Certinia, which sells software that services firms use to sell projects, staff them, deliver the work and bill clients, is putting AI at the centre of that product. In a feature published on 4 November 2026, SiliconANGLE reported on theCUBE interviews with Certinia executives at the company's Dreamforce event. The feature discloses that theCUBE is a paid media partner for Certinia's interview series.
The centrepiece is Veda, a set of AI specialist agents and intelligent actions that Certinia launched in April 2026. Chief product and technology officer Raju Malhotra said it started with 10 agent packages and now has 24, with more than 40 due by the end of the year. Certinia says its platform handles 7.1 billion professional-services operations a month. Its pitch is that Veda is domain-specific and works within business rules, unlike a single general-purpose model.
Two earlier announcements built the product up. In July the company bought Moonnox, a Chicago-based platform for AI-driven services delivery, with no price disclosed. It adds knowledge graphs, project memory and agents aimed at services work, and SiliconANGLE says it feeds timecard and utilization records into a context graph. In September Certinia unveiled what it calls a System of Action, which Accounting Today said added 14 agents. Among them are Deal Coach, RFP Responder, SOW Drafter and Project Manager. The two outlets differ on the action count: SiliconANGLE says the library of intelligent actions rose from 64 to 135, while Accounting Today reports 71 new actions. Year-end goals given then were more than 40 agents and more than 300 actions.
The System of Action has three layers: structured and unstructured project data, more than 17 years of services-industry experience, and agents working inside existing workflows. Veda agents run natively in Salesforce Agentforce, and the actions can be called from Slack, Claude or Microsoft Copilot. Certinia is also listed in Salesforce's AgentExchange.
The numbers on offer are ambitious. Besides the 40 agent packages, the company is aiming for more than 300 intelligent actions by the end of 2026 and what it calls full agentic coverage. The actions are small units of work that an agent can call: turning a resume into a skills profile, ranking candidates for a resourcing request, summarising the health of an account, building a business review deck, posting and reversing ledger transactions, allocating inventory or generating revenue schedules.
Certinia's executives argue that administrative work should move to AI, which they say lowers the cost to serve a project and brings up signs of expansion or at-risk renewals. Scott Hebner of theCUBE Research reads Veda as an example of AI working alongside people in consequential workflows, earning trust through business context and governance. He says Moonnox covers the unstructured side, such as emails, chats and calls, that Certinia's structured records lack.
Certinia office graphic used with the report on its Moonnox purchase
Image: CPA Practice Advisor
Chief operating officer Robert Cesafsky told theCUBE that the services industry has probably been disrupted by AI more than any sector other than technology itself, which is the backdrop Certinia gives for the push. Chief marketing officer Mimi Spier said taking administrative work off delivery teams should bring faster outcomes as well as lower cost.
The Moonnox deal was announced on 21 July 2026 and its chief executive and co-founder is Robert Ong. Veda itself was introduced on 15 April 2026 under chief executive DJ Paoni as an operations engine for services businesses.
About Certinia
Certinia, formerly FinancialForce, is a software company that makes enterprise resource planning and professional services automation software on the Salesforce platform. FinancialForce was announced in 2009 as a joint venture between Salesforce and Unit4 Agresso, and was renamed Certinia on 3 May 2023.
Its backers have changed along the way. It raised $50 million in 2014 and then $110 million in March 2015, in a round led by Technology Crossover Ventures and Salesforce Ventures. On 26 July 2023 it was bought by Haveli Investments for nearly $1 billion including debt, and Donald Paoni was named chief executive that October.
SiliconANGLE traces the company to 2009, when it began as FinancialForce, a cloud accounting and ERP firm built on Salesforce. It was renamed Certinia in 2023 as it moved into running services businesses.