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DH

Douglas H.

CEO

Small-Business (50 or fewer emp.)

11/20/2020

"Ideal software for business planning"

5/5

What do you like best about Place?

PlaceCPM was easy to get started with, no learning curve, helps me forecast revenue, costs, and cash flow. For a company like ours that is growing, its been a helpful tool for running scenarios, forecasting hires, etc. Review collected by and hosted on G2.com.

What do you dislike about Place?

Haven't seen downsides yet but will report back as we continue. Review collected by and hosted on G2.com.

Recommendations to others considering Place:

If you like emailing spreadsheets around, having to update them manually with your financial performance, and finding costly errors that likely impacted business decision making, then I'd be surprised - this is a nice tool to replace a lot of manual process with something simpler that delivers actionable insights. Review collected by and hosted on G2.com.

What problems is Place solving and how is that benefiting you?

Overall business planning, I replaced excel sheets with formulas and inevitable errors with a tool that helps me scenario plan based on my current financials. Review collected by and hosted on G2.com.

Response from Ben Sperry of Place

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Thanks for the feedback, Douglas! Great to hear we've helped you move away from the dreaded "copy-paste" financial processes many companies face.

AI

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

4/11/2021

"Great tool, great onboarding/implementation"

4/5

What do you like best about Place?

The PlaceCPM team really impressed me with their commitment to understanding my business's needs and making sure their tool was configured to set us up for success. We had to make some in-flight changes to our chart of accounts (our problem, not theirs) and they took it in stride, explaining the impacts and helping us work through the downstream changes in the tool. Review collected by and hosted on G2.com.

What do you dislike about Place?

Still early in our lifecycle but no complaints so far. Review collected by and hosted on G2.com.

Response from Ben Sperry of Place

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Thanks for the review! We value your partnership and feedback.

US

Verified User in Staffing and Recruiting

Mid-Market (51-1000 emp.)

5/4/2021

"Excellent budgeting & forecasting tool for our business."

5/5

What do you like best about Place?

What I like best about PlaceCPM is it's very easy to use, eliminating manual budget tracking and analysis which allows me to focus on more more critical business needs. Review collected by and hosted on G2.com.

What do you dislike about Place?

Overall it's been a good experience; there isn't anything that comes to mind that I dislike about the service. Review collected by and hosted on G2.com.

Response from Ben Sperry of Place

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Thanks for sharing your feedback! Eliminating needlessly manual processes so you can focus on the important stuff is what we're all about.

JV

Joseph (Joe) V.

Mid-Market (51-1000 emp.)

12/8/2020

"Obtain and maintain a clear view of your finances"

5/5

What do you like best about Place?

The software provides the ability to generate consolidated reports with the ability to drill down . This is critical for organizations that have work forces that are decentralized. In our case we have teams in the US, Canada and India. Having the ability to budget and obtain real time expense management over those budgets is critical to our success. Review collected by and hosted on G2.com.

What do you dislike about Place?

I really do not have any negative to say. Once the information is loaded/synced it is very easy to use and intuitive. Review collected by and hosted on G2.com.

Response from Ben Sperry of Place

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Thanks for the review, Joseph! We think the ability to drill down in consolidated reports is critical for effectively managing business performance. Great to hear you're finding value in that.

AI

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

3/15/2021

Business partner of the seller or seller's competitor, not included in G2 scores.

"Accounting Manager"

4/5

What do you like best about Place?

The forecast model by syncing with QBO looks great! Review collected by and hosted on G2.com.

What do you dislike about Place?

The timeframe of implementation and if it could provide a much clear timefram. Review collected by and hosted on G2.com.

Response from Ben Sperry of Place

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Thanks for the review! We built PlaceCPM to make life a little easier for finance and accounting teams and to help them work more efficiently. We really value your feedback as we continue to advance the product.

NH

Nichole H.

Mid-Market (51-1000 emp.)

11/24/2020

"We help our clients create whats next and use mobile, web and frontier technologies"

4.5/5

What do you like best about Place?

That information is available in real time Review collected by and hosted on G2.com.

What do you dislike about Place?

The cash forecast is based on payment terms but it would be more helpful for the system to use when actual payments are received and estimate future payments based on that information. Review collected by and hosted on G2.com.

Response from Ben Sperry of Place

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We appreciate the feedback, Nichole! We built PlaceCPM to automate the headache-inducing tasks finance and accounting teams face every day. Great to hear you're seeing the benefits of that.

UP

Verified User in Professional Training & Coaching

Small-Business (50 or fewer emp.)

3/19/2021

"Detailed Financial Forecasting"

4.5/5

What do you like best about Place?

Very detailed forecasting, links seamlessly to Quickbooks Online, customizable dashboard, useful customizable reports. Review collected by and hosted on G2.com.

What do you dislike about Place?

Some of the steps are a little time consuming. Review collected by and hosted on G2.com.

AC

Verified User in Computer Software

Mid-Market (51-1000 emp.)

11/26/2020

"Value addition in Forecasting"

5/5

What do you like best about Place?

Saves lot of time in creating different spreadsheets and makes it possible to get everything at one place. Review collected by and hosted on G2.com.

What do you dislike about Place?

We're still working on set up and learning as we go. Review collected by and hosted on G2.com.

Response from Ben Sperry of Place

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We appreciate the feedback!

UI

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

12/15/2020

"Great CPM Software for Agile Finance Team"

5/5

What do you like best about Place?

Salesforce Integration, Customer Support, Adaptable Forecasting Scenarios. Review collected by and hosted on G2.com.

What do you dislike about Place?

N/A. The PlaceCPM team has been great so far in addressing our immediate concerns. Review collected by and hosted on G2.com.

Response from Ben Sperry of Place

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Thanks so much for the feedback! We value your partnership.

AK

Ashwin K.

Mid-Market (51-1000 emp.)

12/15/2020

"Top class financial forecasting Software"

5/5

What do you like best about Place?

P&L Forecasts and cash projections are very helpful Review collected by and hosted on G2.com.

What do you dislike about Place?

I did not find any dislikes while using this software Review collected by and hosted on G2.com.

Response from Ben Sperry of Place

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Thanks for the feedback, Ashwin!