Key takeaways
- Built in: bank feeds, receipt capture, expense claim approvals and approval workflows.
- Partly covered: AP automation.
- Not publicly documented: credit card feeds. Confirm with Certinia.
- Vergo works with any card from any bank and posts coded spend into Certinia.
Where should you go next?
- Does Certinia have bank and credit card feeds?
- Does Certinia have AP automation built in?
- Does Certinia have receipt capture or a mobile expense app?
- Does Certinia have approval workflows for invoices and expenses?
- Does Certinia have built-in expense management?
- What are the best expense management add-ons for Certinia?
- Vergo's Certinia integration
- Get started with Vergo
Certinia AP and expense capabilities at a glance
| Capability | In Certinia? | What the documentation shows |
|---|---|---|
| Bank feeds | Yes | Accounting's Plaid integration imports bank account transactions on demand. |
| Credit card feeds | Not publicly documented | Not in Certinia's public documentation; confirm with Certinia. |
| AP automation (invoice capture and processing) | Partly | Payable invoices are entered natively, and approvals run through Salesforce approval processes (for example, vendor payment approval with amount-based steps). However, no invoice capture, OCR or AP inbox appears in the Certinia help table of contents. |
| Receipt capture and mobile expenses | Yes | In Professional Services Cloud, mobile expenses let users attach a photo or file receipt, use Auto Mileage, and tag the project/assignment and billable flag. |
| Expense claim approvals | Yes | Expense reports in Professional Services Cloud are submitted for approval through configured approval processes. |
| Approval workflows (invoices, POs, payments) | Yes | Approvals use Salesforce's configurable approval framework: multi-step approvers, criteria such as amount thresholds, and email notifications. |
What to budget for
- Credit card feeds (not publicly documented): confirm with Certinia before you rely on it.
- AP automation (invoice capture and processing) (partly): AP automation / invoice capture (OCR) and receipt OCR for expenses.
Add-ons Certinia teams commonly consider
- AP automation / invoice capture (OCR)
- Corporate card feed
- Receipt OCR for expenses
Where Vergo fits with Certinia
Vergo integrates with Certinia and posts coded card spend into it; for Certinia, the live integration covers expense management. It works with any card from any bank — connecting your existing cards involves no card applications, no re-issuing and no banking change. Employees send receipts by text or from their phone, and Vergo chases missing receipts itself instead of waiting for a report. Vergo proposes the coding by inference from your own accounting structure and history — no rule library to build, no keyword lists to maintain, and new vendors are coded on first sight. The proposal covers the GLA, dimensions and project, and every coding shows why it was chosen, so a reviewer confirms in seconds instead of re-coding by hand. Approval workflows are optional and fit how you already control spend: route by GL account, by amount, or by project — or skip approval flows entirely and let policy flags catch only what breaks a rule.
About Certinia
Typical users: Professional services and SaaS companies running PSA and financials on Salesforce. Deployment: cloud (native to the Salesforce platform). Status: FinancialForce rebranded as Certinia in 2023. 'ERP Cloud' is now called Financial Management Cloud.
Frequently Asked Questions
Which Certinia capabilities need an add-on?
Per Certinia's documentation, AP automation is partial or missing, and credit card feeds are not publicly documented.
Does Vergo replace Certinia?
No. Certinia stays your ledger. Vergo integrates with Certinia and posts coded entries into it.
Do we need new cards?
No. Vergo works with any card from any bank; connecting your existing cards involves no card applications, no re-issuing and no banking change.
How current is this?
Each answer was checked against Certinia's public documentation on September 30, 2026.
