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Introducing Veda. The AI for professional services—run on reality.

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

Trusted by over 1400 customers

Salesforce logo, Certinia customer
CISCO LOGO
Thales logo
Siemens logo, Certinia customer
Wolters Kluwer
Avalara
Big IUD logo
3Cloud logo, Certinia customer

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

Ground every quote in reality

Veda analyzes historical data to predict demand, risk, and margin before the deal closes.

Services Estimator

STAFF

Match talent to tasks in an instant

Handle thousands of requests simultaneously. Reduce time-to-staff by up to 30%.

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DELIVER

Reclaim 20+ hours per month

Veda automates status updates and flags project risks before they hit your P&L.

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BILL

Turn work to revenue faster

Connect time-tracking directly to the ledger. Reduce unbilled time by 30%.

Subscription & Usage Billing

RENEW

Grow without guesswork

Surface expansion and churn signals early with a complete customer view.

Account Health Score Dashboard

Real results—accelerated by AI

0 – 0 %
efficiency gains across delivery
+ 0
hrs/month saved through automation
0 – 0 %
improvement across customer outcomes

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

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

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.

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

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

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
Finance and sales team members discussing a customer lifecycle at a shared desk in a collaborative work environment.
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
Services industry colleagues exchanging ideas and working side by side in a business setting
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
Finance team uses cloud accounting software to speed up processes and ensure accuracy
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
Cross-functional teams achieve better alignment and efficiency with a unified PSA platform
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
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
Services leaders strategize AI adoption by leveraging a unified professional services automation platform
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
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

Proven at scale, years of insights

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90M+ projects

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1B+ resources

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10M+ estimates

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Leader in the IDC Marketspace for AI-Enabled PSA

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

See what this looks like for your business

Certinia + Veda can work inside your operations from the first quote to renewal.

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