Place for Services Companies

The organizational alignment and financial agility you need to run a successful services business. Get greater visibility into business performance by illuminating every aspect of revenue operations from lead, to cash, to customer retention.

Trusted by Leading Services and Consulting Firms

Take An Agile Approach to Finance With Live Data At Your Fingertips.

Align Headcount and Project Pipeline

Don't get caught off-guard by a full project pipeline and not enough headcount. With Place, your firm can hire smarter with a complete view of planning and performance.

Key Features
  • Headcount Planning
  • Compensations
  • Project Rate Cards

Simplify Spend Management

Accurately forecast and keep track of subscriptions, licenses, and allocations at the vendor-level. Place easily manages and optimizes subscription management, recurring expenses, and allocations.

Key Features
  • Subscription Management
  • Allocations
  • COGS
  • G&A

Forecast Cash with Agility

Because Place integrates all of your financial data, from sales opportunities to cash in the bank, transaction-based forecasts are available at your fingertips.

Key Features
  • Cash Forecasts
  • P&L Forecasts
  • Variance Analysis
  • Transactional Drilldown

Accurately Recognize Revenue

Place’s revenue features are built to handle the financial complexity of service companies while maintaining ASC 606 compliance. Manage and forecast rate cards, fixed fee, time & materials, retainers, milestone payments, billable hours, and more.

Key Features
  • Revenue Recognition
  • Project Rate Cards
  • Pipeline & Quota
  • Integrated Billing

Real-time Visibility For All

Give your entire company a single source of truth for its most important data. Supercharge collaboration with democratized financial insights to grow your firm with confidence.

Key Features
  • Dynamic Dashboards
  • Custom Reporting
  • Approval Process
  • Audit Trail

Streamline Consolidations

Place allows you to connect all of your business entities and streamline the consolidation process. Leverage intelligent workflows to automate eliminations.

Key Features
  • Multiple Entities
  • Foreign Currency Translations

It's Time To Democratize Financial Data

Get your teams and processes out of their silos and supercharge collaboration, because connected and visible financial data means smarter and faster business growth.

Spend 72% Less Time on Cash Projections.

Get back to helping your clients grow and achieve their goals.

What Our Customers Are Saying

“The ability to sync with Xero gives PlaceCPM your actual financial data right along your forecast data right in Salesforce.”

Jay KCEO & Founder

“One of the best platforms to move forecasting out of Excel spreadsheets.”

Wankel GSenior Accountant

“Finally, a P&L and cash flow forecasting tool that can replace my outdated Excel sheets!”

Alexa PDirector of Finance & Administration