PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2022
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 >>>
SaaS Businesses
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BPM Partners 2022 Vendor Snapshot for Place R
BPM Partners Place a Developing Vendor with Excellent Customer Satisfaction in 2022 Vendor Landscape Matrix $
G2 Crowd Reviews and Ratings
Coming Soon!
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
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2022
Fluence delivers a cloud-based consolidation-first platform with out-of-the-box consolidation models and calculations, account reconciliation, financial close management, no-coding administration, drag-and-drop workflow, drop-down rules, time-based calculations and support for audit and movement visibility. Based on a web-based portal for workflow management, task tracking, and administration, an Excel-based reporting and input interface, and an integrated Power BI platform, the system is designed to be owned by finance, easy to use, and implemented quickly. The platform addresses the requirements of high growth to large organizations for consolidations, cash flow management, and full-featured Excel-based financial, management, and statutory reporting. See more details and compare to Wolters Kluwer (CCH Tagetik), Planful, or other vendors >>>
Energy, Financial Services, Healthcare, Insurance, Life Sciences, Manufacturing, Mining, Oil and Gas, Retail, Software
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BPM Partners 2022 Vendor Snapshot for Fluence R
BPM Partners Fluence a Proven Vendor With Outstanding Customer Satisfaction in 2022 Vendor Landscape Matrix $
BPM Partners Fluence 2022 Vendor Landscape Matrix: Special Edition
BPM Partners Fluence Acquires XLCubed
Dresner Advisory 2022 Wisdom of Crowds BI Study – XLCubed
Nucleus Research The Financial Consolidation & Close Solution ROI Framework
Nucleus Research Fluence Customers Slash the Monthly Close by 90%
Ventana Research Fluence Offers Streamlined Financial Close
Financial Consolidation, Close, and Reporting: Challenges and Priorities
Focused Acquisition: Sturnis365
Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022
6 Must-Haves for a Modern Financial Close Solution
The Performance Management Gold Rush
5 Paths to Agility with Financial Reporting Software
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
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2022
Board is an Intelligent Planning platform designed to simplify complex, enterprise-class business challenges through a unique combination of budgeting, planning, predictive forecasting, simulation, reporting, analysis, and consolidation and close capabilities. Board’s FP&A, Financial Consolidation and Lease Accounting solutions integrate with Workforce Planning, Sales Performance Management, and Supply Chain in a seamless integrated business planning process. Board’s unified platform approach leads to faster implementations and a solution that is highly flexible. The goal is to enable organizations to analyze, simulate, and plan so that they can make better decisions. See detailed ratings and compare to IBM, Oracle or other vendors >>>
Manufacturing, Pharmaceuticals, Professional Services, Restaurant Services, Retail
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BARC The Planning Survey 22 R
BPM Partners 2022 Vendor Snapshot for Board R
BPM Partners Board a Dominant Vendor with Outstanding Customer Satisfaction in 2022 Vendor Landscape Matrix $
BPM Partners Board 2022 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2022 Wisdom of Crowds BI Study R
Dresner Advisory 2021 Wisdom of Crowds EPM Study R
Dresner Advisory 2020 Wisdom of Crowds Sales Planning Study R
Gartner Board a Leader in 2022 Financial Planning Solutions Magic Quadrant R
Nucleus Research 2022 CPM Value Matrix R
SoftwareReviews 2022 EPM Data Quadrant R
Ventana Research 2022 Business Planning Value Index R
10 Key Requirements for Next Level Financial Consolidation R
2022 Pulse of Performance Management: Board Reviewed as Core Vendor R
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2022
XLerant delivers an easy to use cloud based budgeting, forecasting, and management reporting solution. It is designed for decentralized environments, but 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 >>>
Business Services, Higher Education, Not for Profits
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BPM Partners 2022 Vendor Snapshot for XLerant R
BPM Partners XLerant an Accepted Vendor with Outstanding Customer Satisfaction in 2022 Vendor Landscape Matrix $
CPA Practice Advisor Product Review: BudgetPak
2022 Pulse of Performance Management: XLerant Reviewed as Core Vendor R
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
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2022
deFacto Power Planning is a unified financial and operational planning platform that leverages the full range of Microsoft tools including Azure, Power BI, Excel, Teams, and Power Apps, can be accessed via Excel, the web, or mobile UIs, and can connect to almost any ERP system and operational data source. It 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. The underlying Microsoft SQL tabular database architecture drives high performance and complex analyses of large data sets. The solution employs artificial intelligence/machine learning and a range of ETL options. See detailed ratings and compare to Acterys, Vena or other vendors >>>
Consumer Products, Financial Services, Healthcare, Hospitality, Manufacturing, Telecommunications
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2022 Vendor Snapshot for deFacto R
BPM Partners deFacto a Proven Vendor with Outstanding Customer Satisfaction in 2022 Vendor Landscape Matrix $
2022 Pulse of Performance Management: deFacto Reviewed as Core Vendor R
None available.
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2022
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CCH® Tagetik, a Wolters Kluwer expert solution, delivers the finance-owned open and extensible unified CCH Tagetik 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 with SAP HANA which provides enhanced performance and scalability for large use cases, as well as streamlined connections to SAP source data. Integrated business planning connects financial and operational together across Budgeting, Planning, & Forecasting, Cash Flow Planning, Profitability Analysis and Cost Allocation, Production Cost Planning and Control, and Supply Chain Planning. Financial Close includes Consolidation, Account Reconciliation & Transaction Matching, and Collaborative Office for Reporting & Disclosure. CCH Tagetik Predictive Intelligence is an out-of-the-box predictive planning solution, that delivers explainable predictions and actionable insights with embedded machine learning. See detailed ratings and compare to OneStream, Oracle or other vendors >>>
Financial Services, Healthcare, Manufacturing, Professional Services
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BPM Partners 2022 Vendor Snapshot for Wolters Kluwer CCH Tagetik R
BPM Partners Wolters Kluwer CCH Tagetik a Dominant Vendor with Outstanding Customer Satisfaction in 2022 Vendor Landscape Matrix $
BPM Partners Wolters Kluwer CCH Tagetik 2022 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2021 Wisdom of Crowds Consolidation Study R
Dresner Advisory 2022 Wisdom of Crowds EPM Study R
Gartner CCH Tagetik a Leader in 2022 Financial Planning Solutions Magic Quadrant R
Gartner CCH Tagetik Recognized in 2021 Market Guide for Cloud Financial Close Solutions R
Gartner CCH Tagetik Recognized in 2022 Market Guide for Cloud Extended Planning and Analysis Solutions R
Nucleus Research CCH Tagetik a Leader in 2023 CPM Value Matrix R
Nucleus Research CCH Tagetik A Hot Company to Watch in 2023 R
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2022
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Syntellis delivers intelligent planning and performance solutions that help society’s foundational institutions guide decisions and identify new opportunities for financial and organizational success. Syntellis’ suite of products integrates operational and strategic data across industry-specific performance management solutions and uses data science to deliver real-time, actionable insights. Syntellis IQ is a data science engine that utilizes AI/ML to synthesize billions of data points to surface key insights in market and customer data so organizations can improve their financial position, operations, and strategic outcomes. Syntellis Performance Solutions’ Axiom Software delivers a unified platform that includes budgeting, forecasting, reporting, analytics, strategy management, consolidations, capital planning, profitability, and cost management. Axiom Software also provides tailored industry suites for healthcare, banks and credit unions, and higher education. See detailed ratings and compare to Anaplan, Oracle or other vendors >>>
Financial Institutions, Healthcare, Higher Education, Manufacturing, Retail
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BPM Partners 2022 Vendor Snapshot for Syntellis R
BPM Partners Syntellis an Established Vendor with Excellent Customer Satisfaction in 2022 Vendor Landscape Matrix $
2021 Financial Institutions Finance and Technology Trends R
2021 Healthcare Financial Trends Report R
Software Requirements Checklist for Financial Institutions
Solution Brief: Syntellis’ Axiom Planning
2020 Profitability Perspectives: Key Findings for Financial Institutions R
Syntellis Receives 100% Recommendation Rate from Customers
Syntellis Delivers New Strategic Financial Planning Solution for Colleges and Universities
Syntellis to Acquire Stratasan for Expanded Healthcare Analytics
Syntellis Performance Solutions Appoints New CEO
Syntellis Introduces Axiom Treasury Cash Management for Healthcare Organizations
Clients Rate Syntellis’ Axiom EPM Solution ‘Excellent’ in BPM Partners’ 2020 VLM
Fiserv Helps Financial Institutions Leverage Syntellis’ Axiom Planning and Profitability
Syntellis’ Axiom Comparative Analytics Ranks #1
Kaufman Hall Software Becomes Syntellis Performance Solutions
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