ToolsApril 16, 2026via SiliconAngle
Certinia reimagines professional services — with agents at its core
Why it matters
As enterprises shift toward agentic workflows, Certinia is positioning itself as the first major PSA platform to make agents the default operating model rather than an add-on. This signals a broader shift in how professional services firms will compete on automation, not just headcount.
Key signals
- Certinia (formerly FinancialForce) embedding AI agents into core PSA platform
- Focus on agentic workflows for professional services, customer success, and financial management
- Agents designed to work alongside employees, not replace them
- Salesforce-native solution positioning
- Industry shift toward agentic workflows identified as key market driver
The hook
Not a pilot. Certinia is embedding AI agent teams directly into professional services workflows — starting with Salesforce natives.
Certinia Inc. wants to transform the professional services industry with artificial intelligence — tasking teams of AI agents to work alongside employees. The company operates a Salesforce-native cloud professional services automation solution that spans professional services, customer success and f…