The Fall Release is here! See what's new.

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.

FP&A is finally at home in Salesforce

Increase finance and accounting workflow efficiency 10x, working with a 360° view of your financials.

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 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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