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OneStream Software

May 23, 2018/in Featured Account Reconciliation, Agentic AI, Anomaly Detection, Budgeting/Planning/Forecasting, Close Management, Demand Planning, Disclosure Management, ESG Reporting, Financial/Statutory Consolidation, Granular Profitability, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Revenue Planning, Robotic Process Automation, S&OP, Sales Planning, Solution Library, Supply Chain Planning, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud Comprehensive Consolidation, Core Vendor, Next Generation Ready, Top Rated for Budgeting, Top Rated for Consolidation, Top Rated for Ease of Use, Top Rated for Operational Planning, Top Rated for Reporting, Top Rated Overall AI Powered, Complexity Handling, Depth/Breadth of Functionality, Ease of Use, Easy Expandability, Excel UI, Integrated Business Planning, Performance/Scalability, Regulatory Compliance Enterprise, Large, Midmarket - Upper $4000 and over Vendor /by BPM Partners

PERFORMANCEPLACE


The Digital Finance Cloud

4.56

BPM Pulse Rating


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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 >>>


Featured Vendor: EPM Summit 2026

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

Lower TCO with Unified BPM Solutions

Performance Management: The Next Generation


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 

The ROI of OneStream 

KKR-backed OneStream Surges in Market Debut 

Advancing the CPM+ Journey 

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 

WSJ: KKR Agrees to Take Majority Stake in OneStream

What’s the Value of a Performance Management ‘App Store’ 


Latest News

OneStream to be Acquired by Hg for $6.4 Billion 

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 

OneStream Launches Solution Exchange


Jobs at this Vendor

Current Openings 

Jobs/Careers Information 

OneStream Named to Inc. Magazine’s Best Workplaces 

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https://www.bpmpartners.com/wp-content/uploads/2024/04/OneStream_Brandmark_RGB_Black_350.png 51 350 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-23 19:18:222026-01-06 14:33:33OneStream Software

insightsoftware

May 23, 2018/in Account Reconciliation, Budgeting/Planning/Forecasting, Financial/Statutory Consolidation, Granular Profitability, Natural Language Query, Performance Dashboards, Pervasive Analytics, Reporting, Robotic Process Automation, Sales Planning, Solution Library, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud, Mobile Next Generation Ready Depth/Breadth of Functionality, Ease of Use, Easy Expandability, Integrated Business Planning, Performance/Scalability, Product Flexibility, Regulatory Compliance Enterprise, Large, Midmarket - Lower, Midmarket - Upper $1500 - $1999, Under $1000 Vendor /by BPM Partners

PERFORMANCEPLACE


Transforming the office of the CFO by accelerating planning, consolidation, tax and analytics.

0.00

BPM Pulse Rating


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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 Score Financial Performance Management 2021 R

BPM Partners Longview Acquired by insightsoftware

BPM Partners Vendor Snapshot for insightsoftware  R


Related Whitepapers & eBooks

Performance Management: The Next Generation


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

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 


Latest News

Logi Analytics Wins Dresner Advisory Award for Embedded BI 

insightsoftware to Acquire Magnitude 

insightsoftware Acquires CALUMO 

insightsoftware Receives $1 Billion Investment from Hg 

insightsoftware Launches Bizview in North America to Empower Midmarket with Intelligent Planning and Forecasting  

insightsoftware Acquires Certent – Adds Equity and Disclosure Management Capabilities 

insightsoftware Acquires French Financial Software Provider Viareport 

Longview Acquired by insightsoftware 


Jobs at this Vendor

Job Openings

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https://www.bpmpartners.com/wp-content/uploads/2021/06/insightsoftware_Logo350.png 75 350 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-23 18:33:042025-01-14 03:55:08insightsoftware

deFacto Global

May 23, 2018/in Featured Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Demand Planning, Disclosure Management, Granular Profitability, Intelligent Insights, Natural Language Query, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Revenue Planning, Robotic Process Automation, S&OP, Sales Planning, Solution Library, Supply Chain Planning, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud, Mobile, On Premise, On Premise Same as Cloud Core Vendor, Exclusive BPM Pricing, Top Rated for Budgeting, Top Rated for Ease of Use, Top Rated Overall Complexity Handling, Depth/Breadth of Functionality, Ease of Use, Easy Expandability, Excel UI, Integrated Business Planning, Low Total Cost of Ownership, Performance/Scalability, Product Flexibility, Quick Implementation Large, Midmarket - Lower, Midmarket - Upper $1000 - $1499, $1500 - $1999 Vendor /by BPM Partners

PERFORMANCEPLACE


Integrated Business Planning Platform

4.93

BPM Pulse Rating


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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  $

TEC deFacto Product Analysis Report


Related Whitepapers & eBooks

Real-time BPM Benefits Operational Execution


Related Webcasts & Events

2025 Pulse of Performance Management: deFacto Reviewed as Core Vendor R

Why Integrated Planning Has Become Essential

Related Articles & Blogs

Why deFacto’s BPM Pulse Wins Matter – and What They Mean for the Future of Planning  

Introducing deFacto Power Planning  

Predictive Analytics – A Must Have for Dynamics Customers  

deFacto Leverages Azure Machine Learning  


Latest News

deFacto Global Ranks Highest in Overall Customer Satisfaction Again in 2021 BPM Pulse Awards 

deFacto Global Sweeps Pulse of Performance Management Awards 

deFacto Global Introduces deFacto Power Planning 

deFacto Releases Predictive Analytics Forecasting Capability 


Jobs at this Vendor

None available.

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https://www.bpmpartners.com/wp-content/uploads/2025/06/deFacto-global-blue.png 1252 6829 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-23 14:55:572025-10-18 15:25:15deFacto Global

Wolters Kluwer CCH Tagetik

May 22, 2018/in Featured Account Reconciliation, Agentic AI, Anomaly Detection, Budgeting/Planning/Forecasting, Close Management, Demand Planning, Disclosure Management, ESG Reporting, Financial/Statutory Consolidation, Granular Profitability, Intelligent Insights, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Reporting, Revenue Planning, Robotic Process Automation, S&OP, Sales Planning, Solution Library, Supply Chain Planning, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud, Mobile, On Premise, On Premise Same as Cloud Comprehensive Consolidation, Core Vendor, Next Generation Ready, Top Rated for Budgeting, Top Rated for Consolidation, Top Rated for Ease of Use, Top Rated for Implementation Consulting, Top Rated for Operational Planning, Top Rated for Reporting, Top Rated Overall Advanced Technologies, AI Powered, Complexity Handling, Depth/Breadth of Functionality, Ease of Use, Excel UI, Integrated Business Planning, No Coding, Performance/Scalability, Pre-configured Solutions, Product Flexibility, Regulatory Compliance Enterprise, Large, Midmarket - Upper $1000 - $1499, $2000 - $2499 Vendor /by BPM Partners

PERFORMANCEPLACE


Agentic AI with a Finance Brain

4.71

BPM Pulse Rating


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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 >>>

Featured Vendor: EPM Summit 2026

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 Whitepapers & eBooks

State of the Union on Extended Planning

CCH Tagetik Supply Chain Planning Datasheet

Leveraging Performance Management to Improve Profitability in Banks

Collaboration in Financial Consolidation and Disclosure Processes

One Size Does Not Fit All

Key Steps to IFRS Readiness

Performance Management: The Next Generation


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  

CCH Tagetik Launches IFRS Solution Portfolio  

CFOs: Stay in Control of Your Reporting Process  


Latest News

Wolters Kluwer Appoints New CEO for CPM and ESG Division 

Wolters Kluwer Named ‘Premier Leader’ in BPM Partners’ Vendor Landscape Matrix for Third Consecutive Year 

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 

CCH Tagetik on SAP HANA for Powerful Analytics 


Jobs at this Vendor

Open Jobs: CCH Tagetik 

Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2024/06/CCH-Tagetik-Logo-2024webhorizontal2.png 113 400 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-22 19:34:232026-01-16 19:41:15Wolters Kluwer CCH Tagetik

Syntellis Performance Solutions

May 22, 2018/in Account Reconciliation, Anomaly Detection, Benchmarking, Budgeting/Planning/Forecasting, Demand Planning, Granular Profitability, Intelligent Insights, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Robotic Process Automation, S&OP, Solution Library, Transfer Pricing, Workforce Planning Cloud, Mobile Next Generation Ready Advanced Technologies, AI Powered, Complementary Use Cases, Depth/Breadth of Functionality, Ease of Use, Excel UI, Integrated Business Planning, Performance/Scalability, Product Flexibility, Vertical Focus Enterprise, Large, Midmarket - Upper $1000 - $1499, $1500 - $1999, $2000 - $2499, $2500 - $2999, $3000 and over Vendor /by BPM Partners

PERFORMANCEPLACE


Elevating Performance.

0.00

BPM Pulse Rating


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OVERVIEW


Syntellis, now part of Strata Decision Technology, delivers intelligent planning and performance solutions that help society’s foundational institutions guide decisions and identify new opportunities for financial and organizational success. Syntellis’ suite of products integrates operational and strategic data across industry-specific performance management solutions and uses data science to deliver real-time, actionable insights. Syntellis IQ is a data science engine that utilizes AI/ML to synthesize billions of data points to surface key insights in market and customer data so organizations can improve their financial position, operations, and strategic outcomes. Syntellis Performance Solutions’ Axiom Software delivers a unified platform that includes budgeting, forecasting, reporting, analytics, strategy management, consolidations, capital planning, profitability, and cost management. Axiom Software also provides tailored industry suites for healthcare, banks and credit unions, and higher education.  See detailed ratings and compare to Anaplan, Oracle or other vendors >>>

** BPM Partners has dropped coverage of this vendor and will no longer update this page **

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 2022 Vendor Snapshot for Syntellis  R


Related Whitepapers & eBooks

2021 Financial Institutions Finance and Technology Trends R 

2021 Healthcare Financial Trends Report R 

Software Requirements Checklist for Financial Institutions

Solution Brief: Syntellis’ Axiom Planning

2020 Profitability Perspectives: Key Findings for Financial Institutions R

Performance Management: The Next Generation


Related Webcasts & Events

Top 9 Finance and Technology Trends for Financial Institutions in 2021  R  

Related Articles & Blogs

Focused Acquisition: Stratasan

Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022

What’s in Store for Healthcare Executives in 2022 

2022 CFO Outlook for Financial Institutions Report 

Two New and Noteworthy Performance Management Vendors

Making Relationships Pay 


Latest News

Syntellis to Become Part of Strata Decision Technology 

Syntellis Receives 100% Recommendation Rate from Customers 

Syntellis Delivers New Strategic Financial Planning Solution for Colleges and Universities 

Infor Partners with Syntellis to Improve Cost of Care and Operational Outcomes for Healthcare Organizations 

Syntellis to Acquire Stratasan for Expanded Healthcare Analytics 

Syntellis Performance Solutions Appoints New CEO 

Syntellis Introduces Axiom Treasury Cash Management for Healthcare Organizations 

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 


Jobs at this Vendor

Open Positions 

Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2018/05/SyntellisLogoweb-e1593102545304.png 117 600 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-22 18:53:202023-11-22 16:50:21Syntellis Performance Solutions
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