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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.

About

The OpsVeda Operations Management System is powered by an AI infused and automation capable platform. The platform uses algorithms and rules to monitor business events in real-time and alerts users to risks and opportunities in the context of customer relationships and financial outcomes. It is the engine powering the rich content of the OpsVeda Solution Factory. The platform enables a quick and low-risk way for companies to enjoy the benefits of an Operational Intelligence solution. The simple configuration enables ingestion from data lakes and reports, enabling users quickly with a range of insights, prescriptions & alerts. As needed, restful event-based real-time connectors can be deployed, as well as ready-made integration to pull-in data from third-party providers. Your data in OpsVeda is secured with up-to-date industry standards around user security and encryption at all stages. The system scales regardless of data volumes and provides elasticity needed during seasonal peaks.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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

Audience

Companies searching for an operations management system for enterprise operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • FinancialForce professional services automation helps us to manage our customers, services financial and projects. Its cloud based application improves our growth and margin rates. It is a great addon if you are currently using the Salesforce and it triplicates the overall effectiveness.

Cons

  • It is a great software, no serious cons to report.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Certinia
Founded: 2009
United States
www.certinia.com/solutions/professional-services-cloud/

Company Information

OpsVeda
Founded: 2010
United States
opsveda.com/operational-intelligence-platform/

Alternatives

Alternatives

VedaERP

VedaERP

SAN Softwares
Continuum PSA

Continuum PSA

CrossConcept Continuum PSA
VEDA

VEDA

Samta.ai
Veda

Veda

Veda School Software

Categories

Categories

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

Integrations

Certinia Financial Management Cloud
Expensify
Rootstock Cloud ERP
SAP Store
Salesforce
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Workato
XCD HR and Payroll

Integrations

Certinia Financial Management Cloud
Expensify
Rootstock Cloud ERP
SAP Store
Salesforce
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Workato
XCD HR and Payroll
Claim Certinia Professional Services Cloud and update features and information
Claim Certinia Professional Services Cloud and update features and information
Claim OpsVeda and update features and information
Claim OpsVeda and update features and information