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.
Illuminate the lead-to-cash process. Because sales and finance work better together.
The daily grind gets a little easier when the entire company collaborates on one platform.
Real-time, transaction-level data means you can plan with confidence and adjust when you have to.
Get the data you need in real-time from your ERP system with a prebuilt, bi-directional integration.
-Brandon Somers, CFO
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.
“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“Finally, a P&L and cash flow forecasting tool that can replace my outdated Excel sheets!”