Certinia (formerly FinancialForce) Strengths, Domain Expertise, and Key Differentiators
Certinia’s biggest strength lies in its tight integration with the Salesforce ecosystem. Natively built on Salesforce, Certinia delivers seamless data flows across sales, finance, operations, and customer success—ideal for services-based businesses. Its portfolio, which includes ERP Cloud, PSA Cloud, Services CPQ, and FP&A capabilities, is built with AI, Gen AI, and predictive analytics at the core. Notable features include AI-driven forecasting, PSA Zoom Connector for remote teams, and a unified customer data model for 360-degree insights. Certinia's differentiation is especially strong in verticals like high-tech, healthcare, and financial services, where real-time visibility and agility are critical.
Certinia (formerly FinancialForce) Recent Developments
Certinia, formerly known as FinancialForce, continues to make strategic strides in redefining cloud-based ERP and Professional Services Automation (PSA) solutions tailored for services-driven organizations. The company’s rebranding in 2023 marked a strategic repositioning around its mission to become the "Single Source of Certainty" for services businesses. New product innovations such as Certinia Customer Success Operations Cloud (CS Ops Cloud) and Certinia Planning offer deep AI and analytics capabilities to improve forecasting, resource allocation, and performance tracking. Under the leadership of CEO Scott Paoni—formerly of SAP—Certinia is sharpening its execution focus with a strong cultural alignment and a customer-first approach.
Financially, while specific recent revenue figures are not disclosed, Certinia has benefited from pandemic-driven demand for digitized services. The strategic pivot to Gen AI-powered services and real-time digital workflows is well aligned with market trends favoring intelligent automation and remote collaboration.
Certinia (formerly FinancialForce) Mergers and acquisitions (M&A) Activities
Certinia’s acquisition by Haveli Investments in 2023 was a turning point, giving the company deeper capital backing and strategic growth support. The move positions Certinia to scale its R&D, international expansion, and M&A pipeline. Earlier partnerships and integration activities—such as with Gainsight (customer success), Plaid (data access), and Xenogenix (ERP migration)—strengthen its value proposition for services-led enterprises migrating from legacy platforms like Sage.
Certinia (formerly FinancialForce) Customers in ARTW Customer Database
Leveraging a rigorous data-centric research methodology, APPS RUN THE WORLD asks the simple question: Who’s buying Certinia (formerly FinancialForce) applications and why? And we provide the answers – supported by decades of research – to our clients around the world. Our Customer database has over 100 data fields that detail company usage of Certinia (formerly FinancialForce) and other enterprise apps by function, customer size, industry, location, implementation status, partner involvement, Line of Business Key Stakeholders and IT decision makers contact details. List of Verified Certinia Professional Services Cloud, Certinia ERP Cloud, Certinia Customer Success Cloud, customers.
Certinia (formerly FinancialForce) Overview
Ownership: - Salesforce, Technology Crossover Ventures, UNIT4 and Advent International
Number of Employees: 1000
Functional Market: Absence Management, Workforce Analytics, Core HR, Benefits Administration, Onboarding, Performance Management, Succession Planning, Compensation Management,
Key Verticals: Communication, Healthcare, Life Sciences, Media, Professional Services,
Certinia (formerly FinancialForce) Key Cloud and HCM Applications
Certinia Professional Services Cloud, Certinia ERP Cloud, Certinia Customer Success Cloud,
Certinia (formerly FinancialForce) HCM and Cloud HCM Applications Revenues, $M:
| Type/Year | 2023 | 2024 | YoY Growth, % |
|---|---|---|---|
| Total Revenues, $M | Subscribe | Subscribe | Subscribe |
| HCM Applications Revenues, $M | Subscribe | Subscribe | Subscribe |
* HCM Applications Revenues = License + Support & Maintenance + SaaS ( Hardware and Prof. Services are Excluded )
** All revenue figures are estimates based on public records, Cloud and Non-Cloud business models in Apps Run The World's vendor database, and annual survey results including vendor feedback.
Certinia (formerly FinancialForce) Revenue Breakdown by Type:
Certinia (formerly FinancialForce) HCM Applications Revenues By Sub-Functional Markets, $M:
Split by Sub-Functional Markets | % of HCM Revenue in the HR Segment | 2024 HCM Revenues, By HR Segment, $M | |
Certinia (formerly FinancialForce) HCM Applications Revenues By Verticals, $M:
Certinia (formerly FinancialForce) Total and HCM Applications Revenues by Region:
| Region | % of Total Revenues | 2024 Total Revenues, $M | 2024 HCM Applications Revenues, $M |
|---|---|---|---|
| Americas | Subscribe | Subscribe | Subscribe |
| EMEA | Subscribe | Subscribe | Subscribe |
| APAC | Subscribe | Subscribe | Subscribe |
| Total | Subscribe | Subscribe | Subscribe |
Certinia (formerly FinancialForce) Direct vs Indirect sales
| Type | Direct Sales | Indirect Sales | Total |
|---|---|---|---|
| Type % | Subscribe | Subscribe | Subscribe |
| Revenues, $M | Subscribe | Subscribe | Subscribe |
Certinia (formerly FinancialForce) Customers - Breakdown by Geo, Size, Vertical and Product
List of Verified Certinia (formerly FinancialForce) Customers
No. of Certinia (formerly FinancialForce) Customers: 1400
No. of Certinia (formerly FinancialForce) HCM Applications Customers: x
No. of Certinia (formerly FinancialForce) Cloud HCM Customers: 1400
No. of Certinia (formerly FinancialForce) Cloud HCM Subscribers: x
With over 1,450 customers across 30+ countries, Certinia boasts a diverse and loyal client base. Reference customers include Cincinnati Bell Inc., The Warranty Group, and the UK’s National Audit Office—highlighting its traction in telecom, insurance, and public sectors. The company serves a mix of mid-market and enterprise clients, including high-growth software firms and large multinationals. Its global footprint spans North America, EMEA, and APAC, with recent regional efforts targeting Japanese and broader APAC expansions.
Certinia (formerly FinancialForce) Market Opportunities, M&A and Geo Expansions
Certinia sits at the intersection of several market growth vectors: the rise of the subscription economy, increased demand for agile FP&A, and the widespread adoption of AI in services delivery. Vertical expansion in regulated industries (e.g., public sector, healthcare) and geographic growth in Asia-Pacific (boosted by localized product offerings) present immediate runway. Horizontally, Certinia’s modular platform architecture and AI-based tools allow it to expand into adjacent segments like project-based manufacturing or global payroll through partner integrations.
Certinia (formerly FinancialForce) Risks and Challenges
Despite its strengths, Certinia faces notable risks. Chief among them is its heavy reliance on the Salesforce platform, which, while advantageous, creates potential dependency risk. Competitive pressures are rising from players like Unit4 (partnered with Microsoft), Oracle NetSuite, and Workday—each offering integrated finance and operational tools. Another risk lies in GTM scalability: transitioning from a Salesforce-embedded solution provider to a full-fledged global SaaS player requires deeper investment in marketing, channel development, and support localization.
Certinia (formerly FinancialForce) Ecosystem, Partners, Resellers and SI
Certinia’s ecosystem strategy is robust and increasingly strategic. The company relies on a hybrid sales model, with strong direct sales for enterprise deals and a growing indirect channel via system integrators (SIs) and value-added resellers (VARs). Key partners include Infosys, Appirio (Wipro), NTT Data, and CLD Partners, many of whom specialize in Salesforce implementations. Its presence on the Salesforce AppExchange and close co-selling alignment with Salesforce provide significant network effects. Strategic alliances with ADP (HCM), Gainsight (customer success), and Plaid (financial data) deepen its ecosystem value and offer customers a comprehensive, plug-and-play SaaS experience.
Research Methodology
Data used in research reports are derived from publicly available documents, continuous surveys of applications vendors, customers, resellers, Independent Software Vendors, systems integrators and other verifiable sources.
Vendor shares and market forecast results are based on a combination of existing databases as well as demand side and supply side research conducted throughout the year with validation from vendors, customers, channel partners and documentations such as earnings releases and 10Q and 10K filings, vertical industry studies, regional and country-level statistics from public and private institutions(i.e. colleges, universities, government agencies and trade associations).
For additional information on our methodologies, here's the link:
https://www.appsruntheworld.com/taxonomy
https://www.appsruntheworld.com/FAQ
