Certinia, a company that makes AI-powered professional services automation (PSA) software used by services firms to manage projects, resourcing and finances, has launched Veda, a suite of AI agents that execute operational tasks across the services delivery lifecycle. The product works within Certinia's existing professional services, customer success and financial management cloud products and can be accessed inside those systems or through collaboration tools including Slack and Microsoft Teams.
The launch targets a specific operational problem in the professional services sector. Firms are under pressure to shorten the cycle between quoting a project and recognising revenue, and many are shifting from billing by the hour toward pricing based on outcomes. At the same time, services firms have struggled to get measurable returns from general-purpose AI tools that were not built for the way their operations work. Veda is designed around domain-specific agents, each permissioned for a particular function, rather than a single general model handling everything.
The system operates across two layers. One generates insights by synthesising data into summaries and narratives. The other consists of specialist agents that carry out tasks and coordinate workflows. Users interact with the system through natural language, and each request is routed to the agent responsible for that function. The agents cover estimation, resourcing, delivery, financials, customer success and customer lifecycle management.
Certinia provided figures for how the agents affect specific roles. For resource managers, Veda automates staffing analysis, bench matching and work reallocation, which the company says returns up to 10 hours of capacity per month on top of the 10 to 25% productivity gain its core product already delivers. For project managers, on-demand summaries of project financials, staffing, risks and deliverables return up to 20 hours per month by reducing administrative work.
For customer success teams, the system automates tasks such as success planning, account summaries and business review preparation, and flags renewal risks and expansion signals before they show up in reported numbers. Certinia states that this produces a 1% lift in expansion revenue and churn reduction, and that because the retention improvement feeds into utilisation, a 1% utilisation gain translates to a 1.5% EBITDA improvement, which the company says is worth tens to hundreds of millions of dollars annually for large services organisations.
On pricing, Certinia is offering Veda through a single subscription that combines per-user fees with usage-based scaling, which gives customers access to the company's full AI suite as it develops rather than charging separately for each capability.
"The services industry is at a turning point, and the gap between firms that operationalize AI and those still experimenting is widening fast. Veda is how Certinia's customers close that gap, with purpose-built intelligence that understands the real complexity of services operations and acts on it with a level of confidence and certainty that off-platform generalist AI solutions simply cannot replicate," said DJ Paoni, CEO, Certinia.
"Veda has changed how our teams operate across the entire services lifecycle," said Uriah Hakala, Senior Vice President of Professional Services at Diabsolut. "What used to require manual coordination across sales, delivery, finance, and customer success now happens with far less friction and far greater speed. The ability to have AI that understands our business context and acts on it, rather than simply reporting on it, is what makes Veda a meaningful step forward for us."
