Sync Xero with Salesforce for accurate cash and financial forecasting.

See your finances, operations, and customers from a new, connected point of view.

Make Better Buisness Decisions, Faster.

PlaceCPM empowers businesses to move away from static financial models and gut-feeling budgeting into dynamic, collaborative workflows that produce more accurate forecasts in a fraction of the time. Built on the Salesforce Platform, PlaceCPM connects your financial data to sales and operations for a true 360° view of your business.

Xero is an accounting solutions leader for small and medium businesses and a key integration partner of PlaceCPM. The pre-built Xero integration that comes standard in PlaceCPM, gets you up and running quickly. The crucial financial data you rely on in Xero can now be utilized and paired with your Salesforce data to create accurate forecasts, budgets and visual reports.

What Will You Do With Xero and PlaceCPM?


Produce Accurate Cash Flow Projections


Dynamically Manage The Company P&L


Amplified Existing Accounting Workflows



See Visual Insights On-Demand


Access In-depth Reporting


Control Who Sees What


Experience the Power of Unified Customer Account Data
360° Understanding and Collaboration


Generate Empowered Alignment


Pre-Built Xero Integration at No Additional Cost


Work With a Seamless Salesforce-native Solution


"PlaceCPM is a lifesaver"

Angela Hood, CEO and Founder ThisWay Global

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