Sync Quickbooks Online with Salesforce for accurate cash and financial forecasting.

See your finances, operations, and customers from a new, connected point of view.

Make Better Business Decisions, Faster.

PlaceCPM empowers businesses to move away from static financial models and gut-feeling budgeting into dynamic, collaborative workflows that produce more accurate forecasts in a fraction of the time. Built on the Salesforce Platform, PlaceCPM connects your financial data to sales and operations for a true 360° view of your business.

Quickbooks Online is an accounting solutions leader for small and medium businesses and a key integration partner of PlaceCPM. The pre-built Quickbooks Online integration that comes standard in PlaceCPM, gets you up and running quickly. The crucial financial data you rely on in Quickbooks Online can now be utilized and paired with your Salesforce data to create accurate forecasts, budgets and visual reports.

What Will You Do With Quickbooks Online and PlaceCPM?

Forecast

Produce Accurate Cash Flow Projections

 

Dynamically Manage The Company P&L

 

Amplified Existing Accounting Workflows

 

Report

See Visual Insights On-Demand

 

Access In-depth Reporting

 

Control Who Sees What

Collaborate

Experience the Power of Unified Customer Account Data
 
360° Understanding and Collaboration

 

Generate Empowered Alignment

Integrate

Pre-Built Xero Integration at No Additional Cost

 

Work With a Seamless Salesforce-native Solution

 

"PlaceCPM is a lifesaver"

Angela Hood, CEO and Founder ThisWay Global

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