CONQUER COMPLEXITY | UNLEASH PERFORMANCE
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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 $
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
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
Jobs at this Vendor
Digitalize Finance and HR and make the complexity of mid-size companies easier.
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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
Jobs at this Vendor
Next Level Analytics & Planning
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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
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 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
Empower your team to drive financial success.
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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
Related Webcasts & Events
Top Global CPM Trends to Watch in 2025 R
2024 Pulse of Performance Management: Planful Reviewed as ‘Core Vendor’ R
Latest News
Planful Achieves 43% Year-over-Year Growth in 2024 First Half
Planful Announces Innovations for Finance Automation and Collaboration
Planful Acquires Plannuh for Marketing Performance Management
Planful and Trintech Announce Strategic Global Partnership
Intelligent Planning. Plan Smarter, Drive Outcomes, Lead Transformation.
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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
Related Webcasts & Events
Cloud based budgeting, forecasting, & management reporting solution.
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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 Webcasts & Events
2024 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
See What You Can Do.
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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 Articles & Blogs
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 Digital Finance Cloud.
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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
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
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 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
Drive future-ready business performance.
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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 Webcasts & Events
2024 Pulse of Performance Management: IBM Reviewed as Core Vendor R
Jobs at this Vendor
BPM Partners Global Headquarters
BPM Partners, Inc.
Six Landmark Square
Stamford, CT 06901, USA
Phone: (203) 359-5677
Fax: (203) 359-5877