Certinia PS CloudCertinia
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Related Products
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About
Professional Service Automation (PSA) by Certinia (formerly FinancialForce) is an all-in-one integrated application that helps professional services businesses meet customers expectations and drive revenue growth. This powerful software offers a host of features that include resource management, time and expense management, billing and revenue recognition, project management, sales engagement, and more. By leveraging Professional Service Automation (PSA) by Certinia, you can schedule the right people on the right project, engage customers and partners, and focus on project profitability for better resource management and customer satisfaction.
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About
KPilot is an operational profitability optimization tool for service companies, offering detailed analysis of costs, budgets, and risks associated with projects and teams. By integrating data from multiple systems, it identifies inefficiencies, such as delays or scope changes, to uncover opportunities for savings, improve productivity, and ensure sustainable growth.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Professional Service Automation (PSA) by Certinia is purpose-built for professional services teams of any size, ranging from small consultancies to large-scale enterprises.
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Audience
Consulting firms, law firms, and digital agencies
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$3,330
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCertinia
Founded: 2009
United States
certinia.com/professional-services-cloud/
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Company InformationKPilot
Founded: 2025
United States
www.kpilot.io
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Alternatives |
Alternatives |
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Categories |
Categories |
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Professional Services Automation Features
Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking
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Integrations
Certinia ERP Cloud
Expensify
Rootstock Cloud ERP
Salesforce
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Workato
XCD HR and Payroll
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Integrations
Certinia ERP Cloud
Expensify
Rootstock Cloud ERP
Salesforce
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Workato
XCD HR and Payroll
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