G2

Wankel G.

Senior Accountant

Mid-Market (51-1000 emp.)

11/25/2020

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

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Ben Sperry of Place

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We appreciate your feedback, Wankel! Partnering with customers like you helps us advance our product in meaningful ways.