PlaceCPM syncs Xero and Quickbooks Online data into Salesforce* to accelerate accounting workflows, produce accurate P&L and Cash forecasts, and more.
Take the worry and complexity out of forecasting. Ditch the time-consuming spreadsheets and inaccurate 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.
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 360° view of the business with powerful reports to measure KPIs and empower confident business decisions.
At-a-glance comparisons of month-to-date P&L and cash balances to the budget, quickly preparing financial statements, and more!
Customer account data unified in one location, enabling greater service and support.
Quick, collaborative budgets that empower autonomous workflows while automatically updating the team.
Installing directly from the AppExchange and incredibly quick implementation.
Accurate and timely financials that include assumptions and scenarios.
What are you waiting for? Don't miss out on the opportunity to forecast with YOUR data in a FREE trial!