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Una Software

January 5, 2025/in Featured Budgeting/Planning/Forecasting, Performance Dashboards, Revenue Planning, Sales Planning, Workforce Planning Cloud Next Generation Ready Midmarket - Lower, Midmarket - Upper $1500 - $1999 Vendor /by BPM Partners

PERFORMANCEPLACE


Performance Planning that helps companies adapt to change and exceed revenue goals

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BPM Pulse Rating


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OVERVIEW


Una Software’s Performance Planning is a full FP&A solution for the midmarket with specialized revenue planning capabilities and dynamic planning that adjusts as business evolves.

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

Coming Soon


Customer View

Una Software Customer Case Study 


Related Whitepapers & eBooks

Performance Planning Datasheet

Related Articles & Blogs

Driving Predictable Growth with Applied Revenue Intelligence 


Latest News

Una Software Launches Performance Planning and Secures Funding 

Una Software Launches Applied Revenue Intelligence Platform 


Jobs at this Vendor

Job Openings 

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Abacum

January 5, 2025/in Other Budgeting/Planning/Forecasting, Performance Dashboards, Revenue Planning, Sales Planning, Workforce Planning Cloud Next Generation Ready Ease of Use Midmarket - Lower, Small Under $1000 Vendor /by BPM Partners

PERFORMANCEPLACE


FP&A that drives business performance.

0.00

BPM Pulse Rating


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OVERVIEW


Abacum is a scalable and collaborative 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.

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 

Industry View

Coming Soon


Customer View

G2 Crowd Reviews and Ratings 


Related Whitepapers & eBooks

Guide to Creating Budgets that Drive Performance S 

Related Articles & Blogs

Target Operating Model for Budgeting 

Putting Midmarket Finance Leaders in Control 


Latest News

Abacum Adds $25M in Series A 


Jobs at this Vendor

Job Openings 

Jobs/Careers Information 

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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


Empower your team to drive financial success.

4.00

BPM Pulse Rating


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BPM Pulse 2024


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OVERVIEW


The scalable Planful Platform for Financial Performance Management offers purpose-built applications that empower 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 Workforce – compensation management and benefits planning, workforce analysis, and Planful for Sales, IT, and Operations – operational planning, demand planning, and S&OP. Predict: Projections leverages AI and machine learning to generate a forecast that reflects trends and seasonality, and Predict: Signals ensures forecast accuracy. See detailed ratings and compare to Workday Adaptive Planning, 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

Top Global CPM Trends to Watch in 2025  R

2024 Pulse of Performance Management: Planful Reviewed as ‘Core Vendor’  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 Achieves 43% Year-over-Year Growth in 2024 First Half 

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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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 17:14:192025-05-09 06:47:30Planful

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


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

4.54

BPM Pulse Rating


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BPM Pulse 2024


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OVERVIEW


The Vena Complete Planning Platform, natively integrated and synchronized with Microsoft 365, provides budgeting, forecasting, planning, consolidation, reporting and analytics solutions designed for more efficient financial and operational planning. Vena’s platform leverages the familiarity and flexibility of Microsoft Excel 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 Power BI fully integrated and productized in the Vena platform for FP&A, which provides self-service AI capabilities to CFOs and their teams to support better strategic decision-making. Vena Copilot for FP&A is fully embedded in Vena to provide a GenAI product for FP&A, and Vena for PowerPoint enhances storytelling with live data. 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

CFO Show Podcast: The State of Strategic Finance 2025

2024 Pulse of Performance Management: Vena Reviewed as Core Vendor  R

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’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 


Jobs at this Vendor

Job Openings 

Jobs/Careers Information 

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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 15:40:342025-05-09 06:56:27Vena

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


See What You Can Do.

4.20

BPM Pulse Rating


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BPM Pulse 2024


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OVERVIEW


Prophix One™ is a unified cloud-based Financial Performance platform that delivers best-of-breed solutions for budgeting & planning, integrated business planning, reporting & analytics, financial consolidation, intercompany management, and account reconciliation. All with a single point of entry through their portal (with single sign-on), and a harmonized user experience to move across the platform. 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. 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

2024 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 


Jobs at this Vendor

Current Openings 

Additional Jobs/Careers Information 

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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 14:53:072025-05-09 06:50:17Prophix

Oracle

May 23, 2018/in Featured Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Disclosure Management, Financial/Statutory Consolidation, Granular Profitability, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Robotic Process Automation, Sales Planning, Solution Library, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud, Mobile, On Premise Comprehensive Consolidation, Core Vendor, Next Generation Ready Advanced Technologies, Complexity Handling, Depth/Breadth of Functionality, Integrated Business Planning, Performance/Scalability, Regulatory Compliance Enterprise, Large, Midmarket - Upper $3000 and over Vendor /by BPM Partners

PERFORMANCEPLACE


Outperform with agility.

4.13

BPM Pulse Rating


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BPM Pulse 2024


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OVERVIEW


Oracle Cloud EPM is modular, connected, and comprehensive and is offered in Standard and Enterprise editions. Planning & Analysis offerings include Enterprise Planning and Budgeting with integrated strategic modeling, Profitability and Cost Management, and Enterprise Performance Reporting. Specialized solution 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. Financial Close offerings include Financial Consolidation and Close with Intelligent Process Automation, Account Reconciliation with automated transaction matching, Tax Reporting which supports tax provisioning and country by country tax liability reporting and Narrative Reporting. See detailed ratings and compare to IBM, 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 2024 Vendor Snapshot for Oracle  R

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

Constellation Research 2024 ShortList Cloud-Based Planning Platforms  

Gartner Oracle a Leader in 2025 Financial Close and Consolidation Solutions Magic Quadrant  R

IDC Oracle a Leader in 2022 Marketscape for Enterprise Planning, Budgeting, and Forecasting  

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 


Related Whitepapers, eBooks, Webcasts

2024 Pulse of Performance Management: Oracle Reviewed as Core Vendor  R

BPM Standards Group Industry Framework

Performance Management: The Next Generation

Related Articles & Blogs

Innovative Approaches to Connected Planning 

Automation of Analysis is Key for Finance 


Latest News

Oracle NetSuite Announces NetSuite EPM 

Oracle Adds New AI Capabilities to Analytics Cloud 


Jobs at this Vendor

U.S. EPM Jobs 

Open Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2018/05/oracle-logo.png 320 800 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-23 20:06:222025-05-09 06:45:45Oracle

OneStream Software

May 23, 2018/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, Robotic Process Automation, S&OP, Sales Planning, Solution Library, Supply Chain Planning, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud Comprehensive Consolidation, Core Vendor, Next Generation Ready, Top Rated for Budgeting, Top Rated for Consolidation, Top Rated for Ease of Use, Top Rated for Operational Planning, Top Rated for Reporting, Top Rated Overall AI Powered, Complexity Handling, Depth/Breadth of Functionality, Ease of Use, Easy Expandability, Excel UI, Integrated Business Planning, Performance/Scalability, Regulatory Compliance Enterprise, Large, Midmarket - Upper $3000 and over Vendor /by BPM Partners

PERFORMANCEPLACE


The Digital Finance Cloud.

4.31

BPM Pulse Rating


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BPM Pulse 2024


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OVERVIEW


OneStream’s unified, enterprise finance platform with built-in financial intelligence is designed to meet the needs of medium to large, sophisticated organizations while simplifying complexity with robust and modern capabilities for planning, budgeting, and forecasting, financial close and consolidation, reporting, financial data quality, financial signaling, and analytics. Extensible dimensionality supports diverse business requirements in a single application. An Analytic Blend Engine combines governed financial data with detailed operational data for reporting and analysis of large volumes of transactional data to identify operational trends and financial signals. Platform-wide AI capabilities include OneStream Sensible ML (with Sensible ML Scenario Modeling), Sensible GenAI, and Sensible AI library. 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 The Planning Survey 24  R

BARC 2023 Score for FPM  R

BPM Partners 2024 Vendor Snapshot for OneStream  R

BPM Partners OneStream a Leader in 2024-2025 Vendor Landscape Matrix  $

BPM Partners OneStream 2022 Vendor Landscape Matrix: Special Edition R  

Gartner OneStream a Leader in 2025 Financial Close and Consolidation Solutions Magic Quadrant  R

Gartner OneStream a Leader in 2024 Financial Planning Solutions Magic Quadrant  R

Nucleus Research  2023 CPM Value Matrix  R


Related Whitepapers & eBooks

How CPM Modernizes Finance for Banking and Financial Services  R

Extending Performance Management for Company-Wide Benefits

Reducing Risk in Performance Management

How to Successfully Deploy Enterprise-wide Budgeting, Planning, Forecasting

When Does BPM Become a Platform Play

Lower TCO with Unified BPM Solutions

Performance Management: The Next Generation


Related Webcasts & Events

How CPM Modernizes Finance for Banking and Financial Services  R

2024 Pulse of Performance Management: OneStream Reviewed as Core Vendor  R

How the Events of 2020 are Impacting Planning and Analytics in 2021 and Beyond R 

The FP&A Roadmap – How to Advance Your Planning and Forecasting

Related Articles & Blogs

KKR-backed OneStream Surges in Market Debut 

OneStream Files Confidentially for IPO 

Advancing the CPM+ Journey 

New Performance Management Leaders 2023

CFOs Say Economic Disruption is 2023’s Biggest Challenge 

The Need for Financial Data Quality 

The Performance Management Gold Rush

Selecting Performance Management Software with Your Head in the Clouds 

WSJ: KKR Agrees to Take Majority Stake in OneStream

What’s the Value of a Performance Management ‘App Store’ 


Latest News

OneStream Announces Q1 2025 Results 

OneStream Unveils Portfolio of Purpose-Built AI Solutions 

OneStream Collaborates with Coupa for Business Spend Management 

OneStream Launches Solution Exchange

OneStream Receives $200 Million Investment at $6 Billion Valuation 

OneStream Adds Governed Analytics in Latest Release 

OneStream Software to Receive Significant Investment from KKR 


Jobs at this Vendor

Current Openings 

Jobs/Careers Information 

OneStream Named to Inc. Magazine’s Best Workplaces 

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https://www.bpmpartners.com/wp-content/uploads/2024/04/OneStream_Brandmark_RGB_Black_350.png 51 350 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-23 19:18:222025-05-09 06:36:17OneStream Software

insightsoftware

May 23, 2018/in Account Reconciliation, Budgeting/Planning/Forecasting, Financial/Statutory Consolidation, Granular Profitability, Natural Language Query, Performance Dashboards, Pervasive Analytics, Reporting, Robotic Process Automation, Sales Planning, Solution Library, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud, Mobile Next Generation Ready Depth/Breadth of Functionality, Ease of Use, Easy Expandability, Integrated Business Planning, Performance/Scalability, Product Flexibility, Regulatory Compliance Enterprise, Large, Midmarket - Lower, Midmarket - Upper $1500 - $1999, Under $1000 Vendor /by BPM Partners

PERFORMANCEPLACE


Transforming the office of the CFO by accelerating planning, consolidation, tax and analytics.

0.00

BPM Pulse Rating


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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

Performance Management: The Next Generation


Related Webcasts & Events

How to Improve Your Close and Financial Reporting Process with Consolidation  R

How to Implement Continuous Planning in a Fast-Changing World  R

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 Launches Bizview in North America to Empower Midmarket with Intelligent Planning and Forecasting  

insightsoftware Acquires Certent – Adds Equity and Disclosure Management Capabilities 

insightsoftware Acquires French Financial Software Provider Viareport 

Longview Acquired by insightsoftware 


Jobs at this Vendor

Job 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 


Jobs at this Vendor

Open Positions 

Jobs/Careers Information 

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IBM

May 23, 2018/in Other Anomaly Detection, Budgeting/Planning/Forecasting, Demand Planning, ESG Reporting, Financial/Statutory Consolidation, 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, Supply Chain Planning, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud, Mobile, On Premise, On Premise Same as Cloud Comprehensive Consolidation, Core Vendor, Next Generation Ready, Top Rated for Budgeting, Top Rated for Consolidation, Top Rated for Implementation Consulting, Top Rated for Reporting, Top Rated Overall Advanced Technologies, AI Powered, Complexity Handling, Depth/Breadth of Functionality, Easy Expandability, Excel UI, Integrated Business Planning, Performance/Scalability, Product Flexibility Enterprise, Large, Midmarket - Lower, Midmarket - Upper $1500 - $1999 Vendor /by BPM Partners

PERFORMANCEPLACE


Drive future-ready business performance.

4.45

BPM Pulse Rating


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BPM Pulse 2024


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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. See detailed ratings and compare to Oracle, SAP or other vendors >>>

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

Aberdeen The ROI of Sales Planning Analytics  R 

BARC IBM a Market Leader in 2022 Integrated Planning Report  R 

BPM Partners 2024 Vendor Snapshot for IBM  R

BPM Partners IBM a Leader in 2024-2025 Vendor Landscape Matrix  $

Forrester The Total Economic Impact of IBM Planning Analytics R 

Ventana Research 2022 Business Value Index: Product and Vendor Assessment  R 


Related Whitepapers & eBooks

CFO Study: Strategic Intelligence

IBM Planning Analytics Data Sheet

The Strategic Need to Automate the Last Mile of Finance

Profitability Analysis and Optimization

Case Study: Pervasive Performance Management Transforms a Manufacturing Environment

Performance Management: The Next Generation


Related Webcasts & Events

2024 Pulse of Performance Management: IBM Reviewed as Core Vendor R

Related Articles & Blogs

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

IBM Planning Analytics Delivers Continuous Integration with Watson

IBM Melds Data Science, BI on the Cloud 

IBM Cognos CPM Overview


Latest News

IBM Acquires Manta Software for Data Lineage Capabilities 

SAP to Embed IBM Watson AI into SAP Solutions 

IBM Sells Disclosure Management, FSR, and Clarity 7 to Certent 


Jobs at this Vendor

Open Jobs/Careers Information 

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