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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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Verified User in Management Consulting
AM
Verified User in Management Consulting
03/31/2021
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Fantastic Forecasting Tool built on SalesForce

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.
Verified User in Professional Training & Coaching
UP
Verified User in Professional Training & Coaching
03/22/2021
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Detailed Financial Forecasting

Very detailed forecasting, links seamlessly to Quickbooks Online, customizable dashboard, useful customizable reports.
CC
Chad C.
03/16/2021
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Great Integration

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

About

Contact

HQ Location:
Austin, Texas

Social

@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