timekeeping. ### 36. One of the better PSA tools I've experienced **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** June 14, 2022 **What do you like best about Certinia PS Cloud?** The user interface is incredibly similar to Salesforce Lightning. The user experience has been amazing and the tables tied to Financial Force make sense. My main use case is reporting, and it emulates Salesforce reporting exactly, so it is seamless. The revenue information is mostly straight-forward and is easily reportable. **What do you dislike about Certinia PS Cloud?** A couple of problems my team has been experiencing are: 1. The daily jobs take some time to understand; if any problems arise, it can take some time to resolve due to the complexity 2. The daily jobs from point #1 take up a lot of data if it's not deleted regularly. This can affect performance. **What problems is Certinia PS Cloud solving and how is that benefiting you?** FinancialForce is trying to resolve the complexity of professional services operations such as: * revenue forecasting / revenue recognition * timecards * utilization * project backlog ### 37. It's complete but complex **Rating:** 4.0/5.0 stars **Reviewed by:** Cleuton C. | Administrador de sistema, Mid-Market (51-1000 emp.) **Reviewed Date:** January 20, 2023 **What do you like best about Certinia PS Cloud?** It has several options for managing projects and monitoring activities, such as the Gantt. And it works in our CRM, which makes billing and management reporting much easier. **What do you dislike about Certinia PS Cloud?** It has some more complex parts to understand and explain. For example, milestone approvals, and time validation, people often struggle to understand and apply well in everyday life. **What problems is Certinia PS Cloud solving and how is that benefiting you?** It solves the problem of tracking and managing projects so that we can perform billing and track with customers. This benefits us by increasing our reliability in the process and improves the customers' view of us. ### 38. Service Operations Excellence ERP Cloud **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 23, 2019 **What do you like best about Certinia PS Cloud?** Planners UI and support services of financial force with Quick Resolution **What do you dislike about Certinia PS Cloud?** Can't do much modification as per business need especially on the Timecard Entry UI page even though most of the config options are deprecated **Recommendations to others considering Certinia PS Cloud:** Try it and you will loved it **What problems is Certinia PS Cloud solving and how is that benefiting you?** Service Operation Excellence Business working superbly on the PSA and making salesforce a complete ERP ### 39. Best in class for Services management! **Rating:** 5.0/5.0 stars **Reviewed by:** Eric S. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 18, 2023 **What do you like best about Certinia PS Cloud?** A comprehensive solution that accommodates all use cases of managing a professional services business. **What do you dislike about Certinia PS Cloud?** Some functionality is very complex and takes some time to fully comprehend. Lots of automation, and sometimes hard to understand what the system is doing. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Global utilization calculations. Resource planning and allocation. ### 40. Great PSA tool on the Salesforce Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Dwayne S. | Principal Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2023 **What do you like best about Certinia PS Cloud?** Built on the Salesforce Platform so there is no integration and all data is on the same great platform **What do you dislike about Certinia PS Cloud?** Some screens are not very user friendly but usable. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Planning and delivery of services. Also, increase resource utilisation and delivery revenue forecasting. ### 41. Satisfied PSA customer since 2010 **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Enterprise (> 1000 emp.) **Reviewed Date:** April 27, 2023 **What do you like best about Certinia PS Cloud?** We love that the product can be customized to fit our company's unique requirements. We also love the partnership we have with the FinancialForce team. **What do you dislike about Certinia PS Cloud?** Could use more focus on the project management side of things (executing the project). But unparalleled as a resource/capacity management tool and in tracking project financials. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Resource and capacity management, time tracking, milestone tracking, skills and certifications. We benefit greatly by being able to integrate this data with our back-end ERP system. ### 42. PSA has made several of our business processes improve drastically over the past few years. **Rating:** 5.0/5.0 stars **Reviewed by:** Haley V. | Staff Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** December 01, 2022 **What do you like best about Certinia PS Cloud?** being able to create opportunities from a presales perspective before a client signs an agreement has been extremely successful in our processes for consultanting projects. **What do you dislike about Certinia PS Cloud?** The number of permissions each individual has can be painful. I get a few error messages each day that require messing around with permissions until we figure out which one allows us to proceed with a task. **What problems is Certinia PS Cloud solving and how is that benefiting you?** It's solving the ability to keep all our departments in sync with different sales opportunities and projects that are in flight, as well as the number of reports each team has available to them. PSA brings a ton of different data that is extremely useful from a business perspective. ### 43. FinancialForce Analytics is a game changer! **Rating:** 5.0/5.0 stars **Reviewed by:** Josie D. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 15, 2023 **What do you like best about Certinia PS Cloud?** Using Analytics for Revenue Forecasting provides real-time data, its Interactive, drill-down capability, able to view multiple scenarios for Management on the fly. **What do you dislike about Certinia PS Cloud?** Having instructor-led training courses available for PSA Analytics would be helpful because it would allow Q&A when encountering issues. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Project Management, Assignments, Scheduling, Time-tracking, and Forecasting. The benefits are increased productivity and greater accuracy in forecasting revenue. ### 44. Great reporting tool for project work **Rating:** 5.0/5.0 stars **Reviewed by:** Mandy U. | COO, Mid-Market (51-1000 emp.) **Reviewed Date:** September 08, 2022 **What do you like best about Certinia PS Cloud?** Reporting is easy and reporting on custom fields is just as simple as out of the box reports. You can report on hours, costs, and group items for more comparisons. **What do you dislike about Certinia PS Cloud?** The only item I wish we could do is group assignments. Meaning if I have 100 hours and 2 people are working on it, it would be great if it tracked those hours vs indivdiual assignments. It helps with the milestones and project phases and reporting but it can cause some juggling of hours if people are not working on assignments equally. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Our data is in one place so we can track from estimate to final billing and know the details in between. We know what is coming up, who is working on what, who is available and can track time, expenses, and materials all on the project. Further, the ability to add fields for more details creates super quick reports to answer questions such as type of project, type of resource and a ton of other metrics. ### 45. The Sales and Support team went above and beyond to help navigate our complex organizational matrix **Rating:** 5.0/5.0 stars **Reviewed by:** RaNae A. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 16, 2023 **What do you like best about Certinia PS Cloud?** Our Strategic Account Manager and Engagement Manager went above and beyond to help us navigate a complex enterprise organizational matrix system to satisfy all levels of the organization to sign on in the adoption of Financial Force PSA. Together we met cross-functional concerns of the users, global systems management, mid and upper-level management across multiple business units, procurement, and legal departments. **What do you dislike about Certinia PS Cloud?** Understanding that we are are early in the implementation process, there is nothing that I dislike about Financial Force. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Primarily, we believe we can maximize resourcing utilization using the Financial Force PSA, and then our goal is to promote transparency and standardized processes across our global geographies. ### 46. FinancialForce PSA is a great tool to manage a consulting unit/busniess **Rating:** 5.0/5.0 stars **Reviewed by:** Gidel F. | Senior Director, Professional Services, Mid-Market (51-1000 emp.) **Reviewed Date:** December 02, 2022 **What do you like best about Certinia PS Cloud?** We have been using the PSA resource planner and Project planner for the last few months, and it has made our lives much easier to plan the team workload and forecast project needs. **What do you dislike about Certinia PS Cloud?** We are issue some issues with timesheet validation which forces us to recreate our internal projects every once in a while but nothing we cannot live with. Most of our other problems are more process or operation dependent than related to the PSA itself. **What problems is Certinia PS Cloud solving and how is that benefiting you?** The PSA provides a centralized solution that makes tracking and processing time sheets on projects easy. We also use it to plan and review the workload by resources and projects. ### 47. A feature rich tool but configuration can be tricky **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** November 28, 2022 **What do you like best about Certinia PS Cloud?** The client support is helpful and once you have taken the training offered, it becomes easier to configure. It is not that user-friendly, though and so it takes time to adapt to. **What do you dislike about Certinia PS Cloud?** It is not very configurable and cannot be easily adapted to processes as they have their view on what best practice should be and stick to it rigidly. There should be more investment in the usability of the tool and the mobile offering is very basic. **What problems is Certinia PS Cloud solving and how is that benefiting you?** We use the tool for time tracking, project tracking, project completion reporting, and resource management. We have dashboards and reports which are based on the key data which helps to flag up process issues. ### 48. Fantastic PSA tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** June 09, 2022 **What do you like best about Certinia PS Cloud?** It covers our PS process end-to-end, making the project creation, resourcing and management very easy. **What do you dislike about Certinia PS Cloud?** The fact some basic functions require extra licenses. **What problems is Certinia PS Cloud solving and how is that benefiting you?** It helped us to automate project creation from Salesforce opportunities, making the process more reliable compared to the previous manual creation process. ### 49. FF PSA is a key system in managing the operations for our consultancy beyond 50+ employees **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 27, 2022 **What do you like best about Certinia PS Cloud?** Ability to manage resource assignments, manage utilization, track time against projects and generate reports that are used for invoicing our work as a consultancy **What do you dislike about Certinia PS Cloud?** Dealing with exceptions and reverting timecards is a bit clunky and requires an advanced understanding of the internals of FF. Would also be great if they integrated with our HRIS system for PTO tracking. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Allowing us to manage an organization with 60+ consultants, ensuring we have a clear picture of where work is assigned, and monitoring the billable utilization of our consultants. ### 50. Good platform **Rating:** 4.0/5.0 stars **Reviewed by:** Bernie S. | Director, SW Professional Services, Enterprise (> 1000 emp.) **Reviewed Date:** January 24, 2023 **What do you like best about Certinia PS Cloud?** Visibility into projects, milestones, timecards, and revenue helps us keep a good pulse on the business **What do you dislike about Certinia PS Cloud?** The partnership with customer success could be more robust. We started having discussions, shared our pain points and got excited about a customer success plan which we never really got. We could be getting more out of the platform and potentially can get excited about other FF offerings like CPQ. The CSM team is not practical for us. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Tracking projects and revenue ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-19+11%3A49%3A25+-0500&secure%5Bsession_id%5D=a1774d01-3e36-43ec-8031-100978886e49&secure%5Btoken%5D=5d2f8039093afcc9802e4cd3f37a9dc51882a1e81a4de21c53306215aa76d1f9&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) - [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 **Customer Information** - Customer Health Scores - Customer Monitoring - Customer Profiles - Playbooks - Customer Segments - Product Engagement - Surveys **Planning** - Resource Definiton - Capacity - Scheduling **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 **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 **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 **Project Management** - Project Planning - Project Tracking - Resource Definition - Resource Management **Resource Management** - Resource Definiton - Capacity - Scheduling **Platform** - Reporting & Dashboards - API & Integrations - Data Import & Export Tools - Workflow Capability - Notifications - Customization - Scalability - Data Security - Performance & Reliability - User, Role, and Access Management **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 **Accounting** - Revenue Recognition - Invoice Management - Payments - Project Accounting - Budget Tracking **Project Monitoring** - Baselining / KPIs - Resource Allocation - Dashboards **Integration** - Breadth of Partner Applications - Data Import and Export Tools - Integration APIs **Portfolio Management** - Portfolio Definition - Portfolio Performance - Risk - Portfolio Mix **Generative AI** - AI Text Generation - AI Text Summarization **Logistics** - Centralized Inventory Database - In Transit - Inventory Forecasting - Inventory Pricing and Costing - Inventory Reporting - Inventory Tracking / Ordering - Picking Methods - Picking Planning - Receiving - Shipping Options **Analytics** - Forecasting - Reporting - KPIs **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Customer Success** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance **Platform** - Customization - Internationalization - Output Document Generation - Performance and Reliability - User, Role, and Access Management - Workflow Capability **Administration** - Standard Integrations - Workflow - Access Management **Agentic AI - Project Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **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 **Generative AI** - AI Text Generation - AI Text Summarization **Artificial Intelligence - Professional Services Automation** - Predictive Forecasting - Smart task suggestions - Automated workflows **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Professional Services Automation** - Adaptive Learning - Proactive Assistance **Agentic AI - ERP Systems** - Decision Making ## Top Certinia PS Cloud Alternatives - [BigTime](https://www.g2.com/products/bigtime/reviews) - 4.5/5.0 (1,700 reviews) - [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) - 4.2/5.0 (1,457 reviews) - [Rocketlane](https://www.g2.com/products/rocketlane-corp/reviews) - 4.7/5.0 (833 reviews)