Certinia

Cloud ERP and PSA platform built on Salesforce.

What Adopt agents can do with Certinia

• Read billing, revenue, and project financial records
• Post revenue recognition entries
• Reconcile project costs to the ledger
• Pull services margin and utilisation reporting

Why finance teams connect Certinia

Adopt agents read from and write to Certinia over a governed connection, so close, reconciliation, and reporting work runs across Certinia and the rest of your finance stack without manual exports or swivel-chair data entry.