PSA Comparison

Klient PSA vs Certinia

The #1 Salesforce-native PSA alternative for professional services teams.

In short:

Klient PSA is the Salesforce-native alternative to Certinia (formerly FinancialForce) — purpose-built for consulting and SaaS services teams who want faster setup, a clearer product direction, and an easier day-to-day experience, all 100% native on Salesforce.

Klient PSA vs Certinia — the numbers

*Comparisons based on G2.com reviews 2026. Scores converted to %.

Klient PSA
Certinia
Meets Requirements
89%
83%
Ease of Use
84%
79%
Ease of Setup
78%
69%
Product Direction
92%
87%
PSA features
82%
82%

Why teams choose Klient PSA over Certinia

Klient PSA is the native Salesforce PSA built for teams already running on Salesforce.

Faster to go live

Klient PSA averages a 3-week go-live. Certinia implementations routinely run months — you capture value before a competitor finishes their kickoff.

Easier to use and set up

On G2, Klient outscores Certinia on Ease of Use (84% vs 79%) and Ease of Setup (78% vs 69%) — less admin overhead, faster adoption.

Built for services, not finance-first

Certinia grew from a finance/ERP lineage. Klient PSA is purpose-built for the project delivery lifecycle — scoping, resourcing, timesheets, and billing in one place.

Stronger momentum

Klient leads on Product Direction (92% vs 87% positive) — a roadmap shaped around modern PSA and AI agents.

Frequently asked questions

Is Klient PSA a good Certinia alternative?

Yes. Klient PSA is a 100% Salesforce-native professional services automation platform that covers the full delivery lifecycle. On G2 2026 it outscores Certinia on ease of setup and product direction, with a typical 3-week go-live.

Is Klient PSA easier to set up than Certinia?

On G2, Klient PSA scores 78% on Ease of Setup and averages a 3-week go-live — there’s no integration layer to build because everything runs natively inside Salesforce.

Does Klient PSA run natively on Salesforce?

Yes — Klient PSA is 100% Salesforce-native. Projects, resources, timesheets, and invoices live as Salesforce objects alongside your CRM data, with no middleware or data sync.

Does Klient PSA include AI agents?

Yes. Klient PSA includes nine AI agents and one MCP server powered by Salesforce Agentforce — automating timesheets, status reports, scope, and resourcing on your Salesforce data, with a human approval gate on every action.

How much does Klient PSA cost?

Klient PSA is $39 per user per month, and most teams go live in about three weeks — there is no integration layer to build because everything runs natively inside Salesforce.

See Klient PSA in action.

Book a 30-minute demo. Go live in 3 weeks.

$39/user/mo 3 wks go-live 100% Salesforce native