PlaceCPM syncs Xero and Quickbooks Online data into Salesforce* to accelerate accounting workflows, produce accurate P&L and Cash forecasts, and more.
Increase finance and accounting workflow efficiency 10x, working with a 360° view of your financials.
When customer account data is unified in one location, it provides complete visibility and empowers greater levels of sales and support.
PlaceCPM unifies accounting and financial data with sales, service, and operational data.
Produce timely, accurate P&L forecasts and cash projections like never before by merging accounting transactions and Salesforce data in PlaceCPM.
Forecast the true cost and benefits of key business decisions – like creating a hiring plan with detailed expense allocations and revenue recognition.
No need to replace Xero or Quickbooks Online in order to access advanced forecasting features.
Powerful yet simple, PlaceCPM is for accounting experts and non-finance personnel alike.
Build unique reports and dashboards that utilize the wealth of financial and operational data now at your fingertips.
Brandon Ward, Founder and CEO – Palladin Technologies
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? Don't miss out on the opportunity to forecast with YOUR data!