We want to provide clarity and cash flow planning as businesses navigate the impact of COVID-19

If you're asking questions like "What happens if sales drop sharply?" and "Do we have to layoff employees?" – you're not alone, and you don't have to rely on your gut. We want to help you manage and predict your financials by providing access to PlaceCPM, our financial forecasting and business planning software.

  • This field is for validation purposes and should be left unchanged.

Will this work for me?

PlaceCPM is built on the Salesforce Platform™ and is ideal for companies that use Xero or Quickbooks Online as their accounting system.

Don't have Salesforce? No problem, you don't need to! We have a version that comes with Salesforce relationship management and financial forecasting.

 Accurate Cash Flow Projections

View the true state of your bank accounts, and accurately project future cash balances.

 Dynamic P&L Management

Your yearly budget should be as alive and dynamic as the business itself – and now it is. Budget variance is easily visible, and drilling down to account details for greater insight is a snap.

 Amplified Accounting

PlaceCPM works with your existing accounting system, syncing every transaction to provide exact cash balances and granular forecast control.

 Visual Insights On Demand

Manage crucial KPIs with drag-and-drop reports and versatile dashboards.

 In-depth Reporting

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

 360° Understanding and Collaboration

Finance decisions don’t have to be delivered from the top down. Gather key insights from team members and collaborate effortlessly. (without spreadsheets!)

 Empowered Alignment

Get everyone on the same page. Align corporate objectives with operational plans and business processes.

 Designated Access

Control who sees what with built-in privacy controls.

 Accounting Integrations

Pre-built integrations with Xero and Quickbooks provide granular transaction-level details that are critical to producing accurate cash and financial forecasts.

 Built on the Salesforce Platform

Utilize existing Salesforce workflows, configuration and data to maximize forecasting accuracy and insights.

The Problem

Your business is complicated, even in normal times. So how do you cut through the noise and emotion and get to real numbers, now? Your decisions today need to protect your people and your business in both the short and long term.

The Obstacles

Gut feelings can be incredibly unreliable in times of high volatility. You may not have accounting expertise in-house. Static financial models built in spreadsheets are slow and often inaccurate. You need a solution that is affordable and built for your business size.

The Status Quo

You’re not alone! Most businesses don’t understand the effects of their decisions, down to the dollar, but rely on averages and trends – which are almost useless right now. We struggled with this ourselves in past companies, and it’s exactly why we built PlaceCPM.

The Solution

Real Numbers, Real Fast

Cash is the lifeblood of your business. When you understand all the influences at play and levers at your fingertips, you can make decisions with confidence.

Built for Small and Medium Businesses

Our accounting integrations, product features, and cost of ownership are all built for small and medium-sized businesses and the challenges you face.

Built for Speed

Our Setup Wizard and helpful support team will have you forecasting in a few hours. PlaceCPM is easy to install and use.

Built for Accuracy

Our prebuilt integrations with Xero and Quickbooks Online eliminate the need for manual data gathering and entry. You will now have all of your data at your fingertips and in a solution that enables you to create custom reports and dashboards.

Built on the Salesforce Platform™

Financial, Sales and Operational data is now united in one place – collaborative and dynamic.