Average Ratings 1 Rating
Average Ratings 0 Ratings
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.
Description
Dayshape delivers leading resource management software designed to help organizations achieve extraordinary results.
Trusted by Big Four and many other top professional services firms globally, Dayshape is the only solution that combines advanced AI, real-time project financials, and firm-wide insights enabling customers to elevate resource management into a strategic function.
With far-reaching connectivity, Dayshape fits into existing ecosystems and stands out as the only resource management vendor with a Workday packaged solution—built to handle complexity and grow with your firm.
By driving profitable growth, powering confident decisions, and ensuring satisfied clients and teams—we're helping our customers build strong organizations and careers for the long term.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Salesforce
Yes
CCH iFirm
No
CatalystOne
No
Certinia Financial Management Cloud
Yes
Deltek Maconomy
No
Expensify
Yes
Flowcase
No
IRIS Accountancy Suite
No
Microsoft Dynamics 365
No
Oracle PeopleSoft
No
Integrations
Salesforce
Yes
CCH iFirm
Yes
CatalystOne
Yes
Certinia Financial Management Cloud
No
Deltek Maconomy
Yes
Expensify
No
Flowcase
Yes
IRIS Accountancy Suite
Yes
Microsoft Dynamics 365
Yes
Oracle PeopleSoft
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
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Certinia
Founded
2009
Country
United States
Website
www.certinia.com/solutions/professional-services-cloud/
Vendor Details
Company Name
Dayshape
Founded
2013
Country
United Kingdom
Website
dayshape.com
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
Product Features
Calendar
Calendar Sync
Yes
Collaboration Tools
Yes
Multi-Device Support
No
Reminders
No
Room Booking
No
Scheduling
Yes
Task Manaagement
No
Professional Services Automation
Billing & Invoicing
No
CRM
No
Client Portal
No
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
Resource Management
Capacity Management
Yes
Data Visualization
Yes
Demand Forecasting
Yes
Drag & Drop
Yes
Employee Scheduling
Yes
Filtered Search
Yes
Resource Allocation
Yes
Skills Tracking
Yes
Utilization Management
Yes
Scheduling
Alerts/Notifications
Yes
Appointment Scheduling
Yes
Automated Scheduling
Yes
Calendar Management
Yes
Class Scheduling
No
Employee Scheduling
Yes
Facility Scheduling
No
Group Scheduling
Yes
Interview Scheduling
No
Meeting Room Booking
No
Multi-Location
Yes
Online Scheduling
No
Payment Processing
No
Real-time Scheduling
Yes
Reservations
No
Resource Scheduling
Yes
Room Booking Management
No
Workforce Management
Budgeting & Forecasting
Yes
Contractor Management
No
Employee Lifecycle Management
Yes
Labor Projection
No
Performance Appraisal
No
Recruiting Management
No
Scheduling
Yes
Skills Tracking
Yes
Time & Attendance
Yes
Variable Workforce
Yes