With PlaceCPM, 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.
Easily access data with less day-to-day financial grind, more proactive planning & enhanced confidence.
Gain the flexibility and freedom to build more resilient financial models on-demand that easily reflect the business changes on the ground.
Dynamically produce P&L forecasts and cash projections that are based on real transactions to gain a new level of accuracy and efficiency.
Manage revenue like a dream with features built to streamline complexity. Leverage your Salesforce Sales Cloud sales pipeline and quota schedules to build robust sales plans.
Connect any number of business entities and simplify production of consolidated financials, including foreign currency translations, eliminations, and adjustments.
Easily handle recurring and non-recurring expenses and allocate those expenses automatically at the organization, location, department, role and employee levels.
Plan and adapt your hiring strategy based on financial projections. Control salaries, commissions, bonuses and taxes. Understand the true cost of employees by associating non-wage expenses.
Jay Kimelman, CPA, Founder & CEO – The Digital CPA
A continuously updated 360° view of the business with automated reports to measure KPIs and empower confident business decisions.
At-a-glance variance analysis of actual P&L and cash entries compared to the forecasted budget, quick financial consolidations, reporting, and more!
Financial insights for prospects and customers, available directly within the Salesforce record.
Department-specific dashboards featuring targeted metrics and KPIs automatically updated with accounting and Salesforce data for instant reporting.
Fast installation, directly from the AppExchange, with an intuitive Setup Wizard.
Accurate and timely financials that include assumptions, scenarios, and the true cash position.
What are you waiting for? Connect with us today!
