What to expect during the ‘Certinia at Dreamforce’ event: Join theCUBE Sept. 18

Certinia’s big bet is that AI in professional services has to do more than shave time off individual tasks. The company wants software that helps teams coordinate sales, delivery, finance and customer success inside one operating model, with AI feeding on the messy reality of changing projects, meetings, documents and human judgment.

That’s the frame Scott Hebner of theCUBE Research is using for the Sept. 18 “Certinia at Dreamforce” coverage. He says the real prize is a system where what one engagement teaches can improve the next one. In his view, agent autonomy is only part of the story. The harder question is whether AI can improve collective performance while still keeping trust and accountability intact.

Certinia’s Veda platform is meant to sit in that middle ground. Raju Malhotra, the company’s chief product and technology officer, says the platform combines role-based specialist agents with intelligent actions that can be triggered across enterprise workflows. He describes it as a mix of software-as-a-service and agentic systems, which is a neat way of saying the company does not want AI living in a corner office with a single job title.

The acquisition of Moonnox Inc. adds another layer: context from meetings, documents, conversations and changing project requirements on top of structured services data. Early examples point to faster solution planning and earlier spotting of project risks. That matters because in services work, the bottleneck is often not a single person typing faster. It is coordination.

Krista Case of theCUBE Research says the broader test is whether Certinia can actually change the operating model, not just speed up pieces of it. That means deciding how far agents should go, and where people still need to hold the line on judgment, oversight and accountability. theCUBE will cover the event live and make the content available on demand afterward.