Financial Forecasting and Business Planning for
Technology and Service Companies

PlaceCPM unlocks the flexibility and speed finance teams require to produce the variety of financial forecasts needed to manage and grow the business.

Forecast faster with greater flexibility and live data

Easily access data with less day-to-day financial grind, more proactive planning & enhanced confidence.

Adaptable Financial Forecasting

Gain the flexibility and freedom to build more resilient financial models on-demand that easily reflect the business changes on the ground.

Transaction-Level Forecasts

Dynamically produce P&L forecasts and cash projections that are based on real transactions to gain a new level of accuracy and efficiency.

Streamline Revenue 

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.

Expense Management

Easily handle recurring and non-recurring expenses and allocate those expenses automatically at the organization, location, department, role and employee levels.

Manage Your Workforce

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.

Visualize with Drag-and-Drop Reports & Dashboards

Build unique reports and dashboards that utilize the wealth of financial and operational data now at your fingertips.

"Makes for a powerful analysis engine, helping you run your business and make smart, timely decisions."

Jay Kimelman, CPA, Founder & CEO – The Digital CPA

The C-Suite Cares About

A continuously updated 360° view of the business with automated reports to measure KPIs and empower confident business decisions.

Accounting Appreciates

At-a-glance variance analysis of actual P&L and cash entries compared to the forecasted budget, quick financial consolidations, reporting, and more!

Sales and Support Love

Financial insights for prospects and customers, available directly within the Salesforce record.

All Managers Want

Department-specific dashboards featuring targeted metrics and KPIs automatically updated with accounting and Salesforce data for instant reporting.

System Admins Enjoy

Fast installation, directly from the AppExchange, with an intuitive Setup Wizard.

Investors Value

Accurate and timely financials that include assumptions, scenarios, and the true cash position.

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