Information Density: Certinia – Signal Evidence & AI Readability

[H1]
Introducing Veda. The AI for professional services that runs on reality.

Veda adds intelligence to every step of your customer journey, grounded in real data, not
surface-based AI.

Request a Demo

Contact Us

[IMG: Certinia]

[H2]
Trusted by over 1400 customers

Pause

Play

[IMG: Salesforce logo, Certinia customer]

[IMG: CISCO LOGO]

[IMG: Thales logo]

[IMG: Siemens logo, Certinia customer]

[IMG: Wolters Kluwer]

[IMG: Avalara]

[IMG: Big IUD logo]

[IMG: 3Cloud logo, Certinia customer]

[H2]
One connected journey, end-to-end.

Your customer record flows through every stage of the services lifecycle on one platform, with AI built into each step.

SELL
[H3] Ground every quote in reality
Veda analyzes historical data to predict demand, risk, and margin before the deal closes.

[IMG: Services Estimator]

STAFF
[H3] Match talent to tasks in an instant
Handle thousands of requests simultaneously. Reduce time-to-staff by up to 30%.

Loading...

DELIVER
[H3] Reclaim 20+ hours per month
Veda automates status updates and flags project risks before they hit your P&L.

Loading...

BILL
[H3] Turn work to revenue faster
Connect time-tracking directly to the ledger. Reduce unbilled time by 30%.

[IMG: Subscription & Usage Billing]

RENEW
[H3] Grow without guesswork
Surface expansion and churn signals early with a complete customer view.

[IMG: Account Health Score Dashboard]

[IMG: Services Estimator]

Loading...

Loading...

[IMG: Subscription & Usage Billing]

[IMG: Account Health Score Dashboard]

[H2] Real results, accelerated by AI

0

–

0

%

efficiency gains across delivery

+

0

hrs/month saved through automation

0

–

0

%

improvement across customer outcomes

[H2] Meet the Veda AI Team

Certinia brings everything into one system of record, so Veda can act with precision across every stage of delivery.

Estimation

Staffing

Delivery

Customer Success

ESTIMATION
Start with confidence. Veda helps you scope work and build estimates faster.

Estimation Agent: Generate estimates using historical data

Estimate Creation: Build and refine quotes quickly

STAFFING
Find the right people faster. Veda handles the manual coordination of resource management.

Resourcing Agent: Match skills, availability, and demand in minutes

Work Reallocation: Adjust assignments and optimize capacity automatically

Staffing: Fill roles quickly with the best-fit resources

Resource Summaries: Quickly assess resource experience and needs.

DELIVERY
Stay ahead of risk. Veda surfaces what matters and reduces delivery overhead.

Service Delivery Agent: Orchestrate delivery workflows end to end

Project Agent: Surface risks, anomalies, and next steps

Meeting Assistant: Capture updates and reduce manual follow-ups

Project Summaries: Get an immediate snapshot of project health

CUSTOMER SUCCESS
Drive retention and growth. Veda connects delivery to customer outcomes.

Customer Success Agent: Automate planning and routine workflows

Customer Account & Activity Summaries: Get instant insight into customer health

Success Plans: Generate tailored plans from sales and delivery data

ESTIMATION
Start with confidence. Veda helps you scope work and build estimates faster.

Estimation Agent: Generate estimates using historical data

Estimate Creation: Build and refine quotes quickly

STAFFING
Find the right people faster. Veda handles the manual coordination of resource management.

Resourcing Agent: Match skills, availability, and demand in minutes

Work Reallocation: Adjust assignments and optimize capacity automatically

Staffing: Fill roles quickly with the best-fit resources

Resource Summaries: Quickly assess resource experience and needs.

DELIVERY
Stay ahead of risk. Veda surfaces what matters and reduces delivery overhead.

Service Delivery Agent: Orchestrate delivery workflows end to end

Project Agent: Surface risks, anomalies, and next steps

Meeting Assistant: Capture updates and reduce manual follow-ups

Project Summaries: Get an immediate snapshot of project health

CUSTOMER SUCCESS
Drive retention and growth. Veda connects delivery to customer outcomes.

Customer Success Agent: Automate planning and routine workflows

Customer Account & Activity Summaries: Get instant insight into customer health

Success Plans: Generate tailored plans from sales and delivery data

Previous Slide

Next Slide

Close Modal

Refocus first element

[H2]
Intelligence across every function

Veda is built into how Certinia runs—across services, customers, and financials.
Because everything operates on a single system of record, AI has the context it needs to act—continuously, accurately, in real time.

[H3]
Deliver projects with confidence and control

Optimize every resource and margin from kickoff to completion.

Best-in-class estimating

Advanced AI-powered staffing

Forecast revenue and resourcing with precision

Explore PS Cloud

[H3]
Protect and grow revenue with full customer context

Connect customer health to business outcomes for smarter growth.

Scale success with standardized playbooks

Personalize customer touchpoints

Automatically identify at-risk customers

Explore CS Cloud

[H3]
Automate revenue and trust your numbers

Streamline your entire financial lifecycle with total accuracy.

Manage profitability from opportunity to renewal

Simplify audits with automated trails

Achieve one trusted source of data

Explore FM Cloud

[H2] Empowering 1,400+ customers

[IMG: Finance and sales team members discussing a customer lifecycle at a shared desk in a collaborative work environment.]

[IMG: Siemens logo, Certinia customer]

500

Quotes generated monthly

450

New service delivery projects initiated monthly

~ 7000

Resource requests processed monthly

"Our workforce spans 4,500 professionals globally supporting six major commercial software platforms, managing thousands of Certinia projects. The imperative is clear: identify deliverable discrepancies early to minimize risk. Certinia's Project Agent, built on Salesforce, is making that a reality."

Kurt Kuelz

Senior Vice President, Global Customer Outcomes

Siemens

Read the Full Story

[IMG: Services industry colleagues exchanging ideas and working side by side in a business setting]

[IMG: Avalara]

100%

project ROI

99%

data accuracy every month

>90%

less revenue leakage

“Simple tools cannot solve complex problems. But the sophistication of Certinia allows for solving complex problems. The reward at the end of that can be very powerful.”

Tyler Flora

Senior Director, Professional Services

Avalara

Read the Full Story

[IMG: Finance team uses cloud accounting software to speed up processes and ensure accuracy]

[IMG: Thales logo]

100%

project ROI

99-100%

data accuracy month-over-month

>90%

less revenue leakage

“Certinia PS Cloud drives the highest levels of data quality across our professional services and higher levels of performance from our resources.”

David Laffineuse

Worldwide Director of Service Delivery

Thales

Read the Full Story

[IMG: Cross-functional teams achieve better alignment and efficiency with a unified PSA platform]

[IMG: Salesforce logo, Certinia customer]

24/7

real-time project statuses and monthly utilization calculation

10x

faster project management

100%

increase in project creation

"Most customers don't want to worry about back-end systems, but they want them to be reliable, scalable, and they want their supporting partner to understand them."

Mark Conklin

Senior Director of Operations

Salesforce

Watch the Full Story

[IMG: Data analysts using professional services automation with AI to identify customer payment trends and improve DSO]

“Certinia's solution maturity and extensive capabilities gave our team confidence it would provide value as BigID continues to scale rapidly.”

Christian Gibson

Director, Global Business Operations

BigID

Read the Full Story

[IMG: Services leaders strategize AI adoption by leveraging a unified professional services automation platform]

[IMG: Diabsolut logo, Certinia customer]

3%

increased utilization

30%

revenue growth

100%

ROI

"Veda has changed how our teams operate across the entire services lifecycle. What used to require manual coordination across sales, delivery, finance, and customer success now happens with far less friction and far greater speed. The ability to have AI that understands our business context and acts on it, rather than simply reporting on it, is what makes Veda a meaningful step forward for us."

Uriah Hakala

SVP, Professional Services

Diabsolut

Watch the Full Story

[IMG: Services-as-a-business professionals reviewing the benefits of a Salesforce-native PSA solution over non-native PSAs]

"The Staffing Agent is a great example of what Veda brings to the table. All the heavy lifting of finding the best candidate for an assignment, factoring in schedule conflicts, and analyzing availability happens automatically, so resource managers can focus on making the right call rather than hunting for the information to make it. That time goes back to faster, better decisions across the board. Rather than replacing the expertise of your team, Veda enhances it, and that is what makes it a genuinely useful tool for any services organization."

Raffi Garagabedian

Solution Architect

Icon Cloud Consulting

Previous Slide

Next Slide

[H2] Proven at scale, years of insights

[IMG: light-green-bullet]

90M+ projects

[IMG: light-green-bullet]

1B+ resources

[IMG: light-green-bullet]

10M+ estimates

[IMG: light-green-bullet]

Leader in the IDC Marketspace for AI-Enabled PSA

Read the IDC Excerpt

[H5] Citation: IDC MarketScape: Worldwide AI-Enabled PSA Applications 2025-2026 Vendor Assessment, #US50655623, December 2025

[H2] See what this looks like for your business
Certinia + Veda can work inside your operations from the first quote to renewal.
[H5] Trusted by
[IMG: Form CTA Logos]

START THE CONVERSATION
[H1]
Let's connect: Here's how

Whether you’re curious about our products, pricing, or anything else, our team is eager to assist you.

Drop us a line
Fill out this short form or call us directly at 1-866-743-2220.
Already a customer?Visit Community or Tech Support
Looking to partner with Certinia?Visit Partner Registration

[H3]
Veda: The AI suite built for services—not for hype.

Generic AI understands language—not the math behind services.
Veda is deterministic, rules-bound, and trained on 90M+ projects and 2B+ timecards.

[H4] Specialist Agents

A plethora of autonomous workers that execute complex workflows like resource matching, project tracking, budget enforcement.

[H4] Generative Insights

Instant summaries of project health, account activity, and success plans.

[H4] Predictive Guardrails

Early-warning systems that correlate financial trends to stop churn before it happens.

[H2]
The connected services journey, intelligent and complete

Certinia unifies your entire services journey on Salesforce, using Veda AI to turn real-time data into autonomous action.

[H3] PROFESSIONAL SERVICES CLOUD
[H3] Deliver with total confidence
Move from reactive to autonomous delivery. Veda predicts demand, matches the right talent, and flags risks before they impact margins.
Explore PS Cloud

[H3] CUSTOMER SUCCESS CLOUD
[H3] Protect and grow NRR
Eliminate churn from disconnected data. Get a 360° view of every customer, surface hidden risks, and automate success at scale.
Explore CS Cloud

[H3] FINANCIAL MANAGEMENT CLOUD
[H3] Trust your numbers
Remove manual handoffs between delivery and finance. Automate revenue, reduce leakage, and forecast with real-time services data.
Explore FM Cloud

[H1] Upcoming Events

Connect with experts, get new insights

Stay informed about upcoming webinars, conferences, and live sessions designed to help you get the most out of Certinia. Whether you're looking to sharpen your product knowledge or explore industry trends, these sessions are tailored to support your growth and success.

[IMG: Services leaders discuss unifying sales, delivery, and finance with Certinia PS Cloud to effectively deploy AI]

All Regions

All Meeting Types

Clear Filters

In Person

[H3] Come see us at AICPA Engage

The accounting and finance profession's premier annual event, bringing together thousands of CPAs, financial planners, and industry leaders for an intensive, multi-day experience.
Aria Resort & Casino3730 S Las Vegas Blvd, Las Vegas, NV 89158Booth 1032

June 8-11, 2026

Register Now

Virtual

[H3] From Bid to Bill: Architecting the High-Margin Clinical Research Organization

In the high-stakes world of clinical research, relying on a web of manual spreadsheets isn’t just an administrative burden - it’s a drain on your margins and your sponsor relationships. Join Certinia and CLD Partners for an exclusive webinar designed specifically for clinical research organization (CRO) leaders who are ready to trade “heroic manual efforts” for real-time operational excellence.

June 16, 2026

Register Now

Virtual

[H3] The handoff problem: Your NRR is bleeding before onboarding ends

When sales, services, and success operate in silos, the customer journey fractures: time-to-value slips, milestones go unmet, and churn that should have been preventable becomes inevitable.

Instead of having CSMs dive in for heroic last-minute saves, your company should be focused on outcome continuity.

In this session, Todd Kisaberth, Chief Customer Officer, and Steve Frost, Head of Industry & Executive Advisory, Customer Success at Certinia, share how Certinia's own go-to-market teams made that shift, and what it meant for their customers' time-to-value.

June 18, 2026

Register Now

There are currently no Events

Privacy Notice: This page may contain links to third-party websites that are not covered by our Privacy Statement. For information about those third parties’ handling of data submitted through those websites, please refer to their privacy statements or contact them directly.

[H3]
Get the insights you need, when you need them

Access our complete library of on-demand webinars, whitepapers, and industry expert content, all designed to help you succeed.

Explore On-Demand Resources

[IMG: Project manager tracking project dependencies and progress using Certinia PS Cloud]

[H3]
Get the insights you need, when you need them

Access our complete library of on-demand webinars, whitepapers, and industry expert content, all designed to help you succeed.

Explore On-Demand Resources

[IMG: Project manager tracking project dependencies and progress using Certinia PS Cloud]

Close Modal

Refocus first element

[H3]
Run your services business with clarity, speed, and confidence

See how the Certinia PSA suite and Veda work together to connect your entire lifecycle—and make every step smarter.

Contact Us

[IMG: Certinia dashboards give real-time visibility into project actuals, expenses, and resource requests]

[H3]
Run your services business with clarity, speed, and confidence

See how the Certinia PSA suite and Veda work together to connect your entire lifecycle—and make every step smarter.

Contact Us

[IMG: Certinia dashboards give real-time visibility into project actuals, expenses, and resource requests]

Close Modal

Refocus first element

THE CERTINIA AI-POWERED PSA SUITE
[H1]
Request a demo

See how Certinia connects your entire services business on one platform so teams move faster, data stays aligned, and AI acts with certainty.

[H2] What you can do with Certinia + Veda
See forecasts update instantly based on real delivery activity
Watch Veda automate work and surface the next best action
Experience teams working from the same real-time data
Track customer value as it connects directly to retention and expansion
Keep projects profitable and customers delighted
Let's get started.

[H2]
Run everything with more control and confidence

[H3]
Move faster

Certinia connects your workflow from first deal to renewal—with Veda helping teams move faster.

[H3]
See in real time

Get full visibility into projects, resources, and financials—while Veda surfaces what needs attention.

[H3]
Turn insight into action

With Certinia and Veda, teams can reduce manual work and act on risks and opportunities faster.

[H2] Trusted by services teams with complex operations

“Since deploying the Certinia platform, we’ve seen consistent increases in billable utilization and realized project margins enabling us to exceed our margin expansion targets while improving the quality of the services delivered to our clients.”

— Kurt Kuelz, Senior Vice President, Global Customer Outcomes, Siemens Digital Industries Software

Watch the Full Story

“We chose Certinia to give us the platforms we need to maintain our accelerated growth. With one source of truth, we can now optimize our resource management, realize a faster month-end process, and experience swift timesheet and invoice approvals. At the same time we are transforming the way we work to make things better for our colleagues, consultants and clients”

— Richard Peers, Chief Technology Officer, Kubrick

Read the Full Story

“With the addition of Certinia’s Services Estimator for sales processes, we expect to reduce our scoping steps by 84% and review and approval steps by 72%. This will allow us to significantly reduce manual work and accelerate deal closures and revenue recognition.”

— Mark Conklin, Senior Director of Operations , Salesforce

Watch the Full Story

Previous Slide

Next Slide