Agile Modeling Intelligence
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OVERVIEW
Synario, from PFM Solutions, delivers enterprise class modeling intelligence software for operational planning, project and program planning, and long-range planning. It is designed to augment existing budgeting and forecasting solutions by focusing on forward-looking plans. The solution replaces Excel spreadsheets, which are typically used for this purpose, with advanced modeling, analysis, and insights functionality along with dynamic visualization capabilities to present the results. The company offers pre-configured applications of Synario for the Government and Education markets. A prior version of Synario was marketed as Whitebirch. See detailed ratings and compare to other vendors >>>
INDUSTRY SUCCESS
Government, Higher Education
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPM Partners 2021 Vendor Snapshot for Synario R
BPM Partners Synario a Proven Vendor with Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix $
Related Whitepapers & eBooks
Coming Soon!
Related Webcasts & Events
2021 Pulse of Performance Management: Synario Covered as New Vendor R
Jobs at this Vendor
We close early.
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BPM Pulse 2021
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OVERVIEW
Fluence delivers a cloud-based consolidation-first platform with out-of-the-box consolidation models and calculations, no-coding administration, drag-and-drop workflow, drop-down rules, time-based calculations and support for audit and movement dimensions. Utilizing an Excel interface, the system is designed to be owned by Finance, easy to use, and implemented quickly. The platform addresses the requirements of midmarket organizations for consolidations, cash flow management, and financial and management reporting. For broader FP&A needs, Fluence is tightly integrated with Vena to provide a seamless and unified, extensible performance management platform. See more details and compare to Wolters Kluwer (CCH Tagetik), Planful, or other vendors >>>
INDUSTRY SUCCESS
Coming Soon
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPM Partners 2021 Vendor Snapshot for Fluence R
BPM Partners Fluence a Developing Vendor With Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix $
Related Whitepapers & eBooks
Jobs at this Vendor
The FP&A platform for continuous planning accelerates the process and fosters business-wide collaboration
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BPM Pulse 2021
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OVERVIEW
The Planful Cloud FP&A Platform for Continuous Planning includes functionality to support financial consolidation, financial and management reporting, structured financial planning, dynamic operational planning, workforce planning, dashboards, and integration with Microsoft Office. The platform is designed to bring speed, agility, and company-wide collaboration to financial planning and decision-making. Dynamic Canvas, brings dashboards, reports, and input templates together on the same screen. Dynamic Collaboration enables threaded, real-time discussions around plans and decisions. 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
BPM Partners 2021 Vendor Snapshot for Planful R
BPM Partners Planful a Proven Vendor with Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix $
Constellation Research 2021 ShortList Cloud-Based Planning Platforms
Dresner Advisory 2020 Wisdom of Crowds EPM Study R
Forrester Planful Total Economic Impact R
Gartner Critical Capabilities for Cloud FP&A Solutions R
IDC 2018 MarketScape for EPM R
Nucleus Research Planful Named a 2021 Value Matrix Leader
Related Webcasts & Events
2021 Pulse of Performance Management: Planful Reviewed as Core Vendor R
Related Articles & Blogs
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 and Trintech Announce Strategic Global Partnership
Planful Debuts “Predict: Signals” for Anomaly Detection
Planful Closes Out Q1 with Strong Results
Planful Announces Expanded Workforce Planning Capabilities for HR
Planful Raises Equity Round to Meet Increasing Demand
Jobs at this Vendor
Cloud based budgeting, forecasting, & management reporting solutions.
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BPM Pulse 2021
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OVERVIEW
XLerant, a Jonas Software company, provides a performance management solution that emphasizes ease of use for budgeting, forecasting, and reporting in decentralized environments 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 2021 Vendor Snapshot for XLerant R
BPM Partners XLerant an Accepted Vendor with Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix $
CPA Practice Advisor Product Review: BudgetPak
Related Whitepapers & eBooks
Related Webcasts & Events
Ease of Use: The Next Budgeting Requirement
2021 Pulse of Performance Management: XLerant Reviewed as Core Vendor R
Related Articles & Blogs
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
Jobs at this Vendor
Move Beyond Excel and Drive Performance.
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BPM Pulse 2021
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OVERVIEW
Prophix automates the management cycle of consolidation and reporting, analysis, modeling and planning with an integrated suite of solutions for Budgeting & Planning, Reporting & Analytics, Workflow & Automation, and Financial Consolidation & Close. All connected to Prophix’s Virtual Financial Analyst, powered by AI, that provides insights, task management, and anomaly detection. The solution is designed to help midmarket organizations improve profitability and minimize risk. Extended planning capabilities include operational planning, personnel planning, revenue planning, and project planning with complex calculation support. 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 2021 Vendor Snapshot for Prophix R
BPM Partners Prophix a Dominant Vendor with Excellent Customer Satisfaction in 2021 Vendor Landscape Matrix $
Dresner Advisory Services 2020 Enterprise Performance Management Study R
Nucleus Research 2021 CPM Value Matrix
Nucleus Research CPM ROI Study – Community Bank
The Intelligent Finance Platform.
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BPM Pulse 2021
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OVERVIEW
The unified OneStream Platform is designed to meet the needs of medium to large, sophisticated organizations with robust and modern capabilities for planning, budgeting, and forecasting, financial consolidation and reporting, financial data quality, and analytics accessed through reports, Excel, and built-in dashboards. An Analytic Blend Engine combines governed financial data with detailed operational data for reporting and analysis of large volumes of transactional data to identify operational trends and financial signals to proactively drive performance. 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 21 R
BARC 2021 Score for FPM R
BPM Partners 2021 Vendor Snapshot for OneStream R
BPM Partners OneStream is an Established Vendor with Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix $
BPM Partners OneStream 2021 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2021 Wisdom of Crowds EPM Study R
Gartner OneStream Software a Leader in 2020 Cloud FP&A Solutions Magic Quadrant R
Gartner OneStream Software a Leader in 2019 Cloud Financial Close Solutions Magic Quadrant R
IDC 2020 MarketScape: Cloud EPM R
Nucleus Research 2021 CPM Value Matrix R
Related Articles & Blogs
The Performance Management Gold Rush
How the Events of 2020 are Impacting Performance Management in 2021
Selecting Performance Management Software with Your Head in the Clouds
WSJ: KKR Agrees to Take Majority Stake in OneStream
What’s the Value of a Performance Management ‘App Store’
OneStream Receives Top Score in BPM Pulse Survey
Getting Ready for the New Lease Accounting Guidelines
OneStream Co-founders Re-Imagine Corporate Performance Management
Latest News
OneStream Continues Strong Sales and Customer Growth in Q2 2021
OneStream Receives Top Marks and 100% Recommendation Score in BARC Survey
OneStream Receives $200 Million Investment at $6 Billion Valuation
OneStream Launches Predictive Analytics for Financial and Operational Planning
OneStream Recognized as a Leader in Gartner MQ for Cloud Financial Close Solutions
OneStream Adds Governed Analytics in Latest Release
OneStream Enters Top 700 of Inc. 5000 Fast Growth List
OneStream Rated Outstanding by BPM Partners
OneStream Software to Receive Significant Investment from KKR
Empowering organizations to achieve stellar operational and financial performance with complete software solutions.
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BPM Pulse 2021
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OVERVIEW
deFacto Power Planning provides an enterprise quality integrated planning platform for financial and operational planning, budgeting, forecasting, consolidation, and reporting across all functional areas of mid to large size organizations. It supports detailed salary planning, capital expense planning, sales forecasting, production demand planning, tax provisioning & planning, project/services planning and more. . It offers familiar Excel, Web, and Mobile UIs, and a two-way interface with Microsoft’s Power BI that offers advanced BI, and proprietary write-back capabilities. See detailed ratings and compare to Wolters Kluwer (CCH Tagetik), SAP or other vendors >>>
INDUSTRY SUCCESS
Consumer Products, Financial Services, Healthcare, Hospitality, Manufacturing, Telecommunications
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPM Partners 2021 Vendor Snapshot for deFacto R
BPM Partners deFacto a Proven Vendor with Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix $
Related Whitepapers & eBooks
Related Webcasts & Events
Why Integrated Planning Has Become Essential
2021 Pulse of Performance Management: deFacto Reviewed as Core Vendor R
Jobs at this Vendor
None available.
Performance Management Software – Modern Unified Cloud for the Office of Finance
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BPM Pulse 2021
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OVERVIEW
CCH® Tagetik, a Wolters Kluwer expert solution, delivers the finance-owned unified Finance Transformation Platform, powered by the Analytic Information Hub for processing high volume granular financial and operational data. It is available on the CCH Tagetik Standard Platform or the CCH Tagetik Platform on SAP HANA which provides enhanced performance and scalability for large use cases, as well as streamlined connections to SAP source data. CCH Tagetik core solutions include Budgeting, Planning, & Forecasting, Cash Flow Planning, Profitability Analysis and Cost Allocation, Production Cost Planning and Control, Financial Close & Consolidation, Account Reconciliation, and Collaborative Office for Reporting & Disclosure. See detailed ratings and compare to OneStream, Oracle or other vendors >>>
INDUSTRY SUCCESS
Financial Services, Healthcare, Manufacturing, Professional Services
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BARC Financial Performance Management 2020 R
BPM Partners 2021 Vendor Snapshot for Wolters Kluwer (CCH Tagetik) R
BPM Partners Wolters Kluwer (CCH Tagetik) a Dominant Vendor with Excellent Customer Satisfaction in 2021 Vendor Landscape Matrix $
BPM Partners Wolters Kluwer (CCH Tagetik) 2021 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2021 Wisdom of Crowds EPM Study R
Gartner CCH Tagetik a Leader in 2020 Cloud FP&A Solutions Magic Quadrant R
Gartner CCH Tagetik a Leader for Large Organizations in Critical Capabilities for Cloud FP&A Solutions R
Gartner CCH Tagetik Recognized in 2021 Market Guide for Cloud Financial Close Solutions R
Gartner CCH Tagetik Recognized in 2021 Market Guide for Cloud Extended Planning and Analysis Solutions R
Nucleus Research 2021 CPM Value Matrix R
Latest News
Wolters Kluwer (CCH Tagetik) Recognized as Dominant Vendor with Excellent Customer Satisfaction
Wolters Kluwer Acquires Vanguard Software to Extend S&OP Capabilities
CCH Tagetik Placed in Dominant Category with Excellent Rating in Vendor Landscape Matrix
CCH Tagetik Financial Transformation Platform Named Product of the Year – 2019 BIG Awards
CCH Tagetik on SAP HANA for Powerful Analytics
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