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Description

Transform your data from obscurity to actionable insights through dynamic reports that encompass all your revenue sources. With a powerful system designed to handle intricate pricing and billing frameworks, the Subscription Billing Suite is an excellent tool for enhancing your business decision-making process. You will have total oversight of your billing per item and contract, while automated billing and evergreen renewals help safeguard against revenue loss. Uncover new revenue opportunities with adaptable pricing models tailored to meet your specific business requirements. Simplify your revenue recognition workflow by implementing intelligent deferral schedules, reducing your organization's dependence on labor-intensive and error-prone manual methods. Remove the intricacies from revenue recognition and elevate your accounting team's efficiency with thorough and precise management of deferrals, ensuring that your financial processes are both streamlined and reliable. Ultimately, embracing this comprehensive solution will empower your business to thrive in a competitive landscape.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Certinia Financial Management Cloud
DocLink
Expensify
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
Rootstock Cloud ERP
Salesforce
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Solver
Workato
XCD HR and Payroll

Integrations

Certinia Financial Management Cloud
DocLink
Expensify
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
Rootstock Cloud ERP
Salesforce
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Solver
Workato
XCD HR and Payroll

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Binary Stream Software

Founded

1999

Country

Canada

Website

www.binarystream.com

Vendor Details

Company Name

Certinia

Founded

2009

Country

United States

Website

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

Product Features

Recurring Billing

Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing

Product Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Alternatives

Alternatives

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