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Acterys

January 23, 2021/in 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


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BPM Pulse 2023


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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 >>>

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

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 

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Place Technology

January 7, 2021/in 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


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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 

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Jirav

January 5, 2021/in 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


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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.

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

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 

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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 18:59:402023-11-22 16:53:28Jirav

Fluence Technologies

June 7, 2020/in 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


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BPM Pulse 2023


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OVERVIEW


Fluence is now an Anaplan company. 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 >>>

** This vendor was acquired by Anaplan in May of 2024. Please visit our Anaplan page for the latest information. **

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 2024 Vendor Snapshot for Anaplan/Fluence  R

BPM Partners Anaplan/Fluence a Leader in 2024-2025 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 R 

Gartner Fluence a Challenger in 2023 Financial Close and Consolidation Solutions Magic Quadrant  

Nucleus Research The Financial Consolidation & Close Solution ROI Framework R 

Nucleus Research Fluence Customers Slash the Monthly Close by 90% R 

Ventana Research Fluence Offers Streamlined Financial Close


Related Whitepapers & eBooks

Financial Consolidation to Manage Through Uncertainty

Finance’s New Strategic Mindset  R,S  


Related Webcasts & Events

The Pulse of Financial Close and Consolidation  R

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

Related Articles & Blogs

How the Anaplan Acquisition of Fluence Will Change the CPM Market

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

Anaplan Announces Agreement to Acquire Fluence Technologies 

Fluence and Avant Group Corp Join Forces to Transform Office of Finance in Japan 

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 

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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 02:05:242025-02-11 04:56:44Fluence 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


Platform for Financial Performance Management

4.53

BPM Pulse Rating


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BPM Pulse 2025


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OVERVIEW


The Planful Platform is a unified solution for Financial Performance Management, combining purpose-built applications with embedded AI to help finance, accounting, and business teams collaborate, automate, and accelerate planning, budgeting, consolidations, reporting, and analytics.  The Budget Manager Experience provides a role-based interface for users outside of Finance to easily access just the information they need. A Power BI connector provides live access to Planful data and a native Snowflake connector syncs Planful data in real-time. A suite of persona-based assistants for Planful AI, including Analyst, Planner, and Controller automate key tasks. See detailed ratings and compare to Prophix, Vena 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 2024 Vendor Snapshot for Planful  R

BPM Partners Planful a Key Competitor in 2024-2025 Vendor Landscape Matrix  $

Constellation Research 2024 ShortList Cloud-Based Planning Platforms 

Dresner Advisory 2023 Wisdom of Crowds EPM Study  R 

Gartner Planful a Challenger in 2025 Financial Close and Consolidation Solutions Magic Quadrant R

Nucleus Research Planful a Leader in 2022 CPM Value Matrix 


Related Whitepapers & eBooks

Global CPM Trends and Priorities Report 2025 R

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

2025 Pulse of Performance Management: Planful Reviewed as ‘Core Vendor’  R

Top Global CPM Trends to Watch in 2025  R

Related Articles & Blogs

The Budget Manager Experience 

New Performance Management Leaders 2023

How to Harness the Power of AI in FP&A 

Analyst Perspectives on Planful

Host Analytics is Becoming Planful 

Analyst’s View of Host Analytics Re-branding as Planful

Analyst’s View of Host Analytics Acquisition by Vector Capital


Latest News

Planful Announces AI-Enabled Product Innovations 

Planful Unveils Solution Hub 

Planful Announces Innovations for Finance Automation and Collaboration 

Planful Acquires Plannuh for Marketing Performance Management 

Planful and Trintech Announce Strategic Global Partnership 

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 

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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, Top Rated Overall 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


FP&A for Midmarket Service-based Organizations

4.33

BPM Pulse Rating


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BPM Pulse 2025


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OVERVIEW


Unit4 FP&A is a flexible, no code/low code platform for planning and analytics designed to connect operations and strategy. It 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. Also included are self-service business intelligence capabilities for data visualization, dashboards, and predictive analytics. Reporting features are available that support storytelling as well as the consistent design approach of International Business Communications Standards. Direct integration is available with Unit4 ERP, ERPx, Unit4 Financials by CODA and Snowflake. Unit4 has a vertical focus on: Public Sector, Professional Services, Not-for-Profit, and Higher Education. See detailed ratings and compare to Prophix, Vena 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 2023 Planning Survey 

BPM Partners 2024 Vendor Snapshot for Unit4  R

BPM Partners Unit4 a Key Competitor in 2024-2025 Vendor Landscape Matrix  $

Dresner Advisory 2021 Wisdom of Crowds Consolidation Study R 

Dresner Advisory 2023 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

FP&A Tools to Navigate Uncertainty  R

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

2025 Pulse of Performance Management: Unit4 Reviewed as Core Vendor  R

How to Navigate CPM Market Dynamics in 2025  R

How Evolving FP&A Trends Can Help You Navigate Through Uncertainty  R

The Journey to FP&A Excellence  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 

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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 03:59:162025-06-05 02:03:00Unit4 FP&A

XLerant

May 24, 2018/in Other Budgeting/Planning/Forecasting, Performance Dashboards, Predictive Analytics ML, Reporting, Solution Library, Workforce Planning Cloud, Mobile Core Vendor, Exclusive BPM Pricing, Top Rated for Budgeting, 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


The Financial Performance Management Solution for Collaborative SMEs

4.50

BPM Pulse Rating


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BPM Pulse 2025


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OVERVIEW


XLerant’s BudgetPak is an easy to use cloud-based solution focused on collaborative budgeting, forecasting, and management reporting. An Excel add-in, myXL, provides custom reporting capabilities with dynamic integration to the database. The full suite of modules built into the BudgetPak product includes annual and hourly salary planning with enhanced detailed benefits planning, scenario modeling, and long-term projections using predictive analytics. There is built-in support for the creation, distribution, and reporting on company-wide strategic initiatives at the department and account level. The product utilizes a unique guided prompt approach, coupled with an intuitive interface, to facilitate the budget preparation and submission process.  See detailed ratings and compare to Prophix, 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 2024 Vendor Snapshot for XLerant  R

BPM Partners XLerant a Challenger in 2024-2025 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

2025 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 

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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 17:21:282025-06-09 18:11:04XLerant

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, Low Total Cost of Ownership, 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


AI-Powered Complete FP&A Platform

4.69

BPM Pulse Rating


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BPM Pulse 2025


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OVERVIEW


The Vena AI-Powered Complete FP&A Platform, natively integrated and synchronized with Microsoft 365, is designed to streamline financial and operational planning. Vena’s platform amplifies the value of Microsoft Excel and 365 productivity and analytical tools by combining it with the control and scale of its centralized in-memory Vena CubeFLEX™ database and collaborative workflows. Vena addresses the full spectrum of financial planning and forecasting, extended planning including revenue and sales planning, and goes beyond planning with financial consolidations, account reconciliations, tax provisioning, ESG management, and more. Vena Insights leverages Microsoft Power BI fully embedded and productized in the Vena platform and Vena Copilot is Vena’s Agentic AI technology  purpose-built for FP&A use cases. 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

BARC The Planning Survey 24  R

BPM Partners 2024 Vendor Snapshot for Vena  R

BPM Partners Vena a Leader in 2024-2025 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

2025 Vena Industry Benchmark Report: The State of Strategic Finance  R

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

2025 Pulse of Performance Management: Vena Reviewed as Core Vendor  R

CFO Show Podcast: The State of Strategic Finance 2025

Livestream: The Annual Financial Close R 

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

Vena Announces Vena Copilot for FP&A

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 Announces Vena Copilot for Microsoft Teams 

Vena’s 2025 Industry Benchmark Report Reveals What’s Next for FP&A Teams 

Vena Kicks Off FY26 with Record Growth 

Vena Recognized in the 2025 Gartner® Magic Quadrant™ for Financial Close and Consolidation Solutions 

Vena Achieves US$100 Million ARR 

Vena Named Top Leader in 2024 BARC Planning Survey 

Vena Introduces Vena for Microsoft PowerPoint 

Vena Introduces Vena Copilot for FP&A 

Vena Welcomes 1000th Customer 

Vena Raises $300 Million in Series C Funding 


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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


Financial Performance Platform for the Midmarket

4.40

BPM Pulse Rating


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BPM Pulse 2025


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OVERVIEW


Prophix One™ is a Financial Performance platform for the Office of the CFO in midmarket organizations that delivers best-of-breed solutions for Financial Close & Consolidation, Accounting & Compliance, Financial Planning & Analysis, and Reporting & Analytics. All delivered through a single point of entry with single sign-on and a centralized data model. Prophix One FP&A Plus handles the greater complexity and granularity needed for operational planning and Prophix One Intelligence is an advanced AI engine natively integrated into the Prophix One Platform. See detailed ratings and compare to Planful, 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 23  R 

BPM Partners Impact of Hg Acquisition of Prophix

BPM Partners Prophix Acquisition of Sigma Conso

BPM Partners 2024 Vendor Snapshot for Prophix  R

BPM Partners Prophix a Key Competitor in 2024-2025 Vendor Landscape 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

2025 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

Prophix Launches Prophix One™

New Performance Management Leaders 2023

The Future of Finance 2023: Insights from Prophix CEO 

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 

The Next Chapter for Prophix: Sigma Conso 

The Performance Management Gold Rush

Hg Acquires Majority Stake in Prophix 


Latest News

Prophix® Unveils Prophix One™ Intelligence, Its AI Technology Engine 

Prophix Sets a New Benchmark with Prophix One™ FP&A Plus 

Prophix Unveils Prophix One 

Prophix Broadens C-suite as it Scales Globally 

Prophix Achieves $100M in ARR 

Prophix Acquires Sigma Conso 

Prophix Receives Investment from Hg to Fund Growth 


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Current Openings 

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Jedox

May 23, 2018/in 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


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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

BARC Score for Integrated Planning and Analytics 2023  R

BPM Partners 2021 Vendor Snapshot for Jedox  R

Dresner Advisory 2022 Wisdom of Crowds EPM Study  R

Dresner Advisory 2022 Wisdom of Crowds SPM Study  R

Gartner Jedox a Leader in 2023 Financial Planning Solutions Magic Quadrant  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 


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Open Positions 

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