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JustPerform

June 15, 2022/in Featured Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Close Management, Demand Planning, Disclosure Management, ESG Reporting, Financial/Statutory Consolidation, Granular Profitability, Performance Dashboards, Predictive Analytics ML, Reporting, Revenue Planning, Robotic Process Automation, S&OP, Sales Planning, Solution Library, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud, Mobile Comprehensive Consolidation, Core Vendor, Top Rated for Budgeting, Top Rated for Consolidation, Top Rated for Ease of Use, Top Rated for Implementation Consulting, Top Rated for Operational Planning, Top Rated for Reporting, Top Rated Overall Complexity Handling, Customer Success Program, Ease of Use, Easy Expandability, Excel UI, No Coding, Streamlined Integration Large, Midmarket - Upper $1000 - $1499 Vendor /by BPM Partners

PERFORMANCEPLACE


CONQUER COMPLEXITY | UNLEASH PERFORMANCE

4.93

BPM Pulse Rating


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BPM Pulse 2024


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OVERVIEW


JustPerform, now part of insightsoftware, delivers a unified platform with a process-first approach, intuitive user experience, and strong governance capabilities. The platform supports a range of use cases: Extended Planning and Analysis unites Finance, Sales, Supply Chain, HR and Marketing, Financial Close – streamlines the Close, Management Reporting, and Disclosure Management processes, Profitability Analysis – delivers granular analysis across products, projects, customers, and channels, and ESG Reporting – compliant and self-service reporting with ESG frameworks. See detailed ratings and compare to Anaplan, SAP, 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 2024 Vendor Snapshot for JustPerform  R

BPM Partners JustPerform a Challenger in 2024-2025 Vendor Landscape Matrix  $


Customer View

Gartner Peer Insights Reviews and Ratings

G2 Crowd Reviews and Ratings


Related Whitepapers & eBooks

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

6 Mistakes to Avoid in Planning and Budgeting S

6 Consolidation Challenges that Need to be Addressed S


Related Webcasts & Events

Equipping Your Finance Team to Lead Strategically and Survive the Chaos  R

Top Global CPM Trends to Watch in 2025  R

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

Event: FP&A Trends and Tips to Navigate Today’s Challenging Business Environment R

Related Articles & Blogs

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 

What’s the Cost of Sticking with SAP BPC? 

SAP BPC Alternatives: Which One is Right for You? 


Latest News

nsightsoftware Drives Global Expansion of JustPerform 

Introducing Lineos, AI Powered by insightsoftware 

insightsoftware Acquires JustPerform to Deliver Unified, No-Code, Cloud-Native EPM 

JustPerform is Gartner® Peer Insights™ Strong Performer 

JustPerform Secures Five Awards in BPM Pulse Awards 


Jobs at this Vendor

Additional Jobs/Careers Information 

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Talentia

January 11, 2022/in Account Reconciliation, Budgeting/Planning/Forecasting, Close Management, Demand Planning, Disclosure Management, ESG Reporting, Financial/Statutory Consolidation, Granular Profitability, Performance Dashboards, Reporting, Revenue Planning, S&OP, Sales Planning, Supply Chain Planning, Transfer Pricing, Workforce Planning Cloud, On Premise Comprehensive Consolidation, Core Vendor, 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 Complexity Handling, Ease of Use, Excel UI, Low Total Cost of Ownership, No Coding, Out of the Box Functionality, Quick Implementation, Regulatory Compliance Large, Midmarket - Lower, Midmarket - Upper, Small $1000 - $1499 Vendor /by BPM Partners

PERFORMANCEPLACE


Digitalize Finance and HR and make the complexity of mid-size companies easier.

4.62

BPM Pulse Rating


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BPM Pulse 2023


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OVERVIEW


Talentia Corporate Performance Management (CPM) is a unified solution for financial consolidation, budgeting, forecasting, planning, reporting and analysis with a goal of simplifying complexity for mid-sized organizations. It is a full-featured and flexible CPM solution that is designed to be owned by business users. While addressing the full range of financial and operational planning and reporting requirements, the solution has a particular focus on financial consolidation capabilities. It can also serve as a best-of-breed consolidation solution to work in conjunction with existing FP&A solutions lacking adequate consolidation functionality. The product addresses regulatory requirements, adjustments and journal entries, intercompany reconciliations, and audit reports as well as internal management reporting. See detailed ratings and compare to Fluence, Planful, or other vendors >>>

** BPM Partners has dropped coverage of this vendor and will no longer update this page **

INDUSTRY SUCCESS


Energy, Healthcare, Insurance, Manufacturing, Retail, Transportation

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BPM Partners 2023 Vendor Snapshot for Talentia  R

BPM Partners Talentia a Leader in 2023 Vendor Landscape Matrix  $

BPM Partners Talentia 2023 Vendor Landscape Matrix: Special Edition R 

IDC The Transformation of Finance Requires EPM  R 


Related Whitepapers & eBooks

Consolidation and Planning: Unified or Best of Breed R

10 Key Reasons for Mid-Sized Companies to Modernize Consolidation R

Controllers: Consolidation and Reporting Survey Results R,S

Talentia CPM Datasheet

Guide to a Fast Close R,S


Related Webcasts & Events

2023 Pulse of Performance Management: Talentia Reviewed as Core Vendor  R

Mastering Top 2023 Consolidation and Reporting Challenges R

8 Key Reasons for Mid-Sized Companies to Modernize Consolidation R

Related Articles & Blogs

New Performance Management Leaders 2023

Financial Consolidation, Close, and Reporting: Challenges and Priorities

Efficient Consolidation as a Lever for Business Growth 

Benefits of a Unified Cloud-based CPM Solution 


Latest News

Talentia CPM Receives 2023 ‘Excellent Financial Consolidation’ Award from BPM Partners 

Talentia Delivers a Simple ESEF iXBRL Reporting Solution 

New Version of Talentia CPM Fully Supports Latest Standards 

Talentia Enhances Cash Management Solution 


Jobs at this Vendor

Jobs/Careers Information 

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Acterys

January 23, 2021/in Account Reconciliation, Anomaly Detection, Benchmarking, Budgeting/Planning/Forecasting, Close Management, Demand Planning, ESG Reporting, 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, Transfer Pricing, Workforce Planning Cloud, On Premise, On Premise Same as Cloud Core Vendor, Exclusive BPM Pricing, Top Rated for Budgeting, Top Rated for Consolidation, Top Rated for Ease of Use, Top Rated for Implementation Consulting, Top Rated for Operational Planning, Top Rated for Reporting, Top Rated Overall Advanced Technologies, AI Powered, Ease of Use, Excel UI, Integrated Business Planning, Low Total Cost of Ownership, Product Flexibility, Quick Implementation Large, Midmarket - Lower, Midmarket - Upper, Small $1000 - $1499 Vendor /by BPM Partners

PERFORMANCEPLACE


Next Level Analytics & Planning

4.93

BPM Pulse Rating


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BPM Pulse 2023


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OVERVIEW


Acterys turns Power BI into an enterprise planning solution as it fully leverages Microsoft technologies to deliver dynamic financial and operational planning capabilities along with consolidation and advanced analytics on a single platform. The focus is on addressing the full-range of extended planning and analysis requirements. Solutions are quickly generated from a range of source systems, leveraging automated integration which creates the appropriate data warehouse structure. 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 >>>

** BPM Partners has dropped coverage of this vendor and will no longer update this page **

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 2023 Vendor Snapshot for Acterys  R

BPM Partners Acterys a Key Competitor in 2023 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 


Customer View

G2 Crowd Reviews and Ratings 

Xero App Marketplace Reviews and Ratings 


Related Whitepapers & eBooks

Accelerating Finance Transformation R


Related Webcasts & Events

2023 Pulse of Performance Management: Acterys Reviewed as Core Vendor  R

Acterys Core Vendor Review 2022 BPM Partners on YouTube

Why Your Organization Should Unify Planning and Analytics

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 

Acterys March ’22 Release 

The Latest Trends in Performance Management 

Microsoft Customer Story: Acterys + Azure + Power BI 

What’s New in Acterys 20.1 Release 

5 Tips for Better Financial Reporting in Excel 


Latest News

Acterys Licenses xP&A Technology to Microsoft 

Acterys Recognized as Best New Vendor in 2021 Pulse of Performance Management 

Acterys Grows Customer Numbers 400% 

Orbis and Acterys Form Strategic Partnership 


Jobs at this Vendor

Jobs/Careers Information 

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Fluence Technologies

June 7, 2020/in Account Reconciliation, Anomaly Detection, Benchmarking, Budgeting/Planning/Forecasting, Close Management, Disclosure Management, ESG Reporting, Financial/Statutory Consolidation, Granular Profitability, Intelligent Insights, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Reporting, Revenue Planning, Robotic Process Automation, Sales Planning, Tax Planning/Provisioning, Transfer Pricing Cloud, Mobile Comprehensive Consolidation, Core Vendor, Exclusive BPM Pricing, Top Rated for Consolidation, Top Rated for Ease of Use, Top Rated for Implementation Consulting, Top Rated for Reporting, Top Rated Overall Complexity Handling, Depth/Breadth of Functionality, Ease of Use, Excel UI, Future Ready, Low Total Cost of Ownership, No Coding, Out of the Box Functionality, Performance/Scalability, Quick Implementation Large, Midmarket - Lower, Midmarket - Upper $1500 - $1999 Vendor /by BPM Partners

PERFORMANCEPLACE


We close early.

4.67

BPM Pulse Rating


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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

Financial Consolidation to Manage Through Uncertainty

Finance’s New Strategic Mindset  R,S  


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 

Two New and Noteworthy Performance Management Vendors

Challenges and Best Practices in Financial Consolidation 


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 

Fluence Recognized as “Best New Vendor” by BPM Partners 


Jobs at this Vendor

Business Development Representative 

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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Board International

June 23, 2018/in Other Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Close Management, Demand Planning, Disclosure Management, ESG Reporting, 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, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud, Mobile, On Premise, On Premise Same as Cloud Comprehensive Consolidation, Top Rated for Budgeting, Top Rated for Reporting, Top Rated Overall Advanced Technologies, Complexity Handling, Depth/Breadth of Functionality, Excel UI, Integrated Business Planning, No Coding, Performance/Scalability, Product Flexibility, Regulatory Compliance Enterprise, Large, Midmarket - Upper $1500 - $1999 Vendor /by BPM Partners

PERFORMANCEPLACE


Intelligent Planning. Plan Smarter, Drive Outcomes, Lead Transformation.

0.00

BPM Pulse Rating


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OVERVIEW


Board’s Intelligent Planning platform is designed to enable companies to manage and control their entire planning process from goal setting down to operational execution in one intuitive, flexible, and scalable environment. The solution combines budgeting, planning, predictive forecasting, simulation, reporting, analysis, and consolidation and close capabilities. Board has an Office of Finance focus, with added value capabilities in the areas of supply chain and retail. The overall goal is to enable organizations to discover actionable insights that will help drive better business decisions.  See detailed ratings and compare to IBM, Oracle or other vendors >>>

** BPM Partners has dropped coverage of this vendor and will only update this page with significant news **

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 24  R  

BPM Partners Vendor Snapshot for Board  R

Gartner Board a Leader in 2023 Financial Planning Solutions Magic Quadrant  R

Nucleus Research 2023 CPM Value Matrix  R  


Related Whitepapers & eBooks

10 Key Requirements for Next Level Financial Consolidation


Related Webcasts & Events

Bring Financial Consolidation to the Next Level  R

Related Articles & Blogs

New Performance Management Leaders 2023

The Performance Management Gold Rush

FP&A Best Practice Principle: Translate Strategy Into Actionable Plans 


Latest News

Board Acquires Prevedere to Incorporate External Indicators into Predictive Planning 

Board Names New CEO 

Board Partners with Decision Inc. to Launch Mining Industry Solution 

Board Launches New Group Consolidation and Reporting Solution 

Board International Recognized as a ‘Dominant’ Vendor with an ‘Outstanding’ Rating in BPM Partners 2022 Vendor Landscape Matrix 

Nordic Capital Acquires Board International 


Jobs at this Vendor

Current Openings 

Additional Jobs/Careers Information 

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XLerant

May 24, 2018/in Other Budgeting/Planning/Forecasting, Performance Dashboards, Predictive Analytics ML, Reporting, Solution Library Cloud, Mobile Core Vendor, Exclusive BPM Pricing, Top Rated for Budgeting, Top Rated for Ease of Use, Top Rated for Implementation Consulting, Top Rated for Operational Planning, Top Rated for Reporting, Top Rated Overall Ease of Use, Low Total Cost of Ownership, Performance/Scalability, Product Flexibility, Quick Implementation Midmarket - Lower, Small Under $1000 Vendor /by BPM Partners

PERFORMANCEPLACE


Cloud based budgeting, forecasting, & management reporting solution.

5.00

BPM Pulse Rating


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BPM Pulse 2024


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OVERVIEW


XLerant’s BudgetPak is an easy to use cloud-based solution focused on collaborative budgeting, forecasting, and management reporting. An Excel add-in, myXL, provides custom reporting capabilities with dynamic integration to the database. The full suite of modules built into the BudgetPak product includes annual and hourly salary planning with enhanced detailed benefits planning, scenario modeling, and long-term projections using predictive analytics. There is built-in support for the creation, distribution, and reporting on company-wide strategic initiatives at the department and account level. The product utilizes a unique guided prompt approach, coupled with an intuitive interface, to facilitate the budget preparation and submission process.  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 2024 Vendor Snapshot for XLerant  R

BPM Partners XLerant a Challenger in 2024-2025 Vendor Landscape Matrix  $

CPA Practice Advisor Product Review: BudgetPak 


Related Whitepapers & eBooks

When Budgeting is a Team Sport   

Achieving Accountability in Mid-Market Budget Processes

Graduating from Excel to Purpose-Built Software eBook   


Related Webcasts & Events

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

Ease of Use: The Next Budgeting Requirement

Related Articles & Blogs

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

Best Budgeting and Planning Solutions 2020

Making Multi-Participant Budgeting Work 


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 

XLerant Acquired by Jonas Software 


Jobs at this Vendor

Jobs/Careers Information 

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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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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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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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