Financial Performance Platform for the Midmarket
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BPM Pulse 2025
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OVERVIEW
Prophix One™ is a Financial Performance platform for the Office of the CFO in midmarket organizations that delivers best-of-breed solutions for Financial Close & Consolidation, Accounting & Compliance, Financial Planning & Analysis, and Reporting & Analytics. All delivered through a single point of entry with single sign-on and a centralized data model. Prophix One FP&A Plus handles the greater complexity and granularity needed for operational planning and Prophix One Intelligence is an advanced AI engine natively integrated into the Prophix One Platform. 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 2025 Vendor Snapshot for Prophix R
BPM Partners Prophix a Leader in 2025-2026 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 2025
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OVERVIEW
OneStream’s unified, AI-powered, and extensible finance platform includes solutions for financial close and consolidation with account reconciliation, transaction matching, and tax, financial planning and analysis with strategic planning, rolling forecasts, and scenario modeling, and operational planning and analysis with demand forecasting, workforce planning, and ESG reporting and planning. The OneStream Solution Exchange offers downloadable solutions to expand capabilities in all of these areas. SensibleAI™ Portfolio built into the OneStream platform provides machine learning, GenAI, and agentic AI capabilities to OneStream solutions. OneStream Genesis enables no-code application development, CPM Express is a pre-built configurable application for rapid deployment. 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 25 R
BARC 2023 Score for FPM R
BPM Partners 2025 Vendor Snapshot for OneStream R
BPM Partners OneStream a Leader in 2025-2026 Vendor Landscape Matrix $
Gartner OneStream a Leader in 2025 Financial Close and Consolidation Solutions Magic Quadrant R
Gartner OneStream a Leader in 2025 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
2025 Pulse of Performance Management: OneStream Reviewed as Core Vendor R
How CPM Modernizes Finance for Banking and Financial Services 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
OneStream Named Microsoft’s Americas SDC Partner of the Year
KKR-backed OneStream Surges in Market Debut
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 Q3 2025 Results
OneStream Launches Modern Financial Close and SensibleAI-powered ESG Planning & Reporting
OneStream Unveils Productivity Tools and Platform Enhancements
OneStream Unveils SensibleAI Agents and SensibleAI Studio
OneStream Collaborates with Coupa for Business Spend Management
Drive future-ready business performance.
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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.
Recommended Alternatives: Anaplan, JustPerform from insightsoftware, Lumel, OneStream, Oracle, SAP, Wolters Kluwer (CCH Tagetik)
** BPM Partners has dropped coverage of this vendor and will only update this page with significant news **
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
Forrester The Total Economic Impact of IBM Planning Analytics R
Ventana Research 2022 Business Value Index: Product and Vendor Assessment R
Related Webcasts & Events
Jobs at this Vendor
Integrated Business Planning Platform
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BPM Pulse 2025
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OVERVIEW
deFacto is a unified, AI-enabled Integrated Business Planning platform that enables mid-market to large enterprises to optimize overall business performance by synchronizing planning and decision-making across every functional area. The application library includes FP&A, HR, S&OP, Demand Planning, Tax, Supply Chain, CapEx, and Project Planning. deFacto extends full write-back and planning capabilities to Excel and Power BI. It automates the generation of Power BI reports and templates, leverages the full range of Microsoft tools including Azure, Fabric, and connects to any financial and/or operational data source. See detailed ratings and compare to JustPerform, 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 2025 Vendor Snapshot for deFacto R
BPM Partners deFacto a Key Competitor in 2025-2026 Vendor Landscape Matrix $
Related Whitepapers & eBooks
Related Webcasts & Events
2025 Pulse of Performance Management: deFacto Reviewed as Core Vendor R
Jobs at this Vendor
None available.
Agentic AI with a Finance Brain
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BPM Pulse 2025
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OVERVIEW
The AI-powered CCH® Tagetik Intelligent Platform, available in standard or SAP HANA versions, is a unified platform that consists of intelligent solutions for Financial Close and Consolidation, Extended Planning, ESG and Regulatory, and Corporate Tax. Specific solutions include CCH Tagetik Budgeting, Planning, and Forecasting, Cash Flow Planning, Capital Expenses Planning, Workforce Planning, Integrated Business Planning, Integrated Business Planning for CPG, Production Cost Planning and Control, and Supply Chain Planning (with solutions for demand, trade promotions, supply, and production planning). CCH Tagetik Financial Close and Consolidation includes Account Reconciliation, Transaction Matching, and Intelligent Disclosure for Reporting & Disclosure. Intelligent capabilities include AI Automapping, AI Anomaly Detection, AI Transaction Matching, AI Driver-based Analysis, and Predictive Intelligence. At the heart of the Intelligent Platform is Ask AI, a super agent designed to address finance-specific needs. 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
BARC The Financial Consolidation Survey 25 R
BPM Partners 2025 Vendor Snapshot for Wolters Kluwer CCH Tagetik R
BPM Partners Wolters Kluwer CCH Tagetik a Premier Leader in 2025-2026 Vendor Landscape Matrix $
BPM Partners Wolters Kluwer CCH Tagetik 2025-2026 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2025 Wisdom of Crowds EPM Study R
Gartner CCH Tagetik a Leader in 2025 Financial Planning Solutions Magic Quadrant R
Gartner CCH Tagetik a Leader in 2025 Financial Close and Consolidation Solutions Magic Quadrant R
IDC CCH Tagetik a Leader in 2025 MarketScape: Worldwide ESG Reporting and Compliance
Nucleus Research CCH Tagetik a Leader in 2025 CPM Value Matrix R
Related Webcasts & Events
2025 Pulse of Performance Management: Wolters Kluwer (CCH Tagetik) Reviewed as Core Vendor R
5 Trends in Enterprise Planning: Driving Profitable Growth in 2023 (no longer available)
How the Pandemic Presents an Opportunity for Finance Transformation
Related Articles & Blogs
BEPS Pillar Two Impact on Consolidation
New Performance Management Leaders 2023
The Return of Zero-Based Budgeting
Best Budgeting and Planning Solutions 2020
What Does the Future of Finance Look Like?
Industry View: Tagetik Acquisition
Latest News
Wolters Kluwer Recognized by Gartner in 2025 ESG Management and Reporting Market Guide
Wolters Kluwer Ranked in the Top 5 Globally for Excellence in AI
Wolters Kluwer Announces AI-powered CCH Tagetik Intelligent Platform
Wolters Kluwer Acquires Vanguard Software to Extend S&OP Capabilities
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