Sync accounting with Salesforce and make better business decisions, faster.

See your finances, operations, and customers from a new, 360° view.

Salesforce connects companies and customers
PlaceCPM connects accounting and Salesforce

Five-star Cash & Financial Forecasting on the AppExchange

Take the worry and complexity out of forecasting. PlaceCPM is built natively in Salesforce.

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.

What Will You Do With Salesforce and PlaceCPM?


Produce Accurate Cash Flow Projections


Dynamically Manage The Company P&L


Amplified Existing Accounting Workflows



See Visual Insights On-Demand


Access In-depth Reporting


Control Who Sees What


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


Generate Empowered Alignment


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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