Perspectiv at a glance
- CRM for clients, leads and opportunities
- Projects, resources, time and expense
- Contracts, quotes and invoicing
- Accounting across legal entities and currencies
- Knowledge hub: intranet and documentation sites
- Client and vendor portals
- Your own fields, layouts and wording, without code
- Single sign-on in every plan
Start with your priorities
Before comparing features, agree on three things with the people who will use the system every day:
- What must work on day one?The processes you cannot run without, starting with the one that hurts most.
- Where do hand-offs break?The places where data is re-typed between tools or teams today.
- Who will look after the setup?Who adds fields, changes layouts and onboards new people.
What is Certinia?
Certinia, formerly FinancialForce, provides professional services automation and ERP applications built on the Salesforce platform.
Why service businesses look for an alternative to Certinia
Every business is different, but these are common reasons service businesses look at other options:
- They want PSA and ERP without also licensing and administering another platform underneath
- They want their own admins to make changes without platform developers
- They want intranet, documentation sites and portals in the same product
- They want a platform sized for a growing service business
How Perspectiv is different
- Clients, contracts, projects, time, purchasing and accounting share one record, with no integrations to build between them
- Your administrators add fields, page layouts and wording themselves, without developers or consultants
- Knowledge hub for your intranet and published documentation, plus client and vendor portals, in the same platform
- Multiple legal entities, countries and currencies, with legal entity groups
- Single sign-on with SAML or OpenID Connect is included in every plan
When Certinia may be the better choice
If you are already committed to Salesforce and want your PSA and ERP to live there, Certinia is built for that. Perspectiv is a standalone platform, in private beta from Q2 2027.
Need a complete system today?
If you need every module running now, a product that is already generally available may suit you better for the moment. Check which Perspectiv modules are in the beta and which are planned.
Open to an early beta?
The private beta opens in Q2 2027 with CRM and Knowledge hub. Beta customers pay no initial license fee and help shape what comes next.
Moving from Certinia
Perspectiv imports from spreadsheets, matching your columns to its fields as you go, so data exported from Certinia or any other tool can be brought in. Start with the area that hurts most, run both side by side for a short period, then switch. Our guide on switching in stages applies here too.
- Map your dataMatch the columns you export to Perspectiv’s fields.
- Test a small sampleImport a few records and check them with the people who use them.
- Review, then switchRun both side by side for a short period, then move over. Ask a question if you are unsure.
Certinia is a trademark of its owner. Perspectiv is not affiliated with or endorsed by Certinia. Descriptions are based on public information as of October 2026; check with each vendor for current details.
Where it lives in Perspectiv
Labels show what opens first in the private beta (Q2 2027), what is being built now, and what is on the roadmap.
- Project managementComing soon
Projects, programs and portfolios, with budgets, change orders, WIP, profitability and forecasts.
- Resource managementComing soon
Availability, scheduling, staffing, capacity, utilization and pipeline-driven demand.
- Time & expenseComing soon
Timesheets, timers and expenses against the work, approved and ready to invoice.
- General ledger & accountingPlanned
Chart of accounts, journals, multi-entity accounting, intercompany, revenue recognition and period close.
- Application configuration (Admin)Beta Q2 2027
Your own fields, form layouts, views, navigation, forms and portal set-up, without code.
Questions
Is Perspectiv a replacement for Certinia?
It can be, depending on what you use Certinia for. Compare the modules and their status on this page with the parts of Certinia you rely on today.
Can we move our data from Certinia?
Yes. Export your data to a spreadsheet and import it into Perspectiv, mapping your columns to Perspectiv’s fields as you go.
When can we start?
The private beta opens in Q2 2027 with Knowledge hub (intranet and published documentation) and CRM, with the framework underneath. Other modules join as they are ready.