Plative
Plative is an AI-native management consultancy that implements and extends Salesforce, Oracle NetSuite, and AI agent solutions for mid-market and enterprise clients across financial services, manufacturing, nonprofit, and technology verticals, with a dedicated Private Equity practice.
- Company typePrivate
- Founded2014
- HeadquartersNew York, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Plative does
Plative is a privately held, AI-native management consultancy founded in 2014 and headquartered in New York City, with 51-100 employees. The firm implements, integrates, and extends enterprise software across the Salesforce CRM, Oracle NetSuite ERP, and broader data/AI stack for mid-market and enterprise clients. Its core technology spans Salesforce clouds (Sales Cloud, Service Cloud, Financial Services Cloud, Manufacturing Cloud, Revenue Cloud, Experience Cloud, Agentforce), Oracle NetSuite ERP modules, and a data orchestration layer built on MuleSoft, Boomi, Celigo, Snowflake, and Databricks, with AI capabilities delivered via Anthropic Claude and Salesforce Agentforce.
Plative's offering combines professional services with 52+ proprietary products and accelerators, including a portfolio of Agentforce AI agents (Voice, Case, Live Chat, Call Preparation, Account Research, Inbound SDR, and others), AI-powered analytics modules (AUM Dashboard, AI-Powered 360 Dashboard, SaaS Metrics via NetSuite MCP), billing and integration solutions (Billing Engine, HubSpot Integration, NetSuite Data Cloud Integration), and vertical-specific solutions (Capital Markets on Salesforce, Donor Advised Funds, AIA Billing for Construction). The firm holds elite-tier partner status with Salesforce (Summit Partner, Agentforce Partner Network, Salesforce.org Premium Partner) and Oracle NetSuite (Top-5 Alliance Partner in North America), and lists products on Salesforce AppExchange with 5-Star ratings.
The business model is primarily project-based professional services billed on multi-year engagements, with a growing layer of recurring revenue from proprietary IP and Accelerator products. Go-to-market is sales-led and direct, targeting enterprise and PE-backed companies across verticals including financial services, manufacturing, nonprofit, and technology. A dedicated Private Equity practice is supported by relationships with sponsors such as Riverside, Audax, PSG, KKR, Summit Partners, Centre Lane, Vector Capital, Gridiron Capital, and Bregal Sagemount. The firm has completed 2,000+ projects across these platforms and documents 63 customer success stories on its website.
Plative firmographics
Firmographics- Name
- Plative
- Legal name
- Plative
- Website
- https://plative.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Plative is an AI-native management consultancy that implements and extends Salesforce, Oracle NetSuite, and AI agent solutions for mid-market and enterprise clients across financial services, manufacturing, nonprofit, and technology verticals, with a dedicated Private Equity practice.
- Ownership category
- akta.pro rank
Where Plative is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Plative business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Consulting and Implementation Services: Professional services revenue from implementing Salesforce, NetSuite, and AI solutions. Includes discovery, configuration, customization, data migration, and deployment services. Billed on project engagements with scope-based pricing.
- Proprietary Software Products: Revenue from pre-built products and accelerators including Agentforce solutions, billing engines, dashboards, and integration tools. Delivered as add-ons to implementation engagements or standalone offerings.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom project-based pricing |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Plative product offering
Product offeringCore offering
Plative is an AI-native management consultancy that implements and integrates enterprise systems across Salesforce CRM, Oracle NetSuite ERP, and modern data platforms (MuleSoft, Snowflake, Databricks). It sells professional services for discovery, configuration, customization, migration, and deployment, alongside proprietary accelerators and AI agents (Agentforce, Claude-powered solutions) that automate customer service, sales, billing, and operations for clients.
Product overview
Plative is an AI-native consulting and implementation firm that designs and delivers customized solutions across Salesforce and Oracle NetSuite platforms. The offering is not a single product but rather a portfolio of platform implementations combined with proprietary IP accelerators, AI agents, and integration services. The core platforms are Salesforce (CRM including Sales Cloud, Service Cloud, Financial Services Cloud, Manufacturing Cloud, Revenue Cloud, Experience Cloud, and Agentforce AI agents) and Oracle NetSuite (ERP including Financial Management, Inventory Management, Order Management, Revenue Management, and Field Service Management). Plative's proprietary products include Agentforce AI agents (Voice, Professional Services, Call Preparation, Case, Live Chat Escalation, Program Eligibility, Content Recommendation, Product Recommendation, Human Services Intake/Referral, Account Research, Inbound SDR), analytics modules (AUM Dashboard, Walletshare Dashboard, SaaS Metrics, Early Warning System, Recruiting Command Center), AI-powered solutions (AI-Powered 360 Dashboard, Field Service Manager Console, Generative AI for NetSuite, AI Document Analysis for Slack, AI Prospecting in Slack, AI Route Optimization), billing and integration solutions (Billing Engine for NetSuite, HubSpot Integration for NetSuite, NetSuite Data Cloud Integration), and industry-specific solutions (Private Equity Dealmaking, Capital Markets, Field Service for HVAC, AIA Billing for Construction, Donor Advised Funds, Program Management). These products are delivered alongside data orchestration services using MuleSoft, Boomi, Celigo, Snowflake, and Databricks.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- California Community Foundation cut grant reporting times from hours to minutes
- +7 more outcomes
Companies that use Plative
Customer profileNamed customers19 records
Segments9 records
Ideal customer profiles4 records
Plative technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration24 records
AI capability15 records
Feature12 records
Plative partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core.
- Oracle NetSuitecoreTop-5 Oracle NetSuite Alliance Partner in North America. Provides NetSuite implementation, customization, and integration services. Recognized with 2024 Alliance Partner Spotlight Award in Private Equity category.
- SalesforcecoreSalesforce Summit Partner (elite tier) and Salesforce.org Premium Partner. Provides Salesforce implementation across Sales Cloud, Service Cloud, Financial Services Cloud, Agentforce, and more. Agentforce Partner Network member.
- MuleSoftcoreMuleSoft-certified experts delivering API-led integrations across Salesforce, NetSuite, and enterprise tech stacks. Summit Partner status with MuleSoft expertise.
- Anthropic ClaudecoreClaude consulting and engineering partner. Builds AI agents powered by Claude for financial services and enterprise applications. Products include Claude Client Monitor for financial services.
- BoomicoreCertified Boomi partner providing rapid system integration for mid-market and PE-backed environments. Platform-agnostic approach ensures right tool selection.
- CeligocoreCertified Celigo partner delivering pre-built integrations to connect NetSuite with CRM, ecommerce, and finance systems.
- SnowflakecoreSnowflake partner for data warehousing and analytics. Unifies data across systems to power analytics, AI, and cross-platform insights.
- DatabrickscoreDatabricks partner for advanced data and AI. Builds scalable data pipelines and machine learning models for advanced analytics.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
Plative competitors and assessment
Company assessmentDirect peers
- Fruition Consulting: Fruition is a mid-sized digital consultancy with deep Salesforce, NetSuite, and web experience capabilities serving similar mid-market and PE-backed clients. It is a comparable boutique-scale peer with overlapping vertical expertise.
- Coastal Cloud: Coastal Cloud is a Salesforce Summit Partner specializing in multi-cloud implementations (Sales, Service, Financial Services, Manufacturing) for mid-market and enterprise. Its verticalized approach and elite partner tier closely match Plative's positioning and customer mix.
- Slalom: Slalom is a closely comparable mid-sized management and technology consulting firm with a large Salesforce practice and significant NetSuite capability. Like Plative, it sells Salesforce Summit-level expertise, AI/data services, and accelerators to mid-market and enterprise clients — making it the most direct competitor in scale, positioning, and go-to-market.
- Simplus (Infosys): Simplus, now part of Infosys, is a pure-play Salesforce consulting and managed services firm. Its exclusive focus on Salesforce implementation, AppExchange accelerators, and AI agent services mirrors Plative's core offering, making it a direct peer in capability and customer segment.
Emerging players
- Tectonic: Tectonic is a Salesforce-focused consultancy delivering CRM, integration, and AI agent implementations. It competes with Plative in the mid-market Salesforce AppExchange ecosystem with similar accelerators and verticalized offerings.
- Persistent Systems: Persistent Systems has aggressively built out its Salesforce and digital engineering capabilities, including AI/data services. It is a scaled emerging competitor pursuing many of the same enterprise and PE-backed accounts as Plative, with deeper bench and broader geographic delivery.
Broad incumbents
- Deloitte Digital: Deloitte Digital delivers Salesforce, Oracle, and enterprise transformation engagements as part of a much broader consulting portfolio. It is the dominant incumbent competing for the largest enterprise and PE-backed transformation mandates Plative also targets.
- Cognizant: Cognizant acquired Simplus to scale its Salesforce business and competes broadly across digital transformation, ERP, and AI services. It represents a scaled incumbent alternative for enterprise clients evaluating Plative.
- Accenture: Accenture is a global system integrator with a massive Salesforce practice and broader IT/digital transformation services. It competes with Plative on enterprise Salesforce/NetSuite deals while offering scale, global delivery, and adjacent capabilities (ERP, cloud, managed services) Plative cannot match.
- IBM Consulting: IBM Consulting delivers large-scale Salesforce, Oracle, and hybrid cloud transformation engagements as part of a global services portfolio. It competes with Plative on enterprise and PE-backed transformations requiring global delivery and broader technology breadth.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
Plative social profiles
Digital presencePlative compliance and trust
Trust signalCompliance6 records
Plative financial estimates
Financial estimateRevenue estimate
Valuation estimate
Plative leadership team
Management profileNumber of profiles
Profiles3 records
Plative funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Plative M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Plative
What does Plative do?
Plative is an AI-native management consultancy that implements and integrates enterprise systems across Salesforce CRM, Oracle NetSuite ERP, and modern data platforms (MuleSoft, Snowflake, Databricks). It sells professional services for discovery, configuration, customization, migration, and deployment, alongside proprietary accelerators and AI agents (Agentforce, Claude-powered solutions) that automate customer service, sales, billing, and operations for clients.
Is Plative a public or private company?
Plative is a private company. It is classified as unknown and is currently operating.
When was Plative founded?
Plative was founded in 2014. It employs 101 to 250 people.
Where is Plative based?
Plative is headquartered in New York, United States, in the North America region.
How does Plative make money?
Two revenue lines are on record. Consulting and Implementation Services are the primary driver. The others are proprietary Software Products.
Who are Plative's main competitors?
Direct peers on record are Fruition Consulting, Coastal Cloud, Slalom and Simplus (Infosys). Emerging players are Tectonic and Persistent Systems. Broad incumbents are Deloitte Digital, Cognizant, Accenture and IBM Consulting.
Does Plative have an API?
No public API is recorded for Plative.