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Place Technology

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30 reviews
  • 1 profiles
  • 7 categories
Average star rating
4.7
Serving customers since
2018
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Place Technology Reviews

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Wankel G.
WG
Wankel G.
05/25/2022
Validated Reviewer
Verified Current User
Review source: Organic

One of the best platform to move forecasting out of Excel spreadsheets

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.
GS
Greg S.
05/19/2022
Validated Reviewer
Verified Current User
Review source: Organic

Intuitive and Powerful!

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.
Verified User in Computer Software
AC
Verified User in Computer Software
03/22/2022
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Controller

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.

About

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HQ Location:
Austin, Texas

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@PlaceTechnology

What is Place Technology?

Place Technology is a financial software company that focuses on delivering solutions designed to help businesses enhance their financial forecasting, planning, analytics, and reporting with greater accuracy and efficiency. Utilizing its flagship product, PlaceCPM, Place Technology aims to provide organizations, particularly those in the mid-market and early-stage sectors, with a robust platform for real-time financial insights and decision-making. PlaceCPM integrates seamlessly with existing financial systems like Salesforce, allowing users to access reliable data for strategic planning and operational improvement. The company is headquartered in Austin, Texas.

Details

Year Founded
2018