Professional services automation software provider Certinia announced its winter 2026 release earlier this week, which includes a Project Assistant Agent, new customizable AI summaries, and dynamic playbooks.
This newest release builds on Certinia’s agentic AI plans, taking aim at the everyday bottlenecks that slow down professional services, customer success, and accounting and finance teams, the Austin, TX-based company said.
Designed to help services organizations scale with more certainty and less administrative drag, the update includes new AI agents, dynamic CS playbooks, customizable generative summaries, faster quoting for large service deals, and efficiency enhancements across revenue, staffing, and accounting workflows.
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Key features of the winter 2026 winter release include:
- Improve project health and margins with AI (PS Cloud): The new Project Assistant Agent reduces administrative overhead by proactively identifying data anomalies, such as missing time cards, overdue project items, and milestones approaching critical status. This elevates your project managers and helps ensure on-time, on-budget project delivery with better margins.
- Focus more on your customers with AI-powered summaries (CS Cloud): New AI-powered customer account summaries give customer success managers an instant overview of an account, including customer success activities, key stakeholders, executive summaries, and strategic insights. This means faster prep and more strategic and meaningful customer conversations.
- Drive consistent action with dynamic playbooks (CS Cloud): New dynamic playbooks use AI to create customized workflows based on business policies, best practices, and customer-specific insights. For example, a dip in a customer’s health score immediately triggers a tailored playbook. This enables your customer success team to drive consistent, intelligent action across their entire book of business.
- Customize generative AI summaries (PS Cloud): Certinia says it’s enhancing your ability to get the most value from complex project data with the AI Prompt Configuration Builder (generative AI) to customize project summaries. This means you can choose which data elements and custom fields appear in your AI-generated summaries, making these insights instantly more relevant to your leadership and stakeholders.
- Simplify and accelerate estimation and quoting (PS Cloud): The new leverage model (top-down estimation) and role multiplier fundamentally change how large estimates are scoped. These features allow you to define total hours/price top-down or multiply a single role across many consultants. This results in significantly faster quoting and reduces the complexity of managing large, multiyear estimates.
- Benefit from granular revenue customization (FM Cloud): A new user interface that supports large volumes of data now enables you to view and recognize revenue in a personalized way that aligns with your specific workflow and business needs. This includes more customizability and granularity for filtering any source records—project, contract, sales order, etc.—that feed revenue recognition.
- Streamline financial adjustments and compliance (PS Cloud): The new time card adjustments feature replaces the reject/recall/resubmit cycle. Designated users can make direct, auditable adjustments to time cards before they are billed, significantly saving administrative time and preventing billing delays.
- Accelerate digital success with Salesforce Marketing Cloud Engagement (CS Cloud): Certinia’s new, native Salesforce Marketing Cloud <> CS Cloud integration empowers customer success teams to execute highly personalized, automated customer journeys and communications directly from within your existing marketing platform, driving adoption and revenue with precision.
- Staff resources at the speed of business (PS Cloud): Certinia says it has focused on Work Planner efficiency enhancements to eliminate friction in resource scheduling. Resource managers can now take direct staffing actions (like assigning held requests) within the Work Planner, reducing clicks and accelerating time-to-staff for routine actions.
- Ensure your accounting is accurate with contract cancellations (FM Cloud): Certinia is automating the manual processes that are required to ensure your accounting is accurate when you cancel a contract. This includes automatically creating the appropriate sales credit notes and precisely matching them to the outstanding invoices.
- Perform cash matching your way (FM Cloud): The updated Cash Matching UX allows for more customization and flexibility to align the process with your unique business workflows, making cash application faster and simpler.
- Comply with global regulatory processes (FM Cloud): E-invoicing coverage (sending and receiving) for customers that are based in or participate in trade with Malaysia is a part of Certinia’s ongoing commitment to support complex and evolving global regulatory requirements, the company says.
More information about the winter 2026 release can be found here. In addition, you can visit the Winter ’26 Release Hub for release notes, documentation, and videos.
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