Connected financial data for fast insights. Powerful tools to act on them.

PlaceCPM integrates financial data and automates business processes so that finance teams can work more efficiently and share meaningful insights with ease.

An Agile Finance Platform For The Entire Company

With Place, finance teams can be more strategic, leadership gets greater visibility, and everyone gets connected, real-time data - from the same source - to make the right decision at the right time.

PlaceCPM Demo Gif

Automate Financial & Business Processes With Live, Connected Data

Alignment & Visibility

Democratized business performance insights to keep everyone on the same page.

  • Dashboards
  • Collaboration
  • Approval Processes
  • Audit Trail

Revenue Operations

Illuminate the lead-to-cash process. Because sales and finance work better together.

  • Pipeline & Quota
  • Subscriptions
  • One-time Sale
  • Revenue Recognition
  • Commissions
  • Integrated Billing

Spend Management

The daily grind gets a little easier when the entire company collaborates on one platform.

  • Workforce Planning
  • Vendor Subscriptions
  • COGS
  • G&A
  • Allocations

Planning & Reporting

Real-time, transaction-level data means you can plan with confidence and adjust when you have to.

  • P&L and Cash Forecasts
  • Consolidations
  • Variance Analysis
  • Custom Reporting
  • Transactional Drill-down

Bi-directional ERP Integration

Get the data you need in real-time from your ERP system with a prebuilt, bi-directional integration. 

  • Chart of Accounts
  • General Ledger
  • Transactions
  • Multi-entity
  • Multi-currency

"Place has increased our productivity by a factor of 2X at least."

-Brandon Somers, CFO

Transform The Way Your Company Grows

Finance Teams

Make more strategic and impactful contributions to your organization by spending less time copy/pasting and more time on executing strategy.

Business Leaders

Ensure alignment within the organization using up-to-the-minute financial forecasts and plans. Less guesswork and more facts from the field.

Entire Company

Greater visibility into organizational financial performance drives employee engagement, meaning team members perform better and stick around longer.

Trusted by Forward-Thinking Companies Around The World

A Complete Financial Perspective

To Grow With Confidence

Go deeper than traditional financial analysis. Place gives forward-thinking businesses the visibility they need to understand the relationships between departmental data in one platform.

Aligned Finance & Business

For True Collaboration 

Break finance out of its bubble and bring it into your business operating system. Built on Salesforce, Place is the strategic platform where stakeholders from across the business collaborate efficiently with shared data.

Agile Budgeting & Forecasting With Less Effort

Fast-growing companies rely on dynamic budgeting and forecasting to pursue their objectives with confidence. Give your whole company the tools it needs to embrace an agile approach and supercharge growth.

Reduce Spreadsheet Work by 79%.

Embrace An Agile, Strategic Approach To Finance.


What Our Customers Are Saying

“The ability to sync with Xero gives PlaceCPM your actual financial data right along your forecast data right in Salesforce.”

Jay KCEO & Founder, The Digital CPA

“One of the best platforms to move forecasting out of Excel spreadsheets.”

Wankel GSenior Accountant, Robots and Pencils

“Finally, a P&L and cash flow forecasting tool that can replace my outdated Excel sheets!”

Alexa PDirector of Finance & Administration, R&D Partners