Getting a full picture of your company’s finances was once impossible

With Place, SaaS CEOs and founders whose teams use Salesforce gain unmatched clarity into operations, powering better decision-making. Their finance and revenue teams work in one place to manage customer subscriptions and billing, calculate and share crucial company revenue and expense metrics, plan their workforces, and forecast and manage their cash flow.

CEOs and founders use Place for:

Reporting to the Board & Investors

Tell the story of your company’s journey in the most compelling way: with accurate, elegant, investor-ready reports and dashboards available on-demand.

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Cash Flow and P&L Forecasting

Empower your team to make more effective decisions by peering into the company's future using robust P&L forecasts and direct-method cash flow projections.

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Workforce Planning

Accurately gauge the potential impact of every hiring decision with a full picture of the revenue and expenses that each person added to your team will contribute.

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Exploring SaaS Business Analytics

Gain instant insights into your company’s sales and financial performance with hundreds of on-demand critical business metrics, reports, and dashboards for the entire company.

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Dashboard of New Wins In Q1 of 2023 - Place

Financial Scenario Modeling

Build and compare scenarios to create new plans and to understand the best, worst, and most likely business outcomes in each scenario.

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Close the gaps between people, processes, and performance

Create a seamless handoff between your new business and renewals teams and your finance and accounting teams to drive accurate billing, financial reporting, and forecasting.

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Consolidate your technology stack

Avoid adding yet another “source of truth” while maximizing your investment into Salesforce by installing Place directly into your org and connecting it to your existing accounting system.

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Align everyone on accurate metrics without friction

Easily measure and securely share your most current SaaS metrics and analytics at a moment’s notice so your team and investors can confidently reach towards new levels of growth.

CEOs and founders make better decisions with Place

Curious to know more about how you can use Place to turn your SaaS company into an unstoppable value-creation machine? Contact us today.

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