The organizational alignment and financial agility you need to run a successful services business. Get greater visibility into business performance by illuminating every aspect of revenue operations from lead, to cash, to customer retention.
Don't get caught off-guard by a full project pipeline and not enough headcount. With Place, your firm can hire smarter with a complete view of planning and performance.
Accurately forecast and keep track of subscriptions, licenses, and allocations at the vendor-level. Place easily manages and optimizes subscription management, recurring expenses, and allocations.
Because Place integrates all of your financial data, from sales opportunities to cash in the bank, transaction-based forecasts are available at your fingertips.
Place’s revenue features are built to handle the financial complexity of service companies while maintaining ASC 606 compliance. Manage and forecast rate cards, fixed fee, time & materials, retainers, milestone payments, billable hours, and more.
Give your entire company a single source of truth for its most important data. Supercharge collaboration with democratized financial insights to grow your firm with confidence.
Place allows you to connect all of your business entities and streamline the consolidation process. Leverage intelligent workflows to automate eliminations.
Get your teams and processes out of their silos and supercharge collaboration, because connected and visible financial data means smarter and faster business growth.
Get back to helping your clients grow and achieve their goals.
“The ability to sync with Xero gives PlaceCPM your actual financial data right along your forecast data right in Salesforce.”
“One of the best platforms to move forecasting out of Excel spreadsheets.”
“Finally, a P&L and cash flow forecasting tool that can replace my outdated Excel sheets!”