Make Better Business Decisions, Faster

PlaceCPM syncs Xero and Quickbooks Online data into Salesforce* to accelerate accounting workflows, produce accurate P&L and Cash forecasts, and more.

PlaceCPM Empowers Accurate Cash & Financial Forecasting

Take the worry and complexity out of forecasting. Ditch the time-consuming spreadsheets and inaccurate data.

Unified Customer Account Data

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.

Forecast Quickly & Accurately

Produce timely, accurate P&L forecasts and cash projections like never before by merging accounting transactions and Salesforce data in PlaceCPM.

Understand Decision Impact 

Forecast the true cost and benefits of key business decisions – like creating a hiring plan with detailed expense allocations and revenue recognition.

Supercharge Your Accounting

No need to replace Xero or Quickbooks Online in order to access advanced forecasting features.

Built for Experts & Newcomers

Powerful yet simple, PlaceCPM is for accounting experts and non-finance personnel alike.

Manage KPIs with Rich Reports and Visual Dashboards

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

"As a CEO, I love it – I can model my revenue and costs and steer my business."

Brandon Ward, Founder and CEO – Palladin Technologies

The C-Suite Cares About

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

Accounting Appreciates

At-a-glance comparisons of month-to-date P&L and cash balances to the budget, quickly preparing financial statements, and more!

Sales and Support Love

Customer account data unified in one location, enabling greater service and support.

All Managers Want

Quick, collaborative budgets that empower autonomous workflows while automatically updating the team.

System Admins Enjoy

Installing directly from the AppExchange and incredibly quick implementation.

Investors Value

Accurate and timely financials that include assumptions and scenarios.

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