Executive Summary

2024 EDITION: FEATURING 17 VENDORS AND THE LATEST BPM PULSE RATINGS AND TRENDS DATA

This is not an analyst report, but a consumer-oriented guide that leverages data from our annual BPM Pulse Research Study and Vendor Landscape Matrix report. It is the only vendor-neutral Buyers Guide for Financial Consolidation, Close, and Reporting Solutions available today.

Areas covered in this guide include: financial consolidation and close, account reconciliation, management reporting, statutory reporting, performance dashboards

This guide has 7 key sections:

• Requirements – we provide guidance on the key requirements you should be considering for your new consolidation and reporting solution
• Focused vs. comprehensive consolidation – we provide a table laying out the key differences between the two main categories of consolidation solutions available today
• Core vendors – we provide a brief snapshot for a list of established vendors that have received top ratings specifically for their consolidation and reporting functionality
• Core vendors rating comparison chart – we provide a chart comparing customer satisfaction ratings for seven key attributes
• Additional vendors – we provide a list of newer vendors and others that did not meet our core vendor criteria
• Process – we provide elements of the methodology and best practices we use on our own projects to enable you to find the best vendor for your unique requirements
• Bonus content – case studies and product data sheets from Fluence Technologies, JustPerform, OneStream Software, and Wolters Kluwer CCH Tagetik

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