Certinia reimagines professional services — with agents at its core
Not a pilot. Certinia is embedding AI agent teams directly into professional services workflows — starting with Salesforce natives.
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.
The key facts
5 to knowCertinia (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
Go to the source
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Publisher excerpt: 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…