Financial automation for Excel users.
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OVERVIEW
DataRails is an FP&A solution designed to help SMEs automate their monthly and quarterly reporting processes. The solution allows organizations to benefit from the capabilities of a modern, cloud-based and centrally managed financial system, while still being able to work in the familiar Excel environment. DataRails can consolidate data from multiple source systems such as ERP, CRM, HRIS, along with unstructured data, into a unified cloud-based database. The system supports currency conversion, eliminations, alternate hierarchies, adjustments, and more. The end result is a 360 degree view of all organizational data that can be accessed via Excel, a performance dashboard, or through live, interactive charts and tables within PowerPoint that are updated in real-time.
INDUSTRY SUCCESS
Financial Services, Professional Services, Technology
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
Coming Soon!
Customer View
Capterra Reviews and Ratings
Gartner Peer Insights Reviews and Ratings
G2 Crowd Reviews and Ratings
SoftwareConnect Reviews and Ratings
SourceForge Reviews and Ratings
Related Whitepapers & eBooks
Related Webcasts & Events
Coming Soon!
We close early.
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BPM Pulse 2021
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OVERVIEW
Fluence delivers a cloud-based consolidation-first platform with out-of-the-box consolidation models and calculations, no-coding administration, drag-and-drop workflow, drop-down rules, time-based calculations and support for audit and movement dimensions. Utilizing an Excel interface, the system is designed to be owned by Finance, easy to use, and implemented quickly. The platform addresses the requirements of midmarket organizations for consolidations, cash flow management, and financial and management reporting. For broader FP&A needs, Fluence is tightly integrated with Vena to provide a seamless and unified, extensible performance management platform. See more details and compare to Wolters Kluwer (CCH Tagetik), Planful, or other vendors >>>
INDUSTRY SUCCESS
Coming Soon
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPM Partners 2021 Vendor Snapshot for Fluence R
BPM Partners Fluence a Developing Vendor With Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix $
Related Whitepapers & eBooks
Jobs at this Vendor
The FP&A platform for continuous planning accelerates the process and fosters business-wide collaboration
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BPM Pulse 2021
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OVERVIEW
The Planful Cloud FP&A Platform for Continuous Planning includes functionality to support financial consolidation, financial and management reporting, structured financial planning, dynamic operational planning, workforce planning, dashboards, and integration with Microsoft Office. The platform is designed to bring speed, agility, and company-wide collaboration to financial planning and decision-making. Dynamic Canvas, brings dashboards, reports, and input templates together on the same screen. Dynamic Collaboration enables threaded, real-time discussions around plans and decisions. 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 2021 Vendor Snapshot for Planful R
BPM Partners Planful a Proven Vendor with Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix $
Constellation Research 2021 ShortList Cloud-Based Planning Platforms
Dresner Advisory 2020 Wisdom of Crowds EPM Study R
Forrester Planful Total Economic Impact R
Gartner Critical Capabilities for Cloud FP&A Solutions R
IDC 2018 MarketScape for EPM R
Nucleus Research Planful Named a 2021 Value Matrix Leader
Related Webcasts & Events
2021 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 and Trintech Announce Strategic Global Partnership
Planful Debuts “Predict: Signals” for Anomaly Detection
Planful Closes Out Q1 with Strong Results
Planful Announces Expanded Workforce Planning Capabilities for HR
Planful Raises Equity Round to Meet Increasing Demand
Jobs at this Vendor
Analyze. Simulate. Plan. All in One Decision-Making Platform
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BPM Pulse 2021
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OVERVIEW
The Board platform unifies business intelligence, planning, and predictive analytics to deliver a unified decision-making platform which includes a full range of performance management capabilities: budgeting, planning, forecasting, strategy management, profitability analysis and financial consolidation. Strategic planning, demand forecasting, HR planning, integrated business planning, and sales performance management are key solutions available on the platform. 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 Integrated Planning and Analytics R
Bloor From Insight to Action R
BPM Partners 2021 Vendor Snapshot for Board R
BPM Partners Board a Dominant Vendor with Very Good Customer Satisfaction in 2021 Vendor Landscape Matrix $
Dresner Advisory 2020 Wisdom of Crowds BI Study R
Dresner Advisory 2020 Wisdom of Crowds EPM Study R
Dresner Advisory 2020 Wisdom of Crowds Sales Planning Study R
Nucleus Research CPM Value Matrix 2021 R
Related Whitepapers & eBooks
The Future of Finance Systems R,S
Budgeting, Planning, and Forecasting in the Era of Self-Service Analytics R,S
Related Webcasts & Events
Bring Financial Consolidation to the Next Level R
2021 Pulse of Performance Management: Board Reviewed as Core Vendor R
Latest News
Board Receives Dresner Advisory 2020 Industry Excellence Awards
Board Top Rated for Financial Consolidation in BPM Pulse
Board Launches Solution Marketplace
Nordic Capital Acquires Board International
Board Named a Market Leader for Planning & BI by BARC
Accurate, Integrated Business Reporting software for superior Planning, Budgeting and Forecasting
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BPM Pulse 2021
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OVERVIEW
Unit4 FP&A provides a full range of integrated performance management capabilities powered by AI for budgeting, planning (financial, sales, HR, project, risk), forecasting, profitability analysis, financial statutory consolidation, and reporting. Reporting features are available that support storytelling as well as the consistent design approach of International Business Communications Standards. Workforce Planning with analytics complements salary planning with an operational focus. Capabilities can be expanded with best practice solutions from a model store. This is coupled with built-in self-service business intelligence capabilities for data visualization, dashboards, and predictive analytics. The vendor focuses on four key verticals: Public Sector, Professional Services, Not-for-Profit, Higher Education. See detailed ratings and compare to Workday Adaptive Planning, Jedox or other vendors >>>
INDUSTRY SUCCESS
Energy, Government, Higher Education, Not for Profit, Professional Services, Utilities
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BARC Unit4 FP&A Achieves Excellent Results
BPM Partners 2021 Vendor Snapshot for Unit4 R
BPM Partners Unit4 is a Proven Vendor with Excellent Customer Satisfaction in 2021 Vendor Landscape Matrix $
BPM Partners Unit4 2021 Vendor Landscape Matrix: Special Edition R
IDC Unit4 a Major Player in Marketscape for Cloud EPM 2020
Nucleus Research Unit4 FP&A a Facilitator in 2021 CPM Value Matrix
Ventana Research Unit4 Democratizes Agile, Data-Driven, Decision-Making
Related Whitepapers & eBooks
The Importance of AI in Corporate Budgeting, Planning, and Forecasting R
Jobs at this Vendor
Helping businesses power their plan to grow with enterprise-level capabilities.
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BPM Pulse 2021
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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 of Microsoft Excel (desktop and Microsoft 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. In addition to traditional FP&A, the solution supports financial close management including account reconciliation, financial and operational reporting, analysis and dashboards and scenario modeling. Solutions are also available for tax provisioning, workforce planning, capital planning, incentive compensation management and account reconciliation. 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 2021 Vendor Snapshot for Vena R
BPM Partners Vena is a Proven Vendor with Very Good Customer Satisfaction in 2021 Vendor Landscape Matrix $
Related Webcasts & Events
How to Power Your Digital Finance Transformation R
Transforming Finance-Led Processes for Growth R
2021 Pulse of Performance Management: Vena Reviewed as Core Vendor 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
Latest News
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 Launches Agile Planning Quick Start Package
Vena Solutions Recognized as a Leader In Nucleus CPM Value Matrix
Vena Solutions Release Microsoft Power BI Data Connector
BPM Partners and G2 Recognize Vena’s Leadership in Top FP&A Priorities
Confident decisions.
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BPM Pulse 2021
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OVERVIEW
SAP Analytics Cloud is designed for confident decisions with enterprise planning, business intelligence, and augmented analytics for everyone, in a single solution. It facilitates collaborative enterprise planning across the organization and links strategic, financial, and operational plans. The planning capabilities within SAP Analytics Cloud include reports, allocations, KPIs, alternate hierarchies, financial intelligence, advanced formula creation, driver-based planning, private version planning, what-if scenario modeling, cell-based commentary, currency translation. SAP Digital Boardroom is powered by SAP Analytics Cloud and provides insight and transparency into financial and operational metrics and the ability to run forward looking simulations using a visual driver tree. See detailed ratings and compare to IBM, Oracle or other vendors >>>
INDUSTRY SUCCESS
Banking, Consumer Products, Oil and Gas, Public Sector, 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 2021 Vendor Snapshot for SAP R
BPM Partners SAP a Dominant Vendor with Very Good Customer Satisfaction in 2021 Vendor Landscape Matrix $
Gartner SAP a Visionary in 2020 Cloud FP&A Solutions Magic Quadrant R
Ventana Research SAP Excels in Value Index for Analytics Customer Experience
Related Whitepapers & eBooks
The Cloud Takes Intelligent FP&A to New Heights
Related Webcasts & Events
2021 Pulse of Performance Management: SAP Reviewed as Core Vendor R
Jobs at this Vendor
Outperform with agility.
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BPM Pulse 2021
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OVERVIEW
Oracle’s EPM Cloud portfolio is modular, connected, and comprehensive with embedded intelligence and analytics, designed for operational agility. It is offered in EPM Cloud Standard and Enterprise editions. Planning & Analysis offerings include Enterprise Planning and Budgeting with integrated strategic modeling, Profitability and Cost Management, and Enterprise Performance Reporting. Oracle Strategic Workforce Planning enables HR and Finance to manage skills, gaps, and costs. Oracle Sales Planning Cloud supports quota and commission, territory modeling, and advanced forecasting. NetSuite Planning and Budgeting Cloud is a packaged, pre-configured product for NetSuite customers. See detailed ratings and compare to IBM, SAP or other vendors >>>
INDUSTRY SUCCESS
Financial Services, Manufacturing, Media, Retail, Utilities
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPM Partners 2021 Vendor Snapshot for Oracle R
BPM Partners Oracle a Dominant Vendor in 2021 Vendor Landscape Matrix $
Constellation Research 2021 ShortList Cloud-Based Planning Platforms
Gartner Oracle a Leader in 2020 Cloud FP&A Solutions Magic Quadrant R
Customer View
G2 Crowd Reviews and Ratings
Gartner Peer Insights FP&A Reviews and Ratings
TrustRadius Reviews and Ratings
Related Whitepapers & eBooks
Related Webcasts & Events
2021 Pulse of Performance Management: Oracle Reviewed as Core Vendor R
The Intelligent Finance Platform.
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BPM Pulse 2021
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OVERVIEW
The unified OneStream Platform is 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. 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 to proactively drive performance. 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 21 R
BARC 2021 Score for FPM R
BPM Partners 2021 Vendor Snapshot for OneStream R
BPM Partners OneStream is an Established Vendor with Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix $
BPM Partners OneStream 2021 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2021 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
IDC 2020 MarketScape: Cloud EPM R
Nucleus Research 2021 CPM Value Matrix R
Related Articles & Blogs
The Need for Financial Data Quality
OneStream to Deliver New AI/ML Capabilities
The Performance Management Gold Rush
How the Events of 2020 are Impacting Performance Management in 2021
Selecting Performance Management Software with Your Head in the Clouds
Latest News
OneStream Continues Strong Sales and Customer Growth in Q3 2021
OneStream Previews New Machine Learning Capabilities
OneStream Receives Top Marks and 100% Recommendation Score in BARC Survey
OneStream Receives $200 Million Investment at $6 Billion Valuation
OneStream Launches Predictive Analytics for Financial and Operational Planning
OneStream Adds Governed Analytics in Latest Release
OneStream Software to Receive Significant Investment from KKR
Transforming the office of the CFO by accelerating planning, consolidation, tax and analytics.
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BPM Pulse 2021
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OVERVIEW
insightsoftware delivers performance management solutions in three key areas: (1) Capital Management: Equity Management, (2) Controllership: Close/Consolidation, Tax Provisioning, Transfer Pricing, Disclosure Management, and (3) FP&A: Budgeting & Planning, Financial Reporting, Operational Reporting, Data Visualization. The insightsoftware product suite enables the Office of the CFO to be connected, proactive, and empowered. Current products include Tidemark, Longview Close, Longview Tax, Longview Transfer Pricing, Longview Analytics, and Bizview. See detailed ratings and compare to Wolters Kluwer (CCH Tagetik), Planful or other vendors >>>
INDUSTRY SUCCESS
Banking/Financial Services/Insurance, Energy/Utilities, Healthcare, Higher Education, Logistics, Manufacturing, 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 20 R
BPM Partners Longview Acquired by insightsoftware
BPM Partners 2021 Vendor Snapshot for insightsoftware R
BPM Partners insightsoftware is a Dominant Vendor with Good Customer Satisfaction in 2021 Vendor Landscape Matrix $
IDC 2020 MarketScape for Cloud EPM: insightsoftware a Major Player
Ventana Research Longview Supports More Effective Tax Management
Related Whitepapers & eBooks
Related Articles & Blogs
The Performance Management Gold Rush
Avoid Common Financial Planning Mistakes for Manufacturers
Creating Your Month-End Close Process Flow Chart
How to Account for Seasonality Using Financial Planning Software
Longview Transforms the Office of the CFO Through Connected Finance
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