Executive Summary

2026 EDITION: FEATURING 21 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 most comprehensive  Buyers Guide for AI-Powered Planning and Analysis Solutions available today with detailed sections on requirements, vendors, and the evaluation process.

Areas covered in this guide include: budgeting, forecasting, modeling, financial planning, operational planning, analytics, AI

Vendors covered in this guide include: Anaplan, Board, Centage, deFacto, IBM, InfinitySPM, Jedox, JustPerform/insightsoftware, Lumel, OneStream, Oracle, Pigment, Planful, Prophix, SAP, Unit4, Una Software, Vena, Workday Adaptive Planning, Wolters Kluwer CCH Tagetik, XLerant

New for 2026: More detailed vendor overviews, AI in CPM requirements and adoption status, vendor AI offering specifics

This guide has 6 key sections:

• Requirements – we provide guidance on the key requirements you should be considering for your new planning and analysis solution utilizing our latest BPM Pulse research
• Core vendors – we provide a detailed overview for a list of established vendors that have received top ratings specifically for their budgeting and planning functionality
• Core vendors rating comparison chart – we provide a chart comparing customer satisfaction ratings for seven key attributes from the latest BPM Pulse customer satisfaction ratings
• Additional vendors – we provide a list of additional vendors worth considering 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 Anaplan, JustPerform/insightsoftware, OneStream Software, Pigment, Planful, Prophix,  Unit4 FP&A, Vena, and Wolters Kluwer CCH Tagetik

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