Certinia PS Cloud Implementation & Support

Overview

Certinia PS Cloud, previously called FinancialForce PSA, is a Salesforce‑native professional services automation platform serving over 1,400 customers in more than 30 countries. It unifies resource management, project management, financial management and customer interactions to improve efficiency and profitability

Key Features

Resource management

Allocate resources based on skills, project requirements and availability to avoid over‑ or under‑staffing

Real‑time analytics

Offer real‑time insights into resource usage, budgets and profitability, enabling predictive adjustments

Billing & revenue recognition

Support multiple billing models and automate invoicing and revenue recognition

Revenue management

Integrate revenue recognition and forecasting to automate financial insights and calculations.

Collaboration & integration

Tight integration with Salesforce promotes cross‑department collaboration and ensures teams share the same data

Streamlined estimation

Automate the estimation process from quoting to resource allocation and delivery

Benefits

Visibility & profitability – Real‑time project profitability tracking and predictive analytics.

Scalability – Built on Salesforce, PS Cloud scales with your organisation and integrates with Sales Cloud and Service Cloud.

Improved collaboration – Teams work from a single source of truth, reducing hand‑off issues and delays.

Our Services

Empowering your operations with smart, scalable and efficient services.

PSA Implementation

PSA implementation including project setup, resource planning, billing and revenue management.

Custom Integration

Custom development and integration with Sales Cloud, CPQ and financial systems.

Managed Services

Managed services for ongoing optimisation, user support and feature enhancements.

Team Training

Training for project managers, consultants and finance teams.