Consolidating Financial Information in Salesforce
About our Partnership
Place Technology, Inc. is a venture-backed software company building innovative applications on the Salesforce Platform that simplify business operations. PlaceCPM offers budgeting and forecasting software to help with real-time data, updates, collaboration, and custom reporting.
Simplify Budgeting & Forecasting
PlaceCPM combines transactional-level financial and cash forecasting, budgeting, modeling, consolidations and core planning with advanced collaboration, workflows, reporting and visualization tools in one easy to use application natively built on the Salesforce Platform.
Cash Projections and P&L Forecasting
Forecast, model and budget while quickly assessing outputs like cash projections, forecast variance and more – all from a familiar viewpoint.
In sync with your accounting system for exact cash balances and granular forecast control.
Communication is enabled directly within the elements and workflows of PlaceCPM for quick, clear team collaboration.
Pre-built integrations with Xero and Quickbooks provide granular transaction-level details that are critical to producing accurate cash and financial forecasts.
Visualized Insights on Demand
Manage crucial KPIs with drag-and-drop reports and customizable dashboards, or get started with pre-built options.
Built on the Salesforce Platform
Utilize existing Salesforce workflows, configuration and data to maximize forecasting accuracy and insights. PlaceCPM is the only all-in-one corporate performance management solution natively built on the Salesforce Platform.
Learn More About Financial Forecasting in Salesforce
If you’re ready to get a full view of your companies financial health, we’re ready to help. Complete the form below and well set up a time to help you harness the power of Salesforce and PlaceCPM for a 360-degree view of your companies financial health.