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Description

Time and billing systems are specifically tailored for service-oriented businesses to effectively record employee hours dedicated to various projects and streamline the invoicing process for clients. The Time Collection feature acts as a desktop tool that facilitates the monitoring of employee time while working on different client assignments. Users can effortlessly transition their time tracking between clients in mere seconds, thereby optimizing the amount of billable work recorded. Additionally, users have the option to enter time retrospectively into a timesheet, ensuring that all hours worked are accounted for. The data gathered during time collection can be set up for managerial approval prior to its submission for billing purposes. The system also provides the capability to automatically generate client invoices based on the recorded time data, all under user supervision. Accura Software presents its clients with a highly adaptable approach to professional services, clearly outlining the advantages and conditions for when these services are most beneficial. Depending on organizational requirements, some or all of the services listed can be executed either by internal staff, a qualified external party, or consultants from Accura Software, offering a range of options tailored to client needs. This flexibility ensures that every organization can find a solution that aligns with its operational and financial goals.

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 
Expensify No 
Oracle Cloud Infrastructure Yes 
Rootstock Cloud ERP No 
SQL Server Yes 
Salesforce No 
Salesforce Agentforce 360 Platform No 
Salesforce Agentforce Service No 
Workato No 
XCD HR and Payroll No 

Integrations

Certinia Financial Management Cloud Yes 
Expensify Yes 
Oracle Cloud Infrastructure No 
Rootstock Cloud ERP Yes 
SQL Server No 
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 No 
iPad App No 
Android App No 
Windows No 
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 No 
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

Accura Software

Founded

1997

Country

United States

Website

www.accurasoft.com/comp_time_billing.htm

Vendor Details

Company Name

Certinia

Founded

2009

Country

United States

Website

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

Product Features

Professional Services Automation

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

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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