A purring platform as Certinia Winter ’26 Release Empowers Services with AI, Automation, and Improved Efficiency

Certinia has announced its Winter ’26 release, adding a raft of updates across its solution portfolio. The Release adds or strengthens capabilities to its PSA, Financial Management and Customer Success solutions. As in previous releases, it has also strengthened its AI capabilities and the underlying platform architecture as increasingly larger organisations use its solutions.

That scale now has significant proof points as Robert Cesafsky, COO at Certinia, revealed, noting, “This year, we hit a great milestone in our deployment with PwC as more than 100,000 PwC users are now using Certinia. Certinia really is the only PSA provider in market who has the ability to deliver for these large globally distributed services teams.”

The platform is performing better than ever before, as well, with:

• 60% faster resource search
• 4x faster estimate cloning
• 20% faster calculation of actuals
• 88% faster calculation of project actuals

The platform now has over 2 million users in total. And has processed over 200 million timecard operations across 7.6 million projects. The press release covering the update focuses on driving efficiency and generating insights through intelligent automation, often powered by AI. However, this is a rich update with numerous improvements across all its domains.

Professional Services

The Release includes updates to the Service Estimator, which is now widely used since its launch 4 years ago. The customer experience has improved with fixed-price billing schedules and several other updates, including a new model for top-down estimates and a role multiplier that helps generate roles for large, complex multi-year engagements.

Project Managers benefit from the Project Assistant Agent, which helps them identify data anomalies, such as missing time cards, overdue project items, and milestones approaching critical status.

For early adopters, it is now possible to configure project summaries using the AI Prompt Configuration Builder. It allows project managers to choose which data elements, including customer fields, are used to build AI-generated project summaries. It allows the project manager to create more relevant summaries for each target audience.

Services Credits were released in Summer ’25 and now support an end-to-end flow. When invoices are raised against a client, if credits exist, they are automatically matched against those credits.

Time cards are now easier to change. Users no longer have to go through the process of reject/recall/resubmit. Authorised users can directly edit time cards to ensure accurate billing, saving significant time for admins and consultants.

There are also enhancements to the work planner to eliminate friction in resource scheduling. Resource Managers can now take direct staffing actions (such as assigning held requests) within the Work Planner, reducing clicks and accelerating time-to-staff for routine tasks.

Customer Success Cloud

The latest product from Certinia continues to evolve, powering up agentic AI and generative AI tools to help large organisations manage customer success at scale. The Release, which introduces new AI-powered Customer Account Summaries, gives Customer Success Managers (CSMs) an instant overview of an account. Each summary can include:

• CS activities,
• Key stakeholders,
• Executive summaries,
• Strategic insights.

Users can set up CSCloud to automatically create playbooks under specific criteria. For example, when the customer health score drops below a threshold or adoption declines. Each playbook is automatically generated and can be assigned according to the defined rules.

Certinia has added a new communications integration with Salesforce Marketing Cloud. The integration enables CS Teams to build personalised, automated customer journeys and communications directly from within your existing marketing platform, driving adoption and revenue with precision. The campaign status is updated within Customer Success Cloud, combining the functionality of both solutions.

Financial Management Cloud

Updates within the Financial Management cloud include integrations, automation, and enhancements to the user experience. Revenue Management has been improved with a new user interface to better manage large volumes of data. Users can personalise their views by filtering what they see across any source record, such as project, contract, or sales order, to get a better handle on revenue recognition.

When cancelling contracts within FM Cloud the system automatically calculates the appropriate sales credit notes and precisely matches them to the outstanding invoices. The user interface for cash matching has been improved allowing for more customization and flexibility to align the process with your unique business workflows, making cash application faster and simpler.

Certinia has added support for E-Invoicing in Malaysia as it looks to support the global momentum behind E-Invoicing mandates.

Platform

In the background, Certinia has carried out numerous performance and UI improvements. It is preparing the platform for Lightning Design System 2 (SLDS 2). This new architecture prioritises CSS custom properties and offers new tools that make it easier to validate, migrate, and create components. SLDS 2 is expanding to support the dynamic UI needs of generative-AI experiences.

It has also worked on WCAG Accessibility ACRs (Accessibility Conformance Reports) to demonstrate how the Certinia platform meets the Web Content Accessibility Guidelines (WCAG).

Enterprise Times: What does this mean?

Certinia updates are becoming huge, a testament to the development that is generating these improvements, often based on customer requests, faster than ever before. There is still a lot to do, with work continuing on generative and agentic AI capabilities with a roadmap that extends well into the future.

This cadence of updates is impressive, but it also means that organisations will have to spend time on change management to ensure they take advantage of the changes. Winter ’26 has no major new products, but it does add significant functionality to what is already there.

The tighter integration between CS Cloud and Marketing Cloud is especially interesting, and it heralds how these systems are likely to work in the future, with a more integrated look and feel across multiple applications.

To find out more information, customers can access the Certinia Winter ’26 Release Hub. With several webinars showcasing the updated features.

The post A purring platform as Certinia Winter ’26 Release Empowers Services with AI, Automation, and Improved Efficiency appeared first on Enterprise Times.