Insighty vs Certinia:
standalone agency ops vs Salesforce PSA
Certinia (formerly FinancialForce) is a Salesforce-native PSA and financial management platform for enterprise professional services teams. Insighty is the standalone agency financial intelligence layer built for digital agencies that don't run on Salesforce.
Certinia
Salesforce-native PSA platform
Insighty
Client management, contracts & financial ops
Salesforce-native vs standalone agency intelligence.
Certinia
Salesforce-native PSA platform
A Salesforce-native PSA and financial management platform (formerly FinancialForce) for enterprise professional services organisations. Built for teams already running on Salesforce that need PSA, revenue recognition, and resource management.
Best for
- Enterprise Salesforce-native organisations
- Revenue recognition and financial compliance
- Large professional services delivery teams
- Services CPQ and contract management
Insighty
Agency Intelligence Platform
The standalone financial intelligence layer for digital agencies. No enterprise infrastructure required. Connects clients, contracts, retainers, hosting, domains, invoices, and pipeline into one unified revenue view.
Best for
- Agency owners and operations managers
- Revenue planning and invoice tracking
- Retainer and contract management
- Financial forecasting and pipeline
Certinia is exceptional for Salesforce-native enterprise PSA
For enterprise organisations already running on Salesforce, Certinia offers deep integration with CRM, revenue recognition, and professional services delivery in one connected system.
Native Salesforce CRM integration
Built on Salesforce — seamless connection between CRM, pipeline, and PSA data.
Professional services automation at enterprise scale
Full PS delivery management for large enterprise professional services teams.
Revenue recognition and financial management
ASC 606 / IFRS 15 compliant revenue recognition and financial reporting.
Resource management and scheduling
Enterprise-grade resource planning, scheduling, and utilisation reporting.
Project and contract management
Project delivery tracking tied directly to contracts and revenue recognition.
Services CPQ (configure, price, quote)
Configure, price, and quote professional services engagements within Salesforce.
The questions Certinia cannot answer for agency owners
Certinia is powerful for enterprise Salesforce users. Most digital agencies do not run on Salesforce — and need a platform that works without it.
"Our agency does not use Salesforce — can we still use Certinia effectively?"
Certinia is built on top of Salesforce and requires it. Insighty is a standalone platform with no dependency on existing enterprise CRM infrastructure.
"Which hosting plans and domain renewals are due across all clients?"
Infrastructure-level renewal tracking and automated alerts are not part of Certinia's PSA model.
"Which maintenance contracts are at scope ceiling this month?"
Certinia manages professional services contracts at enterprise scale. Agency-specific maintenance contract scope management is not a core focus.
"Is the setup and cost appropriate for a 15-person digital agency?"
Certinia is designed for enterprise. Insighty is purpose-built and right-sized for digital agencies.
What each tool handles
Enterprise Salesforce PSA vs standalone agency financial intelligence.
Capability
Certinia
Insighty
Salesforce-native CRM integration
✓
~
Revenue recognition
✓
✓
Project & contract management
✓
✓
Resource management
✓
~
Time tracking
✓
✓
Hosting & domain renewal tracking
—
✓
Maintenance contract scope alerts
~
✓
Agency-specific revenue matrix
~
✓
Standalone (no Salesforce required)
—
✓
"This Month" invoice view
~
✓
Invoice automation (recurring)
✓
✓
Right-sized for SMB agencies
—
✓
Certinia for Salesforce-native PSA. Insighty for standalone agency intelligence.
Certinia is the right choice for professional services firms already running on Salesforce at enterprise scale. Insighty is built for digital agencies that need focused financial intelligence without enterprise infrastructure requirements.