Product news, customer wins, and notes from the field on profitability analytics, cost allocation, and intercompany pricing. Filter by type or search to find what you need.
Showing 12 of 47 posts
Article
Every discussion about replacing Alteryx surfaces the same challenge: preserving your workflows. PlaidCloud imports your .yxmd workflows, apps, macros, and .yxdb data directly, so you start from a running system, not from scratch.
Article
Your operations team was not hired to reconcile spreadsheets. See how PlaidCloud executive dashboards free ABA teams from spreadsheet jail, turning CentralReach and payroll data into real-time insight so leaders can invest their time where it matters.
Article
Expansion is the ultimate stress test for an ABA organization. Before you open a second clinic, three operational metrics should greenlight the move: authorized hour utilization, RBT staff capacity, and billing and payment lag.
Article
Alteryx is under new ownership and a new licensing model. Here is what actually changed, when Alteryx is still the right tool, and when finance and operations teams should look at a platform purpose-built for costing and profitability.
Case Study
Already Autism Health unified its clinical and financial data with PlaidCloud's plug-and-play ABA executive dashboard. The result: real-time RCM and clinical KPIs, recovered revenue, far less manual reporting, and more time to help kiddos thrive.
Article
AI turbocharges profits There is a lot of hype around the power of AI and how it can help every aspect of the world today. Of interest, Artificial Intelligence was a key topic at the the World Economic Forum (WEF), where it was stated: “AI can turbocharge profits, with some estimates projecting a $17 trillion […]
Article
In complex global enterprises, understanding true profitability is no easy task. Products often move through multiple components, sub-assemblies, and intercompany transfers across legal entities, each with their own ERP systems. Traditional profitability analysis typically focuses on the final sale margin, overlooking internal margins created throughout the value chain. Having a true enterprise profitability platform that […]
Case Study
Unveil Your Total Cost for a Competitive Pricing Advantage In today’s rapidly evolving business landscape, staying ahead of your competition can be measured in dollars and cents. Accurately pricing products and services is a challenge that often results in lost profits and fierce competition. The lack of a unified approach to analyzing total profit becomes […]
Article
In today’s competitive business environment, understanding the true cost of products, services, and customers is critical for informed decision-making and sustained profitability. However, traditional cost accounting methods often obscure cost drivers, leading to inaccurate pricing, misallocated resources, and missed opportunities. Activity-Based Costing (ABC) offers a powerful solution by providing granular insights into cost structures, enabling […]
Article
Enterprise profitability analysis is a critical function, but it becomes exponentially more challenging when organizations rely on multiple ERP’s (Enterprise Resource Planning systems) such as SAP (ECC, S/4HANA), Oracle, Infor, NetSuite, Epicor, and others. These systems, while powerful, often operate in silos, creating fragmented data landscapes that obscure a unified view of profitability. Without a […]
News
Pittsburgh, PA – Nov. 13, 2025 – PlaidCloud, a leading cloud-based Enterprise Profitability provider, today announced an agreement with athenahealth, Inc. through the company’s award-winning athenahealth® Marketplace program. Now available to athenahealth’s growing network of healthcare providers, the newly integrated platform enables healthcare organizations to elevate patient care, enhance operational visibility, and improve financial performance […]
News
PlaidCloud, a leading intercompany and transfer pricing automation solution, is thrilled to announce a strategic partnership with Valentiam Group, a renowned transfer pricing advisory firm operating on a global scale as part of the WTS Global network. This partnership marks a significant step towards revolutionizing the transfer pricing landscape, offering unparalleled solutions to multinational corporations […]
Case Study
Streamlining a Global Operation The Challenge Managing a vast network of over 200 outsourced staff responsible for intercompany invoicing, balancing, and tax calculations across four different offices can be a daunting challenge. For one global organization, this decentralized approach resulted in a lack of centralized visibility into their intercompany charges worldwide. They urgently needed a […]
Article
A $5B Leading Global Coatings Company Success Story For most organizations, managing legal entity profitability and operational transfer pricing is a complex challenge. And for one global company, this challenge was exacerbated by an impending SAP ECC to SAP S4 migration. This transition would take several years to complete. The company overcame these hurdles and […]
Article
For multinational corporations, transfer pricing and its interaction with tax authorities continue to garner higher amounts of government attention. International tax codes, OECD guidelines, and rules are ever-evolving in small and large ways. Governments require corporations to share and exchange rapidly increasing amounts of information. The days of calculating and maintaining transfer price adjustments in […]
News
Tartan Solutions, Inc. Evolves to PlaidCloud, Inc. We are excited to announce that Tartan Solutions, Inc. has officially changed its name to PlaidCloud, Inc., reflecting our company’s continued evolution and growth in the marketplace. This strategic rebranding represents our forward-thinking approach while honoring the foundational values that have guided us since our inception. While our […]
Article
Watch the recent PACE Hosted Webinar “Using Bill of Materials (BOM) Cost Forecasting to Drive Profitability”, featuring Michael Rea, PlaidCloud co-founder, recorded Thursday, July 31, 2025, at 11 AM EST. The session focused on improving financial performance by applying real-time data integration and analytics to BOM cost forecasting to identify key cost drivers and enhance […]
Article
For multinational corporations, transfer pricing and its interaction with tax authorities garner higher and higher amounts of government attention. International tax codes, OECD guidelines, and rules are ever-evolving in both small and large ways. Governments require corporations to share and exchange ever increasing amounts of information. The days of calculating and maintaining transfer price adjustments […]
News
Unlock the Power of PlaidCloud Are you stuck in a dilemma, torn between the desire to embrace PlaidCloud’s cutting-edge technology and the ongoing or impending SAP S4 migration? We understand the hesitation, fearing wasted resources and rework. But fear not, PlaidCloud can help accelerate your transformation, getting you the results you need, now. PlaidCloud is […]
Article
This post explores how PlaidCloud helps companies drive profitability with Bill of Materials (BOM) Cost Forecasting. By streamlining the Bill of Materials (BOM) cost forecasting process with real-time data integration, advanced analytics, and actionable insights, you can navigate cost volatility, improve margins, and unlock long-term value. In today’s rapidly changing global market, managing product costs […]
Article
[May 15, 2025] – PlaidCloud, a leader in advanced data integration and analytics, is proud to announce a new strategic partnership with Sage Intacct, a top-tier cloud financial management platform. This collaboration empowers businesses to simplify, automate, and scale their financial operations by combining the power of PlaidCloud’s integration tools with Sage Intacct’s robust ERP […]
Article
The Challenge of Cost Allocation Standardization Across Legacy Systems & Unique Products To stay ahead of the competition, global organizations must have a clear and strong understanding of their financial performance. For one major global corporation, the challenge lay in achieving visibility and standardization when they assessed and measured cost, margin, and profit metrics across […]
Article
Leverage Pricing Effectively & Unlock Significant Potential Guest article by Profit Drivers Pricing is a powerful tool for boosting sales and profitability. To their own disadvantage, many companies have not prioritized effective pricing. They often focus solely on cost-based margins. By embracing pricing strategies such as customer and product segmentation, value-based pricing, and market based […]
Article
Detailed Cost Allocation is Critical in Transfer Pricing PlaidCloud’s cost allocation engine automates and elevates transfer pricing processes. It not only increases accuracy and confidence in your process, but it also reduces the time spent on analysis and refocuses that time on results and actions. The Automated Processes of PlaidCloud Compliance with Regulations. Transfer […]
Article
Guest Article by Pheona Bowser Certified Scrum Product Owner | Global Transformation Leader | ERP Implementation | Continuous Improvement | Intercompany Process Owner, Nashville, Tennessee As companies increase their market presence through acquisitions, and their international footprint expands, the complexities of Intercompany will rise exponentially. Local regulatory requirements, scrutiny of multinational operations, disparate systems, and […]
Article
Clinical dashboards are everywhere in ABA (Applied Behavior Analysis/Autism) organizations, but organizations still struggle to get simple answers. The main culprit is that most dashboards prioritize making the data visually appealing and have neglected the real purpose of providing insightful information; thus, diminishing the value of clinical reporting as a leadership tool. There are graphs […]
Article
Update 01/01/2024. At the end of 2023, support for SAP PCM concluded. There is no longer maintenance or support, and the product has been decommissioned. If you need help transitioning from PCM, Contact PlaidCloud Here, and we will be happy to help! PlaidCloud’s Profitability & Cost Management solution provides an easy transition and fills […]
News
PlaidCloud, a cutting-edge Enterprise Profitability solution, is thrilled to announce their key partnership with Profit Drivers, a leading pricing consultancy with a proven track record of spearheading global pricing transformations and solutions at Fortune 500 organizations. This collaboration brings together Profit Drivers’ unparalleled expertise in crafting and implementing effective pricing strategies on a global scale […]
News
Better Care Through Better Data PlaidCloud provides CentralReach customers with immediate access to executive dashboards, delivering actionable insights across clinical operations, financial management, claims analysis, schedule optimization, and operational performance. Our solution transforms complex data into clear answers that help providers make informed decisions about patient care and practice management. Fast, Affordable, and Scalable Rapid […]
Article
In the fast-paced world of procurement, understanding spend and identifying opportunities is the foundation for strategic sourcing decisions. Whether you’re preparing quote packages, negotiating pricing, generating cost reduction ideas, or prioritizing resources, having a comprehensive view of your organization’s spend is crucial. While robust ERP systems have long been touted as the solution for meaningful […]
News
Many organizations are investing in best-of-breed solutions for Budgeting and Analytics, such as SAP Analytics Cloud, OneStream, Anaplan, and others. While these tools are powerful and transformative, there is an opportunity to drive deeper, more impactful insights. By leveraging PlaidCloud in conjunction with these solutions, clients can unlock untapped advantages. One significant way to drive […]
Article
Running an ABA organization is a constant trade-off between clinical quality, staff retention, family satisfaction, compliance, and growth. When referrals are strong and clinicians are busy, it’s tempting to assume the business is financially sound. That assumption is often a wrong and expensive mistake! Many ABA organizations don’t discover financial problems until margins erode, cash […]
News
As we near the end of the year, 2024 has been a great year for pushing forward both innovation and resilience of PlaidCloud to make it the go-to tool for financial operations and analysis. Major Scalability Gains This year we moved customers from a shared environment to completely isolated workspaces, enabling more control of resources […]
News
The world of transfer pricing demands precision, efficiency, and the ability to navigate complex calculations seamlessly. As organizations grapple with the intricacies of transfer pricing, many have turned to Alteryx as a preliminary solution, only to face challenges. While Alteryx aids in managing aspects of the transfer pricing process, it also falls short in handling […]
Article
Using transaction level data to optimize profitability Enterprise profitability analysis has traditionally relied on highly summarized financial data, offering a broad but often incomplete view of performance. Today, a seismic shift is underway, driven by transaction level data and advanced technologies like data lakes and PlaidCloud’s allocation engine. This blog post explores how granular precision […]
News
PlaidCloud is set to attend TPMinds Canada May 7-8, 2024. TPMinds is the leading forum for transfer pricing professionals shaping the landscape in Canada and beyond. PlaidCloud will join transfer pricing leaders to understand the nuances of transfer pricing reforms impacting MNEs. Attendees will walk through the recent transfer pricing court cases, and explore best […]
Article
Proactive Step towards Pillar Two Take a proactive step towards Pillar Two compliance with PlaidCloud’s purpose-built tax allocation and calculation solution. Pillar Two requirements, implications, and challenges are summarized in the “Preparing for Pillar Two” article (read), written by PlaidCloud’s trusted Transfer Pricing Advisory Partner, Sean Faulkner, Co-Managing Partner of Valentiam Group. As described in […]
News
PlaidCloud recently attended the ITR Women in Tax Forum in New York City on March 6, 2024. The event gathered female tax directors and head of tax from various industries across the United States. Key takeaways from the event were based on live surveys during the event: 70% of respondents had started to plan for […]
Article
Uncertainty management emerged as the central theme at this year’s TP Minds conference. Discussions highlighted the evolving transfer pricing environment while reinforcing the enduring relevance of core principles. The arm’s length standard continues to be the most widely accepted and understood approach, even as other methods gain attention. Rapid changes driven by tariffs and bilateral […]
Article
The Hidden Distortion of Financial Reality Why what looks like strong revenue may be quietly holding your practice back. On paper, your practice is thriving. Authorizations are up. Billed revenue is strong. Your clinical team is growing. Yet, month after month, the cash account tells a different story. Cash is tighter than it should be, […]
Article
A Global Product & Valuable Tool Guest Article by Pheona Bowser Certified Scrum Product Owner | Global Transformation Leader | ERP Implementation | Continuous Improvement | Intercompany Process Owner, Nashville, Tennessee Have you heard of the Hamster Wheel theory? No doubt you have and experienced it. Well, I can recall making the correlation between this […]
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Guest Article by Pheona Bowser Certified Scrum Product Owner | Global Transformation Leader | ERP Implementation | Continuous Improvement | Intercompany Process Owner, Nashville, Tennessee I was excited about seeing the boys after returning home from a business trip. As I entered the house, I noticed shoes strewn about the foyer, blocking a clear pathway […]
Article
For CFOs: Why the General Ledger Isn’t Enough One of the most persistent challenges is the lack of actionable insight within the general ledger. While traditional financial systems capture high-level transactions, they often obscure the root causes of cost variability. Leaving key questions unanswered: Which activities are driving cost overruns? Which products or customers […]
Article
Give Your Business Deeper Insight Into True Cost Drivers In a world where margins matter, precise cost management is essential for staying competitive. Activity-Based Costing (ABC) is a powerful accounting method that gives businesses deeper insight into their true cost drivers. Unlike traditional costing, which lumps expenses together, ABC allocates costs based on specific activities […]
Article
Sean Faulkner, Co-Managing Partner of Valentiam Group Procuring and managing the data required for various transfer pricing compliance requirements has become an ever-increasing burden over the past decade for the tax departments of multinational companies. Between setting transfer prices, managing cost allocations, monitoring compliance with target margins, segmenting P&Ls, calculating TP adjustments, assessing transactional data […]
Article
Sean Faulkner, Co-Managing Partner of Valentiam Group The previous installment, Preparing for Pillar Two (read here), touched on the tremendous data requirements of the GloBE Information Return (“GIR”) under the OECD’s new Global Anti-Base Erosion (“GloBE”) rules, portions of which are already being adopted by tax authorities worldwide. The OECD understands that the GIR requirements […]
Article
This post covers some of the issues multinational companies face when employing a manual intercompany invoicing process. A manual monthly process at a large multinational corporation requires many intercompany team members to spend hundreds of hours a year. This manual intercompany invoicing process touches hundreds to thousands of monthly charges and invoices. Manually touching so […]
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