List of Certinia PSA (ex FinancialForce PSA) Customers
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United States
Since 2010, our global team of researchers has been studying Certinia PSA (ex FinancialForce PSA) customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Certinia PSA (ex FinancialForce PSA) for Professional Services Automation from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Certinia PSA (ex FinancialForce PSA) for Professional Services Automation include: Amazon, a United States based Retail organisation with 1578000 employees and revenues of $637.96 billion, HP, a United States based Manufacturing organisation with 58000 employees and revenues of $53.60 billion, JLL (Jones Lang LaSalle), a United States based Construction and Real Estate organisation with 106100 employees and revenues of $20.76 billion, Red Hat, a United States based Professional Services organisation with 19000 employees and revenues of $6.40 billion, DocuSign, a United States based Professional Services organisation with 6838 employees and revenues of $3.16 billion and many others.
Contact us if you need a completed and verified list of companies using Certinia PSA (ex FinancialForce PSA), including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Certinia PSA (ex FinancialForce PSA) customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Acosta Group Canada | Professional Services | 250 | $41M | Canada | Certinia | Certinia PSA (ex FinancialForce PSA) | Professional Services Automation | 2020 | n/a |
In 2020, Acosta Group Canada implemented Certinia PSA (ex FinancialForce PSA) to centralize Professional Services Automation across multiple departments. The deployment was provisioned on the Salesforce platform, enabling standardized resource management, time tracking, and project financials across project teams.
Implementation work focused on Certinia PSA modules such as project templates, milestone billing, resource allocations, time capture, and project-level financials, configured to support automated milestone tracking and billing events. The team automated project milestone tracking and billing events using Certinia PSA Project Templates and Milestone Billing, improving invoicing accuracy by 30 percent.
The Certinia PSA deployment was integrated with Salesforce Sales Cloud and Salesforce CPQ to streamline quoting, product catalogs, price rules, discount schedules, approval processes and quote templates, and with Pardot for marketing automation workflows. Technical governance included requirements gathering, design documentation, development and validation in a test instance, Lightning Components built with the Lightning Design System, case triage aligned to organizational SLAs, and scheduled reports and dashboards for weekly stakeholder distribution.
Operational scope covered multiple internal departments with ongoing production support to resolve service-related defects and maintain reporting cadence. The configuration and automation work centralized project financial controls and invoicing workflows while enabling the sales-to-project handoff through CPQ and Sales Cloud integrations.
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Amazon | Retail | 1578000 | $638.0B | United States | Certinia | Certinia PSA (ex FinancialForce PSA) | Professional Services Automation | 2016 | n/a |
In 2016, Amazon deployed Certinia PSA (ex FinancialForce PSA) in a Professional Services Automation role to support AWS Professional Services globally. The implementation established Certinia PSA (ex FinancialForce PSA) as the PSA system-of-record for over 3000 AWS Professional Services users and extended coverage to revenue recognition and accounting applications worldwide.
Amazon implemented the Revenue Recognition module and an accrual process within Certinia PSA (ex FinancialForce PSA) to ensure revenue data accuracy and traceability, and configured accounting application workflows to align with financial reporting requirements. The deployment included resource management capabilities, ongoing feature enhancements and support, proactive reporting improvements and system customization, and a managed release process to test, validate and implement new features and BI capabilities.
Integrations included Concur, which was integrated with the PSA to reduce duplicate resource expense entries, and Skillstool, which was integrated to improve resource management processes. The PSA also operated alongside Salesforce and Tableau for ad hoc data retrieval, reporting and analysis, supporting business functions across revenue recognition, accounting, resource management and expense processing on a worldwide basis.
Governance centered on Amazon retaining accountability for the PSA system-of-record and operating a controlled release process for feature rollouts, report updates and BI capabilities. Explicit outcomes reported include reduced duplicate expense entries between Concur and PSA and improved accuracy and traceability of revenue data through the implemented Revenue Recognition module and accrual processes.
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Avalara | Professional Services | 4900 | $1.3B | United States | Certinia | Certinia PSA (ex FinancialForce PSA) | Professional Services Automation | 2025 | n/a |
In 2025 Avalara implemented Certinia PSA (ex FinancialForce PSA) to centralize Professional Services Automation across its growing professional services organization. Avalara supports 30,000 customers across 95 countries and managed 15 services and product lines that previously relied on disparate tools and spreadsheets. The implementation targeted end to end capture of projects originating in Salesforce, where all orders are created.
Avalara deployed Certinia Professional Services Cloud using Certinia PSA (ex FinancialForce PSA) modules for Professional Services Automation and Revenue Management to automate project provisioning and financial tracking. The configuration automatically creates projects and assignments as soon as a sales rep places an order in Salesforce, eliminating the four or five day gap between deal close and project start. The solution also enabled skill based routing, task status tracking, and workload visibility to surface bottlenecks and streamline scheduling.
The deployment is tightly integrated with Avalara's Salesforce environment so orders, opportunities, and project records remain synchronized without manual aggregation. Operational coverage spans professional services teams supporting all 15 services and product lines, providing managers real time visibility into project workloads, status and priority. Revenue Management integration calculates and tracks revenue in real time, giving managers earlier insight into potential problems.
Governance emphasized workflow standardization and automated handoffs from sales to delivery, removing the dedicated monthly aggregation process that had been required for business performance reporting. As a result projects now start nearly instantaneously after order placement, and team members gain clarity on assignments and priorities. Avalara's implementation emphasizes automated project orchestration and financial alignment within its Salesforce centric operations.
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Avid Technology Philippines | Professional Services | 200 | $65M | Philippines | Certinia | Certinia PSA (ex FinancialForce PSA) | Professional Services Automation | 2016 | n/a |
In 2016, Avid Technology Philippines implemented Certinia PSA (ex FinancialForce PSA) for Professional Services Automation to centralize project delivery and unify commercial operations. The move addressed shortcomings with Oracle Netsuite OpenAir, which had become inefficient for resource management, billing and data consolidation and required extensive costly customization. The deployment targeted the companys services organization within the Philippines, aligning sales, services and finance around a single platform for a 200-employee professional services business.
The implementation of Certinia PSA (ex FinancialForce PSA) focused on core Professional Services Automation capabilities, including resource management and planning, centralized time and expense capture, project accounting and billing, and consolidated service delivery data to support cross-functional workflows. Configuration emphasized standard PSA workflows to reduce custom code, and the system served as the primary transaction and operational record for services engagements.
Operationally the Certinia PSA instance unified sales, service delivery and finance processes on one central system, improving data visibility between project managers, account teams and finance staff. Integrations were implemented to ensure transactional handoffs between services and finance teams, and the platform was used as the authoritative source for project and billing information across the services function.
Governance changes accompanied the rollout, with process standardization for time capture, approval routing and billing cycles to reduce previously bespoke practices and customization maintenance. According to the case study, consolidating onto Certinia PSA led to increased revenue, improved profits and higher customer satisfaction, while addressing the inefficiencies and customization burden experienced under Oracle Netsuite OpenAir.
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Blackbaud | Professional Services | 2800 | $1.1B | United States | Certinia | Certinia PSA (ex FinancialForce PSA) | Professional Services Automation | 2019 | n/a |
In 2019, Blackbaud implemented Certinia PSA (ex FinancialForce PSA) as its Professional Services Automation solution. The deployment focused on embedding project accounting and revenue recognition controls, with explicit development of percent complete calculations for time and materials and fixed price engagements.
The Certinia PSA configuration addressed core Professional Services Automation workflows, including project financials and billing, time and expense capture, and project delivery controls. Blackbaud led a project team to develop custom functionality in FinancialForce to calculate percent complete for T&M and FPE projects, aligning billing triggers to services delivery milestones.
Integration planning and execution centered on connecting Certinia PSA with Workday, Workday Adaptive, and adjacent financial workflows. Project teams developed integration strategies to exchange project financials and resource information between FinancialForce and Workday, and sales and territory planning activities were designed in Workday Adaptive to align go to market planning with project execution.
Governance and process work accompanied the technical implementation, with a centralized team driving requirements, configuration decisions, and cross functional coordination between services, finance, and sales planning. The engagement emphasized procedural alignment for project accounting, integration governance for system interfaces, and configuration change controls to sustain Certinia PSA as the authoritative system for project financials.
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Professional Services | 8000 | $1.5B | United States | Certinia | Certinia PSA (ex FinancialForce PSA) | Professional Services Automation | 2017 | n/a |
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Professional Services | 1000 | $220M | United Kingdom | Certinia | Certinia PSA (ex FinancialForce PSA) | Professional Services Automation | 2017 | n/a |
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Professional Services | 1200 | $1.0B | Canada | Certinia | Certinia PSA (ex FinancialForce PSA) | Professional Services Automation | 2017 | n/a |
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Professional Services | 1500 | $180M | United States | Certinia | Certinia PSA (ex FinancialForce PSA) | Professional Services Automation | 2021 | n/a |
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Professional Services | 1300 | $252M | United States | Certinia | Certinia PSA (ex FinancialForce PSA) | Professional Services Automation | 2021 | n/a |
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Buyer Intent: Companies Evaluating Certinia PSA (ex FinancialForce PSA)
- Hyperion Insurance Group, a United Kingdom based Insurance organization with 3794 Employees
- Omega Healthcare, a United States based Professional Services company with 30000 Employees
- Iredell-Statesville Schools, a United States based Education organization with 2700 Employees
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