Certinia is a cloud platform for services businesses, built on the Salesforce platform. It covers professional services automation (PSA), customer success and financial management, complemented by AI agents under the name Veda. The company was previously called FinancialForce. Certinia is delivered as software as a service and runs natively within Salesforce.
Certinia has its address in Austin, Texas. According to business press, the US investor Haveli Investments acquired the company in 2023. The services are stored on the Salesforce platform; Salesforce has data centres in the EU, but Certinia does not guarantee that customer data stays only there. Identifying user information may be stored worldwide, for example for login. Certinia acts as processor for customer data, offers a data processing addendum and uses standard contractual clauses for transfers outside the EU. A European organisation should check which Salesforce region applies to its environment.