--- 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. Best in Class Professional services Automation software to enhance your business processes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** May 29, 2018 **What do you like best about Certinia PS Cloud?** The insight the tool gives into the business. The ability to pinpoint items for leadership to have their teams focus on. **What do you dislike about Certinia PS Cloud?** The limitations of reporting within SalesForce. Specfically the inability to join multiple objects at the same level of the hierarchy without Wave Analytics. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Resource Management. We are on our way to realizing the benefits. We are on a path towards centralized resource management ### 2. Good for professional services organizations **Rating:** 3.5/5.0 stars **Reviewed by:** Stephen S. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2018 **What do you like best about Certinia PS Cloud?** Easy to integrate your Salesforce pipeline with your project management and billing platform. Billing is relatively straightforward as is resource management. **What do you dislike about Certinia PS Cloud?** It's a bit slow, Salesforce reporting isn't ideal, data model between PSA and FFA aren't completely in synch (although they are improving that). **Recommendations to others considering Certinia PS Cloud:** Make sure your implementation partner is well versed in the system, it's a newer product so not everyone has the experience needed to meet your needs. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Billing, project profitability (although for advanced analysis we must use Excel). Staffing. ### 3. Review from a developer **Rating:** 3.5/5.0 stars **Reviewed by:** hhc j. | SDE, Enterprise (> 1000 emp.) **Reviewed Date:** March 16, 2017 **What do you like best about Certinia PS Cloud?** FinancialForce PSA provided a bunch of useful features for professional service company. The Timecard system suite our business mode perfectly. It can also integrating with other 3rd services like expensify to make it even more powerful. FF have a gorgeous support team can respond your requests in several hours. **What do you dislike about Certinia PS Cloud?** With the limit of salesforce, the performance of FinancialForce PSA is not very good, especially for the billing function. Also, as a developer , the document of FF PSA is really simple. You have to try a lot of times to figure out how the API works. FF PSA can not support mobile devices very well, though mobile phones is the most popular devices all over the world. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Salesforce is the most popular popular cloud platform for all kinds of companies, but it lack some key features needed by professional service company. Without FF PSA, you must do a lot of development to fulfill the requirements of your company. FF PSA can make your salesforce usable for PS company with only some configurations, this will save a lot of money for small companies. ### 4. FinancialForce PSA Review **Rating:** 4.5/5.0 stars **Reviewed by:** Tom K. | VP, Business Systems, Enterprise (> 1000 emp.) **Reviewed Date:** March 15, 2017 **What do you like best about Certinia PS Cloud?** The fact that FinancialForce PSA is on the Force.com platform makes it very easy to streamline sales nad professional services processes, in addition to reporting on key professional services metrics like utilization, customer profitability, etc.. **What do you dislike about Certinia PS Cloud?** The underlying object model for FinancialForce PSA takes some getting used to. There are a ton of utility / system objects that PSA needs in order to produce certain data sets (i.e. Est. vs. Actuals, Missing Timecards, etc.), so it can be quite a learning curve to implement the system for the untrained / initiated. **Recommendations to others considering Certinia PS Cloud:** During the implementation do not neglect to get adequate training on how the underlying data sets are generated. Be completely familiar with the process of adding PSA Resources, adding new project templates, generating utilization figures, etc.. **What problems is Certinia PS Cloud solving and how is that benefiting you?** We're currently using FinancialForce PSA to track the successful completion of professional service offerings and implementations. We have recognized benefits in streamlined reported, ease of administration, integration with sales processes, in addition to faster resource staffing. ### 5. FinancialForce user for three years **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa E. | Senior PMO Administrator, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2017 **What do you like best about Certinia PS Cloud?** FinancialForce PSA is highly configurable allowing us to add fields and workflows tailored to our specific business needs without having to engage a solution provider. FF manages all aspects of our PSA business - customer/internal projects, budgets, scope and resources and all related data is easily tracked for reporting purposes. Upgrades have been painless and cost effective. The FinancialForce tech support team are amazing and quick to respond. **What do you dislike about Certinia PS Cloud?** Reporting is restricted to the native salesforce tool which is somewhat limited. It would be preferable to be able to join any number of objects in a single report. The mobile time entry solution could use some improvement. The resource planner needs enhanced color-coding. **Recommendations to others considering Certinia PS Cloud:** FinancialForce is easily configurable to meet almost any need as it relates to tracking projects, financials, scheduling and resources. It is incredibly user-friendly and has great integration to Salesforce (out-of-the-box). FinancialForce's support team is fantastic! They have made it possible for us to independently configure the system to meet our ongoing needs. **What problems is Certinia PS Cloud solving and how is that benefiting you?** We have successfully automated several processes and are able to configure the system to meet our needs "on-the-fly". We have developed workflows that have reduced the time to complete many processes such as revenue and costs recognition, on-boarding resources, project set-up and project close. We have also developed alerts and triggers that makes it possible for us to make proactive decisions on endless data points. ### 6. Increased automation and availability of management information through Financial Force PSA **Rating:** 5.0/5.0 stars **Reviewed by:** Juan S. | Director of Professional Services - North America, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** August 18, 2017 **What do you like best about Certinia PS Cloud?** One of the great benefits of Financial Force PSA is the automation and availability of information provided by FinancialForce PSA. We can quickly access to relevant project budget information with the click of button. Easy access to consultants utilization through flexible custom reporting which the end user can easily build. Dashboard functionality is a great tool to get KPIs that gives us a quick snapshot of projects and resources. Resource Planning is a great tool that helps us allocate resources more efficiently. We have a large number of custom reports created that a few resources created. Missing timecards reminders and reports are a great tool for the managers. PSA is very customizable which allowed us to create some customizations to adapt FinancialForce PSA to our processes and needs. We created a few custom reports to allow us to improve the automation with our accounting system NetSuite. Financial Force PSA allowed us to reduce the use of spreadsheets to the minimum which enabled us to be able to share information quickly with other departments and clients. We are now incorporating other teams into Financial Force PSA which allows us to increase information sharing across departments. **What do you dislike about Certinia PS Cloud?** Inability to delegate other resources to approve timecards while a resource is on PTO. If this happens during month end then an Admin will have to manually approve each timecard individually. **Recommendations to others considering Certinia PS Cloud:** I will definitely go with Financial Force PSA and make sure that you involve your key PS resources during the deployment. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Resource planning, time tracking, billing, budget management and resource utilization ### 7. Extremely powerful tool **Rating:** 4.0/5.0 stars **Reviewed by:** Nicholas C. | ERP Systems Architect, Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2017 **What do you like best about Certinia PS Cloud?** One of the greatest benefits for our company is that all of our professional services data lives in salesforce so that it can be easily reported on in conjunction with many other attached objects. **What do you dislike about Certinia PS Cloud?** There is a lot of complexity with PSA because it is so fully featured. Our use of the tool doesn't touch on many things outside of the core areas, and it can be a little daunting to bring on new team members because of this. **Recommendations to others considering Certinia PS Cloud:** Be prepared to examine your own internal business processes to make sure they align with best practices rather than modifying PSA to custom solve your unique use case where possible. You might find our years down the road that you'd wish you had done it differently if you don't. **What problems is Certinia PS Cloud solving and how is that benefiting you?** One of the things we love most about PSA is the insight it gives us into utilization. In conjunction with pipeline reporting, we've been able to see staffing shortfalls proactively and hire or reorganize to meet our needs. ### 8. Very Useful Tool **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 15, 2017 **What do you like best about Certinia PS Cloud?** The ability to enter projects multiple times in order to track time. This feature helps me to make sure I've entered all of my time accurately. **What do you dislike about Certinia PS Cloud?** The reporting is not very intuitive. When I want everyone to be able to see their own report, it's not intuitive that I have to filter for myself. It's also not easy to test this feature without someone else looking at the report. **Recommendations to others considering Certinia PS Cloud:** FinancialForce PSA has been extremely helpful in helping us to link our opportunities in SalesForce with our projects. This allows us to track margins and keep within budget much easier. **What problems is Certinia PS Cloud solving and how is that benefiting you?** We are using PSA in order to help us understand how much time we are spending on particular projects, how long different types of resources spend on projects, what our utilization is on client projects vs. internal projects, and when we can recognize revenue based on the delivery of our services. ### 9. PSA is a powerful way to manage projects and resources **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 14, 2017 **What do you like best about Certinia PS Cloud?** The best feature is the time card feature. PSA makes it so easy to submit time, especially if you were working on multiple projects. And the fact that tasks are taken from the Gantt makes the reporting and metrics on project execution very powerful . **What do you dislike about Certinia PS Cloud?** I hate the bugginess of the time card entry. And the user interface is clumsy. I can’t tell you how many times I have lost time card injuries due to user interface errors which prevent me from saving my time cards **What problems is Certinia PS Cloud solving and how is that benefiting you?** The business problems are with any services organization faces: how to accurately track resources time spent on projects, and translate that into billing to clients. Additionally, maintaining historical KPI’s and performance on project execution to feed back into the estimation process ### 10. Powerful tool to capture data **Rating:** 4.0/5.0 stars **Reviewed by:** Jessica A. | Professional Services Administrator, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** August 07, 2017 **What do you like best about Certinia PS Cloud?** The look and feel; we use Salesforce for our CRM, so it's a seamless transition into FF PSA. It is handy for our new users to see the same type of data from one system to the other, especially since they are integrated. The lay-outs are easily customizable to at a global level, everyone sees the data the same way, in a logical sequence. **What do you dislike about Certinia PS Cloud?** I would like to be able to export views to Excel, instead of having to run reports. Totals on those Views would be handy as well. We have a lot of Views set-up for Project Managers and Billing Administrators, and more on-screen data would give us quicker access to data, without having to run Reports and export to Excel and total. **Recommendations to others considering Certinia PS Cloud:** Get a full understanding of how the software works in its basic out-of-the-box functionality. Then, decide which of your current processes you cannot fit into PSA and prioritize. The less customizing, I believe the better success you will have. We have made a lot of changes, and some items we are still working through to get complete and accurate. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Tracking T&E including Billing Milestones. It's fairly easy to pinpoint visually when something is missing or recording incorrectly. Tracking Planned Hours versus Billable Submitted Hours against a Milestone, for instance, is a key metric for billing. This level of tracking is critical in our business, especially for Time & Materials Projects, where every hour is true revenue. ### 11. Full Visibility - Maximize resource utilization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** June 04, 2018 **What do you like best about Certinia PS Cloud?** Easy to use. Provide full visibility of our resources. Jointly with Salesforce CRM and FinancialForce provide 360 view of accounts (opportunities, contracts, projects) Flexible reporting tool. **What do you dislike about Certinia PS Cloud?** Resource Planner view cannot be brought to a report/exported **What problems is Certinia PS Cloud solving and how is that benefiting you?** Lack of resource visibility ### 12. Operations Analyst **Rating:** 4.0/5.0 stars **Reviewed by:** rakesh p. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 25, 2018 **What do you like best about Certinia PS Cloud?** Integration with Salesforce opportunities. **What do you dislike about Certinia PS Cloud?** Way too many fields. Many of these should be autopopulated from previous Objects. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Determine the cost/revenue of each project ### 13. Director, Network Solutions Specialists & Professional Services **Rating:** 4.5/5.0 stars **Reviewed by:** Jeff J. | Director, APT Automation Solutions Engineering and Delivery, Telecommunications, Enterprise (> 1000 emp.) **Reviewed Date:** August 23, 2017 **What do you like best about Certinia PS Cloud?** The ability to track critical information for both performance and business metrics on each project. Combine this with the reporting capability of SFDC and you have a system that can track ProSvcs from the opportunity through closing of the project. At any point in that time, we can see where we are with the project, what our current performance is and collect all artifacts in one location. **What do you dislike about Certinia PS Cloud?** It would be better to have an integration with MS Project or a stronger Gantt charting capability. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Keeping track of the project financials along with the project milestones. WIth PSA, we have a clear picture of milestones for invoicing and recognition of revenue on all our projects. This has also provided us with the ability to accurately forecast revenue which was not possible previously. ### 14. A Great Tool: PSA **Rating:** 4.0/5.0 stars **Reviewed by:** Zane P. | Global Operations Intern, Internet, Mid-Market (51-1000 emp.) **Reviewed Date:** August 11, 2017 **What do you like best about Certinia PS Cloud?** I'd have to say I enjoy the UI layout, first and foremost. It's clean and easy to read, furthering accessibility and operating within it. It makes it easier both as a user, and an Admin who trains new resources who are unfamiliar with Salesforce. The UI has come a long way, and to see it's improvements shows just how focused the Salesforce team is. **What do you dislike about Certinia PS Cloud?** Most importantly, I'd like to see more documentation, from both a high and low level for different objects and how they interact. The PSA Help Tool (http://help.financialforce.com/psa) is great, but it fails to describe the relationship objects have between one another. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Because of the great accessibility PSA provides, my team and I spend less time on aiding resources and Manager forecasting, and more time on bigger picture operational issues. ### 15. Great reporting functionality **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 15, 2017 **What do you like best about Certinia PS Cloud?** Reports and Dashboards are easy to create and distribute. It is also very configurable so if it doesn't do something you need, there is likely a workaround for it. **What do you dislike about Certinia PS Cloud?** The system doesn't do a number of things that I think are obvious for a PSA. For example, you can't filter or report on the current approver for objects like timecards and expense reports. So there is a lot of clicking into individual records when trying to follow up on unapproved records. Additionally, there is not much customization that can be done on Visualforce pages, which we have had a lot of requests for. **Recommendations to others considering Certinia PS Cloud:** While the system is very configurable, it can be very time consuming to create, test, and roll out custom objects/code. The product will only be worth the price if there is a resource that has the skills and time to effectively leverage all of the features of the platform. **What problems is Certinia PS Cloud solving and how is that benefiting you?** There is a lot more visibility to the business than what we had with our previous PSA. We have dashboards for every business unit so leaders can quickly assess the problem areas that need some extra attention. ### 16. Perfect for us financialists **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Biotechnology | Enterprise (> 1000 emp.) **Reviewed Date:** December 08, 2017 **What do you like best about Certinia PS Cloud?** FinancialForce is easy to use and it wasn’t complicated to figure out how it works and how to submit or log things. The process is streamlined and users can make submitting expense reports easily. The interface is simple and easy to navigate. **What do you dislike about Certinia PS Cloud?** The system pauses when inputting numbers for expenses and although this is a minor issue, it can be frustrating when trying to complete lots of tasks. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Expense reports can be really difficult and tedious when you have multiple receipts and expenses to log and sort through. This tool makes the experience simple and it helps us to get everything done in few minutes. ### 17. Good product, complex to setup. Transformed Project visibility and provides good financial data **Rating:** 4.0/5.0 stars **Reviewed by:** Nick R. | Senior Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** March 15, 2017 **What do you like best about Certinia PS Cloud?** Ability to roll-up costs and billing on a project by project basis, forecast revenue and schedule resources have transformed our business. Prior to PSA we were working with an old system including spreadsheets. PSA has proven very useful for Project Management. Has given our Project Managers to manage the projects themselves with minimal effort. **What do you dislike about Certinia PS Cloud?** Permissions seem over complex and no streamlined way of allocating. Setting up new users is time consuming and quite a lot of customisation is required to perform some simple tasks such as automating assignment cost rates when a resource cost rate changes... and also PSA does not work well for contractors from a Utilisation perspective. **Recommendations to others considering Certinia PS Cloud:** Good product, make sure requirements are understood prior to implementing PSA and try to trial the product prior to implementing it so you can understand its limitations and what is/is not possible. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Found it hard to manage projects prior to PSA and PSA has given the ability for Project visibility across the company ### 18. Easy to use, simpley professional **Rating:** 5.0/5.0 stars **Reviewed by:** GS Rajesh V. | Senior Associate, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** March 15, 2017 **What do you like best about Certinia PS Cloud?** I usually work from remote client location getting my expense reimbursed from my employer became so easy that I hardly have any calls regarding this with our HR team. simple workflows to follow. System have option configure all possible expenses **What do you dislike about Certinia PS Cloud?** Yet to find one that I dislike in this application **Recommendations to others considering Certinia PS Cloud:** Once you start using this you will not see for other options **What problems is Certinia PS Cloud solving and how is that benefiting you?** SF was implemented at our organization for HR, Operational management and Financial management. Things started smoothing every day in office. ### 19. Experience with PSA tool **Rating:** 3.5/5.0 stars **Reviewed by:** Stephane P. | Senior Software Architect (IT), Telecommunications, Enterprise (> 1000 emp.) **Reviewed Date:** August 08, 2017 **What do you like best about Certinia PS Cloud?** Multiple modules available and the fact the the CTO is active in the Developer community **What do you dislike about Certinia PS Cloud?** Not lightning ready enough on the PSA side, as well as degradation of our response time and service level on the open cases (a case took over 2 months to resolve and we had to poll multiple times). Some features are late to the game (ex: Risks and Issues should have been there way before and eliminate the need for us to create our own customizations and then having to migrate data) **Recommendations to others considering Certinia PS Cloud:** Consider your needs vs pricing and complexity of the solution Make sure you understand that not everything is Lightning complete (lightning ready but not lightning complete) **What problems is Certinia PS Cloud solving and how is that benefiting you?** Project Management, visibility and consolidation over costs and project management ### 20. PSA review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 29, 2017 **What do you like best about Certinia PS Cloud?** How the information is organized and that you can search for the customers you are looking for no matter by invoice #, PO, or customer name. This software is great in many aspects, i can always get to the information i need even if i click on the wrong section. I got shown once on how to use and it was a breeze after that. **What do you dislike about Certinia PS Cloud?** i truly enjoy using financial force, never have a issue when it comes to it. So no dislikes here. **Recommendations to others considering Certinia PS Cloud:** Once you know the kind of information you are needing to search for it will definitely make it easier to use. As there are different sections for different information. But I will say once you get the hang if it is a breeze to get through. I was showed once and never had a issue. **What problems is Certinia PS Cloud solving and how is that benefiting you?** I use it the most for finding the quote IDs so that i can locate the customers contracts. I have realized that no matter on how much i am in a rush to get what i need even if i select the wrong option i get directed to exactly where i need to be. I use PSA a lot when its invoicing time for our Professional Services and definitely helps make the processing of them go a lot smoother. So when processing up to 100 invoices and needing information i am thankful for this helpful software, ### 21. Extremely disappointed **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2017 **What do you like best about Certinia PS Cloud?** Very little. Did not handle what was promised. **What do you dislike about Certinia PS Cloud?** Demo'd items do not work without customization. Extreme time sink trying to work around system issues. Reporting is difficult and cannot provide what is needed. Does not handle declining balance out of box, even though demonstration showed it. Expense submission is cumbersome. Approval process does not work well. Time input is time consuming. Overall extremely dissatisfied with almost every aspect of the system. The original implementer did not know best ways of setup, caused us rework and increased cost. **Recommendations to others considering Certinia PS Cloud:** FInd a better product. Do not be fooled by the demo. Extremely expensive given lack of functionality out of the box. Extremely complex setup/configuration. Easy for users to mis-report information with how in-flexible the reporting is. Reports must really be built by a fully knowledgeable person, and easy to corrupt a report by making an invalid selection. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Increased effort with Time collection and limited functionality compared to what was demonstrated. Extremely unhappy with system, regret moving forward with software acquisition. Did not solve issues, created additional issues. We realized no benefits at all, only problems, issues and wasted time, effort and money. ### 22. My Financial Force PSA Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 18, 2017 **What do you like best about Certinia PS Cloud?** Great tool for Customization & Availability. Reliable and easy to use. Great tool for management of Professional Services. Financial Force's strive to continue building best in class PSA with constant improvements and enhancements. Efficiency of the tool and how it allows full control over professional services domain with ease of management reporting and oversight. Integration to Salesforce is seamless and almost seems like they are one in the same. Management dashboards are great and the ease of custom reporting development. **What do you dislike about Certinia PS Cloud?** Haven't found many flaws in the tool yet. Resource requests can be a bit more dynamic and easier to use but that is all for now. Additionally, no way to export Gantt into excel / pdf **What problems is Certinia PS Cloud solving and how is that benefiting you?** Ability to forecast better, able to gain visibility by project, group, region and total services globally. Better way for management reporting and total oversight. ### 23. Financial Force **Rating:** 2.0/5.0 stars **Reviewed by:** Heidi M. | Senior Consultant, Salesforce and SteelBrick, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** October 26, 2017 **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). **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.) **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. **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. ### 24. PSA is a Solid Tool - Very Scalable **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** August 14, 2017 **What do you like best about Certinia PS Cloud?** We like FF PSA because of the scaling and it's constant improvements and overall aligning to the SF platform. Specifically, in addition to easy UI like all other SF apps, we like the basic project forms, Assignments, Skills, Regions practices and groups. It is easy to configure and automate workflows and notifications. We like the dynamic and flexible resource management screen, Expense Reports, Time cards, real-time reporting and the ability to customize and transform the application being on the Salesforce.com platform. (Even supporting the API's for integrations etc.) We recently began reviewing the MS project integration and may use that in the future. Financial force has been on-site at our Sales Conference as well as numerous other meeting to support our business and open to helping us fit our needs into the tool. **What do you dislike about Certinia PS Cloud?** Issues relating to Mobile time cards that has been recently corrected. Mobile is key with PSA due to the nature of travel, contract labor and all related remote service needs. Most of the challenges we've had was working with our Sales rep when we had licenses automatically de-activate. **Recommendations to others considering Certinia PS Cloud:** When looking for a project management, resourcing and tracking solution, PSA is the best in class. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Global Services Projects. Providing and scheduling resources to projects, timecards, total project cost, linking our backend orders to projects, capturing project information and man hours to projects. ### 25. A fantastic tool for our Professional Services Business **Rating:** 4.5/5.0 stars **Reviewed by:** Jim H. | Manager of Forecasting, Analysis and Budgeting, Management Consulting, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2017 **What do you like best about Certinia PS Cloud?** This product has allowed us to easily manage the 200+ projects we have open at any one time across many different departments. This is the first time everyone in our organization can view the same data easily across multiple platforms **What do you dislike about Certinia PS Cloud?** it would great for all employees to be able to view all reports without having to buy a full Financial Force License. **Recommendations to others considering Certinia PS Cloud:** Make sure to take your time during setup. You don't know what you don't know and a rushed design process will leave you with changes to make later. **What problems is Certinia PS Cloud solving and how is that benefiting you?** This product has allowed us to manage all aspects of our projects in one space, rather than across multiple spreadsheets in the past. ### 26. Look elsewhere **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 16, 2017 **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. **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. **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. **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. ### 27. Director, Delivery Excellence and PMO **Rating:** 4.5/5.0 stars **Reviewed by:** Dr. Shajahan S. | Director - Delivery Excellence, PMO & ISMS, Compliance Management, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** August 07, 2017 **What do you like best about Certinia PS Cloud?** its unified capabilities right from the opportunity creation through resource allocation and management till closure. **What do you dislike about Certinia PS Cloud?** None perceived yet. MY user experience with FF is just more than an year. Till now it is supporting all that is required by our users and organization. **Recommendations to others considering Certinia PS Cloud:** If you are looking for an end to end application which can digitally support the users.... your search should stop with Financial Force / Sales Force **What problems is Certinia PS Cloud solving and how is that benefiting you?** we are using it as 'one stop shop' solution for meeting all our business needs. It has immense & powerful capabilities in terms of automating most of our business requirements which enable to smoothly run our organization. ### 28. Financialforce PSA **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2018 **What do you like best about Certinia PS Cloud?** we use PSA for to support project related activities. its easy to use and in built with salesforce. **What do you dislike about Certinia PS Cloud?** some functionalities in psa like timecard entry screen is not user friendly **Recommendations to others considering Certinia PS Cloud:** yes **What problems is Certinia PS Cloud solving and how is that benefiting you?** costing and invoicing ### 29. Solid SFDC Managed Package **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** August 14, 2017 **What do you like best about Certinia PS Cloud?** Documentation - As an admin supporting the implementation I find the thoroughness and organization of PSA's documentation to be refreshing. I'm easily able to find short videos and articles on functionality so that I can learn on my own without involving support. **What do you dislike about Certinia PS Cloud?** It's clear that PSA has been around awhile as you can see parts of the product where they built needed functionality before Salesforce implemented it themselves (Custom Settings vs Configuration Groups/Options). I'm not sure how feasible it is - but it'd be helpful as an Admin if these were consolidated into Custom Settings so that I don't have to look in two places for things. **What problems is Certinia PS Cloud solving and how is that benefiting you?** We replaced OpenAir with PSA as we were looking to consolidate both Sales and Services into one system (Salesforce) and leverage the reporting capabilities of Salesforce with PSA. In that regard I believe we've seen immense benefit. ### 30. We love PSA **Rating:** 5.0/5.0 stars **Reviewed by:** Josh H. | Sales Development/Platform Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2017 **What do you like best about Certinia PS Cloud?** The PSA application allows our company to be more integrated with our projects than ever. With more real time scheduling and allowing us to make the best adjustments for our customers. **What do you dislike about Certinia PS Cloud?** There are a lot of moving parts to PSA, it has taken some time to get adjusted to knowing what all is involved in making certain changes. **Recommendations to others considering Certinia PS Cloud:** Move towards lightning. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Resource scheduling and time cards have saved enormous amounts of time for our staff. PSA has become a big benefit in allowing our employees to have more time in their day to focus on their tasks. ### 31. Streamlined Processes on 1 Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2016 **What do you like best about Certinia PS Cloud?** Very easy to adapt to, logical, flows smoothly. Love the fact that time & expense is directly related to the appropriate projects, saves us a lot of time and potential user error. Easy user customization and very powerful. Community is wonderful **What do you dislike about Certinia PS Cloud?** Some pages & processes lag, start up configuration (we used a third party) was a bit overwhelming leaving us with a lot of ends to go back and tie up. **Recommendations to others considering Certinia PS Cloud:** Intense start up but one you break through on that, the system is tremendous and easy to navigate and maintain. CommunityLive annual event is really great to learn and network **What problems is Certinia PS Cloud solving and how is that benefiting you?** Having the ability to tie together project timelines, time and expense, and FFA on 1 platform has saved our business a lot of time. The availability of project details on utilization and billing is great, and it makes reporting so much easier. ### 32. FinancialForcePSA Review **Rating:** 4.0/5.0 stars **Reviewed by:** Scott B. | Enterprise (> 1000 emp.) **Reviewed Date:** August 29, 2017 **What do you like best about Certinia PS Cloud?** PSA has the ability to support our organization through all aspects of the service engagement lifecycle. PSA supports everything from tracking potential engagements, to project creation, time tracking, revenue recognition, invoicing, and tracking financials. PSA **What do you dislike about Certinia PS Cloud?** We have some issue forecasting resources with our current version of PSA. It can be difficult to forecast against future projects which have not yet been created. Therefore we are not using this functionality to track resources in PSA. This also limits our ability to use the tool to forecast metrics for the business (revenue, cost, utilization, etc..) **What problems is Certinia PS Cloud solving and how is that benefiting you?** This tool provides cradle to grave support to our professional service engagements. It provides time-tracking, financial management, key performance metrics management, invoicing, revenue recognitions. It is a full service tool to our professional services organization. ### 33. Great for the Finance team **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.) **Reviewed Date:** November 27, 2017 **What do you like best about Certinia PS Cloud?** We really enjoy using the Timecard system and it's easy to get to grips with it, even if you don't have a financial background. What I love most is the Support team however, who really do go above and beyond helping you out and ensure you understand the software completely. **What do you dislike about Certinia PS Cloud?** Unfortunately, as smooth as the software is, there isn't really an understanding of how it works simply because there isn't much knowledge on the cohesion of FinancialForce PSA. **What problems is Certinia PS Cloud solving and how is that benefiting you?** We have used a lot of FinancialForce PSA to complete our financial services, becoming an extremely useful tool for our Finance team, which in turn has helped our Marketing team to, especially when dealing with external events and other financial situations. ### 34. Comments after seeing 16.5 preview **Rating:** 1.0/5.0 stars **Reviewed by:** Alistair W. | Senior BPM Architect, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** September 04, 2017 **What do you like best about Certinia PS Cloud?** The API to the Salesforce Platform is both rich and robust which means I can easily extract data to do the things that I want to do with it, e.g. reporting. **What do you dislike about Certinia PS Cloud?** UI, reporting, expenses, the lack of relational links - far too much internal copy/paste, deviating from the OOTB experience seems to be laboured. **What problems is Certinia PS Cloud solving and how is that benefiting you?** I'm not sure. FF was selected by parent company without consultation. We were more than happy with what we had - so in that regard it doesn't solve any business problems - rather it made a lot of problems that we didn't have before. So, we haven't realised any benefits that I am aware of rather it is introduced a lot of cost/pain that we didn't have previously. **Official Response from Addy Burry:** > Hi Alistair - I'm sorry you aren't having too much luck on the system. I've followed up with your account team and would love to chat to you directly as well if you have time. I'll connect with you on LinkedIn and send a direct message as well. ### 35. Financial Force is a flexible application that integrates seamlessly with Salesforce. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 06, 2017 **What do you like best about Certinia PS Cloud?** That it is a customize program in the Salesforce platform. It is able to report on data from the account level down to timecards and links in with the Sales and Service Clouds easily for reporting. I am able to have 3 very different departments in our company use the application for tracking projects, staffing, and revenue forecasting. I also like that Financial Force updates the application and has a clear road map of improvements and new functionality so the application does not get stagnate. **What do you dislike about Certinia PS Cloud?** Sometimes I am not able to report out of the box certain objects between Salesforce and PSA. However I can usually do a custom report. In the cases I am not able, i will export to Excel. Most of the hindrance is with the Salesforce platform rather than in PSA itself. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Visibility to upper management in areas of account profitability, resource utilization, resource allocation, cost, project margin and ability to report easily to our corporate company. ### 36. Resource and Project Management **Rating:** 3.5/5.0 stars **Reviewed by:** Thad L. | Manager of Delivery Operations, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** June 20, 2017 **What do you like best about Certinia PS Cloud?** I like resource requests, the ability to create custom views and reports, and the fact that managing our resources and projects is a one stop shop (PSA). I also like transparency it presents across the organization in terms of status of the resource requests and projects, along with the ability to collaborate on the same across groups. **What do you dislike about Certinia PS Cloud?** In particular, I do not like some of the limitations, per our use case, in assignment SCHEDULES. In short, we need the past to be updated with actuals (time cards) and then have all hours remaining on an assignment to be scheduled (averaged is fine - using the Adjust Hours per Day scheduling strategy) from "today" to the end of the assignment rather than f=from the beginning of the assignment to the end of the assignment. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Serving our customers with quality and in a timely manner by allowing to plan for and forecast our resource needs. It also helps us to ensure that are projects are successful. ### 37. A constantly improving experience **Rating:** 4.5/5.0 stars **Reviewed by:** Joseph M. | Senior Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 11, 2016 **What do you like best about Certinia PS Cloud?** The v16 features look like they'll be offering some great improvements for capacity planning and resource planning; much like last year we're very excited for the new features **What do you dislike about Certinia PS Cloud?** Nothing that wasn't caused by our own customizations. As an early adopter, we have a fairly sizable amount of custom code. After coming to the Community event, we definitely were able to see a lot of examples of where we can de-customize thanks to all the hard work they've been putting in for enhancements. **Recommendations to others considering Certinia PS Cloud:** I've been working with PSA for the past year now, and in that year I've seen my organization go from V13, to V14, and now we're working on rolling out V15. The updates from version to version have been absolutely staggering, fixing requirements from our users as a customer and rolling out new features that we didn't even know we wanted, but ended up loving. Looking forward to seeing what the future holds ---Updated 2017 Comm Live: We're loving the new features we've been seeing, and this community sessions have been showing us some great new custom reports that we're excited to roll out to help with forecasting **What problems is Certinia PS Cloud solving and how is that benefiting you?** We're working to help our Project Managers in managing their implementations and get them tracking this in a readily reportable environment. With resource tracking, reporting, and automatic synchronization between quotes and projects, we've definitely come a long way to fixing that. ### 38. Exceeded expectations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 25, 2017 **What do you like best about Certinia PS Cloud?** Full integration with Sales force is a big plus for this platform, but even more so is the robust set of resource management tools and the industry best practice approach to he tools and work flows. **What do you dislike about Certinia PS Cloud?** The mix between regular sales force objects and layout and apex code makes it confusing to know what na dhow pages and layouts are changed. The reporting engine could use an upgrade as well **Recommendations to others considering Certinia PS Cloud:** Use this as an opportunity to re-engineer your business process, take your time to implement and do not rush it **What problems is Certinia PS Cloud solving and how is that benefiting you?** WE solved two business problems with FF, the fist is a fully integrated platform with our CRM tool and the second is better resource mgmt tools. ### 39. Light PSA user **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 29, 2017 **What do you like best about Certinia PS Cloud?** Ease of filling out time card information. **What do you dislike about Certinia PS Cloud?** Wish the time card defaulted to the last week that you did not fill out a time card vs the current week you are in. We have had hundreds of instances where people get behind on their time cards, and then when they finally get to filling them out, they fill out the wrong week. They then have to go the admin and ask for the time card to be rejected so they can re-do it. I also wish there were more direct links between PSA and FFA. We load expenses into projects on PSA, for example. I wish those expenses would somehow automatically record themselves into FFA. Instead we have to do a massive journal entry to get those expenses recorded into FFA. **Recommendations to others considering Certinia PS Cloud:** If you have invoices with billable expenses, try to create an invoice in PSA before purchasing the product. It can be a painful invoice generation process, and there are many line limitations that you don't know about until you hit the limits. **What problems is Certinia PS Cloud solving and how is that benefiting you?** We are trying to do invoicing in PSA. Not sure about benefits. Our invoicing process is quite inefficient. ### 40. Project management software is Salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** Chris G. | Salesforce Solution Architect, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** August 11, 2017 **What do you like best about Certinia PS Cloud?** Allows for good project oversight with tools like hours tracking, Gantt charts, deadlines, and financial tracking. **What do you dislike about Certinia PS Cloud?** It comes with a learning curve, and can be difficult to force the change on project teams. **Recommendations to others considering Certinia PS Cloud:** Take the time to plan out the implementation and provide adequate training to your team before rolling things out. This kind of change is an organization change that can cause issues if change management isn't involved. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Resourcing and tracking on projects. Tracking hours, resources and budget on individual projects. ### 41. Takes time to understand the logic, but highly efficient. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2017 **What do you like best about Certinia PS Cloud?** The level of customization is providing a high standards of flexibility for the admins and end users to achieve their project goals over long term. In-house customization is important for large scale organizations and FF PSA does provide that scalability when it comes to that. **What do you dislike about Certinia PS Cloud?** The configuration options are rich; however the learning curve is also high for the product especially for junior admins. It takes a long time for the admins to understand the logic; and there seem to be no practical way of accessing the related documentation about it. **Recommendations to others considering Certinia PS Cloud:** They should be ready in terms of the business requirements before heading into the implementation phase. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Projects and related activities are tracked within FF PSA. ### 42. We heavily use PSA and it meets our business needs **Rating:** 3.5/5.0 stars **Reviewed by:** Salini R. | Salesforce Developer, Marketing and Advertising, Mid-Market (51-1000 emp.) **Reviewed Date:** August 30, 2017 **What do you like best about Certinia PS Cloud?** We were able to easily integrate PSA with other manged packages in our system to work as per our business needs. **What do you dislike about Certinia PS Cloud?** We would like Gantt chat to show multiple projects at a time, like an account level gantt. No retainer functionally. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Project management and time tracking. Easily integrate PSA with other manged packages and custom objects to optimize our business needs. Multiple department can easily collaborate on projects ### 43. Very powerful yet a bit confusing **Rating:** 4.0/5.0 stars **Reviewed by:** Shinyoung C. | Operations Analyst/Salesforce System & FinancialForce Admin, Internet, Mid-Market (51-1000 emp.) **Reviewed Date:** March 15, 2017 **What do you like best about Certinia PS Cloud?** Being able to track projects and how we're doing in terms of budget. **What do you dislike about Certinia PS Cloud?** How everything is interrelated. It's good that everything works as checks and balances, but if I don't know the details of it, then when I run into an error, I have to call FF support for their help. **Recommendations to others considering Certinia PS Cloud:** Powerful tool, but make sure to know all the details now things are related **What problems is Certinia PS Cloud solving and how is that benefiting you?** Problems resolved: Being able to assign project managers and other resources and being able to check how many hours they have worked toward a certain milestone/assignment. Being able to see the holistic view of how people are utilizing their time Benefits: No need to track hours on Excel, project managers can request a resource and allow PS Ops Analyst to review the request and assign or not assign based on the resource's availability (checks & balances), and how we can track how much we've billed & what's left. ### 44. Great tool if you have time to deploy **Rating:** 4.0/5.0 stars **Reviewed by:** Zachary L. | Lead Sales Automation Specialist, Human Resources, Enterprise (> 1000 emp.) **Reviewed Date:** March 15, 2017 **What do you like best about Certinia PS Cloud?** A lot of automation that helps with utilization calculations. Ability to use salesforce functionality to enhance process flow. Support has been great in answering all questions. **What do you dislike about Certinia PS Cloud?** Very heavily coded and the code is not visible to assess when there is a problem. NO DOCUSIGN SUPPORT on PSA custom objects. A lot to administer from the SFDC side, not worth the overhead for small teams. **Recommendations to others considering Certinia PS Cloud:** Need a few months to implement successfully. If you do not take the time to get everyone on board and develop/team standard procedurals it could become shelfware pretty quickly. Be wary of the PS team at FiancialForce for this product. My company paid a good amount for training and it was all stuff i had learned from troubleshooting in the first 6 months. It was not very helpful beyond that. Otherwise, there's a lot of understanding of built in automation that you have to grasp before launching. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Utilization rates so our PS resources are being adequately utilized in a billable sense. Seeing our Project docket and ability to assign the right resources based on project needs with the Resource Planner. Advanced analytics for our PS managers. Built on Salesforce so our Sales/Deal Desk/Legal teams are working in the same environment as PS so that the passoff between closing a deal and professional services engagements. ### 45. Financial Force PSA Critique G2 Crowd **Rating:** 4.0/5.0 stars **Reviewed by:** Angel R. | Accounting Assistant, E-Learning, Mid-Market (51-1000 emp.) **Reviewed Date:** November 28, 2016 **What do you like best about Certinia PS Cloud?** I like the way that PSA and FF interact! I do both billing and invoicing for my employer, and I actually think it helps for one person to do both. Especially with PSA/FF as your accounting system. I like the ability to see both the invoice I have created and the transaction behind it. **What do you dislike about Certinia PS Cloud?** However, I do wish that Financial Force had the ability to delete certain invoices. This is probably the thing that irritates me the most. An administrator should have the capability to delete certain things, including invoices. We have quite a few "discarded" invoices floating around because there was an accidental duplicated upload when we went live--and I'm unable to delete those off. **What problems is Certinia PS Cloud solving and how is that benefiting you?** It's great that we can finally see the selling of a product from start to finish. We see the flow as a product is sold, invoiced, and finally paid for. That is something we did not have in our previous accounting system! ### 46. Its Light and Robust ERP **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 07, 2017 **What do you like best about Certinia PS Cloud?** The ease of integration to other tools is great ERP lighter version RM and UCS is working fine There are lot of configurations for users like notifications, scheduling. Recent upgrade provided few performance fixes Reports and dashboards were already provided for basic checks **What do you dislike about Certinia PS Cloud?** A lot of versions and patches getting deployed frequently causing instability and need more performance improvement. need more features for mobile users Lot of unknown errors pop-up , need more meaningful errors for support and users to understand. PSA extra portal needs more tutorials for self help on errors and rootcause analysis **Recommendations to others considering Certinia PS Cloud:** Its good to have FF PSA **What problems is Certinia PS Cloud solving and how is that benefiting you?** We got below modules benefits Resource management UCS Its more user friendly ### 47. Financial Force PSA saved us so much time and money **Rating:** 4.5/5.0 stars **Reviewed by:** Keli R. | Customer Success Manager, Salesforce Administrator, Civic & Social Organization, Mid-Market (51-1000 emp.) **Reviewed Date:** September 07, 2017 **What do you like best about Certinia PS Cloud?** Integration with Salesforce is the most critical aspect of using Financial Force PSA, but being able to track time and forecast resource availability is so helpful. **What do you dislike about Certinia PS Cloud?** Our particular use case required a lot of specialized development, however, we are thrilled that it's possible to do that to meet our needs. **Recommendations to others considering Certinia PS Cloud:** Don't skimp on the implementation and involvement of your executive and business sponsors. **What problems is Certinia PS Cloud solving and how is that benefiting you?** We're getting a more complete look at what we do, who is doing it and how much it costs. This is helping us to provide information that is steering the direction of our future. ### 48. My experience with FF **Rating:** 4.5/5.0 stars **Reviewed by:** Palak B. | Professional services associate, Computer Software, Enterprise (> 1000 emp.) **Reviewed Date:** August 29, 2017 **What do you like best about Certinia PS Cloud?** The level of customization provided out of the box is the best. Even the support provided is amazing. **What do you dislike about Certinia PS Cloud?** Extend your support in India timeframe. **Recommendations to others considering Certinia PS Cloud:** A very nice PSA to go with. Recommend to big organizations with complex scenarios. **What problems is Certinia PS Cloud solving and how is that benefiting you?** We are successfully able manage our resources and projects with help FF PSA. the product is quite mature enough to handle complex situations. ### 49. PSA changed how we were able to work **Rating:** 4.5/5.0 stars **Reviewed by:** Phil D. | RVP Services EMEA, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** August 11, 2017 **What do you like best about Certinia PS Cloud?** The way it is fully integrated into our Salesforce.com platform and so working with all our other systems. This allows us to cross report data from Opportunities, Projects, Cases, Contacts etc. It also means that all our reporting is in one place and we are extracting data from multiple sources **What do you dislike about Certinia PS Cloud?** I am unable to say where any of my consultants/PMs are on a given day, which is something we previously used a Google-Doc for. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Low utilisation (increased from 50% - 65-70%) Lack of visibility in reporting (now have daily dashboards available) Month end process taking 3 days (now takes under 30 minutes) ### 50. PSA + Me **Rating:** 4.5/5.0 stars **Reviewed by:** Amanda K. | Business and Operations Analyst, Hospital & Health Care, Mid-Market (51-1000 emp.) **Reviewed Date:** March 15, 2017 **What do you like best about Certinia PS Cloud?** FinancialForce PSA has helped us go paperless. Given us so much of our week back by having a single place to approve time and expenses. Also, creating and sending out client invoices has never been easier for our company. We now have turn around time of two days with invoices. **What do you dislike about Certinia PS Cloud?** PSA has a 5 MB limit on attachments. I would love to see that limit higher. Our business requires the addition of all expense receipts each week. This can be as low as a few pages but also extremely high depending on the client and amount of consultants on a single project. **What problems is Certinia PS Cloud solving and how is that benefiting you?** Before, we would receive hundreds of documents that need to be printed and collated each week. Now with FinancialForce PSA, we have gone entirely paperless and sped up our approval time of time and expenses! ## 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=9§ion=pricing&secure%5Bexpires_at%5D=2026-07-24+05%3A27%3A05+-0500&secure%5Bsession_id%5D=268b1853-5d1d-4ce2-89ba-cb2c3626789a&secure%5Btoken%5D=a66baf1d6d25f5ed66883cf638d7a576b90bafdd6ad4265e347c0dd0d6d650b0&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) - 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