Caddi and Certinia solve different problems, and conflating them is an expensive mistake. Certinia is a Salesforce-native suite, a system of record for professional services automation (PSA), billing, and ERP that you migrate onto. Caddi is an automation layer that runs the manual back-office work across the tools you already use, built from a single recording and maintained for you. If your real goal is “get this repetitive work off our plate,” the fast path looks very different from a platform rollout.
The basics
What is Certinia?
A Salesforce-native suite (formerly FinancialForce) for PSA, billing, revenue recognition, and ERP — a system of record you implement on the Salesforce platform, usually with a partner.
What is Caddi?
The deterministic AI automation platform for ops and admin teams. Ops teams teach Caddi their workflows over a screen share, and then Caddi runs them reliably hundreds of times a week.
The fundamental difference: a suite you adopt vs. a layer on top
Standing up Certinia means committing to the Salesforce platform, licensing, an implementation partner, and admins to configure and maintain it — you move your system of record onto the suite first, then build from there. Caddi does the opposite: it sits as a thin layer over whatever you already run and automates the work between your tools.
You migrate your system of record onto the platform first.
Keep the tools you already run — Caddi automates the work between them, live in days.
Time to value
A Certinia implementation is a project: scoping, configuration, data migration, testing, and change management, typically measured in months with a partner. Caddi is a quick win you can run in parallel, live in days and saving hours immediately, while any larger platform work proceeds on its own timeline.
What it takes to stand one up
The two paths feel completely different day to day. Toggle between them to compare who builds it, how long it takes, and who keeps it running.
- 1Record the task on a screen-shareA non-technical teammate walks through the workflow once, across your current tools.
- 2Caddi writes deterministic code over APIsNo migration. Caddi automates the work between the systems you already run.
- 3Goes live in daysThe automation starts saving hours immediately, no platform rollout required.
- 4Caddi maintains itUpkeep and edge cases are handled for you, no admin team needed.
Caddi vs. Certinia at a glance
| Certinia | Caddi | |
|---|---|---|
| What it is | Salesforce-native PSA/ERP suite | Cross-tool automation layer |
| Primary job | System of record for services finance | Does the manual work around your systems |
| Platform dependency | Requires Salesforce | Platform-agnostic (works with Salesforce too) |
| How it's set up | Implementation partner + admins | Record the task once on a screen-share |
| Time to value | Months (project rollout) | Days |
| Who owns it | Admins / consultants | Non-technical ops staff |
| Maintenance | Internal admins, ongoing | Built & maintained by Caddi |
| Best fit | Services finance system of record | Automating the work around it, fast |
How they score where it counts
Certinia is a deep, Salesforce-native suite for running services finance as a system of record. Caddi isn't a suite, it's the fastest way to take the repetitive work off your team, across whatever systems you already have.
When Certinia is the right call
Certinia is a strong fit if you specifically need a Salesforce-native system of record for services finance — PSA, revenue recognition, billing, and ERP in one suite — you're already invested in Salesforce, and you have the budget, timeline, and admin capacity to implement and run a platform.
When Caddi is the right call
Caddi is the better fit if your real goal is to get repetitive back-office work off your team (intake, timesheet chasing, invoice prep, reconciliations, status updates), if you want it live in days rather than a quarter, if the people who own the process are non-technical, and if you'd rather not migrate your system of record to automate the work around it.
Which fits your situation?
Certinia
PSA, billing, revenue recognition, and ERP in one Salesforce-native suite is exactly what Certinia is for.
See Caddi on your services ops work
Bring a manual workflow your team runs today — intake, invoice prep, timesheet chasing, reconciliations. Caddi will build it from a screen recording and run it across 70+ tools. See real examples or book a demo, or explore Caddi for finance.
Do more with less
See Caddi in action
Tell us where to reach you and the calendar opens right here. In 30 minutes we'll show you how Caddi automates the back-office work that grows with your clients—built, run, and maintained for you.
Frequently asked questions
What is the difference between Caddi and Certinia?
Certinia (formerly FinancialForce) is a Salesforce-native suite for professional services automation (PSA), billing, and ERP — a system of record you migrate your services data onto, typically with an implementation partner over months. Caddi is an automation layer: it runs the manual, repetitive back-office work across the tools you already use, built from a single screen recording and maintained for you. Certinia is where data lives; Caddi is how the work gets done around it.
Is Caddi a replacement for Certinia?
Usually not a direct replacement for the ERP/billing system of record itself — Certinia and Caddi solve different problems. But if your goal is to automate services ops work (intake, timesheet chasing, invoice prep, reconciliations, status updates) without a heavy platform migration, Caddi gets you there far faster and can sit on top of whatever systems you already run, including Salesforce.
Do I need Salesforce and an implementation partner to use Caddi?
No. Certinia runs on the Salesforce platform and typically requires Salesforce licensing plus an implementation partner and admins to configure and maintain it. Caddi is platform-agnostic: a non-technical teammate records the workflow, Caddi builds and runs it across your existing tools over APIs, and Caddi maintains it — no migration and no admin team required.
When should I choose Certinia instead of Caddi?
Choose Certinia when you specifically need a Salesforce-native system of record for services finance — PSA, revenue recognition, billing, and ERP in one suite — and you have the budget, timeline, and admin capacity to implement and run it. Choose Caddi when you want to automate the manual work around your current systems quickly, with ops owning it and the vendor maintaining it.