Your certified Certinia partner.

Certinia is a leading services and finance platform built natively on Salesforce, with sales, delivery, finance, and customer success operating from one record. We can help you make it work the way your business actually runs.

Our Certinia experts work with you from strategy through deployment. We align the front and back office, connect the data moving between sales, services, and finance, and configure Certinia around your operating model. We are not only technologists. We are CPAs, financial analysts, project leaders, and Salesforce-certified consultants with functional depth in services automation, revenue management, and financial close, working primarily inside private equity-backed environments. We know how to make Certinia produce value.

Discover our Certinia services pack.

Services Automation (PS Cloud)

Bring resource planning, project delivery, and time and expense onto Salesforce. Give delivery leaders a real-time read on utilization, project health, and margin instead of a quarter-end surprise.

Customer Success (CS Cloud)

Move customer success off spreadsheets. Track health, surface at-risk accounts early, and run playbooks against the same customer record sales and services already use.

Financial Management (FM Cloud)

Run accounting, billing, revenue recognition, and procurement on the same platform as your commercial team. Shorten the close and remove the manual handoffs between delivery and finance.

Subscription and Usage Billing

Bill complex recurring, consumption, and hybrid models without bolting on a separate system. Get accurate invoices out the door and clean revenue data into the GL.

Revenue Management

Automate ASC 606 and IFRS 15 revenue recognition against your actual contract terms. Replace spreadsheet-driven revenue with audit-ready output.

Services Analytics

Give the executive team one set of numbers across pipeline, projects, customer health, and financials. The same record, the same view, the same answer in every meeting.

Explore Veda, Certinia's new AI operations engine.

Veda is Certinia's suite of specialist AI agents and intelligent actions, built for services workflows like estimation, resourcing, project delivery, financials, and customer success. We can help you assess where Veda fits in your system of record, prepare the data model, and prove value in a controlled rollout before scaling.

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Real world results.

CLIENT STORY

Services firm needs to replace a custom-built PSA without losing the business logic

You're a fast-growing services business running on a custom PSA that no longer scales. Sales, delivery, and finance work from different versions of the truth, and your custom data model is starting to slow innovation rather than enable it. You need to move to a proven platform without losing the operational nuance that made the business work in the first place.

Meet a few
of our experts.

Seamus Egan

Managing Director

Seamus is a Managing Director on Accordion’s CFO Technology team, leading Business Development and Alliances with a focus on Salesforce and Salesforce Ecosystem partnerships. He brings more than a decade of experience building and scaling go-to-market operations, alliance programs, and revenue ecosystems across the Salesforce landscape.

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Tarun Sharma

Managing Director

Tarun is a Managing Director on Accordion’s CFO Technology team, with more than two decades of experience leading large‑scale digital transformation, customer success, account expansions, operations, and multi‑cloud delivery programs for global enterprises.