Side-by-side comparison of AI visibility scores, market position, and capabilities
Salesforce-native ERP and PSA platform for services businesses; unified financials, project delivery, and revenue recognition built on Salesforce infrastructure.
Certinia (formerly FinancialForce) is a cloud ERP and professional services automation (PSA) platform built natively on Salesforce, enabling services-centric businesses to manage financials, project delivery, workforce planning, and customer success in a single unified system. Founded in 2009 as FinancialForce by Salesforce Ventures and Unit4, the company rebranded to Certinia in 2023 to signal its broader platform vision beyond finance. Headquartered in San Francisco and serving over 1,400 customers globally, Certinia targets professional services firms, consulting practices, and technology companies that run their entire business on Salesforce CRM.
2K+ PSOs in 100+ countries; #1 PSA supplier 2024; 35.7% of 575 benchmark firms (vs 10.2% nearest competitor); 41.7% of high-performers use Kantata; $29.5M benefits vs $4.9M costs over 3 years (Forrester TEI)
Kantata is a cloud-based professional services automation (PSA) platform founded through the 2022 rebrand and merger of Mavenlink and Kimble Applications, headquartered in Irvine, California. The company was built on the conviction that professional services firms — consulting agencies, IT services firms, and managed service providers — require specialized software for managing the entire project lifecycle, from resource planning and project delivery to time tracking and financial management. Kantata's mission is to give professional services organizations a single operational system of record that replaces fragmented spreadsheets, siloed project tools, and generic ERP modules ill-suited to service delivery economics.\n\nKantata's platform encompasses resource management, project management, financial management, business intelligence, and team collaboration — all designed specifically for billable-hour and milestone-based professional services models. The product integrates natively with Salesforce, surfacing pipeline and capacity data together so services leaders can make informed staffing decisions before contracts are signed. Kantata serves mid-market and enterprise professional services organizations across consulting, technology services, marketing agencies, and professional staffing, and competes in the PSA category alongside Certinia, BigTime, and Workday Professional Services Automation.\n\nKantata is used by 2,000+ professional services organizations across more than 100 countries, with the platform managing billions of dollars in project revenue annually. The company was named the #1 PSA supplier in 2024, and 35.7% of benchmark firms in professional services industry studies use Kantata as their PSA of record. Its combined heritage from Mavenlink and Kimble brings together a strong North American mid-market base with enterprise presence in Europe, making Kantata the most globally distributed dedicated PSA vendor in the market.
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