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 integrates financial data and automates business processes so that finance teams can work more efficiently and share meaningful insights with ease.
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.
Democratized business performance insights to keep everyone on the same page.
Dashboards
Collaboration
Approval Processes
Audit TrailIlluminate the lead-to-cash process. Because sales and finance work better together.
Pipeline & Quota
Subscriptions
One-time Sale
Revenue Recognition
Commissions
Integrated BillingThe daily grind gets a little easier when the entire company collaborates on one platform.
Workforce Planning
Vendor Subscriptions
COGS
G&A
AllocationsReal-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-downGet 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
Make more strategic and impactful contributions to your organization by spending less time copy/pasting and more time on executing strategy.
Ensure alignment within the organization using up-to-the-minute financial forecasts and plans. Less guesswork and more facts from the field.
Greater visibility into organizational financial performance drives employee engagement, meaning team members perform better and stick around longer.
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.
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.
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.
Place allows technology companies to easily integrate their financial data, including recurring revenue, licenses, and more.
Place allows Professional Services companies to easily integrate their financial data, including rate cards, expenses, and more.
“The ability to sync with Xero gives PlaceCPM your actual financial data right along your forecast data right in Salesforce.”
“One of the best platforms to move forecasting out of Excel spreadsheets.”
“Finally, a P&L and cash flow forecasting tool that can replace my outdated Excel sheets!”