EPM Suite for Power BI and Data Platforms
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BPM Pulse 2025
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OVERVIEW
Lumel brings Enterprise Performance Management to Power BI data models as a native app with Fabric. Lumel offers a full stack EPM suite consisting of Planning, Data apps, Data Management and Modern BI (Reporting, Exploration and Visualization). With pre-built components, Lumel enables rapid deployment of budgeting, forecasting, FP&A modeling, sales and operational planning, scenario management, and driver-based planning with fully integrated reporting, analytics, and data storytelling. By embedding connected planning directly into Power BI, Lumel accelerates planning workflows which shortens time-to-value. Lumel’s native integration with data platforms allows organizations to plan directly on top of their existing data platforms (Snowflake, Databricks, BigQuery, Microsoft Fabric, SAP HANA, and more) which eliminates the need for data duplication or new data marts. See detailed ratings and compare to Pigment, deFacto or other vendors >>>
INDUSTRY SUCCESS
Manufacturing, Pharmaceuticals, CPG, Mining, Services, Logistics
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 Lumel R
BPM Partners Lumel a Key Competitor in 2025-2026 Vendor Landscape Matrix $
Customer View
AppSource Reviews and Ratings for Lumel Inforiver
All-in-One Financial Performance Companion
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BPM Pulse 2026
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OVERVIEW
JustPerform from insightsoftware delivers a unified AI-powered platform with a process-first approach, intuitive user experience, and strong governance capabilities. It is designed to be an all-in-one financial performance companion from planning and forecasting through financial close, consolidation, and reporting and supports a range of use cases: Extended Planning and Analysis unites Finance, Sales, Supply Chain, HR and Marketing, The Consolidation Hub – streamlines close and consolidation with pre-built IFRS and Multi-GAAP scenarios, business rules, and audit-ready reports. ESG Reporting delivers compliant and self-service reporting with ESG frameworks. See detailed ratings and compare to Anaplan, OneStream, or other vendors >>>
INDUSTRY SUCCESS
Healthcare, Hospitality, Manufacturing, Shipping & Logistics, Real Estate, Telco, Transportation, 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 2026 Vendor Snapshot for JustPerform R
BPM Partners JustPerform a Leader in 2026-2027 Vendor Landscape Matrix $
Related Whitepapers & eBooks
Equip Your Finance Team to Lead Strategically and Survive the Chaos R
Global CPM Trends and Priorities Report 2025 R
JustPerform – the Unified Planning, Financial Close and Reporting Platform S
How to Bring Speed, Accuracy, and Auditability to Consolidation S
Agile Planning, Budgeting and Forecasting with JustPerform S
9 Reasons to Move Away from Legacy EPM S
Related Webcasts & Events
2026 Pulse of Performance Management: AI-Powered FP&A and Consolidation R
2025 Pulse of Performance Management: JustPerform Reviewed as Core Vendor R
Equipping Your Finance Team to Lead Strategically and Survive the Chaos R
Top Global CPM Trends to Watch in 2025 R
Event: FP&A Trends and Tips to Navigate Today’s Challenging Business Environment R
Related Articles & Blogs
LinkedIn: The Best Embedded AI Agents for Finance
Understanding insightsoftware’s Acquisition of JustPerform
Key Factors to Consider Before Investing in Finance Technology
Overcoming Excel-based Consolidation Challenges
Tips to Upgrade from Excel to a Cloud Financial Close Solution
Tackling the Pitfalls of ERP-based Consolidation
4 Major Challenges in Financial Planning & Analysis (FP&A)
Bid Goodbye to These Practices for Agile Planning & Budgeting
Latest News
insightsoftware Introduces JustPerform Account Reconciliation
insightsoftware Drives Global Expansion of JustPerform
Introducing Lineos, AI Powered by insightsoftware
insightsoftware Acquires JustPerform to Deliver Unified, No-Code, Cloud-Native EPM
Jobs at this Vendor
We close early.
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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
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
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
Platform for Financial Performance Management
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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. Recommended Alternatives: Jedox, JustPerform from insightsoftware, OneStream, Pigment, Prophix, Vena, Wolters Kluwer (CCH Tagetik)
** BPM Partners has dropped coverage of this vendor and will only update this page with significant news **
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 2025 Vendor Snapshot for Planful R
BPM Partners Planful a Leader in 2025-2026 Vendor Landscape Matrix $
Constellation Research 2024 ShortList Cloud-Based Planning Platforms
Dresner Advisory 2025 Wisdom of Crowds EPM Study R
Gartner Planful a Challenger in 2026 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
Related Webcasts & Events
2025 Pulse of Performance Management: Planful Reviewed as ‘Core Vendor’ R
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 2025-2026 Vendor Landscape Matrix: Special Edition R
Nucleus Research Vena a Leader in 2025 CPM Value Matrix
Related Webcasts & Events
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
Top Global CPM Trends to Watch in 2026 R
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
Latest News
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
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 Introduces Vena for Microsoft PowerPoint
Financial Performance Platform for the Midmarket
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BPM Pulse 2025
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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
Related Webcasts & Events
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
Top Global CPM Trends to Watch in 2026 R
The Future of Finance Revealed R
Corporate Financial Planning in Uncertain Times R
Related Articles & Blogs
Consolidation 4.0: Why AI Arrived Before the Third Wave Was Finsished
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 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
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
Related Webcasts & Events
2026 Pulse of Performance Management: AI-Powered FP&A and Consolidation R
2025 Pulse of Performance Management: OneStream Reviewed as Core Vendor R
How CPM Modernizes Finance for Banking and Financial Services 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
LinkedIn: The Best Embedded AI Agents for Finance
OneStream Named Microsoft’s Americas SDC Partner of the Year
KKR-backed OneStream Surges in Market Debut
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
Latest News
OneStream Unlocks Agentic AI for the Office of the CFO
OneStream Expands Microsoft Relationship to Scale AI Adoption in the Office of the CFO
Hg Completes Acquisition of OneStream for $6.4 Billion
OneStream Announces Q4 and FY 2025 Results
OneStream Launches Modern Financial Close and SensibleAI-powered ESG Planning & Reporting
OneStream Unveils Productivity Tools and Platform Enhancements
OneStream Unveils SensibleAI Agents and SensibleAI Studio
OneStream Collaborates with Coupa for Business Spend Management
Integrated Business Planning Platform
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BPM Pulse 2026
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OVERVIEW
deFacto is a unified, AI-enabled Integrated Business Planning platform that enables mid-market to large enterprises to orchestrate decision planning by synchronizing planning and decision-making across every functional area. The application library includes FP&A, HR, S&OP, Demand Planning, Tax, Supply Chain, CapEx, and Project Planning. deFacto extends full write-back and planning capabilities to Excel and includes live reporting and write-back from Power BI and PowerPoint. It leverages the full range of Microsoft tools including Azure, Fabric, and connects to any financial and/or operational data source. See detailed ratings and compare to JustPerform, Vena 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 2026 Vendor Snapshot for deFacto R
BPM Partners deFacto a Key Competitor in 2026-2027 Vendor Landscape Matrix $
Related Whitepapers & eBooks
Jobs at this Vendor
None available.
Agentic AI with a Finance Brain
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BPM Pulse 2026
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OVERVIEW
The CCH® Tagetik unified finance platform powered by Expert AI, available in standard or SAP HANA versions, consists of intelligent solutions for Financial Close and Consolidation, Extended Planning, ESG and Regulatory, and Corporate Tax. Specific solutions include CCH Tagetik Budgeting, Planning, and Forecasting, Cash Flow Planning, Capital Expenses Planning, Workforce Planning, Integrated Business Planning, Integrated Business Planning for CPG, Production Cost Planning and Control, and Supply Chain Planning (with solutions for demand, trade promotions, supply, and production planning), CCH Tagetik ESG & Sustainability for Planning & Analytics. See detailed ratings and compare to Anaplan, 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 The Financial Consolidation Survey 25 R
BPM Partners 2026 Vendor Snapshot for Wolters Kluwer CCH Tagetik R
BPM Partners Wolters Kluwer CCH Tagetik a Premier Leader in 2026-2027 Vendor Landscape Matrix $
BPM Partners Wolters Kluwer CCH Tagetik 2025-2026 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2025 Wisdom of Crowds EPM Study R
Gartner CCH Tagetik a Leader in 2025 Financial Planning Solutions Magic Quadrant R
Gartner CCH Tagetik a Leader in 2026 Financial Close and Consolidation Solutions Magic Quadrant R
IDC CCH Tagetik a Leader in 2025 MarketScape: Worldwide ESG Reporting and Compliance
Nucleus Research CCH Tagetik a Leader in 2025 CPM Value Matrix R
Related Articles & Blogs
IFRS 18: What the New Standard Means for Your Financial Reporting
How CFOs are Weighing AI Adoption
BEPS Pillar Two Impact on Consolidation
New Performance Management Leaders 2023
The Return of Zero-Based Budgeting
Best Budgeting and Planning Solutions 2020
What Does the Future of Finance Look Like?
Industry View: Tagetik Acquisition
Latest News
Wolters Kluwer Appoints New CEO for CPM and ESG Division
Wolters Kluwer Recognized by Gartner in 2025 ESG Management and Reporting Market Guide
Wolters Kluwer Ranked in the Top 5 Globally for Excellence in AI
Wolters Kluwer Announces AI-powered CCH Tagetik Intelligent Platform
Wolters Kluwer Acquires Vanguard Software to Extend S&OP Capabilities
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