The FP&A platform for continuous planning accelerates the process and fosters business-wide collaboration
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BPM Pulse 2020
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OVERVIEW
The Planful Continuous Planning Platform delivers cloud-based financial planning and decision-making for the Office of Finance including robust modeling, budgeting, planning, forecasting, close and consolidation, financial reporting and dashboards. It is a modern framework designed to bring speed, agility, and company-wide collaboration to financial planning and decision-making. Dynamic Planning with Planful delivers on the vision of reuniting financial and operational planning with multi-dimensional data exploration accessed via Excel, the web, or a mobile interface. 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
BPM Partners 2020 Vendor Snapshot for Planful R
BPM Partners Planful a Proven Vendor with Excellent Customer Satisfaction in 2020 Vendor Landscape Matrix $
Dresner Advisory 2020 Wisdom of Crowds EPM Study R
Forrester Host Analytics Total Economic Impact R
Gartner Host Analytics a Leader in 2019 Cloud FP&A Solutions Magic Quadrant R
IDC 2018 MarketScape for EPM R
Nucleus Research Planful Named a 2021 Value Matrix Leader
Related Webcasts & Events
The Pulse of Performance Management 2020: Planful Reviewed as Core Vendor R
Related Articles & Blogs
Analyst Perspectives on Planful
Best Budgeting and Planning Solutions 2020
Planful Winter20 Brings More Beauty and More Brains
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 Announces Expanded Workforce Planning Capabilities for HR
Planful Announces Summer20 Product Release with Expanded Collaboration
Planful Raises Equity Round to Meet Increasing Demand
Planful Announces “Planful Now” Delivering Rapid Time to Value
Planful Winter20 Release Delivers Enhanced UI and Dynamic Commentary
Host Analytics Rebrands as Planful
Jobs at this Vendor
Cloud based budgeting, forecasting, & management reporting solutions.
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BPM Pulse 2020
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OVERVIEW
XLerant, a Jonas Software company, provides a performance management solution that emphasizes ease of use for budgeting, forecasting, and reporting in decentralized environments 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. 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 2020 Vendor Snapshot for XLerant R
BPM Partners XLerant an Accepted Vendor with Outstanding Customer Satisfaction in 2020 Vendor Landscape Matrix $
CPA Practice Advisor Product Review: BudgetPak
Related Whitepapers & eBooks
Related Webcasts & Events
Ease of Use: The Next Budgeting Requirement
The Pulse of Performance Management 2020: XLerant Reviewed as Core Vendor R
Helping businesses power their plan to grow with enterprise-level capabilities.
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BPM Pulse 2020
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OVERVIEW
The Vena Complete Planning Platform provides budgeting, forecasting, planning, consolidation, reporting and analytics solutions for medium and large-sized organizations. Vena’s platform leverages the familiarity of Microsoft Excel (desktop and Office 365) while combining it with a centralized in-memory database, and collaborative workflows to create a cloud-based performance management solution for the full spectrum of FP&A tasks. Amazon Redshift is utilized to support large analytic data sets. The AI capabilities of Microsoft Power BI and Excel Ideas, integrated with the Vena platform, are leveraged to help CFOs make better strategic planning decisions. 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 2020 Vendor Snapshot for Vena R
BPM Partners Vena is a Proven Vendor with Excellent Customer Satisfaction in 2020 Vendor Landscape Matrix $
Nucleus Research CPM Technology Value Matrix 2020 R
Related Webcasts & Events
How to Power Your Digital Finance Transformation R
Transforming Finance-Led Processes for Growth R
How Finance Leaders Can Stay Ahead of Key Market Trends R
Excel, Financial Performance Management, and Emerging Technologies R
Rethinking FP&A: An Analyst’s View
Five Steps to Selecting Financial Software to Grow Your Business
The Pulse of Performance Management 2020: Vena Reviewed as Core Vendor R
Move Beyond Excel and Drive Performance.
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BPM Pulse 2020
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OVERVIEW
Prophix aims to disrupt midmarket FP&A with ongoing innovation in its unified performance management solution that delivers insight into finance, operations and business performance with a focus on business user experience and ease of use to streamline model and process management. This comprehensive solution addresses budgeting, forecasting, reporting and analysis, operational planning, personnel planning, revenue planning, project planning and consolidation. Detailed planning capabilities include complex calculation support and additional granularity down to the sub-ledger level for enhanced operational execution in areas such as personnel, capital expenditure, fixed assets, sales, project planning, and profitability analysis. See detailed ratings and compare to Workday Adaptive Planning, Vena Solutions 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 2020 Vendor Snapshot for Prophix R
BPM Partners Prophix a Dominant Vendor with Excellent Customer Satisfaction in 2020 Vendor Landscape Matrix $
Dresner Advisory Services 2020 Enterprise Performance Management Study R
Nucleus Research 2021 CPM Value Matrix
Nucleus Research CPM ROI Study – Community Bank
A modern platform for corporate performance management.
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BPM Pulse 2020
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OVERVIEW
OneStream XF is a unified platform designed to meet the needs of medium to large, sophisticated organizations with robust and modern capabilities for planning, budgeting, and forecasting, financial consolidation and reporting, financial data quality, and analytics accessed through reports, Excel, and built-in dashboards. Extensible Dimensionality® enables corporate to have standard dimensions (chart of accounts, organizational hierarchy, etc.) that business units can easily extend for their unique needs without modifying the corporate standard. See detailed ratings and compare to 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 20 R
BPM Partners 2020 Vendor Snapshot for OneStream R
BPM Partners OneStream is an Established Vendor with Excellent Customer Satisfaction in 2020 Vendor Landscape Matrix $
Dresner Advisory 2020 Wisdom of Crowds EPM Study R
Gartner OneStream Software a Leader in 2020 Cloud FP&A Solutions Magic Quadrant R
Gartner OneStream Software a Leader in 2019 Cloud Financial Close Solutions Magic Quadrant R
Nucleus Research 2020 CPM Value Matrix R
Ventana Research OneStream XF: A Finance Department Platform
Related Articles & Blogs
How the Events of 2020 are Impacting Performance Management in 2021
Selecting Performance Management Software with Your Head in the Clouds
OneStream Shines in BARC Planning Survey 19
WSJ: KKR Agrees to Take Majority Stake in OneStream
What’s the Value of a Performance Management ‘App Store’
OneStream Receives Top Score in BPM Pulse Survey
Getting Ready for the New Lease Accounting Guidelines
OneStream Co-founders Re-Imagine Corporate Performance Management
Latest News
OneStream Ends 2020 with More Than 85% ARR Growth
OneStream Launches Predictive Analytics for Financial and Operational Planning
OneStream Recognized as a Leader in Gartner MQ for Cloud Financial Close Solutions
OneStream Adds Governed Analytics in Latest Release
OneStream Enters Top 700 of Inc. 5000 Fast Growth List
OneStream Rated Outstanding by BPM Partners
OneStream Software to Receive Significant Investment from KKR
Corporate performance management and business intelligence unified in one seamless software platform.
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BPM Pulse 2020
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OVERVIEW
The Jedox EPM Suite seamlessly combines budgeting, planning, reporting and consolidation with built-in and third-party integrated analysis capabilities, predictive analytics, and related data visualization tools for continuous performance management. The full Core Finance Suite includes pre-built applications for integrated financial planning: Balance Sheet, CF, P&L, Sales, HR, Cost Center, and Profit Center. The platform is expandable with best practice models downloaded from the Jedox Marketplace. Jedox can be deployed on-premise, in the cloud, or with a hybrid approach. See detailed ratings and compare to Workday Adaptive Planning, Oracle or other vendors >>>
INDUSTRY SUCCESS
Banking, Education, Energy, Government, Manufacturing, Services
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BARC The Planning Survey 20 R
BPM Partners 2020 Vendor Snapshot for Jedox R
BPM Partners Jedox an Established Vendor with Excellent Customer Satisfaction in 2020 Vendor Landscape Matrix $
Dresner Advisory 2019 Wisdom of Crowds EPM Study R
Gartner 2020 Cloud FP&A Solutions Magic Quadrant R
Related Whitepapers & eBooks
The Next Wave in Budgeting and Planning: Performance Management Plus R
Related Webcasts & Events
The Pulse of Performance Management 2020: Jedox Reviewed as Core Vendor R
Empowering organizations to achieve stellar operational and financial performance with complete software solutions.
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BPM Pulse 2020
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OVERVIEW
deFacto Power Planning provides a unified solution for financial and operational planning, budgeting, forecasting, consolidation, and reporting across all functional areas. It utilizes artificial intelligence capabilities throughout with a vision of delivering the smartest and fastest thinking corporate planning solution. deFacto supports detailed salary planning, capital expense planning, sales forecasting, production demand planning, tax provisioning & planning, project/services planning and more. Advanced BI capabilities are provided through proprietary two-way integration with Microsoft Power BI. See detailed ratings and compare to CCH Tagetik, SAP 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 2020 Vendor Snapshot for deFacto R
BPM Partners deFacto a Proven Vendor with Outstanding Customer Satisfaction in 2020 Vendor Landscape Matrix $
Related Whitepapers & eBooks
Jobs at this Vendor
None available.
Automated, budgeting and planning software solutions for mid-sized organizations.
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BPM Pulse 2020
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OVERVIEW
Centage’s Planning Maestro® provides intelligent planning and analytics designed for the modern office of Finance in small to midsize businesses. Planning Maestro® is a multi-tenant cloud solution that offers integrated budgeting, forecasting and reporting along with robust modeling, what if, and scenario planning tools. The system can automatically generate Cash Flow, Balance Sheet, and P&L reports. It features unlimited dimensions, multi-step allocations, and expanded support for transactional level details. Planning Maestro provides self-service reporting and data analysis visualization. See detailed ratings and compare to Workday Adaptive Insights, Prophix or other vendors >>>
INDUSTRY SUCCESS
Healthcare, Higher Education, Manufacturing, Not for Profit, 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 2020 Vendor Snapshot for Centage R
BPM Partners Centage an Established Vendor with Excellent Customer Satisfaction in 2020 Vendor Landscape Matrix $
Dresner Advisory Services 2019 Enterprise Performance Management Study R
Related Whitepapers & eBooks
Automating Budgeting and Forecasting for Midmarket Companies
Related Webcasts & Events
The Pulse of Performance Management 2020: Centage Reviewed as Core Vendor R
Performance Management Software – Modern Unified Cloud for the Office of Finance
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BPM Pulse 2020
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OVERVIEW
CCH Tagetik, a Wolters-Kluwer company, delivers the CCH Tagetik Finance Transformation Platform, a finance-owned unified data platform for close, regulatory, extended planning and analysis. It supports Consolidation, Budgeting and Planning, Forecasting, Modeling, Profitability Analysis, Reporting, Regulatory, Disclosure & Compliance which is powered by the CCH Tagetik Analytic Information Hub for processing high volume granular financial and operational data. See detailed ratings and compare to Longview, Oracle or other vendors >>>
INDUSTRY SUCCESS
Financial Services, Healthcare, Manufacturing, Professional Services
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BARC Planning Survey 19 R
BARC Financial Performance Management 2020 R
BPM Partners 2020 Vendor Snapshot for CCH Tagetik R
BPM Partners CCH Tagetik a Dominant Vendor with Excellent Customer Satisfaction in 2020 Vendor Landscape Matrix $
BPM Partners CCH Tagetik 2020 Vendor Landscape Matrix: Special Edition R
Gartner CCH Tagetik a Leader in 2020 Cloud FP&A Solutions Magic Quadrant R
Gartner CCH Tagetik a Leader for Large Organizations in Critical Capabilities for Cloud FP&A Solutions R
Gartner CCH Tagetik a Leader in 2019 Cloud Financial Close Solutions Magic Quadrant R
Nucleus Research 2021 CPM Value Matrix R
Related Webcasts & Events
How the Pandemic Presents an Opportunity for Finance Transformation
The Case for Finance Modernization R
The 5 Necessities of an Innovative Budgeting and Planning System (temporarily unavailable)
The Pulse of Performance Management 2020: CCH Tagetik Reviewed as Core Vendor R
Elevate Your Financial Performance.
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BPM Pulse 2020
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OVERVIEW
Syntellis Performance Solutions’ Axiom delivers a unified platform, coupled with expertise and benchmark data, to optimize financial decision making. Their comprehensive performance management solution includes budgeting, forecasting, reporting, analytics, strategy management, consolidations, capital planning, profitability, and cost management. Solutions include Strategy Management & Comparative Analytics for healthcare providers, and Relationship Profitability & Pricing for financial institutions. For the higher education market Axiom partners with Ellucian and has delivered a Tuition Planning solution. See detailed ratings and compare to CCH Tagetik, Longview or other vendors >>>
INDUSTRY SUCCESS
Financial Institutions, Healthcare, Higher Education, Manufacturing, Retail
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPM Partners 2020 Vendor Snapshot for Syntellis R
BPM Partners Syntellis an Established Vendor with Excellent Customer Satisfaction in 2020 Vendor Landscape Matrix $
Gartner Axiom a Challenger in 2019 Cloud FP&A Solutions Magic Quadrant R
Related Whitepapers & eBooks
2021 Financial Institutions Finance and Technology Trends R
2021 Healthcare Financial Trends Report R
Software Requirements Checklist for Financial Institutions S
Solution Brief: Syntellis’ Axiom Planning
2020 Profitability Perspectives: Key Findings for Financial Institutions R
Latest News
Syntellis Report Finds Financial Institutions Face Continued Profitability Challenges in 2021
Syntellis Study Reveals Healthcare Finance Teams See Data and Analytics as Key to Future Success
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
Kaufman Hall Acquires Change Healthcare’s Analytics Explorer, Performance Manager
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