Compare · Certinia
Ask which Salesforce licence is in your Certinia quote. The cheap seats cannot see your opportunities.
That is not our characterisation. It is a sentence in Certinia’s own help documentation, quoted in full at the foot of this page, and it is missing from every public cost model we could find.
Head to head
Octayne and Certinia, row by row.
A Salesforce-native suite for services businesses — PSA, a general ledger and customer success — formerly FinancialForce, and it requires Salesforce underneath. Everything in the Certinia column is quoted or drawn from their own documentation, sourced at the foot of this page.
| Capability | Octayne | Certinia |
|---|---|---|
| How time gets captured | Drafted from what actually happened in the week | Drafted from “their scheduled assignments and tasks” — the plan |
| What the agents do | Capture time, review timesheets, assemble invoices, draft scopes, answer questions | Estimation, resourcing, delivery orchestration and customer success |
| Timesheet review | Every entry read against the engagement’s own rules; only the judgement calls reach a partner | Approval workflows configured in Salesforce |
| Skills data | Derived from the work people actually delivered, taxonomy editable | Maintained on the resource record |
| Contractors in a scope | Vendor lines with their own cost rate or fixed fee and a markup, flowing into margin and budget-vs-actuals | Resource records and supplier billing in the ledger |
| Salesforce licence | Not required | Platform-licence seats have “no access to the Salesforce Opportunity and Case objects” |
| Sales-to-delivery handoff | Included | Requires a full Salesforce licence |
| Your accounting system | QuickBooks stays, reconciled both directions | Certinia becomes the ledger |
| Starting a new engagement | One step — the Jira board, SharePoint directory and QuickBooks project are created with the project, or linked if they exist | Salesforce Flow and connectors, built by an administrator |
| Ongoing administration | None — nobody at your firm configures it | Salesforce configuration and three release cycles a year |
| What the agents cost | In the licence | $30 per user per month, plus metered Agentforce consumption |
Want these rows run against your own engagement, with Certinia still on the table? That is what the call is for.
Request a demoThe question that matters
Everyone says agents now. Ask what they do.
Certinia ships agentic features and so do we, so the word settles nothing. What settles it is whose work comes off the table. Theirs went to the person running the firm. Ours went to the people billing the hours.
Estimation, resourcing, delivery orchestration and customer success — with timesheets drafted from your resource plan.
Time capture from ambient activity, timesheet review against the engagement’s own rules, invoice assembly and reconciliation against QuickBooks, scoping from a discovery call, and an analyst that answers questions from firm data.
The alternative
One week on one engagement, and what reached a person.
Not a roadmap and not a pilot. This is the state after a week on a live engagement: five agents, and the only things a partner had to open.
3decisions are waiting for you.
Everything else on this engagement was done without anyone.
✦ Nothing here was sent, submitted or filed. The three above are the only things that needed a person this week.
What you stop doing
The work our agents take off your firm.
Certinia’s agents orchestrate the plan. Here is what ours do to the administration underneath it.
- The week arrives already written
Collectors run on calendar, mail, documents, desktop activity, the browser and Jira. Monday to Friday comes back as drafted entries with a narrative on each one, against the right engagement and task. A person approves it. Nobody starts a timer and nobody reconstructs Thursday on a Friday afternoon.
- Every entry read, four sent to a partner
The review agent reads all of them against the engagement’s own rules — rate, budget remaining, scope, narrative quality, duplicates — and routes only what needs a judgement call. On a recent week that was 1,284 entries down to the four a partner actually opened.
- Invoices assembled, and reconciled both directions
Approved time and cost become a draft invoice with WIP, write-offs and the contract’s own billing rules applied. It reconciles against QuickBooks in both directions, so your ledger stays where it is. It never sends an invoice — a person does that.
- Scopes that carry the economics before the proposal goes out
Roles, resources and hours per week, contractors as vendor lines with their own cost rate or fixed fee and a markup, contingency, and the all-in margin updating as you move the numbers. What you agreed becomes the plan and the budget, not a spreadsheet nobody opens again.
- Skills and categories, derived not maintained
Skills come from the content of each time entry and the signals around it — Jira, calendar, desktop activity — and land on the person’s profile. The same reading sorts entries into your firm’s own categories, so leadership can see how much of the week went to meetings without anyone tagging anything. Both taxonomies are yours to edit, and neither is a list somebody has to keep current.
- A new engagement sets itself up
Approve the scope and the engagement is provisioned: the Jira board, the SharePoint directory and the QuickBooks project are created with it — or linked to what already exists, if it does. Nobody opens four systems to start a project, and nothing is named inconsistently three months later when you need to find it.
Sources
Every claim above, and where it came from.
Every claim above about Certinia is their own published material, linked and dated. They ship on their own schedule; if something here has changed, tell us at hello@octayne.ai and we will update it.
- Licensing
“All PSA licenses that use a Salesforce platform license have no access to the Salesforce Opportunity and Case objects.”
Certinia help documentation · checked 17 August 2026
- Licensing
A full Salesforce licence is required to “create a project from opportunity or access a project from an opportunity.”
Certinia help documentation · checked 17 August 2026
- Timesheets
Suggest My Timesheet drafts from “their scheduled assignments and tasks.”
Certinia, Spring ’25 release · checked 17 August 2026
- Agents
Veda launched 15 April 2026 with ten agents and 64 actions, at $30 per user per month plus Agentforce consumption.
Certinia · checked 17 August 2026
- Customer size
No visible customers below 100 employees; approximately 64% between 1,001 and 10,000.
AppsRunTheWorld customer database · checked 17 August 2026
Certinia is a trademark of its owner and is named here for identification only. We describe what their published documentation says; where we could not verify something we left it out rather than guess.
Next step
See it against your own engagement.
Bring one that worried you. Thirty minutes with a founder and a delivery lead — no SDR, and no obligation to switch anything.