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PlaceCPM is financial forecasting software built natively in Salesforce

The most accurate forecasts incorporate a 360° view of your business – that's what makes uniting accounting data with customer data in Salesforce so powerful.

PlaceCPM is the only financial forecasting software built natively in Salesforce.

Not using Salesforce? PlaceCPM+ is the version for you.

Why Sync Accounting Data Into Salesforce?

For laser-sharp forecasting accuracy. Unified workflows utilize your data like never before.

Front Office, Meet Back Office

Experience operational synergy across your organization like never before.

You've Found The Missing Link

Connected workflows give dynamic teams the up-to-date information they need to operate at the speed of business.

PlaceCPM Delivers Best-in-class Features

Punch above your weight class with an Enterprise feature set built and priced for growing businesses.


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.

Designated Access

Control who sees what, with built-in privacy controls.


Unified Customer Account Data

When customer account data is unified in one location, it provides complete visibility and empowers greater levels of sales and support.

PlaceCPM unifies accounting and financial data with sales, service, and operational data.

Empowered Alignment

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

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.


Pre-Built Accounting integrations

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

Natively Built on the Salesforce Platform

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

"Finally a system that can forecast both P&L Expense and Cash!"

Alexa Parnell, Director of Finance and Administration – R&D Partners

Five-star plans that grow with you.

Pricing is based on company size plus the number of additional licenses beyond what is included in the plan.

The number of PlaceCPM licenses you need is dependant on the number of employees you want to contribute to and benefit from financial forecasting and customer relationship workflows.

Company-wide adoption results in the most robust workflows and accurate forecasts.


Size: 1-10 Employees
1-year Minimum Contract Billed Annually
Up to 3 Contributor Licenses Included
+ Contributor Licences $45/mo/ea
UNLIMITED Viewer Licenses




Size: 11-50 Employees
1-year Minimum Contract Billed Annually
Up to 5 Contributor Licenses Included
+ Contributor Licences $40/mo/ea
UNLIMITED Viewer Licenses




Size: 51-300 Employees
1-year Minimum Contract Billed Annually
Up to 10 Contributor Licenses Included
+ Contributor Licences $30/mo/ea
UNLIMITED Viewer Licenses



Have some questions? Our sales team is here to help!