Achieve unmatched speed and flexibility in creating accurate and dynamic financial forecasts, specifically for running a successful professional 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.
Work smarter and faster with connected finance, accounting, sales, workforce planning, and operations.
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.
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.
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.
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.
Increase the effectiveness and accuracy of your revenue and wage forecasts with flexible schedules and plans for both sales quotas and commissions plans.
Easily connect any number of business entities and streamline the consolidation process. Leverage intelligent workflows to automate eliminations.
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.
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.
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.
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.
Compensation
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.
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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Confidently rely on pre-built integrations with the leading accounting software solutions used by professional service firms, enable quick setup and on-demand data.
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.
Greg Symons, President at Blueprint Advisory
Plans designed to provide you flexibility with the features, integrations and support you need.
1-year Minimum Contract Billed Annually
$299
/mo1-year Minimum Contract Billed Annually
$999
/mo1-year Minimum Contract Billed Annually
$1,899
/moCompare features and pricing. Have some questions? Our sales team is here to help!