Connect your Certinia PSA (Professional Services Automation) with Peppol and global e-invoicing networks. Automate client billing with certified access point connectivity.
Professional Services
Certified Peppol Access Point
Streamline your professional services billing with direct e-invoicing connectivity to global networks.
Transform Certinia project invoices into compliant UBL format automatically. No manual export/import required.
Built on Salesforce platform with native Lightning components. Seamlessly integrates with your existing workflows.
Supports EU e-invoicing mandates, Peppol BIS 3.0, and EN16931 standards for global professional services.
Link invoices to Certinia projects and timesheets. Full audit trail from time entry to payment receipt.
Integrate with Certinia's revenue recognition engine. Automatic accounting entries for delivered services.
Handle global clients with multi-currency support. Automatic currency conversion and local tax calculations.
Get your professional services billing connected to global e-invoicing networks in 3 steps.
Install GoRoute.ai managed package from Salesforce AppExchange. Configure API credentials and enable e-invoicing features in your Certinia PSA setup.
Map Certinia invoice fields to UBL 2.1 standard. Set up project codes, billing rates, and client Peppol IDs for automated processing.
Enable automatic e-invoice transmission when invoices are approved in Certinia. Monitor delivery status and client confirmations in real-time.
Join professional services firms using GoRoute.ai to automate their global e-invoicing with Certinia PSA integration.
Everything you need to know about Certinia e-invoicing integration
Certinia is now part of Salesforce Revenue Cloud, specifically the Professional Services Automation (PSA) component. Our integration works with both legacy FinancialForce and current Salesforce Revenue Cloud deployments.
We support Invoice, Project, Timecard, Expense, Milestone, and Custom Rate objects. Line items include project deliverables, time entries, expense reimbursements, and milestone billing automatically converted to UBL format.
Our integration respects Certinia's multi-currency settings and Salesforce org currency configuration. Invoices are transmitted in the client's preferred currency with automatic tax jurisdiction calculations for EU/global compliance.
Yes, our Lightning components work in Salesforce Experience Cloud communities. Clients can view e-invoice delivery status and download compliant invoice copies directly from your client portal.
E-invoicing integration triggers after final approval in Certinia workflows. No changes to your existing approval processes — GoRoute.ai simply adds compliant electronic delivery when invoices reach "Approved" status.
