INTELLIGENT SERVICES OPERATIONS ENGINE FOR GROWTH
One record for both your projects and your profits
Stop paying the manual tax and escaping the maintenance spiral. Certinia provides a native architecture where sales, delivery, and finance share a single record—giving Veda, Certinia's intelligent operations engine, the complete operational context it needs to drive evidence-based growth.
Trusted by leading services organizations
Are these common challenges preventing your firm's growth?
The AI context gap
Your AI tools are effectively blind to your checkbook because project delivery is entirely isolated from accounting. This creates a critical context gap that leaves your automation unable to make accurate, execution-grade decisions.
The manual tax on cash flow
Disconnected accounting workflows create a total revenue black hole. Client work gets finished on the ground, but you pay a permanent manual tax while cash flow stalls out waiting for systems to sync.
The infrastructure maintenance spiral
Your firm is caught in a costly maintenance spiral, burning 80% of your technology and innovation budget just keeping a fragmented franken-stack alive instead of driving strategic P&L impact.
High-value experts acting as data janitors
Your top delivery professionals are trapped doing manual data entry and administrative plumbing. Forcing billable talent to act as data janitors stops them from performing as outcome orchestrators who grow client accounts.
The AI context gap
Your AI tools are effectively blind to your checkbook because project delivery is entirely isolated from accounting. This creates a critical context gap that leaves your automation unable to make accurate, execution-grade decisions.
The manual tax on cash flow
Disconnected accounting workflows create a total revenue black hole. Client work gets finished on the ground, but you pay a permanent manual tax while cash flow stalls out waiting for systems to sync.
The infrastructure maintenance spiral
Your firm is caught in a costly maintenance spiral, burning 80% of your technology and innovation budget just keeping a fragmented franken-stack alive instead of driving strategic P&L impact.
High-value experts acting as data janitors
Your top delivery professionals are trapped doing manual data entry and administrative plumbing. Forcing billable talent to act as data janitors stops them from performing as outcome orchestrators who grow client accounts.
Market shifts that legacy toolsets aren't built to handle
- Boards now demand production-grade AI that drives P&L impact through evidence-based growth.
- Competitiveness is measured by the speed of the engagement lifecycle (Quote-to-Cash compression).
- The shift to value-based pricing requires a native foundation to manage non-linear contract structures that islands of automation cannot handle.
Move from the manual tax to evidence-based growth
Running a franken-stack is no longer just an administrative burden—it is a structural ceiling on your firm's ability to compete in an agentic operating mode. You need a native solution that unifies your front and back office on one platform.
Disconnected back-office tools introduce structural billing blackouts and revenue leakage, draining bottom-line margins by an average of 4.3% annually. Without a unified ledger, you pay a permanent manual tax on every single engagement.
95% of GenAI pilots collapse because they lack native access to active operational workflows. To achieve true ROI, your intelligence must live within a native architecture, not sit in an off-platform silo.
88% of service leaders identify the context gap as the primary barrier to enterprise AI adoption. You cannot deploy AI with the full context to act if your front-office delivery metrics remain isolated from your ledger truth.
The market is moving toward agentic orchestration within 12 months. Firms tethered to disconnected operational data find themselves at a severe structural disadvantage.
Disconnected back-office tools introduce structural billing blackouts and revenue leakage, draining bottom-line margins by an average of 4.3% annually. Without a unified ledger, you pay a permanent manual tax on every single engagement.
95% of GenAI pilots collapse because they lack native access to active operational workflows. To achieve true ROI, your intelligence must live within a native architecture, not sit in an off-platform silo.
88% of service leaders identify the context gap as the primary barrier to enterprise AI adoption. You cannot deploy AI with the full context to act if your front-office delivery metrics remain isolated from your ledger truth.
The market is moving toward agentic orchestration within 12 months. Firms tethered to disconnected operational data find themselves at a severe structural disadvantage.
Certinia solves the franken-stack problem
A unified financial ledger means a single source of certainty. The right solution should work for you—not against you.
Unify your ledger
Fuel your delivery engine with a real-time financial foundation.
Leverage Specialist AI Agents
Move beyond simple advisors to AI that has the data to act.
End-to-end velocity
Accelerate your entire lifecycle by unifying sales, delivery, and finance on one record.
"The power of Certinia, purpose-built for the Salesforce platform, enabled us to stay connected while growing rapidly and expanding internationally."
Peter Heit
- Director of Operational Finance
- Efficio
"With Certinia solutions, we can ensure all consulting-related information seamlessly flows from sales to services to invoicing, paving the way for our continued growth. We now have one source of truth, faster invoicing, and faster month-end closes."
Monica Engelhardt
- CFO
- Clearsulting
"We've automated 95% of our finance functions—from the moment a timesheet is approved all the way through to recognizing revenue."
Stephen Horrocks
- CFO
- Methods