PERFORMANCEPLACE
BPM Pulse Rating
JustPerform delivers a unified platform with a process-first approach and strong governance capabilities. Financial close is a focus area with a comprehensive solution that supports legal/statutory reporting. Packaged solutions are available for Financial Consolidation, Strategic Workforce Planning, and Advanced Enterprise Planning which includes Revenue Budgeting, Operational Expense planning, Capital Expenditure planning, Expenditure on Manpower, and Integrated Planning models. Intelligent forecasting leveraging AI/ML is designed to improve forecast accuracy and confidence in the results. In-depth profitability analysis supported by advanced multi-dimensional modeling and an allocation engine completes the picture. Excel and web-based interfaces are available. See detailed ratings and compare to Anaplan, SAP, or other vendors >>>
Healthcare, Hospitality, Manufacturing, Shipping & Logistics, Real Estate, Telco, Transportation, Higher Education
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2022 Vendor Snapshot for JustPerform R
BPM Partners JustPerform a Developing Vendor with Outstanding Customer Satisfaction in 2022 Vendor Landscape Matrix $
How to Bring Speed, Accuracy, and Auditability to Consolidation S
Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022
PERFORMANCEPLACE
BPM Pulse Rating
Talentia Corporate Performance Management (CPM) is a unified solution for financial consolidation, budgeting, forecasting, planning, reporting and analysis with a goal of simplifying complexity for mid-sized organizations. It is a full-featured and flexible CPM solution that is designed to be owned by business users. Modeling capabilities include support for complex modeling at the SKU level, operational drivers, and scenario simulation. While addressing the full range of financial and operational planning and reporting requirements, the solution has a particular focus on financial consolidation capabilities. Capabilities include Planning & Analytics: Budgeting, Reporting, multi-dimensional Analysis; Consolidation & Close: Statutory Consolidation, Management Consolidation, Intercompany Reconciliations, Accounting Review. See detailed ratings and compare to Fluence, Planful, or other vendors >>>
Energy, Healthcare, Insurance, Manufacturing, Retail, Transportation
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2022 Vendor Snapshot for Talentia R
BPM Partners Talentia an Established Vendor with Very Good Customer Satisfaction in 2022 Vendor Landscape Matrix $
!0 Key Reasons for Mid-Sized Companies to Modernize Consolidation R
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2022
Fluence delivers a cloud-based consolidation-first platform with out-of-the-box consolidation models and calculations, account reconciliation, financial close management, no-coding administration, drag-and-drop workflow, drop-down rules, time-based calculations and support for audit and movement visibility. Based on a web-based portal for workflow management, task tracking, and administration, an Excel-based reporting and input interface, and an integrated Power BI platform, the system is designed to be owned by finance, easy to use, and implemented quickly. The platform addresses the requirements of high growth to large organizations for consolidations, cash flow management, and full-featured Excel-based financial, management, and statutory reporting. See more details and compare to Wolters Kluwer (CCH Tagetik), Planful, or other vendors >>>
Energy, Financial Services, Healthcare, Insurance, Life Sciences, Manufacturing, Mining, Oil and Gas, Retail, Software
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2022 Vendor Snapshot for Fluence R
BPM Partners Fluence a Proven Vendor With Outstanding Customer Satisfaction in 2022 Vendor Landscape Matrix $
BPM Partners Fluence 2022 Vendor Landscape Matrix: Special Edition
BPM Partners Fluence Acquires XLCubed
Dresner Advisory 2022 Wisdom of Crowds BI Study – XLCubed
Nucleus Research The Financial Consolidation & Close Solution ROI Framework
Nucleus Research Fluence Customers Slash the Monthly Close by 90%
Ventana Research Fluence Offers Streamlined Financial Close
Financial Consolidation, Close, and Reporting: Challenges and Priorities
Focused Acquisition: Sturnis365
Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022
6 Must-Haves for a Modern Financial Close Solution
The Performance Management Gold Rush
5 Paths to Agility with Financial Reporting Software
Fluence Achieves Third Consecutive Year of Record Growth
Fluence Acquires Sturnis365 for Disclosure Management and Narrative Reporting
Fluence Adds Account Reconciliation and Matching
Fluence Acquires XLCubed for Excel-centric Financial Reporting and Analysis
Fluence Raises $10 Million, Adds Industry Veteran Michael Morrison as CEO
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2022
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Planful provides the Office of the CFO with end-to-end financial close, consolidation, and financial planning & analysis (FP&A) cloud software. The Planful Platform includes functionality to support financial consolidation, financial and management reporting, structured financial planning, dynamic operational planning, workforce planning, sales performance management, demand planning, dashboards, and integration with Microsoft 365. The platform is designed to increase speed, accuracy, and productivity, throughout the entire process. See detailed ratings and compare to Workday Adaptive Planning, Oracle or other vendors >>>
Life Sciences, Manufacturing, Technology
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BARC Score Financial Performance Management R
BPM Partners 2022 Vendor Snapshot for Planful R
BPM Partners Planful an Established Vendor with Very Good Customer Satisfaction in 2022 Vendor Landscape Matrix $
Constellation Research 2023 ShortList Cloud-Based Planning Platforms
Dresner Advisory 2022 Wisdom of Crowds EPM Study R
Forrester Planful Total Economic Impact R
Nucleus Research Planful a Leader in 2022 CPM Value Matrix
2022 Pulse of Performance Management: Planful Reviewed as Core Vendor R
Planful Winter21 Release Adds More Flexibility, Speed, and Ease of Use
Analyst Perspectives on Planful
Best Budgeting and Planning Solutions 2020
Host Analytics is Becoming Planful
Analyst’s View of Host Analytics Re-branding as Planful
Widening the Financial Lens of Your Organization
The Four Major Players in Cloud FP&A
Best-of-Breed EPM Midmarket Will Fuel Growth
Analyst’s View of Host Analytics Acquisition by Vector Capital
Aligning Financial Consolidation with Budgeting and Planning
Planful Reports Record Profitable Growth in 2022
Planful Acquires Plannuh for Marketing Performance Management
Planful Continues Momentum with Strong Q1 2022
Planful and Trintech Announce Strategic Global Partnership
Planful Debuts “Predict: Signals” for Anomaly Detection
Planful Announces Expanded Workforce Planning Capabilities for HR
Planful Raises Equity Round to Meet Increasing Demand
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2022
Board is an Intelligent Planning platform designed to simplify complex, enterprise-class business challenges through a unique combination of budgeting, planning, predictive forecasting, simulation, reporting, analysis, and consolidation and close capabilities. Board’s FP&A, Financial Consolidation and Lease Accounting solutions integrate with Workforce Planning, Sales Performance Management, and Supply Chain in a seamless integrated business planning process. Board’s unified platform approach leads to faster implementations and a solution that is highly flexible. The goal is to enable organizations to analyze, simulate, and plan so that they can make better decisions. See detailed ratings and compare to IBM, Oracle or other vendors >>>
Manufacturing, Pharmaceuticals, Professional Services, Restaurant Services, Retail
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BARC The Planning Survey 22 R
BPM Partners 2022 Vendor Snapshot for Board R
BPM Partners Board a Dominant Vendor with Outstanding Customer Satisfaction in 2022 Vendor Landscape Matrix $
BPM Partners Board 2022 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2022 Wisdom of Crowds BI Study R
Dresner Advisory 2021 Wisdom of Crowds EPM Study R
Dresner Advisory 2020 Wisdom of Crowds Sales Planning Study R
Gartner Board a Leader in 2022 Financial Planning Solutions Magic Quadrant R
Nucleus Research 2022 CPM Value Matrix R
SoftwareReviews 2022 EPM Data Quadrant R
Ventana Research 2022 Business Planning Value Index R
10 Key Requirements for Next Level Financial Consolidation R
2022 Pulse of Performance Management: Board Reviewed as Core Vendor R
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2022
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Focused on the Office of Finance in midmarket organizations, Prophix automates the management cycle of consolidation and reporting, analysis, modeling and planning with an integrated suite of solutions for Budgeting & Planning, Reporting & Analytics, Workflow & Automation, and Financial Consolidation & Close. All supported by AI that provides insights, task management, anomaly detection, and augmented forecasting and analytics. The solution is designed to help midmarket organizations improve profitability and minimize risk. Extended planning capabilities include operational planning, personnel planning, revenue planning, and project planning with complex calculation support and additional granularity down to the sub-ledger level for enhanced operational execution in areas such as capital expenditure, fixed assets, and profitability analysis. See detailed ratings and compare to Workday Adaptive Planning, Vena or other vendors >>>
Healthcare, Higher Education, Manufacturing, , Not for Profit, Professional Services, Retail
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BARC The Planning Survey 19 R
BPM Partners Impact of Hg Acquisition of Prophix
BPM Partners Prophix Acquisition of Sigma Conso
BPM Partners 2022 Vendor Snapshot for Prophix R
BPM Partners Prophix a Dominant Vendor with Excellent Customer Satisfaction in 2022 Vendor Landscape Matrix $
Dresner Advisory Services 2021 Enterprise Performance Management Study R
Nucleus Research 2021 CPM Value Matrix
Nucleus Research CPM ROI Study – Community Bank
Nucleus Research CPM ROI Study – Senior Living Communities
Introducing Prophix’s Financial Performance Platform
Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022
Why Analyst Reports Are Key to Choosing a CPM Vendor
Prophix Launched Industry’s First Virtual Financial Analyst Leveraging NLP
Enhanced Dashboards and Expansion of Excel Interoperability in Prophix Release 2022.1
The Future of Finance 2022: Insights from Prophix CEO
The Next Chapter for Prophix: Sigma Conso
The Performance Management Gold Rush
Hg Acquires Majority Stake in Prophix
Prophix a 2022 Nucleus Research ROI Award Winner
Prophix Featured in 2022 Vendor Landscape Matrix
Prophix Reports Record Year of Growth in 2021
Prophix Software Certified by Acumatica
Prophix Receives Investment from Hg to Fund Growth
Prophix Named an Overall Experience & Credibility Leader for 2020
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2021
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Oracle’s EPM Cloud portfolio is modular, connected, and comprehensive with embedded intelligence and analytics, designed for operational agility. It is offered in EPM Cloud Standard and Enterprise editions. Planning & Analysis offerings include Enterprise Planning and Budgeting with integrated strategic modeling, Profitability and Cost Management, and Enterprise Performance Reporting. Oracle Strategic Workforce Planning enables HR and Finance to manage skills, gaps, and costs. Oracle Sales Planning Cloud supports quota and commission, territory modeling, and advanced forecasting. NetSuite Planning and Budgeting Cloud is a packaged, pre-configured product for NetSuite customers. See detailed ratings and compare to IBM, SAP or other vendors >>>
Financial Services, Manufacturing, Media, Retail, Utilities
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2021 Vendor Snapshot for Oracle R
Constellation Research 2022 ShortList Cloud-Based Planning Platforms
G2 Crowd Reviews and Ratings
Gartner Peer Insights FP&A Reviews and Ratings
TrustRadius Reviews and Ratings
Coming Soon!
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2022
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The unified OneStream Intelligent Finance Platform with built-in financial intelligence is designed to meet the needs of medium to large, sophisticated organizations while simplifying complexity with robust and modern capabilities for planning, budgeting, and forecasting, financial close and consolidation, reporting, financial data quality, financial signaling, and analytics accessed through reports, Excel, and built-in dashboards. An Analytic Blend Engine combines governed financial data with detailed operational data for reporting and analysis of large volumes of transactional data to identify operational trends and financial signals to proactively drive performance. A transaction matching solution automates the loading, matching, and reporting of data related to bank clearing, AR, AP, T&E, and more. See detailed ratings and compare to Wolters Kluwer (CCH Tagetik), Oracle or other vendors >>>
Automotive Suppliers, Financial Services, Healthcare, Manufacturing, Oil & Gas, Real Estate
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BARC The Planning Survey 22 R
BARC 2022 Score for FPM R
BPM Partners 2022 Vendor Snapshot for OneStream R
BPM Partners OneStream is a Dominant Vendor with Excellent Customer Satisfaction in 2022 Vendor Landscape Matrix $
BPM Partners OneStream 2022 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2021 Wisdom of Crowds Consolidation Study R
Dresner Advisory 2022 Wisdom of Crowds EPM Study R
Gartner 2021 Market Guide for Extended Planning and Analysis Solutions R
Gartner 2021 Market Guide For Cloud Financial Close R
Gartner OneStream a Leader in 2022 Financial Planning Solutions Magic Quadrant R
IDC 2020 MarketScape: Cloud EPM R
Nucleus Research 2022 CPM Value Matrix R
Ventana Research 2022 Business Planning Value Index R
CFOs Say Economic Disruption is 2023’s Biggest Challenge
Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022
The Need for Financial Data Quality
OneStream to Deliver New AI/ML Capabilities
The Performance Management Gold Rush
How the Events of 2020 are Impacting Performance Management in 2021
Selecting Performance Management Software with Your Head in the Clouds
OneStream Reports Over $300 Million in Annual Recurring Revenue in 2022, Up 50%
OneStream Achieves Over $250 Million in ARR and Hits 1,000 Customers in First Half 2022
OneStream Software Hires Morgan Stanley to Lead IPO
OneStream Previews New Machine Learning Capabilities
OneStream Receives Top Marks and 100% Recommendation Score in BARC Survey
OneStream Receives $200 Million Investment at $6 Billion Valuation
OneStream Launches Predictive Analytics for Financial and Operational Planning
OneStream Adds Governed Analytics in Latest Release
OneStream Software to Receive Significant Investment from KKR
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2022
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IBM Planning Analytics with Watson is designed for continuous integrated planning and offers a unified set of capabilities for budgeting, planning, forecasting, analysis and reporting. Additional solutions include IBM Cognos Controller for consolidation, IBM Decision Optimization for prescriptive and constraint-based optimization, and a catalog of accelerators from IBM and partners to extend planning and analysis. IBM Planning Analytics with Watson delivers AI-infused integrated business planning across the organization, putting the power of algorithmic forecasting in the hands of LOB users: Finance, IT, HR, Sales, Marketing, and Operations. It can also be combined with IBM Cognos Analytics for enterprise reporting on Planning Analytics data. See detailed ratings and compare to Oracle, SAP or other vendors >>>
Education, Financial Services, Government, Life Sciences
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Aberdeen The ROI of Sales Planning Analytics R
BARC IBM a Market Leader in 2022 Integrated Planning Report R
BPM Partners 2022 Vendor Snapshot for IBM R
BPM Partners IBM a Dominant Vendor with Excellent Customer Satisfaction in 2022 Vendor Landscape Matrix $
Forrester The Total Economic Impact of IBM Planning Analytics R
Ventana Research 2022 Business Value Index: Product and Vendor Assessment R
2022 Pulse of Performance Management: IBM Reviewed as Core Vendor R
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2022
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CCH® Tagetik, a Wolters Kluwer expert solution, delivers the finance-owned open and extensible unified CCH Tagetik Platform, powered by the Analytic Information Hub, for processing high volume granular financial and operational data. It is available on the CCH Tagetik Standard Platform or the CCH Tagetik Platform with SAP HANA which provides enhanced performance and scalability for large use cases, as well as streamlined connections to SAP source data. Integrated business planning connects financial and operational together across Budgeting, Planning, & Forecasting, Cash Flow Planning, Profitability Analysis and Cost Allocation, Production Cost Planning and Control, and Supply Chain Planning. Financial Close includes Consolidation, Account Reconciliation & Transaction Matching, and Collaborative Office for Reporting & Disclosure. CCH Tagetik Predictive Intelligence is an out-of-the-box predictive planning solution, that delivers explainable predictions and actionable insights with embedded machine learning. See detailed ratings and compare to OneStream, Oracle or other vendors >>>
Financial Services, Healthcare, Manufacturing, Professional Services
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2022 Vendor Snapshot for Wolters Kluwer CCH Tagetik R
BPM Partners Wolters Kluwer CCH Tagetik a Dominant Vendor with Outstanding Customer Satisfaction in 2022 Vendor Landscape Matrix $
BPM Partners Wolters Kluwer CCH Tagetik 2022 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2021 Wisdom of Crowds Consolidation Study R
Dresner Advisory 2022 Wisdom of Crowds EPM Study R
Gartner CCH Tagetik a Leader in 2022 Financial Planning Solutions Magic Quadrant R
Gartner CCH Tagetik Recognized in 2021 Market Guide for Cloud Financial Close Solutions R
Gartner CCH Tagetik Recognized in 2022 Market Guide for Cloud Extended Planning and Analysis Solutions R
Nucleus Research CCH Tagetik a Leader in 2023 CPM Value Matrix R
Nucleus Research CCH Tagetik A Hot Company to Watch in 2023 R
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