Certinia has launched its Winter 2026 release of professional services automation software, featuring innovative tools like a Project Assistant Agent, customizable AI summaries, and dynamic playbooks. This update aims to tackle common bottlenecks in professional services, customer success, and finance, enhancing organizational efficiency and reducing administrative burdens. Key features include:
- AI Project Assistant: Proactively identifies project anomalies, improving project health and margins.
- AI-Powered Summaries: Provides customer success managers with instant account overviews for informed discussions.
- Dynamic Playbooks: Generates personalized workflows triggered by specific customer insights, ensuring consistent action.
- Generative AI Summaries: Customizes project data insights for relevance and clarity.
- Faster Estimation and Quoting: Utilizes top-down estimation for quicker, simpler large deal quoting.
- Granular Revenue Customization: Enhances revenue recognition tailored to unique business workflows.
- Enhanced Financial Compliance: Automates contract cancellations, cash matching, and supports global regulatory requirements.
For more details on the release, explore the Winter ’26 Release Hub.
