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What is Kaseya BMS?

Kaseya BMS is a powerful, all-in-one Professional Services Automation software tailored to streamline IT service management and business operations for MSPs and IT departments. It centralizes ticketing, project and task management, quoting, billing, and remote device access into a modern, easy-to-use platform, eliminating the need for multiple disconnected tools. Equipped with AI-driven service desk features, it summarizes long ticket threads, suggests relevant documentation from integrated sources like IT Glue, and automates ticket escalation and resolution workflows to enhance technician efficiency and reduce resolution times. The platform automates the entire billing process, from time tracking and expense billing to fixed-price and recurring contracts, ensuring 100% accuracy and faster revenue collection with minimal human intervention. Built-in dashboards and out-of-the-box reports provide real-time insights into key performance indicators, helping businesses make informed decisions without needing specialized IT teams. Seamless integration with existing applications and support for quick migration enable organizations to transition smoothly to Kaseya BMS, improving operational efficiency and customer satisfaction. Backed by customer success stories and industry trust, Kaseya BMS empowers IT professionals to deliver fast, accurate, and cost-effective services while scaling their business.

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

Barracuda Cloud Archiving Service
BrightGauge
CloudRadial
Datagate Telecom Billing
Datto RMM
Domotz
Kaseya VSA
Mesh
QuickBooks Online
QuoteWerks
SMSEagle
Sherweb
Strety
audIT
bvoip
vCIOToolbox
xMatters

Integrations Supported

Salesforce Agentforce 360 Platform

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

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

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Kaseya

Date Founded

2000

Company Location

United States

Company Website

www.kaseya.com/products/psa-software/

Company Facts

Organization Name

Certinia

Date Founded

2009

Company Location

United States

Company Website

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

Categories and Features

AI PSA

Not specified

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management

Help Desk

Alerts / Escalation
Automated Routing
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Interaction Tracking
Knowledge Base
Known Issue Management
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Service Level Agreement (SLA) Management
Ticket Management

IT Management

Hardware Inventory
IT Budgeting
Scheduling

IT Project Management

Milestone Tracking
Percent-Complete Tracking
Prioritization
Product Roadmapping
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

IT Service

Contract Management
IT Asset Management
Service Reporting
Ticket Management

MSP

Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Project Management
Scheduling

Professional Services Automation

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

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

RMM

Not specified

Time and Expense

Activity Tracking
Billable Hours Tracking
Billing Rate Management
Expense Tracking
Invoice Processing
Multiple Billing Rates
Project Tracking
Reimbursement Management
Time Tracking by Client
Time Tracking by Project

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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