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List of Certinia PSA (ex FinancialForce PSA) Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
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.
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.
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.
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.
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.
Professional Services 8000 $1.5B United States Certinia Certinia PSA (ex FinancialForce PSA) Professional Services Automation 2017 n/a
Professional Services 1000 $220M United Kingdom Certinia Certinia PSA (ex FinancialForce PSA) Professional Services Automation 2017 n/a
Professional Services 1200 $1.0B Canada Certinia Certinia PSA (ex FinancialForce PSA) Professional Services Automation 2017 n/a
Professional Services 1500 $180M United States Certinia Certinia PSA (ex FinancialForce PSA) Professional Services Automation 2021 n/a
Professional Services 1300 $252M United States Certinia Certinia PSA (ex FinancialForce PSA) Professional Services Automation 2021 n/a
Showing 1 to 10 of 33 entries

Buyer Intent: Companies Evaluating Certinia PSA (ex FinancialForce PSA)

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Certinia PSA (ex FinancialForce PSA). Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Certinia PSA (ex FinancialForce PSA) for Professional Services Automation include:

  1. Hyperion Insurance Group, a United Kingdom based Insurance organization with 3794 Employees
  2. Omega Healthcare, a United States based Professional Services company with 30000 Employees
  3. Iredell-Statesville Schools, a United States based Education organization with 2700 Employees

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FAQ - APPS RUN THE WORLD Certinia PSA (ex FinancialForce PSA) Coverage

Certinia PSA (ex FinancialForce PSA) is a Professional Services Automation solution from Certinia.

Companies worldwide use Certinia PSA (ex FinancialForce PSA), from small firms to large enterprises across 21+ industries.

Organizations such as Amazon, HP, JLL (Jones Lang LaSalle), Red Hat and DocuSign are recorded users of Certinia PSA (ex FinancialForce PSA) for Professional Services Automation.

Companies using Certinia PSA (ex FinancialForce PSA) are most concentrated in Retail, Manufacturing and Construction and Real Estate, with adoption spanning over 21 industries.

Companies using Certinia PSA (ex FinancialForce PSA) are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Certinia PSA (ex FinancialForce PSA) across Americas, EMEA, and APAC.

Companies using Certinia PSA (ex FinancialForce PSA) range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 24.24%, large organizations with 1,001-10,000 employees - 63.64%, and global enterprises with 10,000+ employees - 12.12%.

Customers of Certinia PSA (ex FinancialForce PSA) include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified Certinia PSA (ex FinancialForce PSA) customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Professional Services Automation.