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Description

Oversee every facet of your projects from initial idea to final execution using a cloud-based Professional Services Automation (PSA) platform provided by Beyond Software. This solution empowers businesses to enhance their efficiency and financial performance by integrating their project management with financial accounting. Beyond Software offers a comprehensive set of modules designed to support the growth of professional services firms, featuring tools for financial management, project accounting, tracking time and expenses, billing and invoicing, resource allocation, as well as providing insightful dashboards and reports. By utilizing this system, organizations can ensure streamlined operations and improved decision-making processes.

Description

Certinia Professional Services Cloud is a Salesforce-native professional services automation platform built to connect every stage of the services lifecycle. The platform unifies sales, staffing, delivery, billing, financials, renewals, and customer outcomes in one system. Certinia helps organizations close the gaps between what was sold, who is staffed, how work is delivered, what gets billed, and how margins are protected. Veda AI adds a digital workforce that helps execute work across estimation, staffing, and delivery. Teams can use Veda to generate estimates from historical data, refine quotes, automate status updates, capture time, and support reporting. Certinia PS Cloud includes services estimation, resource management, project management, services billing, and services financials. The platform helps reduce time-to-staff, reclaim project manager hours, improve utilization, protect margins, and increase financial visibility. It is designed for service organizations that need real-time operational and financial data grounded in Salesforce. By combining PSA, AI agents, services estimation, resource management, project execution, billing, financials, and Salesforce-native orchestration, Certinia PS Cloud helps services businesses operate with more intelligence and control.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Certinia Financial Management Cloud No 
Datto RMM Yes 
Datto Workplace Yes 
Expensify No 
Rootstock Cloud ERP No 
Salesforce No 
Salesforce Agentforce 360 Platform No 
Salesforce Agentforce Service No 
Workato No 
XCD HR and Payroll No 

Integrations

Certinia Financial Management Cloud Yes 
Datto RMM No 
Datto Workplace No 
Expensify Yes 
Rootstock Cloud ERP Yes 
Salesforce Yes 
Salesforce Agentforce 360 Platform Yes 
Salesforce Agentforce Service Yes 
Workato Yes 
XCD HR and Payroll Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Beyond Software

Founded

2008

Country

United States

Website

www.beyondsoftware.com

Vendor Details

Company Name

Certinia

Founded

2009

Country

United States

Website

www.certinia.com/solutions/professional-services-cloud/

Product Features

Job Costing

Bills of Material No 
Budgeting & Forecasting Yes 
Change Orders Yes 
Cost-to-Completion Tracking Yes 
Invoice Management Yes 
Overrun Reporting Yes 
Percent-Complete Tracking No 
Production Cost Tracking No 
Purchase Order Management No 
Quotes / Estimates No 
Time Tracking Yes 
Work Order Management No 

Professional Services Automation

Billing & Invoicing Yes 
CRM No 
Client Portal No 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management Yes 
Project Management No 
Proposal Generation No 
Quote Management No 
Resource Management Yes 
Time & Expense Tracking Yes 

Time and Expense

Activity Tracking Yes 
Billable Hours Tracking Yes 
Billing Rate Management Yes 
Expense Tracking Yes 
Invoice Processing Yes 
Multiple Billing Rates Yes 
Project Tracking Yes 
Reimbursement Management Yes 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

Product Features

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools Yes 
Document Management No 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation No 
Quote Management No 
Resource Management Yes 
Time & Expense Tracking Yes 

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