• CONTACT US
  • REQUEST SERVICES
(203) 359-5677
BPM Partners
  • Services
    • Services
      • Services Overview
      • Vendor Selection
        • Vendor Selection Express
      • Finance Transformation
      • Deployment
    • Solution Areas
      • Budgeting & Planning
        • Budgeting and Planning for Banks and Credit Unions
      • Operational Analytics
      • Consolidation & Reporting
      • Dashboards & Scorecards
    • Next Steps
      • Request Services Information
      • EXPERT ACCESS
  • BPM Central
    • BPM Central Hub
    • Articles and Guides
    • Maximize Performance Blog
    • eBooks
    • News / Press Releases
    • Newsletter
    • Webinars
    • White Papers
    • BPM Pulse Survey
  • Vendor Research
    • Performance Place
    • Vendor Snapshots
    • Vendor Landscape Matrix
    • Buyers Guide: Budgeting and Planning Solutions
    • Buyers Guide: Financial Consolidation and Reporting Solutions
  • Events
  • Company
    • Why BPM Partners?
    • Management Team
    • Case Studies and Testimonials
    • Press Releases
    • Maximize Performance Blog
  • Contact
  • EXPERT ACCESS
  • Search
  • Menu

Acterys

January 23, 2021/in Other Account Reconciliation, Anomaly Detection, Benchmarking, Budgeting/Planning/Forecasting, Close Management, Demand Planning, ESG Reporting, Granular Profitability, Intelligent Insights, Natural Language Generation, Natural Language Query, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Revenue Planning, Robotic Process Automation, S&OP, Sales Planning, Solution Library, Supply Chain Planning, Transfer Pricing, Workforce Planning Cloud, On Premise, On Premise Same as Cloud Core Vendor, Exclusive BPM Pricing, Top Rated for Budgeting, Top Rated for Consolidation, Top Rated for Ease of Use, Top Rated for Implementation Consulting, Top Rated for Operational Planning, Top Rated for Reporting, Top Rated Overall Advanced Technologies, AI Powered, Ease of Use, Excel UI, Integrated Business Planning, Low Total Cost of Ownership, Product Flexibility, Quick Implementation Large, Midmarket - Lower, Midmarket - Upper, Small $1000 - $1499 Vendor /by BPM Partners

PERFORMANCEPLACE


Next Level Analytics & Planning

4.93

BPM Pulse Rating


[avia_codeblock_placeholder uid="0"]

BPM Pulse 2023


[avia_codeblock_placeholder uid="1"]

OVERVIEW


Acterys turns Power BI into an enterprise planning solution as it fully leverages Microsoft technologies to deliver dynamic financial and operational planning capabilities along with consolidation and advanced analytics on a single platform. The focus is on addressing the full-range of extended planning and analysis requirements. Solutions are quickly generated from a range of source systems, leveraging automated integration which creates the appropriate data warehouse structure. Intelligent planning capabilities include constraint satisfaction, plan optimization, landing cost simulation, and goal-seeking.  See detailed ratings and compare to deFacto, Vena, or other vendors >>>

INDUSTRY SUCCESS


Hospitality, Professional Services, Manufacturing, Technology

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BPI FP&A Market Guide: Acterys Vendor Spotlight

BPM Partners 2023 Vendor Snapshot for Acterys  R

BPM Partners Acterys a Key Competitor in 2023 Vendor Landscape Matrix  $

BPM Partners Acterys 2022 Vendor Landscape Matrix: Profile Edition

Gartner Acterys 2022 Cool Vendor in Finance

SoftwareReviews Acterys an EPM Emotional Footprint Champion R 


Customer View

G2 Crowd Reviews and Ratings 

Xero App Marketplace Reviews and Ratings 


Related Whitepapers & eBooks

Accelerating Finance Transformation R


Related Webcasts & Events

2023 Pulse of Performance Management: Acterys Reviewed as Core Vendor  R

Acterys Core Vendor Review 2022 BPM Partners on YouTube

Why Your Organization Should Unify Planning and Analytics

Related Articles & Blogs

Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022

Acterys Recognized as Top-Rated Vendor in 2022 BPM Pulse Research 

A Smarter Data-Driven Approach to ESG Implementation and Reporting 

Acterys March ’22 Release 

The Latest Trends in Performance Management 

Microsoft Customer Story: Acterys + Azure + Power BI 

What’s New in Acterys 20.1 Release 

5 Tips for Better Financial Reporting in Excel 


Latest News

Acterys Licenses xP&A Technology to Microsoft 

Acterys Recognized as Best New Vendor in 2021 Pulse of Performance Management 

Acterys Grows Customer Numbers 400% 

Orbis and Acterys Form Strategic Partnership 


Jobs at this Vendor

Jobs/Careers Information 

Sharing options
  • Share on Facebook
  • Share on Twitter
  • Share on Linkedin
  • Share by Mail
https://www.bpmpartners.com/wp-content/uploads/2021/01/Acterys-Logo.png 99 344 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2021-01-23 01:38:152023-06-27 10:19:14Acterys

Place Technology

January 7, 2021/in Other Anomaly Detection, Budgeting/Planning/Forecasting, Granular Profitability, Intelligent Insights, Natural Language Generation, Natural Language Query, Performance Dashboards, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Revenue Planning, Robotic Process Automation, S&OP, Sales Planning, Solution Library, Workforce Planning Cloud Exclusive BPM Pricing Future Ready, Integrated Business Planning, Performance/Scalability, Pre-configured Solutions, Product Flexibility, Quick Implementation, Vertical Focus Midmarket - Lower, Small $1500 - $1999 Vendor /by BPM Partners

PERFORMANCEPLACE


Get the Financial Clarity You Need to Grow.

0.00

BPM Pulse Rating


[avia_codeblock_placeholder uid="2"]

OVERVIEW


The Place finance platform supports the entire company and is designed specifically for SaaS businesses. It combines forecasting and planning with SaaS customer subscription management, billing, and revenue recognition capabilities, layered with reporting and analytics for the entire corporate revenue and expense lifecycle. Solutions available on this platform include Forecasting & Planning and Revenue & Billing. Place is built upon the Salesforce Platform to deliver these solutions in a flexible cloud environment that provides a single location for direct access to the latest transactional data in real-time. See detailed ratings and compare to XLerant, Centage, or other vendors >>>

** BPM Partners has dropped coverage of this vendor and will no longer update this page **

INDUSTRY SUCCESS


SaaS Businesses

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BPM Partners 2022 Vendor Snapshot for Place  R


Customer View

G2 Crowd Reviews and Ratings 


Related Whitepapers & eBooks

Coming Soon!


Related Webcasts & Events

An Agile Approach to Budgeting and Forecasting: Pros & Cons   

Related Articles & Blogs

Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022

3 Trends for SaaS CFOs to Watch in 2022 

Place Technology Enhances Financial Forecasting Solution 

How Place Technology is Empowering SMBs with Flexible, Accurate Financial Forecasts 

What’s New in PlaceCPM Fall ’20 Release 

3 Steps to Moving from Static to Dynamic Financial Planning 


Latest News

Place Receives Additional Funding to Accelerate Growth 

Place Announces Suite of Revenue Management Features for SaaS Companies 

Place Technology Awarded “Best New Vendor” in 2021 Pulse of Performance Management 

Place Technology Announces Significant Customer and Revenue Growth 

Place Technology Raises $3 Million in Funding 


Jobs at this Vendor

Open Positions 

Additional Jobs/Careers Information 

Sharing options
  • Share on Facebook
  • Share on Twitter
  • Share on Linkedin
  • Share by Mail
https://www.bpmpartners.com/wp-content/uploads/2021/01/placelogowebcrop.png 102 230 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2021-01-07 17:32:132023-06-27 10:21:48Place Technology

Jirav

January 5, 2021/in Other Budgeting/Planning/Forecasting, Performance Dashboards, Reporting, Workforce Planning Cloud Exclusive BPM Pricing Ease of Use, Low Total Cost of Ownership, Quick Implementation Midmarket - Lower, Small $1000 - $1499, $1500 - $1999 Vendor /by BPM Partners

PERFORMANCEPLACE


Plan smarter. Plan faster. Plan together.

0.00

BPM Pulse Rating


[avia_codeblock_placeholder uid="3"]

OVERVIEW


This vendor delivers an all-in-one cloud-based solution for  budgeting, forecasting, reporting, and dashboards. Targeted at organizations with 500 or fewer employees, the solution is optimized for ease of use and rapid implementation. Out of the box integration is available for Xero, Sage Intaact, QuickBooks Desktop, QuickBooks Online, and NetSuite.

INDUSTRY SUCCESS


Financial Services, Professional Services, Technology

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

CPA Practice Advisor Jirav Wins Innovation Award 


Customer View

Capterra Reviews and Ratings 

G2 Crowd Reviews and Ratings 


Related Whitepapers & eBooks

Coming Soon!


Related Webcasts & Events

Coming Soon!

Related Articles & Blogs

Why Finance Jobs are Always In Demand 

What’s New in Jirav February 2022 

5 Steps to Better Financial Modeling 


Latest News

CPA.com and Jirav Launch Strategic Partnership 

Jirav Raises More than $8 Million in Series A Funding 


Jobs at this Vendor

Job Openings 

Jobs/Careers Information 

Sharing options
  • Share on Facebook
  • Share on Twitter
  • Share on Linkedin
  • Share by Mail

https://www.bpmpartners.com/wp-content/uploads/2021/01/Jirav-Logo.png 136 320 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2021-01-05 18:59:402022-03-26 23:23:57Jirav

Fluence Technologies

June 7, 2020/in Featured Account Reconciliation, Anomaly Detection, Benchmarking, Budgeting/Planning/Forecasting, Close Management, Disclosure Management, ESG Reporting, Financial/Statutory Consolidation, Granular Profitability, Intelligent Insights, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Reporting, Revenue Planning, Robotic Process Automation, Sales Planning, Tax Planning/Provisioning, Transfer Pricing Cloud, Mobile Comprehensive Consolidation, Core Vendor, Exclusive BPM Pricing, Top Rated for Consolidation, Top Rated for Ease of Use, Top Rated for Implementation Consulting, Top Rated for Reporting, Top Rated Overall Complexity Handling, Depth/Breadth of Functionality, Ease of Use, Excel UI, Future Ready, Low Total Cost of Ownership, No Coding, Out of the Box Functionality, Performance/Scalability, Quick Implementation Large, Midmarket - Lower, Midmarket - Upper $1500 - $1999 Vendor /by BPM Partners

PERFORMANCEPLACE


We close early.

4.67

BPM Pulse Rating


[avia_codeblock_placeholder uid="4"]

BPM Pulse 2023


[avia_codeblock_placeholder uid="5"]

OVERVIEW


The Fluence Close-to-Disclose platform is a cloud-based consolidation-first solution that includes Fluence Account Reconciliation, Fluence Consolidation with out-of-the-box consolidation models and calculations, close management, Fluence Disclosure Management, no-coding administration, drag-and-drop workflow, drop-down rules, time-based calculations and support for audit and movement visibility. Advanced capabilities are available for acquisitions/ disposals, discontinued operations, allocations, proportionate consolidation, related party disclosures, simulations and what-if analysis. FluenceXL provides self-service Excel-based reporting and ad hoc analytics that is available as part of the solution or standalone.  See more details and compare to Wolters Kluwer (CCH Tagetik), Planful, or other vendors >>>

INDUSTRY SUCCESS


Energy, Financial Services, Healthcare, Insurance,  Life Sciences, Manufacturing, Mining, Oil and Gas, Retail, Software

SELECTED CLIENTS


KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BPM Partners 2023 Vendor Snapshot for Fluence  R

BPM Partners Fluence a Leader in 2023 Vendor Landscape Matrix  $

BPM Partners Fluence 2023 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


Related Whitepapers & eBooks

Financial Consolidation to Manage Through Uncertainty R

Finance’s New Strategic Mindset  R,S  


Related Webcasts & Events

2023 Pulse of Performance Management: Fluence Reviewed as Core Vendor  R

The Pulse of Financial Close and Consolidation  R

Why Not Me? Improving Management Reporting for the Mid-Market  R

Related Articles & Blogs

New Performance Management Leaders 2023

Financial Consolidation, Close, and Reporting: Challenges and Priorities

Focused Acquisition: Sturnis365

6 Must-Haves for a Modern Financial Close Solution 

The Performance Management Gold Rush

5 Paths to Agility with Financial Reporting Software 

Two New and Noteworthy Performance Management Vendors

Challenges and Best Practices in Financial Consolidation 


Latest News

Fluence Partners with Pigment for Business Planning 

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 

Fluence Recognized as “Best New Vendor” by BPM Partners 


Jobs at this Vendor

Business Development Representative 

Jobs/Careers Information 

Sharing options
  • Share on Facebook
  • Share on Twitter
  • Share on Linkedin
  • Share by Mail

https://www.bpmpartners.com/wp-content/uploads/2020/06/Fluence-Logo-2.png 100 306 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2020-06-07 02:05:242023-07-25 12:15:24Fluence Technologies

Planful

January 15, 2020/in Featured Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Close Management, Demand Planning, Disclosure Management, ESG Reporting, Financial/Statutory Consolidation, Granular Profitability, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Revenue Planning, S&OP, Sales Planning, Solution Library, Workforce Planning Cloud, Mobile Comprehensive Consolidation, Core Vendor, Exclusive BPM Pricing, Next Generation Ready, Top Rated for Budgeting, Top Rated for Consolidation, Top Rated for Ease of Use, Top Rated for Reporting, Top Rated Overall Ease of Use, Integrated Business Planning, Out of the Box Functionality, Performance/Scalability, Product Flexibility, Quick Implementation Large, Midmarket - Lower, Midmarket - Upper $1500 - $1999 Vendor /by BPM Partners

PERFORMANCEPLACE


Plan Confidently, Close Faster, Report Accurately

4.46

BPM Pulse Rating


[avia_codeblock_placeholder uid="6"]

BPM Pulse 2023


[avia_codeblock_placeholder uid="7"]


[avia_codeblock_placeholder uid="8"]

OVERVIEW


The Planful Platform empowers finance, accounting and business users to streamline business-wide planning, budgeting, consolidations, reporting, and analytics, with Planful for Finance – planning and forecasting, Planful for Accounting – close, consolidation, and account reconciliation, Planful for Marketing – campaign and budget management, ROI tracking, Planful for HR – compensation management and benefits planning, workforce analysis, and Planful for Sales, IT, and Operations – operational planning, demand planning, and S&OP. The Planful Platform includes functionality to support financial, operational, and management reporting, dashboards, source system integration, and predictive analytics.  See detailed ratings and compare to Workday Adaptive Planning, Oracle or other vendors >>>

INDUSTRY SUCCESS


Life Sciences, Manufacturing, Technology

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BARC Score Financial Performance Management  R 

BPM Partners 2023 Vendor Snapshot for Planful  R

BPM Partners Planful a Leader in 2023 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 


Related Whitepapers & eBooks

How Consolidation Functionality Benefits Budgeting and Planning

Cloud-based Financial Consolidation and Reporting Addresses Challenges

Cloud-based Modeling Helps Operations to Manage Performance and Plan the Future

True Cloud vs. Hosted Applications

Performance Management: The Next Generation


Related Webcasts & Events

2023 Pulse of Performance Management: Planful Reviewed as ‘Core Vendor’  R

Related Articles & Blogs

New Performance Management Leaders 2023

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 


Latest News

Planful Announces Product Innovations at Perform 2023 

Planful Reports Record Profitable Growth in 2022 

Planful Acquires Plannuh for Marketing Performance Management 

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 

Host Analytics Rebrands as Planful 

Vector Capital Completes Acquisition of Host Analytics 


Jobs at this Vendor

Open Jobs/Careers Information 

Planful Earns Great Place to Work Certification 

Sharing options
  • Share on Facebook
  • Share on Twitter
  • Share on Linkedin
  • Share by Mail

https://www.bpmpartners.com/wp-content/uploads/2020/01/Planfulnewlogo.png 302 696 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2020-01-15 17:14:192023-07-13 17:35:07Planful

Unit4 FP&A

June 23, 2018/in Featured Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Close Management, Demand Planning, Disclosure Management, ESG Reporting, Financial/Statutory Consolidation, Granular Profitability, Intelligent Insights, Natural Language Query, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Revenue Planning, Robotic Process Automation, S&OP, Sales Planning, Solution Library, Supply Chain Planning, Transfer Pricing, Workforce Planning Cloud, Mobile, On Premise, On Premise Same as Cloud Comprehensive Consolidation, Core Vendor, Exclusive BPM Pricing, Top Rated for Budgeting, Top Rated for Implementation Consulting Complexity Handling, Ease of Use, Easy Expandability, Excel UI, Integrated Business Planning, Pre-configured Solutions, Product Flexibility, Vertical Focus Large, Midmarket - Lower, Midmarket - Upper $1000 - $1499 Vendor /by BPM Partners

PERFORMANCEPLACE


Accurate, Integrated Business Reporting software for superior Planning, Budgeting and Forecasting

4.24

BPM Pulse Rating


[avia_codeblock_placeholder uid="9"]

BPM Pulse 2023


[avia_codeblock_placeholder uid="10"]

OVERVIEW


Unit4 FP&A is a flexible, no code/low code platform for planning and analytics that provides a full range of integrated performance management capabilities powered by AI for budgeting, planning (financial, sales, HR, project, risk), forecasting, profitability analysis, financial statutory consolidation, and reporting. Workforce Planning with analytics complements salary planning with an operational focus. Capabilities can be expanded with best practice solutions from a model store. This is coupled with built-in self-service business intelligence capabilities for data visualization, dashboards, and predictive analytics. The vendor focuses on four key verticals: Public Sector, Professional Services, Not-for-Profit, Higher Education. See detailed ratings and compare to Workday Adaptive Planning, Jedox or other vendors >>>

INDUSTRY SUCCESS


Energy, Government, Higher Education, Not for Profit, Professional Services, Utilities

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BARC 2022 Planning Survey 

BPM Partners 2023 Vendor Snapshot for Unit4  R

BPM Partners Unit4 a Key Competitor in 2023 Vendor Landscape Matrix  $

Dresner Advisory 2021 Wisdom of Crowds Consolidation Study R 

Dresner Advisory 2022 Wisdom of Crowds EPM Study R 

IDC Unit4 a Major Player in Marketscape for Cloud EPM 2020

Ventana Research Unit4 Democratizes Agile, Data-Driven, Decision-Making 


Related Whitepapers & eBooks

The Road to FP&A Excellence  R

Unit4 FP&A Fact Sheet 

The Importance of AI in Corporate Budgeting, Planning, and Forecasting


Related Webcasts & Events

The Journey to FP&A Excellence  R

2023 Pulse of Performance Management: Unit4 Reviewed as Core Vendor  R

How to Choose the Right FP&A Solution for Your Business

Why Do You Need a Budget Management, Planning and Reporting Solution?  R

Experience4U – Global Virtual Event Now On Demand  R

Related Articles & Blogs

Our 3 Favorite PSO Podcasts 

How to Select an FP&A Solution That’s Right for You 

The Performance Management Gold Rush

Why Do You Need a Budget Management, Planning and Reporting Solution? 

Unit4 Extends FP&A Solution with New AI-Powered Forecasting 

Unit4 Hires New CEO 

How Robots Will Change Finance 

Why CFOs Should Lead Digital Transformation 


Latest News

Unit4 Announces Industry Mesh for Integration 

Unit4 Achieves Record New Customer Growth in H1 

Unit4 Announces US$2 Billion Buyout by TA Associates 

Unit4 Achieves Strategic Milestones in 2020 


Jobs at this Vendor

Open FP&A Jobs 

Jobs/Careers Information 

Sharing options
  • Share on Facebook
  • Share on Twitter
  • Share on Linkedin
  • Share by Mail
https://www.bpmpartners.com/wp-content/uploads/2018/06/Unit4-logo.png 200 521 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-06-23 03:59:162023-06-27 00:18:32Unit4 FP&A

XLerant

May 24, 2018/in Featured Budgeting/Planning/Forecasting, Performance Dashboards, Predictive Analytics ML, Reporting, Solution Library Cloud, Mobile Core Vendor, Exclusive BPM Pricing, Top Rated for Budgeting, Top Rated for Ease of Use, Top Rated for Implementation Consulting, Top Rated for Operational Planning, Top Rated for Reporting, Top Rated Overall Ease of Use, Low Total Cost of Ownership, Performance/Scalability, Product Flexibility, Quick Implementation Midmarket - Lower, Small Under $1000 Vendor /by BPM Partners

PERFORMANCEPLACE


Cloud based budgeting, forecasting, & management reporting solution.

4.90

BPM Pulse Rating


[avia_codeblock_placeholder uid="11"]

BPM Pulse 2023


[avia_codeblock_placeholder uid="12"]

OVERVIEW


XLerant delivers an easy to use cloud based budgeting, forecasting, and management reporting solution. It is designed for decentralized environments, but with support for centralized exceptions such as headcount planning. The product utilizes a unique guided prompt approach, coupled with an intuitive interface, to facilitate the budget preparation and submission process. Step-by-step wizards guide administrators through maintenance tasks. The full suite of modules built into the BudgetPak product includes expense and revenue planning, personnel and salary planning with enhanced detailed benefits planning, asset planning, as well as approval workflow, creation of documentation, what-if scenarios, scenario modeling, strategic initiative budgeting, forecasting, and long-term projections using predictive analytics. See detailed ratings and compare to Workday Adaptive Planning, Centage or other vendors >>>

INDUSTRY SUCCESS


Business Services, Higher Education, Not for Profits

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BPM Partners 2023 Vendor Snapshot for XLerant  R

BPM Partners XLerant a Challenger in 2023 Vendor Landscape Matrix  $

CPA Practice Advisor Product Review: BudgetPak 


Related Whitepapers & eBooks

When Budgeting is a Team Sport   

Achieving Accountability in Mid-Market Budget Processes

Graduating from Excel to Purpose-Built Software eBook   


Related Webcasts & Events

2023 Pulse of Performance Management: XLerant Reviewed as Core Vendor  R

Ease of Use: The Next Budgeting Requirement

Related Articles & Blogs

Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022

Best Budgeting and Planning Solutions 2020

Making Multi-Participant Budgeting Work 


Latest News

XLerant Rated Highest for Ease-of-Use for Sixth Consecutive Year in 2021 BPM Pulse 

XLerant’s BudgetPak Receives Perfect Ease-of-Use Score in Pulse of Performance Management Study 

XLerant Rated Highest of 15 BPM Vendors for Budgeting and Planning 

XLerant Recognized for Top Ease-of-Use Customer Rating in 2018 BPM Pulse Survey 

XLerant Acquired by Jonas Software 


Jobs at this Vendor

Jobs/Careers Information 

Sharing options
  • Share on Facebook
  • Share on Twitter
  • Share on Linkedin
  • Share by Mail
https://www.bpmpartners.com/wp-content/uploads/2018/05/xlerant-logo.png 275 550 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-24 17:21:282023-06-27 00:38:16XLerant

Vena

May 24, 2018/in Featured Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Close Management, Demand Planning, ESG Reporting, Financial/Statutory Consolidation, Granular Profitability, Intelligent Insights, Natural Language Generation, Natural Language Query, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Revenue Planning, Robotic Process Automation, S&OP, Sales Planning, Solution Library, Supply Chain Planning, Tax Planning/Provisioning, Workforce Planning Cloud, Mobile Comprehensive Consolidation, Core Vendor, Exclusive BPM Pricing, Next Generation Ready, Top Rated for Budgeting, Top Rated for Ease of Use, Top Rated for Implementation Consulting, Top Rated Overall Complementary Use Cases, Complexity Handling, Ease of Use, Easy Expandability, Excel UI, Integrated Business Planning, Performance/Scalability, Pre-configured Solutions, Product Flexibility, Quick Implementation, Streamlined Integration, Vertical Focus Large, Midmarket - Lower, Midmarket - Upper $1000 - $1499 Vendor /by BPM Partners

PERFORMANCEPLACE


The Vena Platform is uniquely flexible, extensible and evolves with your business.

4.35

BPM Pulse Rating


[avia_codeblock_placeholder uid="13"]

BPM Pulse 2023


[avia_codeblock_placeholder uid="14"]


[avia_codeblock_placeholder uid="15"]

OVERVIEW


Vena’s Intelligent Complete Planning Platform, natively integrated and synchronized with Microsoft 365, provides budgeting, forecasting, planning, consolidation, reporting and analytics solutions designed to enable small, medium and large-sized organizations to drive more efficient financial and operational planning. Vena’s platform leverages the familiarity and flexibility of Microsoft Excel (desktop and Microsoft 365) while combining it with the control of a centralized in-memory database, and collaborative workflows to create a cloud-based performance management solution for the full spectrum of FP&A, Financial Consolidation and Operational Planning and Analysis tasks. Vena Insights leverages Microsoft’s AI ecosystem including Power BI fully integrated and productized in the Vena platform for FP&A, Azure Machine Learning Studio integration for predictive forecasting, and provides self-service AI capabilities to CFOs and their teams to enable better strategic decision-making.  See detailed ratings and compare to Workday Adaptive Planning, Planful or other vendors >>>

INDUSTRY SUCCESS


Financial Services, Manufacturing, Retail, Services

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BPM Partners 2023 Vendor Snapshot for Vena  R

BPM Partners Vena a Leader in 2023 Vendor Landscape Matrix  $

BPM Partners Vena 2023 Vendor Landscape Matrix: Special Edition R 

Nucleus Research Vena a Leader in 2023 CPM Value Matrix 


Related Whitepapers & eBooks

Performance Management with Excel Delivers Enterprise-wide Benefits  R

Automating Financial Consolidations While Maintaining Excel Investments

Extend BPM and Reduce Risk

Alternatives to Spreadsheet-Based Budgeting

Performance Management: The Next Generation


Related Webcasts & Events

Lessons from SaaS Leaders: Aligning Your Budget to Changing Business Goals R 

2023 Pulse of Performance Management: Vena Reviewed as Core Vendor  R

How to Power Your Digital Finance Transformation R 

Transforming Finance-Led Processes for Growth R 

Rethinking FP&A: An Analyst’s View

Five Steps to Selecting Financial Software to Grow Your Business

Related Articles & Blogs

New Performance Management Leaders 2023

3 Most Common Budgeting Mistakes Made by SMEs 

The Performance Management Gold Rush

Best Budgeting and Planning Solutions 2020

Ease of Use the #1 Driver of BPM Success 

FP&A is Hot – Now it’s Vena Solutions 


Latest News

Vena Earns Excellent Ratings in 2023 Vendor Landscape Matrix 

Vena and Fluence Announce Strategic Partnership for Unified Planning and Financial Close 

Vena Maintains Strong Momentum in Q3 2022 

Vena for Not for Profits Released to Transform Grant Planning and Funding Allocation 

Vena Welcomes 1000th Customer 

Vena Raises $300 Million in Series C Funding 

Vena for Banks and Credit Unions Released 


Jobs at this Vendor

Job Openings 

Jobs/Careers Information 

Sharing options
  • Share on Facebook
  • Share on Twitter
  • Share on Linkedin
  • Share by Mail

https://www.bpmpartners.com/wp-content/uploads/2020/08/VenaNewLogoedit2.png 189 500 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-24 15:40:342023-07-13 17:38:02Vena

Prophix

May 24, 2018/in Featured Account Reconciliation, Anomaly Detection, Benchmarking, Budgeting/Planning/Forecasting, Close Management, Demand Planning, Disclosure Management, Financial/Statutory Consolidation, Granular Profitability, Intelligent Insights, Natural Language Generation, Natural Language Query, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Reporting, Revenue Planning, Robotic Process Automation, S&OP, Sales Planning, Solution Library, Supply Chain Planning, Workforce Planning Cloud, Mobile Comprehensive Consolidation, Core Vendor, Exclusive BPM Pricing, Next Generation Ready, Top Rated for Budgeting, Top Rated for Consolidation, Top Rated for Ease of Use, Top Rated for Implementation Consulting, Top Rated for Reporting, Top Rated Overall Advanced Technologies, Depth/Breadth of Functionality, Ease of Use, Excel UI, Integrated Business Planning, Low Total Cost of Ownership, Performance/Scalability, Product Flexibility Large, Midmarket - Lower, Midmarket - Upper $1000 - $1499 Vendor /by BPM Partners

PERFORMANCEPLACE


Transform the way you budget, plan and report.

4.49

BPM Pulse Rating


[avia_codeblock_placeholder uid="16"]

BPM Pulse 2023


[avia_codeblock_placeholder uid="17"]


[avia_codeblock_placeholder uid="18"]

OVERVIEW


The Prophix Financial Performance Platform is a comprehensive platform designed for the Office of the CFO in midmarket organizations to improve profitability and minimize risk. Prophix automates the management cycles of consolidation and reporting, analysis, modeling and planning with an integrated suite of applications: Financial Planning and Analysis for budgeting and planning with workflow and automation, Reporting and Analytics, Financial Consolidation, and Intercompany Management which give users purpose-built applications for accelerating and automating their financial close and consolidation processes. Extended planning use cases include operational planning, personnel planning, revenue planning, and project planning with complex calculation support and additional granularity down to the sub-ledger level.  See detailed ratings and compare to Workday Adaptive Planning, Vena or other vendors >>>

INDUSTRY SUCCESS


Healthcare, Higher Education,  Manufacturing, , Not for Profit, Professional Services, Retail

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BARC The Planning Survey 19  R 

BPM Partners Impact of Hg Acquisition of Prophix

BPM Partners Prophix Acquisition of Sigma Conso

BPM Partners 2023 Vendor Snapshot for Prophix  R

BPM Partners Prophix a Leader in 2023 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


Related Whitepapers & eBooks

Managing Performance in a Tough Economy

Choosing Between Cloud and On-Premise for Performance Management

The Evolution of Budgeting and Planning at Midsize Companies

Data Strategies for SMBs

Performance Management: The Next Generation


Related Webcasts & Events

2023 Pulse of Performance Management: Prophix Reviewed as Core Vendor  R

Corporate Financial Planning in Uncertain Times  R 

Budgeting in the Cloud for Mid-size Companies

A Modern Finance Case Study: Cloud or On-Premise?  R 

Related Articles & Blogs

New Performance Management Leaders 2023

Introducing Prophix’s Financial Performance Platform 

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 

Best Budgeting and Planning Solutions 2020

Construction Cash Management in a Tough Economy 


Latest News

Prophix Achieves $100M in ARR 

Prophix a 2022 Nucleus Research ROI Award Winner 

Prophix Featured in 2022 Vendor Landscape Matrix 

Prophix Reports Record Year of Growth in 2021 

Prophix Acquires Sigma Conso 

Prophix Software Certified by Acumatica 

Prophix Receives Investment from Hg to Fund Growth 

Prophix Named an Overall Experience & Credibility Leader for 2020 


Jobs at this Vendor

Current Openings 

Additional Jobs/Careers Information 

Sharing options
  • Share on Facebook
  • Share on Twitter
  • Share on Linkedin
  • Share by Mail

https://www.bpmpartners.com/wp-content/uploads/2021/10/Prophix_logo-2021.png 222 946 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-24 14:53:072023-08-31 13:34:52Prophix

Jedox

May 23, 2018/in Other Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Granular Profitability, Performance Dashboards, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Robotic Process Automation, Sales Planning, Solution Library, Workforce Planning Cloud, Mobile, On Premise, On Premise Same as Cloud Exclusive BPM Pricing, Next Generation Ready Ease of Use, Excel UI, Integrated Business Planning, Product Flexibility, Quick Implementation Large, Midmarket - Lower, Midmarket - Upper $1000 - $1499 Vendor /by BPM Partners

PERFORMANCEPLACE


Corporate performance management and business intelligence unified in one seamless software platform.

0.00

BPM Pulse Rating


[avia_codeblock_placeholder uid="19"]


[avia_codeblock_placeholder uid="20"]

OVERVIEW


The Jedox EPM platform seamlessly combines budgeting, planning, reporting and financial consolidation with built-in and third-party integrated analysis capabilities, predictive analytics, and related data visualization tools for continuous performance management. The full Core Finance Suite includes pre-built applications for integrated financial planning: Balance Sheet, CF, P&L, Sales, HR, Cost Center, and Profit Center.  The platform is expandable with best practice models downloaded from the Jedox Marketplace. Jedox can be deployed via a subscription model on-premise, in the cloud, or private cloud, now leveraging Kubernetes for scalability and deployment management.  See detailed ratings and compare to Workday Adaptive Planning, Vena or other vendors >>>

** BPM Partners has dropped coverage of this vendor and will no longer update this page **

INDUSTRY SUCCESS


Banking, Education, Energy, Government, Manufacturing, Services

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BARC The Planning Survey 22  R

BPM Partners 2021 Vendor Snapshot for Jedox  R

Dresner Advisory 2022 Wisdom of Crowds EPM Study  R

Dresner Advisory 2021 Wisdom of Crowds SPM Study  R


Related Whitepapers & eBooks

The Next Wave in Budgeting and Planning: Performance Management Plus


Related Webcasts & Events

Hitting Key Milestones in Your FP&A Journey R

Related Articles & Blogs

The Secret to Strategic Sales Planning 

The Performance Management Gold Rush

Jedox Raises Over $100 Million 

Best Budgeting and Planning Solutions 2020


Latest News

Jedox Announces $100+ Million Investment to Boost Growth

Jedox Brings Best Practice Financial Consolidation Solution to Market 

Jedox Wins 4th Consecutive Industry Excellence Award from Dresner Advisory 


Jobs at this Vendor

Open Positions 

Jobs/Careers Information 

Sharing options
  • Share on Facebook
  • Share on Twitter
  • Share on Linkedin
  • Share by Mail

https://www.bpmpartners.com/wp-content/uploads/2018/05/jedox-logo-blue-trademark-claim-4c-webcrop-1.jpg 137 300 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-23 18:13:282023-06-27 10:21:04Jedox
Page 1 of 212

Recent Blog Posts

Fluence and Pigment Partner to Offer Consolidation and Planning SolutionsThe New Leaders: Budgeting, Planning, Consolidation and Reporting Solutions 2023First Look: PigmentFinancial Consolidation, Close, and Reporting: Challenges and PrioritiesThe Top Rated Budgeting, Planning, Consolidation and Reporting Solutions for 2022Focused Acquisitions for Fluence and SyntellisAnaplan to be Acquired for $10.7 Billion by Thoma BravoFluence Technologies Acquires XLCubedProphix Acquires Sigma ConsoThe Performance Management Gold RushProfitability Analytics Center of ExcellenceHg Acquires Majority Stake in ProphixThe Best Midmarket Budgeting and Planning Solutions for 2020Two New and Noteworthy Performance Management VendorsLongview Acquired by insightsoftwareHost Analytics Becomes PlanfulPredictions for Performance Management in 2020The Best Analyst Reports for Performance Management 2019Findings from the 2019 BPM Pulse SurveyTop Rated Performance Management Vendors 2019Performance Management’s Hot StreakHost Analytics to be Acquired by Vector CapitalPredictions for Performance Management in 2019Do Requirements Really Matter?What’s the Value of a Performance Management ‘App Store’?The Value AI Brings to Performance ManagementAdaptive Insights to be Acquired by WorkdayCommentary on Tagetik AcquisitionPredictions for Performance Management in 2017Ten Characteristics of a Good KPI

Services

  • Overview
  • Vendor Selection
  • Deployment
  • Request Services Information
  • Expert Access

Solution Areas

  • Budgeting & Planning
  • Consolidation & Reporting
  • Dashboards & Scorecards
  • Operational Analytics

Resources

  • White Papers
  • Webinars
  • Performance Place
  • Vendor Landscape Matrix
  • BPM Pulse Survey
  • eBooks
  • Articles and Guides

Company

  • Why BPM Partners
  • Case Studies and Testimonials
  • Management Team
  • News
  • Maximize Performance Blog
  • Submit RFP
  • Location/Contact Us

BPM Partners Global Headquarters

BPM Partners, Inc.
Six Landmark Square
Stamford, CT 06901, USA

Phone: (203) 359-5677
Fax: (203) 359-5877


TwitterLinkedIn
© Copyright 2023 - BPM Partners, Inc. Built by 3PRIME
  • BPM Central
  • Events
  • Company
  • Performance Place
  • Privacy Policy
Scroll to top
Contact Us +

Contact Us (* = required)

Select Topic:

Close