Certinia (FinancialForce) PSA and ERP REST API
Certinia (formerly FinancialForce) professional services automation (PSA) and ERP REST API for services-centric companies to automate project management, resource allocation, revenue recognition, billing, and financial reporting — all natively on Salesforce — enabling AI agents to manage project delivery, resource scheduling, and financial operations through Certinia's Salesforce-native cloud ERP platform. Enables AI agents to manage project management for project creation, milestone tracking, and budget management automation, handle resource management for consultant resource allocation and utilization optimization automation, access time and expense for timesheet submission and expense report approval automation, retrieve revenue recognition for ASC 606 compliant revenue schedule management automation, manage billing for project-based milestone and time-and-materials invoice generation automation, handle financial management for GL, AP, and AR management integrated with Salesforce CRM automation, access reporting for project profitability, utilization, and revenue reporting automation, retrieve opportunity-to-project for CRM opportunity to PSA project conversion automation, manage staffing for project role staffing and resource request automation, and integrate Certinia with Salesforce CRM, Salesforce CPQ, and financial platforms for services ERP automation.
Score Breakdown
⚙ Agent Friendliness
🔒 Security
Salesforce-native ERP. SOC2, GDPR. Salesforce OAuth2. US/EU/UK. Project and financial services data.
⚡ Reliability
Best When
A Salesforce-based professional services, consulting, or technology company wanting AI agents to automate project management, resource allocation, billing, and revenue recognition through Certinia's Salesforce-native PSA/ERP platform.
Avoid When
SALESFORCE LICENSE IS REQUIRED: Certinia is 100% Salesforce-native and requires Salesforce platform license; automated standalone-ERP assumption creates platform_unavailable for organizations without Salesforce; automated must have Salesforce license before Certinia. CERTINIA USES SALESFORCE API: Certinia data is accessed via Salesforce REST/SOQL API with Certinia custom objects; automated separate-API assumption creates endpoint_not_found for Certinia data not accessible via standard Salesforce API authentication; automated must use Salesforce API with Certinia custom object schemas. REVENUE RECOGNITION IS COMPLIANCE-SENSITIVE: ASC 606 revenue recognition rules are complex and configuration-dependent; automated simple-revenue assumption creates compliance_error for revenue recognition that doesn't follow configured ASC 606 performance obligation rules; automated must respect Certinia revenue recognition configuration. RESOURCE AVAILABILITY REQUIRES CALENDAR CHECK: Resource allocation must check resource availability against existing project assignments and time off; automated always-available assumption creates overbooking for resource assignments without checking existing capacity; automated must check resource availability before scheduling.
Use Cases
- • Converting Salesforce CRM opportunities to PSA projects for services delivery automation agents
- • Allocating and scheduling consultant resources across projects for professional services automation agents
- • Generating project-based invoices and managing revenue recognition for financial operations agents
- • Reporting on project profitability and resource utilization for services business analytics agents
Not For
- • Manufacturing and product-based ERP (Certinia is services-centric ERP; SAP and Oracle serve manufacturing ERP)
- • Companies not on Salesforce (Certinia is 100% Salesforce-native; non-Salesforce organizations need different PSA platforms)
- • Small professional services firms without Salesforce investment (Certinia requires Salesforce license; simpler tools serve small services firms)
Interface
Authentication
Certinia uses Salesforce OAuth2 for PSA/ERP REST API (Salesforce-native). REST API via Salesforce APIs. San Francisco, CA HQ. Originally FinancialForce, rebranded Certinia 2023. Founded 2009 by Salesforce and UNIT4. Backed by Salesforce Ventures and General Atlantic. Products: Certinia PSA (professional services automation), Certinia ERP (cloud accounting and financials), Certinia Revenue Cloud. 1,500+ customers. Industries: consulting, technology services, NGOs, media. Competes with Microsoft Dynamics, NetSuite, and Mavenlink/Kantata for services ERP.
Pricing
San Francisco CA. General Atlantic backed. 1,500+ customers. Per-user Salesforce-native subscription. Requires Salesforce license.
Agent Metadata
Known Gotchas
- ⚠ SALESFORCE GOVERNOR LIMITS APPLY: As a Salesforce-native app, Certinia is subject to Salesforce Governor Limits (SOQL query limits, DML statement limits, heap size); automated unlimited-operations assumption creates governor_limit_exception for bulk operations exceeding Salesforce platform limits; automated must implement bulkification patterns for large data operations
- ⚠ CERTINIA OBJECTS USE CUSTOM NAMESPACES: Certinia custom objects use namespace prefix (e.g., FFA__ or pse__); automated standard-object assumption creates field_not_found for Certinia fields queried without correct namespace prefix; automated must use namespaced field names in SOQL queries
- ⚠ DAILY API LIMITS ARE SHARED WITH SALESFORCE: Certinia API calls count against shared Salesforce daily API call limits; automated unlimited-API assumption creates daily_limit_exceeded for high-volume integrations consuming Salesforce org API budget; automated must monitor Salesforce API limit consumption
- ⚠ REVENUE RECOGNITION SCHEDULES ARE GENERATED: Revenue recognition schedules are calculated by Certinia rules, not directly created; automated direct-revenue assumption creates schedule_not_found for revenue data not yet generated by Certinia's recognition engine; automated must trigger revenue recognition run before querying schedules
- ⚠ PROJECT STATUS LIFECYCLE CONTROLS ACTIONS: Certinia projects progress through Draft → In Progress → Closed states; automated any-state assumption creates action_not_allowed for billing or resource actions on projects in wrong lifecycle state; automated must check and manage project lifecycle state
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Scores are editorial opinions as of 2026-03-07.