ConsultancyOS vs Certinia
Certinia, formerly FinancialForce, is a PSA and services ERP built natively on Salesforce. ConsultancyOS covers the same operate layer as a standalone platform, with no Salesforce dependency, and adds the AI delivery layer Certinia does not have.
Certinia (rebranded from FinancialForce) runs PSA, billing and services financials on the Salesforce platform. It is strong for enterprises already invested in Salesforce, but that dependency, the per-seat cost and the implementation overhead make it heavy for boutiques, and it manages the work rather than delivering it.
| Capability | Consulting OSConsultancyOS | Salesforce-native PSA (was FinancialForce)Certinia |
|---|---|---|
| Projects, time, billing, resourcing | Yes, full operate layer | Yes, mature |
| Requires Salesforce | No, standalone | Yes, built on Salesforce |
| AI agent layer (encoded delivery) | Core to the platform | No |
| IP Encoding System (method into agents) | Yes, proprietary | No |
| Profit First module | Yes, native | No |
| Implementation effort | Days, founder-led | Heavy, Salesforce build |
| Pricing model | Flat fee per firm | Per seat (+ Salesforce) |
| Best fit firm size | 5-100 staff | Mid-market & enterprise |
Reflects publicly available capability at time of writing. We update these quarterly.
Where ConsultancyOS is different.
No Salesforce tax.
Certinia only makes sense if you already run Salesforce and pay for it. ConsultancyOS is standalone, so you are not buying and maintaining a second platform underneath your PSA.
It delivers, not just tracks and bills.
Certinia is excellent at services financials. It does not produce client deliverables. ConsultancyOS adds the agent layer that does the first 60% of the work, grounded in your IP.
Built for boutiques, priced flat.
Certinia targets the Salesforce enterprise base at per-seat pricing. ConsultancyOS is a flat fee for 5-100 person IT services and consulting firms.
ConsultancyOS vs Certinia, answered.
Is Certinia the same as FinancialForce?
Yes. FinancialForce rebranded to Certinia. This comparison applies to the current Certinia PSA and services ERP.
Do I need Salesforce to run ConsultancyOS?
No. Certinia is built on Salesforce and assumes you run it. ConsultancyOS is a standalone platform with its own operate and deliver layers, and integrates with the tools boutiques use.
Does Certinia have AI delivery agents?
No. Certinia focuses on PSA and financials within Salesforce. ConsultancyOS adds encoded agents that produce client deliverables grounded in your firm's IP.