Certinia Professional Services CloudCertinia
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Related Products
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About
Ancor is agency management software for marketing, creative and digital agencies of 5 to 30 people. It replaces the usual project tool, timesheet app and spreadsheet with one system for planning, people, delivery and billing. The AI Planner turns a brief into phases, tasks, hours and a margin estimate. Capacity shows who is over 100% next week, in hours, before a deadline is promised. Timesheets are checked against the work that actually moved, and an efficiency view shows what hours beyond estimate cost. Clients approve work in a portal without an account, pinned to the exact version. Live project margin, retainer and SOW scope tracking, and GST-ready invoicing complete it. Pricing is per team, not per seat, with a 14-day free trial.
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About
Certinia Professional Services Cloud is an AI-powered PSA platform that connects sales, staffing, delivery, billing, renewals, and financials on Salesforce. The platform helps services organizations manage the full lifecycle from pipeline to profit with one connected system of record. Veda AI adds intelligence across estimation, staffing, delivery, reporting, time capture, and project execution. Certinia PS Cloud supports services estimation, resource management, project management, services billing, and services financials. The platform helps teams reduce administrative work, staff projects faster, protect margins, eliminate revenue leakage, and improve forecasting. Built for consulting, IT services, software, IT hardware, tax, audit, and advisory firms, Certinia PS Cloud helps services businesses run with more clarity, speed, and confidence.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Marketing, creative and digital agencies of 5 to 30 people
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Audience
Consulting firms, advisory firms, IT services companies, software companies, IT hardware providers, tax and audit firms, professional services organizations, delivery leaders, project managers, resource managers, finance teams, CIOs, CFOs, and businesses that need Salesforce-native PSA, AI-powered estimation, resource management, project delivery, services billing, services financials, margin protection, revenue leakage prevention, forecasting, and end-to-end services orchestration
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
$99/month per team
Free Version
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationAncor
Founded: 2026
India
getancor.com
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Company InformationCertinia
Founded: 2009
United States
www.certinia.com/solutions/professional-services-cloud/
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Categories |
Categories |
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Professional Services Automation Features
Billing & Invoicing
Supported
Client Portal
Supported
Collaboration Tools
Supported
CRM
Supported
Document Management
Not Supported
Portfolio Management
Supported
Project Management
Supported
Proposal Generation
Not Supported
Quote Management
Not Supported
Resource Management
Supported
Time & Expense Tracking
Supported
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Integrations
Certinia Financial Management Cloud
Not Supported
Expensify
Not Supported
Rootstock Cloud ERP
Not Supported
Salesforce
Not Supported
Salesforce Agentforce 360 Platform
Not Supported
Salesforce Agentforce Service
Not Supported
Workato
Not Supported
XCD HR and Payroll
Not Supported
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Integrations
Certinia Financial Management Cloud
Supported
Expensify
Supported
Rootstock Cloud ERP
Supported
Salesforce
Supported
Salesforce Agentforce 360 Platform
Supported
Salesforce Agentforce Service
Supported
Workato
Supported
XCD HR and Payroll
Supported
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