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 103 posts
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 […]
Product Update
PlaidCloud update includes documentation and UDF enhancements for better reliability and improved speed/layout of Table Explorer interface.
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 […]
Product Update
All PlaidCloud services including Windows systems have been restored and should be fully operational again.
Product Update
PlaidCloud update includes enhancements to SAP Transform File to help with data filtration, failure detection, documentation and remote data.
Product Update
PlaidCloud update includes various feature and performance enhancements to assignments & allocations, navigation speed and Data Mapper.
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 […]
Product Update
PlaidCloud update includes Views and Allocations enhancements to help with table conversion and optimize performance.
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 […]
Product Update
PlaidCloud update includes enhanced hierarchy dimension features and various usability updates to assist with steps across workflow.
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 […]
Product Update
A PlaidCloud transform filter update is scheduled for next Tuesday, May 16 at 2pm EST. During the update we attempt to keep all systems operational but there may be a brief outage as systems are restarted. The expected outage time is less than one minute. Please plan to complete your work outside of these hours. […]
Product Update
What if your Transfer Pricing implementations resulted in multi-year contracts and monthly client contact? Our customers utilize us to run the back-end, providing results as a service. These customers offer the opportunity for a long-term relationship with monthly touchpoints and recurring income streams. Is your company interested in a partnership? We have developed a Goods […]
Product Update
PlaidCloud update includes extra support for SAP PCM export files, preparation for hierarchy table based management and improved transforms
Product Update
This PlaidCloud update includes Table Explorer interface enhancements to increase the speed for viewing very wide tables.
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 […]
Product Update
PlaidCloud update includes new dimension hierarchies and data flashbacks to help increase workflow when accidental changes occur.
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 […]
Product Update
This PlaidCloud update includes usability enhancement and minor bug resolution to systems.
Product Update
PlaidCloud update includes dashboard and security login improvements for easier access and workflow efficiency.
Product Update
A PlaidCloud service update is scheduled for next Tuesday, June 13th at 2pm EST. During this time, you may experience a brief, 10 minute outage as systems are restarted. However, we will attempt to keep systems operational for the duration of the update. Furthermore, we ask that you please plan ahead to avoid losing any […]
Product Update
This PlaidCloud update includes a post upgrade wrap-up to cover the three important items that were addressed in the upgrade.
Product Update
PlaidCloud update includes a new UPSERT transform and conditional step running to help with data filtration and workflow efficiency.
Product Update
Added new anti-join transform and improvements for speed of web requests.
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 […]
Product Update
This update includes several additional multi-factor option upgrades like: Google Authenticator, Yubikey, Free OTP and SMS messaging.
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 […]
Product Update
PlaidCloud Update includes identification and resolution of program ‘bugs’ and subsequent improvements to enhance functionality
Product Update
This update includes enhanced Table Explorer features and performance and bug resolution within the program’s numerical summaries display.
Product Update
PlaidCloud update includes a new Export/Import Table Archive for faster performance in data type preservation.
Product Update
What if your Intercompany Invoicing implementations resulted in multi-year contracts and monthly client contact? Our customers utilize us to run the back-end, providing results as a service. These customers offer the opportunity for a long-term relationship with monthly touchpoints and recurring income streams. Is your company interested in a partnership? We have developed a global […]
Product Update
PlaidCloud update includes email transform and remote usability enhancements to assist with performance and communication in larger groups.
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 […]
Product Update
PlaidCloud update includes the start of the third installment in the major network upgrade resulting in built-in resilience and availability.
Product Update
This PlaidCloud update includes several new usability enhancements and a few minor bug fixes.
Product Update
This update includes a new Fixed Width File Import Transform and a coalesce method for better handling of null values.
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 […]
Product Update
PlaidCloud update includes Table Explorer performance and display enhancements to client data and summary records as well as increased speed.
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 […]
Product Update
PlaidCloud update includes the successful migration of data storage and transformation layer with fully operable systems within PlaidCloud
Product Update
PlaidCloud update includes additional table batch operations, remote workflow transforms, and improved workflow clarity.
Product Update
PlaidCloud now has upgraded dashboards – Pivot table summing is fixed along with a lot of other improvements.
Product Update
PlaidCloud update includes enhanced CSV and Excel Import Transforms to improve efficiency and functionality.
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 […]
Product Update
PlaidCloud update includes removal of modal dialog box for better visibility during steps and remote and import enhancements to PlaidLink.
Product Update
PlaidCloud Update includes vulnerability patches and remediation plan to address two serious security vulnerabilities – ‘Meltdown & Spectre’
Product Update
PlaidCloud update includes ‘Views’ and ‘GOTO’ applications to help speed up workflows and reduct data storage.
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 […]
Product Update
PlaidCloud update includes enhancements to SAP Remote Function, workflow steps and bug resolution within Table Explorer
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 […]
Product Update
PlaidCloud update includes file import data enhancements to help with the retention of data and specification capabilities.
Product Update
PlaidCloud update includes infrastructure and organizational flexibility to projects, workflows and tables in ‘Analyze’.
Product Update
PlaidCloud update includes ‘Slack’ messaging notifications and enhanced PlaidCloud performance and stability through Python operations.
Product Update
PlaidCloud update includes a Cartesian Join Transform and system enhancements to help join unique data tables and improve access and Workflow.
Product Update
PlaidCloud update includes increased loading speed for SAP PCM transform and improved lookup result filter transform
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 […]
Product Update
PlaidCloud update includes Microsoft Office Add-iin release as well as general user interface enhancements and Flashback application update.
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 […]
Product Update
PlaidCloud update includes enhancements to core assets within the infrastructure, allowing for improved performance and expansion capability
Product Update
We have big news. Behind the scenes we’ve been working on the next evolution of the PlaidCloud platform and it has finally arrived. We are transitioning all customers over to isolated environments that provide many new benefits such as: Isolation of compute resources to better match customer needs Ability to deploy new features to customers […]
Product Update
PlaidCloud update includes Table Faker transform and documentation enhancements to help improve reliability and data capabilities.
Product Update
PlaidCloud update includes single and batch reporting of transform data and improvement to Pivot Table and In-Line Update Transforms.
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, […]
Product Update
This PlaidCloud update includes general performance and bug resolution upgrades with a specific focus on improving overall usability.
Product Update
PlaidCloud update includes Profit application security enhancements to assist with access issue for expected roles.
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 […]
Product Update
PlaidCloud update includes enhancements to core assets within the infrastructure, allowing for improved performance and expansion capability
Product Update
PlaidCloud update includes designated project roles, workflow table purging, and improved batch operations and error reporting
Article
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 […]
Product Update
PlaidCloud update includes PlaidLink agent and network enhancements to improve backend reliability and communication.
Product Update
This PlaidCloud update serves a notice for additional post upgrade Analyze maintenance to address a minor production data processing issue.
Product Update
PlaidCloud update includes bug resolution within Table Explorer’s numerical summary displays for number based columns.
Product Update
PlaidCloud update includes PlaidXL queries to help with ad-hoc reporting and lookup performance enhancements for increased functionality.
Product Update
This update includes enhanced Table Explorer Extract filtering and improved table saving processes within various formats.
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 […]
Product Update
PlaidCloud update includes enhanced speed, improved data cluster monitoring and upgraded transforms to allow for better table filtering
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 […]
Product Update
PlaidCloud update includes intermittent error resolution and major data and hierarchy enhancements with improved performance and capability.
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 […]
Product Update
GIT Integration for User Define Functions – This release provides a new capability for managing UDFs. UDFs allow for maintenance to be done to the code directly in PlaidCloud. Additionally, you can now include code from Git repositories directly.The ability to include code from Git repos makes development, version management, and code security follow standard development processes. It also makes branch switching possible for testing and validation.Currently, Github, Gitlab, and Bitbucket are supported.
Product Update
PlaidCloud update includes high performance cache and historical tracking systems to address current and future enhancements within workflow.
Product Update
PlaidCloud update includes enhanced data backup and restoration flexibility.
Product Update
This PlaidCloud update includes several usability enhancements and routine maintenance to help address minor bug fixes.