CONQUER COMPLEXITY | UNLEASH PERFORMANCE
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BPM Pulse 2023
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OVERVIEW
JustPerform 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 – provides agile and scalable planning from strategy through detailed operational measures uniting Finance, Sales, Supply Chain, HR and Marketing, Financial Close – streamlines the Close, Management Reporting, and Disclosure Management processes with a focus on performance, accuracy, and auditability, Profitability Analysis – delivers granular analysis across products, projects, customers, and channels with no code allocations and driver definitions. 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 2023 Vendor Snapshot for JustPerform R
BPM Partners JustPerform a Challenger in 2023 Vendor Landscape Matrix $
Related Whitepapers & eBooks
How to Bring Speed, Accuracy, and Auditability to Consolidation S
Related Articles & Blogs
Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022
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 >>>
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
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.
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
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
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
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 >>>
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 2023 Vendor Snapshot for Fluence R
BPM Partners Fluence a Leader in 2023 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
Nucleus Research The Financial Consolidation & Close Solution ROI Framework
Nucleus Research Fluence Customers Slash the Monthly Close by 90%
Ventana Research Fluence Offers Streamlined Financial Close
Related Whitepapers & eBooks
Related Articles & Blogs
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
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
Plan Confidently, Close Faster, Report Accurately
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BPM Pulse 2023
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OVERVIEW
The Planful Platform empowers 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 HR – compensation management and benefits planning, workforce analysis, and Planful for Sales, IT, and Operations – operational planning, demand planning, and S&OP. The Planful Platform includes functionality to support financial, operational, and management reporting, dashboards, source system integration, and predictive analytics. 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
BARC Score Financial Performance Management R
BPM Partners 2023 Vendor Snapshot for Planful R
BPM Partners Planful a Leader in 2023 Vendor Landscape Matrix $
Constellation Research 2023 ShortList Cloud-Based Planning Platforms
Dresner Advisory 2022 Wisdom of Crowds EPM Study R
Forrester Planful Total Economic Impact R
Nucleus Research Planful a Leader in 2022 CPM Value Matrix
Related Webcasts & Events
2023 Pulse of Performance Management: Planful Reviewed as ‘Core Vendor’ R
Related Articles & Blogs
New Performance Management Leaders 2023
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 Announces Product Innovations at Perform 2023
Planful Reports Record Profitable Growth in 2022
Planful Acquires Plannuh for Marketing Performance Management
Planful and Trintech Announce Strategic Global Partnership
Planful Debuts “Predict: Signals” for Anomaly Detection
Planful Announces Expanded Workforce Planning Capabilities for HR
Planful Raises Equity Round to Meet Increasing Demand
Intelligent Planning. Plan Smarter, Drive Outcomes, Lead Transformation.
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BPM Pulse 2023
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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 >>>
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 23 R
BPM Partners 2023 Vendor Snapshot for Board R
BPM Partners Board a Leader in 2023 Vendor Landscape Matrix $
BPM Partners Board 2022 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2022 Wisdom of Crowds EPM Study R
Dresner Advisory 2020 Wisdom of Crowds Sales Planning Study R
Gartner Board a Leader in 2022 Financial Planning Solutions Magic Quadrant R
Nucleus Research 2022 CPM Value Matrix R
SoftwareReviews 2022 EPM Data Quadrant R
Ventana Research 2022 Business Planning Value Index R
Related Whitepapers & eBooks
Related Webcasts & Events
2023 Pulse of Performance Management: Board Reviewed as Core Vendor R
Accurate, Integrated Business Reporting software for superior Planning, Budgeting and Forecasting
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BPM Pulse 2023
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OVERVIEW
Unit4 FP&A is a flexible, no code/low code platform for planning and analytics that 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. 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 2022 Planning Survey
BPM Partners 2023 Vendor Snapshot for Unit4 R
BPM Partners Unit4 a Key Competitor in 2023 Vendor Landscape Matrix $
Dresner Advisory 2021 Wisdom of Crowds Consolidation Study R
Dresner Advisory 2022 Wisdom of Crowds EPM Study R
IDC Unit4 a Major Player in Marketscape for Cloud EPM 2020
Ventana Research Unit4 Democratizes Agile, Data-Driven, Decision-Making
Related Whitepapers & eBooks
The Importance of AI in Corporate Budgeting, Planning, and Forecasting
The Vena Platform is uniquely flexible, extensible and evolves with your business.
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BPM Pulse 2023
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OVERVIEW
Vena’s Intelligent Complete Planning Platform, natively integrated and synchronized with Microsoft 365, provides budgeting, forecasting, planning, consolidation, reporting and analytics solutions designed to enable small, medium and large-sized organizations to drive more efficient financial and operational planning. Vena’s platform leverages the familiarity and flexibility of Microsoft Excel (desktop and Microsoft 365) while combining it with the control of a centralized in-memory database, and collaborative workflows to create a cloud-based performance management solution for the full spectrum of FP&A, Financial Consolidation and Operational Planning and Analysis tasks. Vena Insights leverages Microsoft’s AI ecosystem including Power BI fully integrated and productized in the Vena platform for FP&A, Azure Machine Learning Studio integration for predictive forecasting, and provides self-service AI capabilities to CFOs and their teams to enable better strategic decision-making. 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 2023 Vendor Snapshot for Vena R
BPM Partners Vena a Leader in 2023 Vendor Landscape Matrix $
BPM Partners Vena 2023 Vendor Landscape Matrix: Special Edition R
Nucleus Research Vena a Leader in 2023 CPM Value Matrix
Related Webcasts & Events
Livestream: The Annual Financial Close R
Lessons from SaaS Leaders: Aligning Your Budget to Changing Business Goals R
2023 Pulse of Performance Management: Vena Reviewed as Core Vendor R
How to Power Your Digital Finance Transformation R
Transforming Finance-Led Processes for Growth R
Rethinking FP&A: An Analyst’s View
Five Steps to Selecting Financial Software to Grow Your Business
Latest News
Vena Earns Excellent Ratings in 2023 Vendor Landscape Matrix
Vena and Fluence Announce Strategic Partnership for Unified Planning and Financial Close
Vena Maintains Strong Momentum in Q3 2022
Vena for Not for Profits Released to Transform Grant Planning and Funding Allocation
Transform the way you budget, plan and report.
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BPM Pulse 2023
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OVERVIEW
The Prophix Financial Performance Platform is a comprehensive platform designed for the Office of the CFO in midmarket organizations to improve profitability and minimize risk. 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. Extended planning use cases include operational planning, personnel planning, revenue planning, and project planning with complex calculation support and additional granularity down to the sub-ledger level. See detailed ratings and compare to Workday Adaptive Planning, 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 19 R
BPM Partners Impact of Hg Acquisition of Prophix
BPM Partners Prophix Acquisition of Sigma Conso
BPM Partners 2023 Vendor Snapshot for Prophix R
BPM Partners Prophix a Leader in 2023 Vendor Landscape Matrix $
Dresner Advisory Services 2021 Enterprise Performance Management Study R
Nucleus Research 2021 CPM Value Matrix
Nucleus Research CPM ROI Study – Community Bank
Nucleus Research CPM ROI Study – Senior Living Communities
Related Articles & Blogs
New Performance Management Leaders 2023
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
Enhanced Dashboards and Expansion of Excel Interoperability in Prophix Release 2022.1
The Future of Finance 2022: Insights from Prophix CEO
The Next Chapter for Prophix: Sigma Conso
The Performance Management Gold Rush
Hg Acquires Majority Stake in Prophix
Latest News
Prophix a 2022 Nucleus Research ROI Award Winner
Prophix Featured in 2022 Vendor Landscape Matrix
Prophix Reports Record Year of Growth in 2021
Prophix Software Certified by Acumatica
Prophix Receives Investment from Hg to Fund Growth
Prophix Named an Overall Experience & Credibility Leader for 2020
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