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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
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Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 4 out of 5 stars

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What is IRIS Practice Engine?

IRIS Practice Engine enables you to confidently navigate the future of your business. Our cloud-based management software delivers the insights and assurance essential for making well-informed decisions. With more than two decades of experience, IRIS Practice Engine has been instrumental in helping countless practices grow their operations by enhancing efficiency and improving client relationships. Over the years, the company has continually evolved its software offerings to meet the changing needs of the accounting industry. We recognize your ambition to become a forward-thinking, growing firm, unencumbered by the limitations of outdated systems and processes. To accomplish this, you require an all-encompassing solution that can effectively manage your practice. Unfortunately, conventional software often falls short of providing the critical features and capabilities you need, creating feelings of frustration and stifling your progress. This is precisely where IRIS Practice Engine comes into play, equipping you with the necessary tools to excel in a competitive environment. By choosing us, you're not just upgrading your technology; you're investing in the future of your firm.

What is Certinia Professional Services Cloud?

Certinia Professional Services Cloud is an AI-powered professional services automation platform designed to help services businesses run on intelligence instead of intuition. Built natively on Salesforce, the platform connects how organizations sell, staff, deliver, bill, renew, and manage financials from one continuous system of record. Certinia PS Cloud helps teams move from pipeline to profit without the gaps that often appear between sales, delivery, resourcing, and finance. The platform supports services estimation, resource management, project management, services billing, and services financials. Veda AI adds intelligence across the services lifecycle by helping teams estimate work, staff projects, automate delivery tasks, capture time, generate reports, and act on real operational data. Estimation capabilities help teams scope work, generate estimates using historical data, and build quotes faster. Resource management helps match the right skills to the right work, reduce staffing delays, improve utilization, and avoid bottlenecks. Project management capabilities support delivery execution, status updates, reporting, and visibility into project health. Services billing and financials help organizations simplify complex billing cycles, protect margins, reduce revenue leakage, and understand financial health in real time. Certinia PS Cloud is built for consulting, advisory, IT services, software, IT hardware, tax, audit, and other services-driven organizations that need connected delivery and financial operations. By combining Salesforce-native PSA, Veda AI, estimation, staffing, project delivery, billing, financials, forecasting, and lifecycle visibility, Certinia PS Cloud helps services businesses improve efficiency, profitability, and customer outcomes.

Media

Media

Integrations Supported

QuickFee
Virtual Cabinet

Integrations Supported

Certinia Financial Management Cloud
Expensify
Rootstock Cloud ERP
Salesforce
Salesforce Agentforce 360 Platform
Salesforce Agentforce Service
Workato
XCD HR and Payroll

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

IRIS

Date Founded

1980

Company Location

United States

Company Website

www.irisglobal.com/products/accounting-practice-management/iris-practice-engine/

Company Facts

Organization Name

Certinia

Date Founded

2009

Company Location

United States

Company Website

www.certinia.com/solutions/professional-services-cloud/

Categories and Features

Professional Services Automation

Billing & Invoicing
Document Management
Project Management
Resource Management
Time & Expense Tracking

Categories and Features

AI PSA

Not specified

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Portfolio Management
Project Management
Resource Management
Time & Expense Tracking

Revenue Recognition

Not specified

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