Certinia, a provider of professional services automation software, is integrating artificial intelligence into its platform to manage project sales, staffing, and billing. The company facilitates 7.1 billion professional services operations per month. Originally founded in 2009 as FinancialForce.com, the firm rebranded in 2023.
The company introduced Veda, an intelligent operations engine consisting of AI specialist agents. At launch, Veda included 10 packages, which grew to 24 by November 2026, with plans to exceed 40 by the end of the year. In September, the company expanded its library of intelligent actions from 64 to 135.
In July 2026, Certinia acquired Moonnox, an AI-native services delivery platform. This acquisition allows the integration of unstructured data, such as emails and chats, into the company's context graph. The combined technology connects client requests with project scope, staffing, and financial data.
Certinia maintains a partnership with Salesforce, where its tools are featured in the AgentExchange. The company's System of Action uses a three-tier architecture that combines structured records, 17 years of institutional experience, and autonomous agent execution to support professional services workflows.
