Remove friction between sales and finance teams. Trigger invoice creation as deals close, streamline approvals, and automate collections & dunning.
Save time and eliminate mistakes. Trigger invoicing and invoice approval workflows at the close of a deal.
Place accelerates your order to cash cycle with automated collections and dunning notifications through our Quickbooks, Xero, NetSuite, and Stripe integrations.
Built on the Salesforce Platform as a natural extension of the revenue teams workflows, Place automates the renewal and subscription process, while providing visibility into the entire business.
Gain confidence in your revenue processes as the business grows, without having to worry about your system keeping-up. Streamline forecasts with data from your current bookings, billing and revenue retention reports to better inform stakeholders.
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Spend less time closing the books by automating manual tasks like calculating revenue recognition, deferred revenue, even partial month pro-rating. Customize your own set of rules for financial reporting tailored to your preferences.
Maintain compliance with less effort. Automatically calculate and record revenue using standards like GAAP and ASC 606 for both simple and complex revenue recognition scenarios.
Create accurate financial forecasts with forward looking data from the Salesforce pipeline, backed by current data from the general ledger. Create detailed predictions that help your team understand your trajectory.
Look further ahead with forecasts built on quota and historical performance data. Understand how big decisions like hiring a new sales director will affect long term prospects and growth.