Next Level Analytics & Planning
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BPM Pulse 2022
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OVERVIEW
Acterys fully leverages Microsoft technologies to deliver dynamic financial and operational planning capabilities along with consolidation and advanced analytics on a single platform. The solution is designed to be quick, easy, and, smart. Solutions are quickly generated from a range of source systems, leveraging automated integration which creates the appropriate data warehouse structure. Ease of use comes from utilizing and extending familiar Excel and Power BI interfaces and capabilities, which enables business users to maintain the system. Intelligent planning capabilities include constraint satisfaction, plan optimization, landing cost simulation, and goal-seeking. See detailed ratings and compare to deFacto, Vena, or other vendors >>>
INDUSTRY SUCCESS
Hospitality, Professional Services, Manufacturing, Technology
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPI FP&A Market Guide: Acterys Vendor Spotlight
BPM Partners 2022 Vendor Snapshot for Acterys R
BPM Partners Acterys an Established Vendor with Excellent Customer Satisfaction in 2022 Vendor Landscape Matrix $
BPM Partners Acterys 2022 Vendor Landscape Matrix: Profile Edition
Gartner Acterys 2022 Cool Vendor in Finance
SoftwareReviews Acterys an EPM Emotional Footprint Champion R
Related Whitepapers & eBooks
Related Articles & Blogs
Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022
Acterys Recognized as Top-Rated Vendor in 2022 BPM Pulse Research
A Smarter Data-Driven Approach to ESG Implementation and Reporting
The Latest Trends in Performance Management
Microsoft Customer Story: Acterys + Azure + Power BI
Jobs at this Vendor
We close early.
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BPM Pulse 2022
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OVERVIEW
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 >>>
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 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
Related Whitepapers & eBooks
Related Articles & Blogs
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
Latest News
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
Plan Confidently, Close Faster, Report Accurately
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BPM Pulse 2022
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OVERVIEW
Planful provides the Office of the CFO with end-to-end financial close, consolidation, and financial planning & analysis (FP&A) cloud software. The Planful Platform includes functionality to support financial consolidation, financial and management reporting, structured financial planning, dynamic operational planning, workforce planning, sales performance management, demand planning, dashboards, and integration with Microsoft 365. The platform is designed to increase speed, accuracy, and productivity, throughout the entire process. 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
BARC Score Financial Performance Management R
BPM Partners 2022 Vendor Snapshot for Planful R
BPM Partners Planful an Established Vendor with Very Good Customer Satisfaction in 2022 Vendor Landscape Matrix $
Constellation Research 2023 ShortList Cloud-Based Planning Platforms
Dresner Advisory 2022 Wisdom of Crowds EPM Study R
Forrester Planful Total Economic Impact R
Nucleus Research Planful a Leader in 2022 CPM Value Matrix
Related Webcasts & Events
2022 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 Reports Record Profitable Growth in 2022
Planful Acquires Plannuh for Marketing Performance Management
Planful Continues Momentum with Strong Q1 2022
Planful and Trintech Announce Strategic Global Partnership
Planful Debuts “Predict: Signals” for Anomaly Detection
Planful Announces Expanded Workforce Planning Capabilities for HR
Planful Raises Equity Round to Meet Increasing Demand
Intelligent Planning. Plan Smarter, Drive Outcomes, Lead Transformation.
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BPM Pulse 2022
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OVERVIEW
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 >>>
INDUSTRY SUCCESS
Manufacturing, Pharmaceuticals, Professional Services, Restaurant 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 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
Related Whitepapers & eBooks
10 Key Requirements for Next Level Financial Consolidation R
Related Webcasts & Events
2022 Pulse of Performance Management: Board Reviewed as Core Vendor R
Cloud based budgeting, forecasting, & management reporting solution.
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BPM Pulse 2022
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OVERVIEW
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 >>>
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 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
Related Webcasts & Events
2022 Pulse of Performance Management: XLerant Reviewed as Core Vendor R
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
Helping businesses power their plan to grow with enterprise-level capabilities.
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BPM Pulse 2022
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OVERVIEW
The Vena Complete Planning Platform provides budgeting, forecasting, planning, consolidation, reporting and analytics solutions designed for medium and large-sized organizations who plan to grow. Vena’s platform leverages the familiarity and flexibility of Microsoft Excel (desktop and Microsoft 365) 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. Pre-configured solutions are available for several industries: Vena for Banking and Credit Unions, Vena for Professional Sports Teams, Vena for SaaS, Vena for Insurance, Vena for Higher Education, Vena for Professional Services, Vena for Hotels and Lodging, Vena for Not for Profit, and Vena for Demand Planning (Manufacturing). 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
BPM Partners 2022 Vendor Snapshot for Vena R
BPM Partners Vena is an Established Vendor with Excellent Customer Satisfaction in 2022 Vendor Landscape Matrix $
BPM Partners Vena 2022 Vendor Landscape Matrix: Special Edition R
Nucleus Research Vena a Leader in 2023 CPM Value Matrix
Related Webcasts & Events
Lessons from SaaS Leaders: Aligning Your Budget to Changing Business Goals R
2022 Pulse of Performance Management: Vena Reviewed as Core Vendor 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 and Fluence Announce Strategic Partnership for Unified Planning and Financial Close
Vena Maintains Strong Momentum in Q3 2022
Vena for Not for Profits Released to Transform Grant Planning and Funding Allocation
Vena Raises $300 Million in Series C Funding
Vena for Banks and Credit Unions Released
Vena Receives $25 Million Investment to Accelerate Growth
Vena Solutions Recognized as a Leader In Nucleus CPM Value Matrix
Move Beyond Excel and Drive Performance.
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BPM Pulse 2022
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OVERVIEW
Focused on the Office of Finance in midmarket organizations, 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 supported by AI that provides insights, task management, anomaly detection, and augmented forecasting and analytics. 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 and additional granularity down to the sub-ledger level for enhanced operational execution in areas such as capital expenditure, fixed assets, and profitability analysis. 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 Prophix Acquisition of Sigma Conso
BPM Partners 2022 Vendor Snapshot for Prophix R
BPM Partners Prophix a Dominant Vendor with Excellent Customer Satisfaction in 2022 Vendor Landscape Matrix $
Dresner Advisory Services 2021 Enterprise Performance Management Study R
Nucleus Research 2021 CPM Value Matrix
Nucleus Research CPM ROI Study – Community Bank
Nucleus Research CPM ROI Study – Senior Living Communities
Related Articles & Blogs
Introducing Prophix’s Financial Performance Platform
Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022
Why Analyst Reports Are Key to Choosing a CPM Vendor
Prophix Launched Industry’s First Virtual Financial Analyst Leveraging NLP
Enhanced Dashboards and Expansion of Excel Interoperability in Prophix Release 2022.1
The Future of Finance 2022: Insights from Prophix CEO
The Next Chapter for Prophix: Sigma Conso
The Performance Management Gold Rush
Hg Acquires Majority Stake in Prophix
Latest News
Prophix a 2022 Nucleus Research ROI Award Winner
Prophix Featured in 2022 Vendor Landscape Matrix
Prophix Reports Record Year of Growth in 2021
Prophix Software Certified by Acumatica
Prophix Receives Investment from Hg to Fund Growth
Prophix Named an Overall Experience & Credibility Leader for 2020
Drive future-ready business performance.
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BPM Pulse 2022
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OVERVIEW
IBM Planning Analytics with Watson is designed for continuous integrated planning and offers a unified set of capabilities for budgeting, planning, forecasting, analysis and reporting. Additional solutions include IBM Cognos Controller for consolidation, IBM Decision Optimization for prescriptive and constraint-based optimization, and a catalog of accelerators from IBM and partners to extend planning and analysis. IBM Planning Analytics with Watson delivers AI-infused integrated business planning across the organization, putting the power of algorithmic forecasting in the hands of LOB users: Finance, IT, HR, Sales, Marketing, and Operations. It can also be combined with IBM Cognos Analytics for enterprise reporting on Planning Analytics data. 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 2022 Vendor Snapshot for IBM R
BPM Partners IBM a Dominant Vendor with Excellent Customer Satisfaction in 2022 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 Webcasts & Events
2022 Pulse of Performance Management: IBM Reviewed as Core Vendor R
Jobs at this Vendor
Enterprise Quality, Unified Planning for Every Planning Need, Delivered Where and How Users Work.
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BPM Pulse 2022
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OVERVIEW
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 >>>
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 2022 Vendor Snapshot for deFacto R
BPM Partners deFacto a Proven Vendor with Outstanding Customer Satisfaction in 2022 Vendor Landscape Matrix $
Related Whitepapers & eBooks
Related Webcasts & Events
2022 Pulse of Performance Management: deFacto Reviewed as Core Vendor R
Jobs at this Vendor
None available.
Performance Management Software – Strategic & intelligent platform to propel strategy with faster and better-informed decisions.
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BPM Pulse 2022
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OVERVIEW
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 >>>
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
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
BPM Partners Global Headquarters
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Stamford, CT 06901, USA
Phone: (203) 359-5677
Fax: (203) 359-5877