Certinia Alternatives and CompetitorsAutomating the systems you have is faster than migrating to a new suite.
Evaluating or leaving Certinia (formerly FinancialForce)? The leading Certinia alternatives and competitors, how Caddi compares, how to switch PSA platforms, and when automating the work beats migrating.
- 99%of agent runs complete successfully
- ~45 minon average to build your first agent
- 1M+back-office tasks completed
Jason AlafganiUpdated Oct 1, 2026
Fixing the manual work shouldn't mean moving your system of record.
Timesheet chasing and invoice prep are the problem. A new platform is scoping, configuration, data migration and testing before any of that changes.
A Salesforce-native suite for PSA, billing, revenue recognition and ERP, implemented on the platform, usually with a partner.
Sits on top of the tools you already run, Salesforce included, and automates the work between them. Nothing has to move.
Every process change waits on an admin.
When the way you bill or staff a project changes, the people who run it shouldn't need a configuration ticket to keep up.
Configured by Salesforce admins and Certinia partners, then maintained by your admins.
Your ops lead describes the change in plain English, in chat or on a screenshare, and Caddi updates the automation and keeps it running.
The hours hide around the PSA, not in it.
Status updates, reconciliations and invoice prep live in inboxes and spreadsheets, so nobody has a ranked list of where the time goes.
Gives services finance one system of record. The timesheet chasing and invoice prep around it still fall to people.
Discover reads email, the CRM and spreadsheets and ranks the repetitive work by hours, so the first automation is the one worth the most.
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 by showing the task on a screenshare or describing it in chat, 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 shows or describes the workflow, Caddi builds and runs it across your existing tools over APIs, and Caddi maintains it, with 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.
Who are Certinia's main competitors?
Certinia's main PSA competitors are Kantata, NetSuite OpenAir, Deltek, BigTime, Scoro and Accelo. Automation layers such as Caddi compete for the same budget when the goal is removing manual services ops work rather than replacing the system of record.
Is Certinia owned by Salesforce?
No. Certinia, formerly FinancialForce, is a separate company whose products are built natively on the Salesforce platform, so using it requires Salesforce licensing.
Why are firms leaving Certinia?
Mostly total cost and complexity: PSA licences reported at about $175 per user per month plus the required Salesforce CRM licence, partner-led implementation, and Salesforce admins to maintain it. At renewal, teams that want something simpler compare standalone PSA tools or automate the manual work on top of what they already run.
What PSA should I use if I switch from Certinia?
Kantata suits mid-market and enterprise firms that need deep resource management; NetSuite OpenAir suits firms on NetSuite ERP; BigTime, Scoro and Accelo suit smaller firms that want faster setup. Whichever you choose, plan to automate the timesheet chasing, invoice prep and reconciliations a PSA still leaves to people.