Certinia’s Winter 26 Release continues the company’s focus on helping services-based organisations operate with greater clarity, speed, and confidence. This release introduces a range of enhancements across professional services automation, customer success, and financial management, with a strong emphasis on intelligent assistance and guided workflows.
As teams face increasing pressure to deliver predictable outcomes while managing complexity, Winter 26 provides tools designed to reduce manual work, surface insights sooner, and support better decision-making across the lifecycle of a customer engagement.
AI Powered Insights That Support Proactive Delivery
A key theme of the Winter 26 Release is the expanded use of AI to help teams identify issues before they become problems. New AI driven assistants and summaries are designed to highlight important signals such as data gaps, potential risks, and changes in project or account status.
By bringing this information together in clear, accessible summaries, teams can spend less time searching for context and more time taking action. This is particularly valuable for project managers, customer success leaders, and executives who need a quick but reliable view of what is happening across multiple engagements.
Dynamic Playbooks for More Consistent Execution
Winter 26 also introduces more dynamic and responsive playbooks. These playbooks adjust based on real conditions, such as customer health or policy requirements, rather than relying on static checklists.
The result is more consistent execution across teams while still allowing flexibility for different scenarios. Whether guiding onboarding activities, renewal preparation, or issue resolution, dynamic playbooks help ensure that best practice is applied at the right time.
Faster Estimating and Quoting
Creating accurate estimates and quotes for complex services engagements can be time-consuming. The Winter 26 Release includes enhancements that make this process faster and more scalable, particularly for larger or more complex deals.
With improved estimation models and role based multipliers, teams can build quotes more efficiently while maintaining accuracy and alignment with delivery plans. This helps reduce friction between sales and delivery and supports smoother handovers once work begins.
Finance Enhancements That Scale with the Business
On the finance side, Winter 26 delivers improvements that help organisations manage growth and complexity more effectively. Updates focus on streamlining workflows such as revenue recognition, cash matching, and contract lifecycle events.
These enhancements are designed to support higher volumes and more complex scenarios without adding unnecessary manual effort, helping finance teams maintain control while keeping pace with the business.
Bringing It All Together
The Certinia Winter 26 Release is about enabling teams to work smarter across the entire services and customer lifecycle. By combining AI powered insights, adaptive guidance, and streamlined operational workflows, this release helps organisations improve visibility, reduce risk, and deliver value more consistently.
To explore all features, detailed release notes, and upcoming enablement sessions, visit the Winter 26 Release Hub.