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
Coming Soon!
Related Webcasts & Events
Coming Soon!
Latest News
Leading the evolution of consolidation solutions.
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OVERVIEW
Fluence Consolidation is an enterprise-class consolidation solution priced and designed for the midmarket. Built on the Vena Solutions platform with a proprietary consolidation engine, and utilizing an Excel interface, the system is intended to be owned by Finance, easy to use, and implemented quickly. Through their partnership with Vena Solutions, Fluence also offers integrated budgeting, planning, forecasting, account reconciliation, and cash flow forecasting. See more details and compare to 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 2020 Vendor Snapshot for Fluence R
BPM Partners Fluence a Developing Vendor in 2020 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 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 $
Constellation Research 2021 ShortList Cloud-Based Planning Platforms
Dresner Advisory 2020 Wisdom of Crowds EPM Study R
Forrester Host Analytics 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
The Pulse of Performance Management 2020: 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
Jobs at this Vendor
Analyze. Simulate. Plan. All in One Decision-Making Platform
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BPM Pulse 2020
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OVERVIEW
Board delivers a unified decision-making platform which includes a full range of performance management capabilities: budgeting, planning, forecasting, strategy management, profitability analysis and financial consolidation, coupled with business intelligence and predictive capabilities. Strategic planning, demand forecasting, and workforce planning are some of the 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 BI 19 R
Bloor From Insight to Action R
BPM Partners 2020 Vendor Snapshot for Board R
BPM Partners Board a Dominant Vendor with Very Good Customer Satisfaction in 2020 Vendor Landscape Matrix $
Dresner Advisory 2020 Wisdom of Crowds BI Study R
Dresner Advisory 2020 Wisdom of Crowds EPM Study R
Dresner Advisory 2019 Wisdom of Crowds Sales Planning Study R
IDC MarketScape: Worldwide EPM 2018 R
Nucleus Research CPM Value Matrix 2019 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
The Pulse of Performance Management 2020: Board Reviewed as Core Vendor R
Related Articles & Blogs
FP&A Best Practice Principle: Translate Strategy Into Actionable Plans
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
Jobs at this Vendor
Accurate, Integrated Business Reporting software for superior Planning, Budgeting and Forecasting
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BPM Pulse 2020
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OVERVIEW
Unit4 FP&A (part of the Unit4 People Experience suite) provides a full range of integrated performance management capabilities powered by AI for budgeting, planning (financial, sales, HR, project, risk), forecasting, profitability analysis, consolidation, and reporting. 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. Vertical solutions are available for utilities, energy, higher education, not-for-profits, governments, manufacturing, financial services, and professional services. 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 Prevero a Leader in Integrated Planning and BI
BPM Partners 2020 Vendor Snapshot for Unit4 R
BPM Partners Unit4 is a Proven Vendor in 2020 Vendor Landscape Matrix $
IDC Unit4 a Major Player in Marketscape for Cloud EPM 2020
Nucleus Research Unit4 FP&A a Facilitator in 2021 HCM Value Matrix
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 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
Experience the future of decision making.
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BPM Pulse 2020
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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 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 2020 Vendor Snapshot for SAP R
BPM Partners SAP a Dominant Vendor in 2020 Vendor Landscape Matrix $
Gartner SAP a Visionary in 2019 Cloud FP&A Solutions Magic Quadrant R
Related Whitepapers & eBooks
The Cloud Takes Intelligent FP&A to New Heights
Related Webcasts & Events
The Pulse of Performance Management 2020: SAP Reviewed as Core Vendor R
Jobs at this Vendor
Agile, pervasive, connected, and comprehenisve performance management solutions.
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BPM Pulse 2020
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OVERVIEW
Oracle’s EPM Cloud portfolio is comprehensive, connected, 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 2020 Vendor Snapshot for Oracle R
BPM Partners Oracle a Dominant Vendor with Fair Customer Satisfaction in 2020 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
The Pulse of Performance Management 2020: Oracle Reviewed as Core Vendor R
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
BARC 2021 Score for FPM 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 Receives $200 Million Investment at $6 Billion Valuation
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
Transforming the office of the CFO by accelerating planning, consolidation, tax and analytics.
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BPM Pulse 2020
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OVERVIEW
Longview, an insightsoftware company, enables the Office of the CFO to be connected, proactive, and empowered with Tidemark (Longview Plan), Longview Close, Longview Tax, Longview Transfer Pricing, and Longview Analytics. Tidemark is a cloud-based planning platform that adapts to an organization’s business processes, supports granular cross-department plans, and provides a consumer-grade interface, enabling people across the organization to plan and interact in the same platform, while finance retains control. See detailed ratings and compare to CCH Tagetik, OneStream Software 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 2020 Vendor Snapshot for Longview R
BPM Partners Longview is a Dominant Vendor with Good Customer Satisfaction in 2020 Vendor Landscape Matrix $
CFO Tech Outlook Top 10 CPM Solution Providers – 2019
Ventana Research Longview Supports More Effective Tax Management
Related Whitepapers & eBooks
Related Webcasts & Events
How to Improve Your Close and Financial Reporting Process with Consolidation R
How to Implement Continuous Planning in a Fast-Changing World R
Key Considerations When Evaluating Consolidation Software
The Pulse of Performance Management 2020: Longview Reviewed as Core Vendor R
Related Articles & Blogs
Avoid Common Financial Planning Mistakes for Manufacturers
Creating Your Month-End Close Process Flow Chart
How to Account for Seasonality Using Financial Planning Software
How Long Should it Take to Create Consolidated Financial Statements
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