FinancialForce, now Certinia, is a Salesforce-native ERP and PSA platform for services businesses, with custom, quote-based pricing.
FinancialForce was founded in 2009 as a joint venture between Salesforce and enterprise software company UNIT4, built on top of the Coda 2go accounting software and delivered entirely on the Salesforce platform. In May 2023 the company rebranded to Certinia to reflect an expanded product line that goes beyond accounting into a full services-as-a-business platform covering professional services automation, ERP, financial planning and analysis, and customer success.
The core proposition has stayed consistent through the rebrand: because the software runs natively on Salesforce, customer relationship data, project delivery, and financial records all live in one data model instead of being synced between separate systems. This is aimed squarely at services-based companies where sales, delivery, and billing are tightly linked.
The platform's ERP modules cover core accounting, billing, revenue recognition, and supply chain management, while its professional services automation modules handle resource management, project accounting, and time and expense tracking. Because everything runs on Salesforce, reporting and dashboards can blend CRM, delivery, and financial data without custom integration work.
Since the Certinia rebrand, the company has expanded into financial planning and analysis (FP&A) and a Customer Success Cloud product, aiming to connect the full lifecycle from initial sale through delivery, renewal, and expansion for services businesses.
FinancialForce/Certinia does not publish list pricing; costs are quote-based and depend on the specific modules licensed, user count, and contract length. Industry pricing research places per-user, per-month costs for the ERP/PSA modules roughly between $150 and $350, which is layered on top of a mandatory Salesforce CRM license typically running an additional $75 to $300 per user per month.
Because pricing is negotiated and bundled with Salesforce licensing, buyers should expect a sales-led procurement process rather than self-service signup, with total cost varying significantly based on company size and which modules (ERP, PSA, FP&A, Customer Success) are included.
No, FinancialForce rebranded to Certinia in May 2023, though the FinancialForce name and domain are still recognized in the market.
Yes, it runs natively on the Salesforce platform and requires a separate Salesforce CRM license in addition to the ERP/PSA subscription.
Pricing is quote-based; industry estimates suggest roughly $150 to $350 per user per month for the ERP/PSA modules, plus the cost of the underlying Salesforce license.
Mid-market and enterprise services organizations such as consulting firms and software companies with services divisions that are already invested in Salesforce.
It was founded in 2009 as a joint venture between Salesforce and UNIT4.