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Founded Year

2009

Stage

Acq - Fin | Alive

Total Raised

$193.9M

Revenue

$0000 

Mosaic Score
The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.

-59 points in the past 30 days

About Certinia

Certinia specializes in cloud-based enterprise resource planning (ERP) and professional services automation (PSA) software applications for service-oriented businesses. The company offers solutions that facilitate project management, resource optimization, financial planning, and customer engagement. Certinia was formerly known as FinancialForce. It was founded in 2009 and is based in San Jose, California.

Headquarters Location

60 South Market Street Suite 750

San Jose, California, 95113,

United States

866-743-2220

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ESPs containing Certinia

The ESP matrix leverages data and analyst insight to identify and rank leading companies in a given technology landscape.

EXECUTION STRENGTH ➡MARKET STRENGTH ➡LEADERHIGHFLIEROUTPERFORMERCHALLENGER
Enterprise Tech / BI & Operational Intelligence

The enterprise resource planning (ERP) software market helps organizations manage, optimize, and automate various aspects of their business operations. These solutions offer centralized platforms to enhance decision-making and gain a holistic view of a business' core functions. Organizations across various industries adopt ERP software to improve their operational efficiency, enhance collaboration…

Certinia named as Challenger among 12 other companies, including Workday, Infor, and Oracle.

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Research containing Certinia

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned Certinia in 1 CB Insights research brief, most recently on Oct 26, 2023.

Expert Collections containing Certinia

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Certinia is included in 3 Expert Collections, including Fintech 100.

F

Fintech 100

248 items

250 of the most promising private companies applying a mix of software and technology to transform the financial services industry.

T

Tech IPO Pipeline

286 items

F

Fintech

9,294 items

Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.

Certinia Patents

Certinia has filed 58 patents.

The 3 most popular patent topics include:

  • data management
  • cloud platforms
  • cloud computing
patents chart

Application Date

Grant Date

Title

Related Topics

Status

9/1/2023

7/16/2024

Social networking services, Community websites, Virtual communities, Diagrams, Virtual reality

Grant

Application Date

9/1/2023

Grant Date

7/16/2024

Title

Related Topics

Social networking services, Community websites, Virtual communities, Diagrams, Virtual reality

Status

Grant

Latest Certinia News

Salesforce Introduces Agentforce Partner Network — The World’s First Agent Ecosystem

Sep 17, 2024

On Sep 17, 2024 This open ecosystem enables a company’s Agentforce to complete complex tasks that require chaining together actions across Salesforce and a broad network of third-party systems and agents Partners like Amazon Web Services, Google Cloud, IBM, and Workday will extend Agentforce with new agent actions, pre-built agent templates, and partner agents that can plan and take action across multiple systems on behalf of users and businesses Partner-built agent actions and templates will be available to customers natively in the platform through Salesforce’s AppExchange to quickly and easily customize out-of-the-box agents or to build their own agents with specialized skills Global system integrators — including Accenture, Deloitte Digital, Capgemini, IBM Consulting, PwC, and Slalom — will bring Agentforce to life for customers, accelerating AI-driven transformations for businesses worldwide Salesforce , the #1 AI CRM, announced the Agentforce Partner Network, a global ecosystem of leading partners building new third-party AI agents and agent actions for Agentforce. Customers can easily install these trusted third-party extensions from the Salesforce AppExchange to customize Agentforce’s out-of-the-box agents, build new agents with specific skills, or deploy partner-built agents for specialized industry, line of business, or functional use cases. This ecosystem extends Agentforce’s ability to plan and reason across a broad network of technology and data providers to accomplish complex tasks and get more done on behalf of users. “Agentforce represents a monumental shift in the industry, enabling humans with AI to redefine how businesses achieve customer success” “Agentforce represents a monumental shift in the industry, enabling humans with AI to redefine how businesses achieve customer success,” said Brian Millham, President and Chief Operating Officer at Salesforce. “Over the next year, our bold vision is to enable customers with a billion AI agents. The Agentforce Partner Network, the world’s first agent ecosystem, plays a crucial role in helping our customers realize this vision by providing a vast catalog of trusted and ready-to-deploy partner agents and agent actions.” Salesforce, the #1 AI CRM, announced the Agentforce Partner Network, a global ecosystem of leading partners building new third-party AI agents and agent actions for Agentforce. Why it matters: To successfully and autonomously automate a task or sequence of tasks, an AI agent needs to reason through a prompt, user intent, or system event, retrieve data, build a multi-step plan, and take action to execute the plan. The more actions an agent can perform, the more capable at certain tasks it will be. But, what if that action requires the agent to interface with another system or agent? With the average enterprise managing nearly 1,000 different applications, autonomous AI agents will need the skills, data, and domain expertise to navigate across multiple systems, databases, and other agents to get work done. With the Agentforce Partner Network, customers can now access a catalog of third-party skills, actions, and agents directly in the Salesforce Platform to make AI agents even more capable and unleash a limitless digital workforce. Whether it’s answering customer service inquiries, qualifying sales leads, or optimizing marketing campaigns, customers can use partner capabilities to augment out-of-the-box agents with specialized skills to interact with the products they need to accomplish a task or bring partner agents right into the flow of work. With the Agentforce Partner Network, customers will be able to leverage these agents and actions that seamlessly connect their existing technology investments to make sure that AI agents have the proper context and access needed to execute complex work and get more done on their behalf. The future of AI is agents, working together alongside humans, and the future is here. Zoom in: The Agentforce Partner Network includes launch partners such as Amazon Web Services, Appiphony, Asymbl, Box, Certinia, Copado, Coupa, Docusign, GoMeddo, Google Cloud, Honeywell, IBM, Korn Ferry, Moody’s, OpenText, Sprout Social, TerraSky, Workday, Zoom, and more. These partners are building 1) agent actions to bring new skills or integration with third-party apps and agents to Agentforce and/or 2) agent templates to support specialized industries or line of business use cases. Customers can install these actions and agent templates directly in the Salesforce Platform through AppExchange and use them in Agent Builder to customize out-of-the-box agents, build new agents with unique skills, or deploy new agents based on pre-defined templates. 1. Partner-built agent actions and topics: Using Agent Builder, organizations can add or configure jobs to be done for their agent in the form of topics and actions. Topics define the guardrails, in natural language, and the set of actions that can be used within those guardrails. Agentforce includes a library of standard actions, like “Summarize Record,” “Plan My Day, ” or “Process Return,” with more being added all the time. And, Salesforce partners are building additional tailored and specialized actions to extend this library. These actions can be simple sets of secure API calls, actions engineered for a specific industry, complex multi-step workflows, or secure integrations to third-party agents. Partners can also ship topics to group their actions into jobs to be done with predefined guardrails. Customers will soon have access to dozens of specialized partner agent actions for: Content creation and management Google Workspace: Create, find, and share Google Docs and Slides, based on CRM data. Box: Surface the right Box content for an account, lead, or opportunity and use natural language to interact with documents. Docusign: Generate partnership document, route for signature, and track doc and signature status. Honeywell: Assemble compliant training materials for life sciences workers based on complex regulatory standards. Sales and customer insights Moody’s: Compile customer insights from company overviews, news articles, and financial filings. Korn Ferry: Suggest personalized seller actions and schedule coaching to improve. Sprout Social: Summarize customer cases with social data to understand what drives their satisfaction. Tribble: Increase sales team productivity by automating RFPs and speeding up rep onboarding. Industry automation Coupa: Optimize budget spend, monitor compliance, and find budget efficiencies. OpenText: Enable insurance adjusters to verify claim-specialist findings and expedite a claim. GoMeddo: Optimize appointments across patient, doctor, technician, and exam room calendars. Asymbl: Identify candidates based on job needs and schedule interviews with top prospects. 2. Partner-built agents and agent templates Beyond actions and topics, partners will also be able to build and distribute pre-built agents and agent templates. These templates assemble a set of actions and topics together into a pre-tested agent for specialized industry, line of business, or functional use cases. These partner-built out-of-the-box agents are easy to deploy from the AppExchange, can be set up in minutes with clicks, not code, and work just like the Salesorce provided out-of-the-box-agents. For example: Organizations across highly regulated industries will be able to use pre-built agents from IBM to get work done without having to move data across systems, which would add more time and cost to customers’ AI deployments. Banking advisors will be able to streamline loan approvals by engaging autonomous partner agents to handle credit checks, ensure compliance with local laws, engage with clients directly, and generate loan origination documents. Customers will also be able to use pre-built agents from Workday to streamline employee services like onboarding, health benefit changes, and career development, and Certinia to identify customer adoption risks and drive contextual engagement to proactively resolve issues and improve account health and value realization. Implementation partners increase readiness and ROI Systems integrators (SIs) support enterprises in defining, building, and deploying AI agents and actions using Agentforce, tapping their domain and platform expertise. The Agentforce Partner Network amplifies these collaboratively created agents and actions, unlocking more advanced agent functionality and specialization. Salesforce has committed to joint investments to strengthen this collaborative effort, supporting its partners in delivering seamless Agentforce solutions. SIs possess a deep understanding of Salesforce technology and the technologies from ISVs and other partners, enabling them to create a unified strategy tailored to customer needs, driving better results across the board. Accenture, Capgemini, Deloitte Digital, IBM, PwC, Slalom, and more are invested in helping customers across industries begin their journey and realize the value of Agentforce. Customers unsure of where to start can partner with trusted experts to create a strategy, connect data, customize, and implement agents tailored to business needs, and on average, report 31% faster adoption of emerging technologies when using a consulting partner. * Analyst perspective: “With the Agentforce Partner Network, Salesforce is cultivating an open ecosystem and bringing together industry-leading partners to empower Agentforce Agents with data, skills, and expertise to get work done – increasing productivity across many different complex systems and workflows. Thus enabling partners and their customers to show faster results from the AI and autonomous agent pilots.” — Steve White, IDC Write in to  psen@itechseries.com to learn more about our exclusive editorial packages and programs.

Certinia Frequently Asked Questions (FAQ)

  • When was Certinia founded?

    Certinia was founded in 2009.

  • Where is Certinia's headquarters?

    Certinia's headquarters is located at 60 South Market Street, San Jose.

  • What is Certinia's latest funding round?

    Certinia's latest funding round is Acq - Fin.

  • How much did Certinia raise?

    Certinia raised a total of $193.9M.

  • Who are the investors of Certinia?

    Investors of Certinia include General Atlantic, Haveli Investments, Salesforce Ventures, Technology Crossover Ventures, Advent International and 4 more.

  • Who are Certinia's competitors?

    Competitors of Certinia include Baton, Servicely, WorkRails, Prismforce, Whoz and 7 more.

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Epicor provides software solutions for business growth, focusing on various sectors such as manufacturing, distribution, and retail. It offers a range of products including Enterprise Resource Planning (ERP) systems, supply chain management, and retail management systems. Epicor was formerly known as CD&R Mercury Parent. The company was founded in 1972 and is based in Austin, Texas.

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