Executive Summary

2026 EDITION: FEATURING 13 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 Financial Consolidation, Close, and Reporting Solutions available today with detailed sections on requirements, vendors, and the evaluation process.

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

Vendors covered in this guide include: Anaplan, Board, IBM, JustPerform/insightsoftware, OneStream, Oracle, Planful, Prophix, SAP, Unit4, Vena, Workday, Wolters Kluwer CCH Tagetik

New for 2026: More detailed vendor overviews, AI importance ratings, 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 consolidation and reporting solution
• Core vendors – we provide a 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 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, Planful, Prophix, Vena, and Wolters Kluwer CCH Tagetik

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