PlaceCPM is an agile finance platform built for services companies

Achieve unmatched speed and flexibility in creating accurate and dynamic financial forecasts, specifically for running a successful services company.

With a view of the entire business, get clarity down to every financial detail with transaction-level granularity to gain incredible depth of accuracy.

PlaceCPM incorporates a 360° view of your business in real-time. 

Work smarter and faster with connected finance, accounting, sales, workforce planning, and operations.


Cash Projections

Managing cash flow is detailed and complex. Remove the guesswork with weekly, monthly, quarterly and yearly views. Easily estimate cash flow from deposits and project hours.  Analyze, monitor and forecast cash inflow and outflow across multiple payment accounts.

P&L Forecasts

Dynamically produce P&L forecasts that are synced with your general ledger. Manage day-to-day operations and quickly track variances to improve the accuracy and richness of your forecasts.

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Click image to enlarge.


Recurring and Non-Recurring Revenue

Simplify your revenue processes with workflows based on one-time and recurring revenue. Forecast project revenue and cash flow tied to scheduled and potential retainers, deposits, milestone payments, and billable hours.

Salesforce Sales Cloud

PlaceCPM lives within Salesforce, empowering real-time visibility and an accurate pipeline. You control how this influences your forecast and save time by enabling deals to be booked automatically as they are won.

Quota & Commission Management

Increase the effectiveness and accuracy of your revenue and wage forecasts with flexible schedules and plans for both sales quotas and commissions plans.


Multiple Entities

Easily connect any number of business entities and streamline the consolidation process. Leverage intelligent workflows to automate eliminations.

Foreign Currency Translations

Define your corporate currency and let our advanced multi-currency features translate over 100 currencies with dated exchange rates.

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Click image to enlarge.

Expense Management

Subscription Management

Keeping track of subscriptions that the company is using is a near-impossible task. Optimize licenses, manage renewals proactively, track true cost and prevent wasted spend.

Recurring & Non-Recurring Expenses

Produce transaction-level forecasts in minutes, instead of days or hours, for both recurring and non-recurring expenses.


Track forecasted expenses accurately by associating them systematically at the organization, location, department, employee role, and employee level.

Workforce Management

Headcount Planning

Never guess about your headcount plan again. Managers, HR, finance and operations can now all be on the same page with hiring that aligns with your forecasts.


Streamline and organize compensation plans with a variety of pay structures and frequencies, incorporating variable tax rates and costs.

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Click image to enlarge.

Reports & Dashboards

Visualize and customize the metrics that matter most to professional service firms. The drag-and-drop report and dashboard creator enables you to easily combine forecast, accounting, project, sales, marketing and operational data.


Bring the finance team directly into the conversation by connecting and engaging employees across the company. Collaborate on accounting and finance transactions, in addition to sales pipeline, marketing, projects, customer support and operations.

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Accounting Integrations

Confidently rely on pre-built integrations with the leading accounting software solutions used by professional service firms, enable quick setup and on-demand data.

Natively Built on the Salesforce Platform

Break down the silos between finance and the business. PlaceCPM empowers finance teams with direct access to sales and operational data to truly unlock the success of your forecasts.

"I'm able to produce cash projections and forecasts in a fraction of the time"

Greg Symons, President at Blueprint Advisory