Performance Planning that helps companies adapt to change and exceed revenue goals
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BPM Pulse 2026
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OVERVIEW
The Una performance planning platform is an AI-powered FP&A solution that delivers dynamic budgeting, planning, and forecasting with a focus on connected revenue planning that aligns marketing, sales, operations, and finance. Real-time execution tracking, embedded business intelligence for visualization and analysis, and native AI help ensure successful execution and achievement of revenue targets. Action Tracker ensures plans are executed and progress is monitored across teams in real-time. Collaboration is built-in through workflow, Action Tracker, and Slack. See detailed ratings and compare to Prophix, Planful, Vena or other vendors >>>
INDUSTRY SUCCESS
SaaS Technology
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPM Partners 2026 Vendor Snapshot for Una AI R
BPM Partners Una AI a Challenger in 2026-2027 Vendor Landscape Matrix $
Customer View
Related Whitepapers & eBooks
Jobs at this Vendor
FP&A that drives business performance.
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OVERVIEW
Abacum is a scalable and collaborative AI-native FP&A solution for financial and operational planning, that provides support for revenue scenario planning and offers reporting templates that automate real-time reporting. It is designed for midmarket organizations with high volume operations. Recommended Alternatives: Jedox, Pigment, Prophix, Vena
INDUSTRY SUCCESS
Education, Financial Services, Healthcare, Technology
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
AI-Driven Scenario Planning, Analysis and Reporting Platform
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BPM Pulse 2026
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OVERVIEW
The Anaplan AI-driven scenario planning and analysis platform that serves as the decision infrastructure for the Agentic Enterprise delivers a unified and extensible solution for connected planning, uniquely aligning financial plans and targets to operational plans and models of execution for collaboration, consistency, accuracy, and optimized decision-making across the enterprise. Core solution areas include Finance encompassing planning and financial close and consolidation, Sales & Marketing focused on Go-to-Market planning, Supply Chain planning, and HR & Workforce planning. Examples of out-of-the-box applications include Integrated Financial Planning, Operational Workforce Planning, Territory & Quota, Demand Planning, and Merchandise Financial Planning. See detailed ratings and compare to OneStream, Oracle or other vendors >>>
INDUSTRY SUCCESS
Consumer Packaged Goods, Financial 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 2026 Vendor Snapshot for Anaplan R
BPM Partners Anaplan a Leader in 2026-2027 Vendor Landscape Matrix $
BPM Partners Anaplan 2025-2026 Vendor Landscape Matrix: Special Edition R
Constellation Research 2025 ShortList Cloud-Based Planning Platforms
Gartner Anaplan a Challenger in 2026 Financial Close and Consolidation Solutions Magic Quadrant R
Gartner Anaplan a Leader in 2025 Financial Planning Solutions Magic Quadrant R
IDC Anaplan a Leader in 2026 Global Enterprise Planning MarketScape R
Nucleus Research 2025 CPM Technology Value Matrix R
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How a Complete CPM Solution Boosts Enterprise Resilience R
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Latest News
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Jobs at this Vendor
Orchestrated Planning, Decisioning and Close
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BPM Pulse 2026
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OVERVIEW
The Vena Microsoft-native platform for Orchestrated Planning, Decisioning and Close, natively integrated and synchronized with Microsoft 365, is designed to streamline planning, decisioning, and close. Vena’s platform amplifies the value of Microsoft Excel and 365 productivity and analytical tools by combining them 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 and close, account reconciliations, tax provisioning, ESG management, and more. See detailed ratings and compare to Pigment, Jedox, Prophix 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 25 R
BPM Partners 2026 Vendor Snapshot for Vena R
BPM Partners Vena a Leader in 2026-2027 Vendor Landscape Matrix $
BPM Partners Vena 2026-2027 Vendor Landscape Matrix: Special Edition R
Nucleus Research Vena a Leader in 2025 CPM Value Matrix
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2026 Pulse of Performance Management: AI-Powered FP&A and Consolidation R
The EPM Replacement Imperative: Why Now is the Time to Move Beyond Legacy EPM R
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2025 Pulse of Performance Management: Vena Reviewed as Core Vendor R
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Livestream: The Annual Financial Close R
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Latest News
Vena Recognized as a Leader with Outstanding Ratings in 2026-2027 VLM
Vena to Acquire Morpheo AI to Deliver Vena Omega™ Cumulative Context Engine for Finance
Vena Announces Financial Consolidation
Vena Completes Acterys Acquisition
Vena Launches Six New Microsoft Fabric Integrations
Vena Launches Planning Agent to Redefine Finance Workflows
Vena Celebrates Record-Setting First Half of FY26
Vena Recognized as a Leader with Outstanding Overall Rating in 2025-2026 VLM
Vena Announces Vena Copilot for Microsoft Teams
Vena’s 2025 Industry Benchmark Report Reveals What’s Next for FP&A Teams
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Vena Recognized in the 2025 Gartner® Magic Quadrant™ for Financial Close and Consolidation Solutions
Vena Achieves US$100 Million ARR
Vena Introduces Vena for Microsoft PowerPoint
Financial Performance Platform for the Midmarket
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BPM Pulse 2026
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OVERVIEW
Prophix One™ is the Autonomous Finance Platform built for the Office of the CFO in growing, complex midmarket organizations. It brings together best-of-breed capabilities for Financial Planning & Analysis (FP&A), Financial Close & Consolidation, Accounting & Compliance, and Reporting & Analytics in a single, integrated platform that supports connected financial and operational planning. 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 2025 Vendor Snapshot for Prophix R
BPM Partners Prophix a Leader in 2025-2026 Vendor Landscape Matrix $
Nucleus Research CPM ROI Study – Community Bank
Nucleus Research CPM ROI Study – Senior Living Communities
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2026 Pulse of Performance Management: AI-Powered FP&A and Consolidation R
The EPM Replacement Imperative: Why Now is the Time to Move Beyond Legacy EPM R
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The Future of Finance Revealed R
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The Next Chapter for Prophix: Sigma Conso
Outperform with agility.
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BPM Pulse 2026
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OVERVIEW
Oracle Cloud EPM is modular, connected, and comprehensive. Planning & Analysis offerings include Enterprise Planning and Budgeting with integrated strategic modeling, Profitability and Cost Management, and Enterprise Performance Reporting. A specialized solution is available for Healthcare Planning. 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. Also available are configurable solutions for IT Financial Management and IBP. Financial Close offerings include Financial Consolidation and Close, Account Reconciliation, and Tax Reporting. An EPM AI Agent for Profitability and Cost Management leverages AI to generate rules for allocations. See detailed ratings and compare to Anaplan, SAP or other vendors >>>
INDUSTRY SUCCESS
Financial Services, Manufacturing, Media, Retail, Utilities
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPM Partners 2026 Vendor Snapshot for Oracle R
BPM Partners Oracle a Key Competitor in 2026-2027 Vendor Landscape Matrix $
Constellation Research 2024 ShortList Cloud-Based Planning Platforms
Gartner Oracle a Leader in 2026 Financial Close and Consolidation Solutions Magic Quadrant R
Gartner Oracle a Leader in 2025 Financial Planning Solutions Magic Quadrant R
IDC Oracle a Leader in 2026 MarketScape for Enterprise Planning, Budgeting, and Forecasting R
Nucleus Research Scaling Up with Oracle Cloud EPM
Ventana Research Oracle is an Exemplary Vendor in 2023 RPM Buyers Guide R
Customer View
G2 Crowd Reviews and Ratings
Gartner Peer Insights FP&A Reviews and Ratings
TrustRadius Reviews and Ratings
The AI Operating System for Modern Finance
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BPM Pulse 2026
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OVERVIEW
OneStream’s unified, AI-powered, and extensible finance platform with built-in financial data quality includes solutions for financial close and consolidation with account reconciliation, transaction matching, journal entry management, and tax. Solutions also include financial planning and analysis with strategic planning, rolling forecasts, and scenario modeling, and many operational planning and analysis scenarios including demand forecasting, workforce planning, ESG reporting and planning, Sales Performance Management and others. The OneStream Solution Exchange offers downloadable solutions to expand capabilities in all of these areas. See detailed ratings and compare to Wolters Kluwer (CCH Tagetik), Oracle or other vendors >>>
INDUSTRY SUCCESS
Automotive Suppliers, Financial Services, Healthcare, Manufacturing, Oil & Gas, Real Estate
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BARC 2026 Score for FPM R
BPM Partners 2026 Vendor Snapshot for OneStream R
BPM Partners OneStream a Leader in 2026-2027 Vendor Landscape Matrix $
Gartner OneStream a Leader in 2026 Financial Close and Consolidation Solutions Magic Quadrant R
Gartner OneStream a Leader in 2025 Financial Planning Solutions Magic Quadrant R
Nucleus Research 2023 CPM Value Matrix R
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How CPM Modernizes Finance for Banking and Financial Services R
Extending Performance Management for Company-Wide Benefits
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Latest News
OneStream Unlocks Agentic AI for the Office of the CFO
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Hg Completes Acquisition of OneStream for $6.4 Billion
OneStream Announces Q4 and FY 2025 Results
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OneStream Unveils SensibleAI Agents and SensibleAI Studio
OneStream Collaborates with Coupa for Business Spend Management
Transforming the office of the CFO by accelerating planning, consolidation, tax and analytics.
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OVERVIEW
insightsoftware delivers performance management solutions in three key areas: (1) Capital Management: Equity Management, (2) Controllership: Close/Consolidation, Tax Provisioning, Transfer Pricing, Disclosure Management, and (3) FP&A: Budgeting & Planning, Financial Reporting, Operational Reporting, Data Visualization. The insightsoftware product suite enables the Office of the CFO to be connected, proactive, and empowered. Current products include Tidemark, Longview Close, Longview Tax, Longview Transfer Pricing, Longview Analytics, and Bizview. See detailed ratings and compare to Wolters Kluwer (CCH Tagetik), Planful or other vendors >>>
INDUSTRY SUCCESS
Banking/Financial Services/Insurance, Energy/Utilities, Healthcare, Higher Education, Logistics, Manufacturing, Retail
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 2021 R
BPM Partners Longview Acquired by insightsoftware
BPM Partners Vendor Snapshot for insightsoftware R
Related Whitepapers & eBooks
Related Articles & Blogs
The Performance Management Gold Rush
Avoid Common Financial Planning Mistakes for Manufacturers
Creating Your Month-End Close Process Flow Chart
How to Account for Seasonality Using Financial Planning Software
Longview Transforms the Office of the CFO Through Connected Finance
Latest News
Logi Analytics Wins Dresner Advisory Award for Embedded BI
insightsoftware to Acquire Magnitude
insightsoftware Acquires CALUMO
insightsoftware Receives $1 Billion Investment from Hg
insightsoftware Acquires Certent – Adds Equity and Disclosure Management Capabilities
insightsoftware Acquires French Financial Software Provider Viareport
Jobs at this Vendor
Drive future-ready business performance.
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OVERVIEW
IBM Planning Analytics is designed for integrated and extensible planning and offers a unified set of capabilities for budgeting, planning, forecasting, analysis and reporting for financial as well as operational data. The solution delivers AI-infused integrated business planning across the organization, putting the power of algorithmic forecasting in the hands of LOB users. In addition to a web UI, Planning Analytics supports a full-featured Excel interface and the ability to publish Excel reports and forms to the web. A catalog of accelerators from IBM and partners extends planning and analysis capabilities. Connectivity to IBM Watson Studio is available for advanced decision optimization. IBM Controller is a standalone consolidation solution that is integrated with IBM Planning Analytics. Recommended Alternatives: JustPerform from insightsoftware, Jedox, OneStream, Oracle, Wolters Kluwer (CCH Tagetik)
** BPM Partners has dropped coverage of this vendor and will only update this page with significant news **
INDUSTRY SUCCESS
Education, Financial Services, Government, Life Sciences
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BARC IBM a Market Leader in 2026 Integrated Planning Report R
Forrester The Total Economic Impact of IBM Planning Analytics R
Related Webcasts & Events
Jobs at this Vendor
Collaborative FP&A for SMBs
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OVERVIEW
Centage is a unified and collaborative budgeting and forecasting solution for finance teams in small to midsize businesses. The solution offers integrated budgeting, predictive planning and forecasting, simple consolidation, reporting and analytics, along with robust modeling, what if, and scenario planning tools. It features unlimited dimensions, multi-step allocations, and support for transactional level details. All supported by centralized permissions-based workflow. Live access to Centage data is available from Power BI. See detailed ratings and compare to Prophix, XLerant or other vendors >>>
INDUSTRY SUCCESS
Healthcare, Higher Education, Manufacturing, Not for Profit, Professional 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 2025 Vendor Snapshot for Centage R
BPM Partners Centage a Challenger in 2025-2026 Vendor Landscape Matrix $
Customer View
Capterra Reviews and Ratings
Gartner Peer Insights Reviews and Ratings
G2 Crowd Reviews and Ratings
Related Whitepapers & eBooks
Automating Budgeting and Forecasting for Midmarket Companies
Related Webcasts & Events
2025 Pulse of Performance Management: Centage Reviewed as Core Vendor R
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