Hello editors! My name's Mike and I'm a paid employee at Certinia. Due to my conflict of interest, I won’t make any direct edits to this article unless I have explicit permission from a reviewing editor.
My first request is to create more clear subsections in the History section, and add more information about the evolution of Certinia as a company. My version draws a clear line between the years the company operated as "CODA", then as "FinancialForce", and finally as "Certinia". The current article doesn't really lay out this transition in a way that's easy to follow. I think my version will help readers understand the timeline and name changes much more clearly:
More information Proposed version ...
|
CODA and FinancialForce
The company acquired United Kingdom-based financial software firm CODA by Unit4 Agresso in 2008. CODA 2go, an online accounting solution developed by CODA, became the foundation for a new joint venture between Unit4 Agresso and Salesforce.com.[1] The following year, the company was named FinancialForce.com and operated as a provider of cloud-based accounting software.[2]
FinancialForce.com was majority-owned by Unit4 Agresso, with Salesforce.com as a minority stakeholder and marketing partner.[1] By 2011, FinancialForce.com reported an annual revenue run rate exceeding $9 million and had more than 100 employees by March 2012.[3] Unit4 Agresso was acquired by Advent International in 2014. Advent later separated FinancialForce from Unit4.[4]
FinancialForce raised $110 million in investment in March 2015, led by Technology Crossover Ventures and Salesforce Ventures, following a $50 million round in 2014. The company had over 500 employees and a $50 million revenue run rate as of 2015.[5] In January 2017, Tod Nielsen, a former executive at Salesforce and Heroku, became CEO, succeeding Roche. That same year, FinancialForce approached $100 million in revenue.[6]
FinancialForce expanded its offerings to include enterprise resource planning (ERP), professional services automation (PSA), and related solutions for businesses around this time.[7]
Certinia
In May 2023, FinancialForce rebranded as Certinia.[7] Certinia’s products include Financial Management Cloud, Professional Services Cloud, and Customer Success Cloud. The company remained built on the Salesforce platform.[8][9]
|
Close
Let me know if you have any questions, and thanks in advance for taking a look here Mikeatcertinia (talk) 19:19, 1 June 2026 (UTC)
Reply 23-JUN-2026
Edit request declined
- Amongst the references proposed to be used is one from TechCrunch. (See WP:TECHCRUNCH.)
Regards, Spintendo 01:33, 24 June 2026 (UTC)
- Hello Spintendo! I appreciate you taking a look here. I've made a version without the TechCrunch sources here. Let me know what you think:
More information Proposed version #2 ...
|
CODA and FinancialForce
The company acquired United Kingdom-based financial software firm CODA by Unit4 Agresso in 2008. CODA 2go, an online accounting solution developed by CODA, became the foundation for a new joint venture between Unit4 Agresso and Salesforce.com.[1] The following year, the company was named FinancialForce.com and operated as a provider of cloud-based accounting software.[2]
FinancialForce.com was majority-owned by Unit4 Agresso, with Salesforce.com as a minority stakeholder and marketing partner.[1] By 2011, FinancialForce.com reported an annual revenue run rate exceeding $9 million and had more than 100 employees by March 2012.[3] Unit4 Agresso was acquired by Advent International in 2014. Advent later separated FinancialForce from Unit4.[4]
FinancialForce raised $110 million in investment in March 2015, led by Technology Crossover Ventures and Salesforce Ventures, following a $50 million round in 2014.[5] In January 2017, Tod Nielsen, a former executive at Salesforce and Heroku, became CEO, succeeding Roche.[6] FinancialForce expanded its offerings to include enterprise resource planning (ERP), professional services automation (PSA), and related solutions for businesses around this time.[7]
Certinia
In May 2023, FinancialForce rebranded as Certinia.[7] Certinia’s products include Financial Management Cloud, Professional Services Cloud, and Customer Success Cloud. The company remained built on the Salesforce platform.[8][9]
|
Close
- Thanks Mikeatcertinia (talk) 14:28, 30 June 2026 (UTC)
- Thank you for removing the spurious references, it's much appreciated. Now the text that you wish to add appears to have some overlap with the text already present in the article. So I'll need a verbatim accounting of which text is to be replaced.[1] Sorry for the extra work, but I can't remove anything unless you explicitly ask for it to be removed. Thank you!
References
"Template:Edit COI". Wikipedia. 30 August 2023. Instructions for Submitters: Describe the requested changes in detail. This includes the exact proposed wording of the new material, the exact proposed location for it, and an explicit description of any wording to be removed, including removal for any substitution.
- Regards, Spintendo 04:27, 16 July 2026 (UTC)
- Thanks for the guidance, Spintendo. Here's the text I'm requesting be removed, paired with the exact replacement text. Let me know if you need more detail on any of these changes.
- First change: I would like to replace the first sentence in the live article:
CODA was a UK software company that was founded in 1979 and acquired by UNIT4 in 2008 for around 213 million euros.
[1][2]
- With my proposed first paragraph and new subsection heading:
CODA and FinancialForce
The company acquired United Kingdom-based financial software firm CODA by Unit4 Agresso in 2008. CODA 2go, an online accounting solution developed by CODA, became the foundation for a new joint venture between Unit4 Agresso and Salesforce.com.[1] The following year, the company was named FinancialForce.com and operated as a provider of cloud-based accounting software.[2]
- My proposed version adds a new subsection heading for readability, removes outdated and irrelevant financial details, and adds a sentence explaining the name change from CODA to FinancialForce in a more clear way.
- Second change: I would like to replace the first sentence of the second paragraph:
FinancialForce was established as a
joint venture between
Salesforce and
UNIT4 in September 2009,
[1] which incorporated the Coda 2go software that was originally launched in December 2008.
[2][3]
- With my proposed second paragraph:
FinancialForce.com was majority-owned by Unit4 Agresso, with Salesforce.com as a minority stakeholder and marketing partner.
[1] By 2011, FinancialForce.com reported an annual revenue run rate exceeding $9 million and had more than 100 employees by March 2012.
[2] Unit4 Agresso was acquired by Advent International in 2014. Advent later separated FinancialForce from Unit4.
[3]
- My proposed paragraph adds more context around the company's history, more clearly explains the Advent acquisition and its split from Unit4, and removes AccountingWeb and Salesforce as sources.
- Third change: I would like to delete the sentence in the box below. This information is not accurate, and it also does not add anything substantially helpful to the article. According to WP:Verifiability, while information must be verifiable for inclusion in an article, not all verifiable information must be included. The inclusion of this claim does not materially improve the article, and is also a part of routine business coverage that is no longer relevant or accurate.
- Fourth change: I would like to replace the following paragraph:
In March 2015, the company received $110M in funding from
Technology Crossover Ventures and Salesforce Ventures.
[1] In January 2017, FinancialForce appointed former Salesforce and Heroku executive Tod Nielsen as CEO and President.
[2]
- With my proposed third paragraph:
FinancialForce raised $110 million in investment in March 2015, led by Technology Crossover Ventures and Salesforce Ventures, following a $50 million round in 2014.
[1] In January 2017, Tod Nielsen, a former executive at Salesforce and Heroku, became CEO, succeeding Roche.
[2] FinancialForce expanded its offerings to include
enterprise resource planning (ERP),
professional services automation (PSA), and related solutions for businesses around this time.
[3]
- My proposed version makes minor copy edits and replaces the TechCrunch sources in the first two sentences. The last sentence was added to introduce the company's core business services at that time.
- Fifth change: In order to clearly distinguish the current company from its prior history, I would like to add the following to the beginning of the new Certinia subsection, replacing the sentence beginning with "On May 3, 2023":
Certinia
In May 2023, FinancialForce rebranded as Certinia.[1] Certinia’s products include Financial Management Cloud, Professional Services Cloud, and Customer Success Cloud. The company remained built on the Salesforce platform.[2][3]
- Thanks again for your patience with this, and let me know if any further detail is needed. Mikeatcertinia (talk) 20:09, 6 August 2026 (UTC)
- Hello, again. Since this conversation seems to have stalled, I would like to call on a third opinion. Thanks! Mikeatcertinia (talk) 23:48, 10 September 2026 (UTC)
Third opinion summary
I submitted an edit request to restructure and clarify the History section of the Certinia Wikipedia article, proposing subsections distinguishing the company's eras as CODA, FinancialForce, and Certinia. Spintendo initially declined the request, then asked for a verbatim breakdown of exact text to be replaced once the sourcing issue they raised was resolved. I have now provided five detailed side by side changes (old text vs. proposed text, with sourcing) covering the company's ownership history, funding rounds, leadership changes, and rebranding to Certinia. I'm now awaiting further review, and would like a third opinion from another editor, since the conversation here seems to have stalled. Thanks Mikeatcertinia (talk) 23:48, 10 September 2026 (UTC)
