# Place Reviews **Vendor:** Place Technology **Category:** [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) **Average Rating:** 4.7/5.0 **Total Reviews:** 30 ## About Place The Revenue Management Software Built Natively on Salesforce Place is the only RevOps platform purpose-built within Salesforce to power end-to-end revenue management and accurate financial planning for high-growth SaaS companies. Say goodbye to data silos, spreadsheets, disconnects, and revenue leakage. Place keeps your entire business on the same page with connected revenue processes and insights - enabling SaaS companies to scale fearlessly into the future. By unifying siloed systems into Salesforce as the single source of truth, Place seamlessly connects sales, billing, revenue recognition, forecasting, and planning across one trusted platform. This eliminates painful manual processes while enhancing cross-functional alignment. Place equips RevOps, go-to-market teams, finance, and accounting teams with integrated tools to: -Automate billing, subscription, and revenue workflows natively in Salesforce, eliminating revenue leakage -Generate invoices, close the loop between new business, cash, and the data that teams need in real time -Gain real-time visibility into revenue analytics and KPIs -Generate reliable forecasts with drivers based on customer insights -Prepare accurate reporting for stakeholders and the board The results for SaaS leaders is accelerated growth, operational excellence, and strategic finance powered by Salesforce. Place lets you maximize enterprise value by optimizing revenue generation, predictability, and financial strategy. ## Place Reviews ### 1. Subscription Billing and Revenue Management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** September 01, 2023 **What do you like best about Place?** The invoicing is much more efficient for our team having Place integrated with Salesforce. Place integration was a long process but the team assisted in every step along the way and continue to be availalbe as needed, finding solutions for problems that arise. **What do you dislike about Place?** Like many tools integrated with Salesforce, there are limitations and the need for customization takes time. There's been an increase in education, but it's not always easy to understand how the system works on the back end. I don't always know if an automation or validation rule will cause a problem with Place functionality. On the upside, the CS team is always willing to help. **What problems is Place solving and how is that benefiting you?** A Salesforce- based solution to billing and revenue management. ### 2. Great Team to Work With **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** July 31, 2023 **What do you like best about Place?** The people that work there. Every step of the way, we have enjoyed the people we have talked to and worked with. Makes the product that much better. **What do you dislike about Place?** The product is still developing. But they're constantly listening to suggestions and keeping their minds open. Every business has different processes, and for the most part they're very accomodating of that. **What problems is Place solving and how is that benefiting you?** Being able to process subscriptions in Salesforce ### 3. One of the best platform to move forecasting out of Excel spreadsheets **Rating:** 4.5/5.0 stars **Reviewed by:** Wankel G. | Senior Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** November 25, 2020 **What do you like best about Place?** Financials are integrated into my company's Quickbooks Online software. I can click a transaction on PlaceCPM and it will direct me to the source entry in Quickbooks. That makes it easier to make adjustments and do financial analysis. **What do you dislike about Place?** It will take some time to learn the in and out of this platform. Also, it lacks the cashflow presentation that accountants are used to seeing. I would love to see forecasted cash generated from operations, investing and financing. **Recommendations to others considering Place:** The barebone structure of PlaceCPM should be enough for most small to mid-size businesses but a more complex financial structure would require customization, which the guys at PlaceCPM are ready to help. **What problems is Place solving and how is that benefiting you?** The biggest is being able to move out of spreadsheets and avoid the inconsistencies in formulas present in that format. PlaceCPM does the heavy lifting in distributing the income, expense and related cash movements into different months based on client and vendor payment setup. **Official Response from Ben Sperry:** > We appreciate your feedback, Wankel! Partnering with customers like you helps us advance our product in meaningful ways. ### 4. Excellent Startup Forecasting Tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2022 **What do you like best about Place?** The reporting functionality provides me incredible insight into our forecasting that would not be available through using Excel alone. Both the P&L and cash forecasting is available allows great drill down functionality and flexibility. **What do you dislike about Place?** They're new and still building out functionality. There are lots of things that more sophisticated software have readily available and Place is certainly in the process of building them all out, they just aren't all there yet. **What problems is Place solving and how is that benefiting you?** Definitely solving visibility issues I was having previously with my forecasting being done in Google Sheets and giving me the tools to have confidence in my reporting. ### 5. Controller **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 22, 2022 **What do you like best about Place?** I like that they are able to pull together our financial actual and forecasted data and the Saleforce opportunites together to help us plan for the future financial plan. **What do you dislike about Place?** As a financial professional, I am still learning the Salesforce side of the process and how the setup effects the forecasts. **What problems is Place solving and how is that benefiting you?** It is allowing us better insight into sales, and expenses to plan our actions and activities in the future. ### 6. Very knowledgeable team, pleased with their attention to detail. **Rating:** 5.0/5.0 stars **Reviewed by:** Karmel K. | Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** March 15, 2022 **What do you like best about Place?** I love the fact that I will no longer have to use my huge excel spreadsheet that has the potential of breaking/human error. Also, love on the spot reports. **What do you dislike about Place?** I thought I would dislike the start of the process, but the team has made it very easy to move along. **What problems is Place solving and how is that benefiting you?** No more monster spreadsheets, yielding on the spot reports, cash and revenue forecasting ### 7. Streamlined forecasting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Mid-Market (51-1000 emp.) **Reviewed Date:** March 16, 2022 **What do you like best about Place?** The real-time forecasting capabilities from our Salesforce opportunities. **What do you dislike about Place?** Hard to say really; there aren't many things I "dislike", the product is continuing to evolve and grow so some of the nuances I'd "like to have" are being contemplated for future release. **What problems is Place solving and how is that benefiting you?** Place has been instrumental in moving away from solely relying on excel spreadsheets for forecasting and modeling. ### 8. Forecasting Made Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 22, 2021 **What do you like best about Place?** Easy to understand expense/revenue structure allows me to create and tweak forecasts without sifting through all the data available. **What do you dislike about Place?** Load times on forecasts can be quite long. **What problems is Place solving and how is that benefiting you?** PlaceCPM allows for easy analysis of expenses, not just within a specific period but also by department or business segment. **Official Response from Ben Sperry:** > Thanks for the feedback! We really value your partnership. ### 9. Great Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Chad C. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** March 16, 2021 **What do you like best about Place?** I wanted to have a single place to login to run my business. We use salesforce and have always been tying to find the way to integrate our quickbooks **What do you dislike about Place?** I would like to see a little bit more customization on the reporting for the user. I would like the ability to pick and choose which GL accounts show up on cash flow reporting **Recommendations to others considering Place:** If you are looking for a way to integrate your QB data into salesforce this is the place to go. I have looked at other integrations and have not been able to find anything that will give and predictive analysis like cash flow forecasting. **What problems is Place solving and how is that benefiting you?** single place to login for running my business. I can now see future cash flow by integrating my opportunities to automatically add records in my cash flow., **Official Response from Ben Sperry:** > Thanks for the feedback, Chad! Glad to hear we've helped simplify your business processes. We're always working on new features/capabilities, so we really value your input on how to advance the product. ### 10. Best FP&A for Xero inside Salesforce **Rating:** 4.5/5.0 stars **Reviewed by:** Amped H. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2020 **What do you like best about Place?** PlaceCPM really allows users to marry up their Salesforce data with accounting data to users a ver unique/insightful view of how a business is performing. I also really like how it allows us to forecast employees, manage their subscriptions and see the financial impact of these. **What do you dislike about Place?** It can sometimes be a bit clunky with a lot of new objects and it can take a little while to get your head around. There needs to be work done on a knowledge base so that users can quickly reference how to fix errors and troubleshoot themselves. **What problems is Place solving and how is that benefiting you?** We have realised the value of having a single source of truth for accounting & sales data. While we hear the buzz phrase "360 customer view" it is a lot harder to achieve than some might think. Place CPM has really helped with us getting close to a customer 360 view of all our data. **Official Response from Ben Sperry:** > Thanks for the feedback! We recently rolled out a knowledge base (link below) for self-service issue resolution. Great to hear we've helped you get a more comprehensive view of your customer and financial data! ### 11. PlaceCPM the critical addition to your business **Rating:** 5.0/5.0 stars **Reviewed by:** Jay K. | CPA, Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2021 **What do you like best about Place?** The ability to sync with Xero gives PlaceCPM your actual financial data right along your forecast data right in Salesforce. Makes for a powerful analysis engine, helping you run your business and make timely, smart decisions. **What do you dislike about Place?** Not much! As an automator, I want to eliminate all data entry. Would like to be able to add Zapier to push data to Place. **What problems is Place solving and how is that benefiting you?** We have our financial data readily available on our CRM. This gives us what we need to run our business. Having financial projections and actual revenue and expenses right in the system we use all day makes it super easy to make business decisions. **Official Response from Ben Sperry:** > Thanks for the review, Jay! We really value your feedback and partnership. ### 12. New age financial forecasting **Rating:** 5.0/5.0 stars **Reviewed by:** Deepak A. | Founder and CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2020 **What do you like best about Place?** The ability to link Quickbooks to Salesforce to give an overarching view of projected costs and revenue is really helpful. We can review our forecasts based on the deals in our opportunity pipeline or based on quota we've assigned to our sales reps. I thought the concept was really cool as it merges historical data with projections to give a holistic view of the financial health of the company. **What do you dislike about Place?** The customer success team is very helpful in setting everything up and did a great job with our account. I thought they could have more self serve features, but I'm sure they are working on this. **Recommendations to others considering Place:** Check whether they integrate with your CRM and accounting software. **What problems is Place solving and how is that benefiting you?** We are able to slowly move away from static excel modeling to dynamic financial forecasting. Also the ability to combine Quickbooks and Salesforce data gives us good visibility into our cash flow pipeline. **Official Response from Ben Sperry:** > Thanks for the feedback, Deepak! Great to hear you're happy with the product and our awesome customer success team. We recently rolled out a self-service knowledge hub (linked below) that you might find useful. ### 13. Intuitive and Powerful! **Rating:** 5.0/5.0 stars **Reviewed by:** Greg S. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 19, 2020 **What do you like best about Place?** PlaceCPM really helps us plan on our future. We are a professional services company, so it's ability to handle revenue and cash forecasting for project based revenue streams is incredible. We now easily forecast our cash flow basically in real time. We also have really enjoyed working with the Place team. They go the extra mile and have focused on making sure we were leveraging the product. **What do you dislike about Place?** We have not really had any issues with the product. **What problems is Place solving and how is that benefiting you?** Our immediate needs were related to cash projections and forecasting the income statement. They do a great job on solving these challenges, and we really like how you can drill down into specific entries from the accounting system. We also really like the integration with the Opportunity records in Salesforce. This makes it very easy to forecast revenue, but also to include deals once they are booked. **Official Response from Ben Sperry:** > Thanks for the feedback, Greg! We really value your partnership. Great to hear you're seeing the value in live, transaction-level data at your fingertips. ### 14. Finally, a P&L and cash flow forecasting tool that can replace my outdated Excel sheets! **Rating:** 5.0/5.0 stars **Reviewed by:** Alexa P. | Director Of Finance And Administration, Mid-Market (51-1000 emp.) **Reviewed Date:** November 30, 2020 **What do you like best about Place?** I'm excited to have a streamlined tool that forecasts both P&L and cash flow. This solution replaces my clunky Excel sheets and eliminates errors when trying to adjust individual expenditures. The tool even forecasts my revenue directly from our sales database. It doesn't get better than this! **What do you dislike about Place?** As with any software, there is a learning curve associated with adopting new technology. Fortunately, the system takes hardly any time at all to get used to. **Recommendations to others considering Place:** Try it! You won't be disappointed. I've implemented and used several forecasting tools and none of them were able to tackle both P&L and Cash Flow. **What problems is Place solving and how is that benefiting you?** Our revenue is being forecast in real time with current data versus using historical data. This allows us to have a more accurate forecast and be better able to plan for resource allocation. **Official Response from Ben Sperry:** > Thanks for sharing your feedback, Alexa! We value your partnership. ### 15. Budgeting & Real-time Forecasting in one! **Rating:** 4.5/5.0 stars **Reviewed by:** Brandon S. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2021 **What do you like best about Place?** I really like that Place CPM links to both of our Salesforce and Quickbook instances to transfer data seamlessly and easily into one area where I can see a real-time forecast of our business. **What do you dislike about Place?** It would be helpful to have a cheat sheet or some documentation that centralizes the workflows that you as a business owner need to be responsible for. **What problems is Place solving and how is that benefiting you?** To be able to see real-time where we are at from a cash and profitability standpoint is very helpful. **Official Response from Ben Sperry:** > We appreciate the feedback, Brandon! Connecting your business's data in real-time is what we're all about. ### 16. Very insightful, valuable, and helpful **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2021 **What do you like best about Place?** The dashboard is straightforward to understand and navigate. Appreciate the ability to view forecasting by client, by staff member, etc. **What do you dislike about Place?** The setup is cumbersome and time-consuming **What problems is Place solving and how is that benefiting you?** Budgeting and forecasting; the ability to have long term forecasting **Official Response from Ben Sperry:** > Thanks for taking the time to review PlaceCPM! We really appreciate your feedback. ### 17. Exactly what we needed for our fast-paced growth and business planning **Rating:** 5.0/5.0 stars **Reviewed by:** Soumya M. | CMO, Mid-Market (51-1000 emp.) **Reviewed Date:** December 15, 2020 **What do you like best about Place?** Having a tool like Place CPM has made our financial forecasting and decision-making process a whole lot easier. Reports and dashboards can be pulled up a granular level and across entities and that's an important part of how we make quick decisions. The setup and implementation worked like a charm with timely support from the Place team. **What do you dislike about Place?** We've not hit any challenges during our usage. The Place team has always been available right from the setup phase, so we are not too worried about it. **What problems is Place solving and how is that benefiting you?** Though we had been using multiple products including QuickBooks for different parts our accounting process, PlaceCPM has added that layer of easy financial forecasting for P&L and cash that we needed. **Official Response from Ben Sperry:** > We appreciate the feedback, Soumya! ### 18. Fantastic Forecasting Tool built on SalesForce **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** March 31, 2021 **What do you like best about Place?** The PlaceCPM team is second to none. Very thorough understanding of their product and the needs of the modern-day CFO/controller. The tool itself provides excellent visibility into both P&L and cash forecasting. Very thoughtfully designed with an excellent implementation process. **What do you dislike about Place?** As with all tools that offer this much, the set-up process takes some patience. But the PlaceCPM team is fantastic and goes out of their way to ensure a smooth and seamless onboarding. **Recommendations to others considering Place:** There are quite a few forecasting tools out there. Fewer, perhaps, built directly on force.com. Most are notoriously expensive and/or only marginally better than just using MS Excel. PlaceCPM, however, has built something power and unique, and it's absolutely worth exploring! **What problems is Place solving and how is that benefiting you?** Cashflow forecasting integrated with our sales pipeline. The tool specifically meets that need as it is built directly on the force.com platform. **Official Response from Ben Sperry:** > Thanks for taking the time to provide your feedback! We're glad to hear you're happy with the tool's capabilities and our onboarding team. ### 19. Forecasting Game-changer! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 09, 2021 **What do you like best about Place?** PlaceCPM allows us to quickly re-adjust our forecasts in a timely fashion and has been a game-changer for our business. Using the cash variance analysis has been a wonderful addition to our forecasting flow. **What do you dislike about Place?** Transaction-level budgeting can seem repetitive and takes some adjustment, but the Place team is always available to share best practices and optimize our use of the platform. **What problems is Place solving and how is that benefiting you?** Merging our Quickbooks data into our annual budget has given us the ability to quickly see how our projections compare against our actuals. We now have more accurate forecasts since using the PlaceCPM platform. **Official Response from Ben Sperry:** > Thanks for the review! We take a lot of pride in doing right by our customers, so we're glad to hear you're happy with the level of support our team provides. ### 20. Great tool to forecast our P&L **Rating:** 5.0/5.0 stars **Reviewed by:** Sivasree D. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 15, 2020 **What do you like best about Place?** Great team members. Very friendly and helpful. Right from demo they ensure we are at pace with them. PlaceCPM is very flexible and adaptable. As an executive it is very crucial to understand the finances of our organization and they have made it vey easy and transparent. **What do you dislike about Place?** We are a happy customer. The product really suits our requirements. **What problems is Place solving and how is that benefiting you?** PlaceCPM helped us remove the messed up excels and equations, toggling from one sheet to another. We are now able to get a clear and transparent view of our finances, where we are at, where we can improve etc. **Official Response from Ben Sperry:** > Thanks for the review, Sivasree! We're glad to hear you're loving PlaceCPM. ### 21. Ideal software for business planning **Rating:** 5.0/5.0 stars **Reviewed by:** Douglas H. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2020 **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. **What do you dislike about Place?** Haven't seen downsides yet but will report back as we continue. **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. **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. **Official Response from Ben Sperry:** > Thanks for the feedback, Douglas! Great to hear we've helped you move away from the dreaded "copy-paste" financial processes many companies face. ### 22. Great tool, great onboarding/implementation **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 11, 2021 **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. **What do you dislike about Place?** Still early in our lifecycle but no complaints so far. **What problems is Place solving and how is that benefiting you?** Over-reliance on spreadsheets, improved reporting, auditability. **Official Response from Ben Sperry:** > Thanks for the review! We value your partnership and feedback. ### 23. Excellent budgeting & forecasting tool for our business. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2021 **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. **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. **What problems is Place solving and how is that benefiting you?** We are improving and streamlining our budgeting and forecasting process with Place CPM. **Official Response from Ben Sperry:** > Thanks for sharing your feedback! Eliminating needlessly manual processes so you can focus on the important stuff is what we're all about. ### 24. Obtain and maintain a clear view of your finances **Rating:** 5.0/5.0 stars **Reviewed by:** Joseph (Joe) V. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2020 **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. **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. **What problems is Place solving and how is that benefiting you?** None **Official Response from Ben Sperry:** > 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. ### 25. Accounting Manager **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 15, 2021 **What do you like best about Place?** The forecast model by syncing with QBO looks great! **What do you dislike about Place?** The timeframe of implementation and if it could provide a much clear timefram. **What problems is Place solving and how is that benefiting you?** The actual to forecast model link. The time and labor force we can save in an accounting team. **Official Response from Ben Sperry:** > 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. ### 26. We help our clients create whats next and use mobile, web and frontier technologies **Rating:** 4.5/5.0 stars **Reviewed by:** Nichole H. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 24, 2020 **What do you like best about Place?** That information is available in real time **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. **What problems is Place solving and how is that benefiting you?** Previously we could only see monthly results after running several excel workbooks and Place has automated this! **Official Response from Ben Sperry:** > 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. ### 27. Detailed Financial Forecasting **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2021 **What do you like best about Place?** Very detailed forecasting, links seamlessly to Quickbooks Online, customizable dashboard, useful customizable reports. **What do you dislike about Place?** Some of the steps are a little time consuming. **What problems is Place solving and how is that benefiting you?** Keeping a consistent and accurate budget. There are more forecasting options than we thought. ### 28. Value addition in Forecasting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 26, 2020 **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. **What do you dislike about Place?** We're still working on set up and learning as we go. **What problems is Place solving and how is that benefiting you?** As I mentioned above, saving time to create different spreadsheets and trying to make forecast as close as actual **Official Response from Ben Sperry:** > We appreciate the feedback! ### 29. Great CPM Software for Agile Finance Team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 15, 2020 **What do you like best about Place?** Salesforce Integration, Customer Support, Adaptable Forecasting Scenarios. **What do you dislike about Place?** N/A. The PlaceCPM team has been great so far in addressing our immediate concerns. **Recommendations to others considering Place:** Yes, I recommend PlaceCPM **What problems is Place solving and how is that benefiting you?** We needed the ability to generate automated reports for our KPIs, and build P&L and Cash Forecasts **Official Response from Ben Sperry:** > Thanks so much for the feedback! We value your partnership. ### 30. Top class financial forecasting Software **Rating:** 5.0/5.0 stars **Reviewed by:** Ashwin K. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 15, 2020 **What do you like best about Place?** P&L Forecasts and cash projections are very helpful **What do you dislike about Place?** I did not find any dislikes while using this software **What problems is Place solving and how is that benefiting you?** Placecpm has helped solve the financial forecasting and planning side of the business. It is very effective and easy to use. **Official Response from Ben Sperry:** > Thanks for the feedback, Ashwin! - [View Place pricing details and edition comparison](https://www.g2.com/products/place-technology-place/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+16%3A02%3A22+-0500&secure%5Bsession_id%5D=2775c96d-475e-4d85-8128-3dd3a4abfb19&secure%5Btoken%5D=4866e2dd243967018fc7fd33d884bb631e36660a4ceff45de6b7080fd8252ff1&format=llm_user) ## Place Features **Billing and Payments** - Payment Terms - Personalized Billing - Custom Pricing **Billing** - Automation - Consolidation - Adjustments - Blacklisting **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **Financial Planning** - Extended Planning - Reporting - Integration **Order Management** - Opportunities - Order History - Upsell & Cross-sell - Renewals **Data Management** - Updating - Data cleansing - Integration **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Financial Insight** - Budgeting - Forecasting - Planning **Revenue Recognition** - Usage Tracking - Deferred Revenue - Revenue Accrual **Dunning** - Collections - Dispute Management - Escalation **Budget Management** - Consolidation - Adjustments - Workflows **Products & Plans** - Packages - Multi-part Deals - Plan Changes - Bundles **Analysis** - KPIs - Dashboards - Segmentation - Revenue Optimization **Data** - Data Visualization - Data Analysis - Custom Reporting - Reporting Templates **Revenue Optimization** - At-Risk Customers - Offer Optimization - Customer Churn - Revenue Forecasting **Performance** - Packages - Discounts - Plan Changes **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Pricing** - Standard Price - Discounts - Optimization **Agentic AI - Subscription Analytics** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Decision Making **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking **Reporting** - Dimensions - Deferred Revenue - Revenue Recognition **Revenue Management** - Automation - Consolidation - Adjustments - Billing Types **Integration** - Payments - Accounting - CRM & Sales **Agentic AI - Subscription Billing** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Subscription Management** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Decision Making ## Top Place Alternatives - [Maxio](https://www.g2.com/products/maxio/reviews) - 4.3/5.0 (816 reviews) - [Planful](https://www.g2.com/products/planful/reviews) - 4.3/5.0 (487 reviews) - [Vena](https://www.g2.com/products/vena/reviews) - 4.5/5.0 (463 reviews)