Performance Planning that helps companies adapt to change and exceed revenue goals
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BPM Pulse 2026
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OVERVIEW
The Una performance planning platform is an AI-powered FP&A solution that delivers dynamic budgeting, planning, and forecasting with a focus on connected revenue planning that aligns marketing, sales, operations, and finance. Real-time execution tracking, embedded business intelligence for visualization and analysis, and native AI help ensure successful execution and achievement of revenue targets. Action Tracker ensures plans are executed and progress is monitored across teams in real-time. Collaboration is built-in through workflow, Action Tracker, and Slack. See detailed ratings and compare to Prophix, Planful, Vena or other vendors >>>
INDUSTRY SUCCESS
SaaS 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 2026 Vendor Snapshot for Una AI R
BPM Partners Una AI a Challenger in 2026-2027 Vendor Landscape Matrix $
Customer View
Related Whitepapers & eBooks
Latest News
Una AI Named a BPM Partners ‘Core Vendor’ with Outstanding Customer Satisfaction
Nucleus Research Names Una Software a “Hot Company to Watch in 2026”
Una Software Named ‘Best New Vendor’ in 2025 Pulse of Performance Management
Una Software Announces AI-Powered FP&A Innovations and Additional Funding
Una Software Launches Performance Planning and Secures Funding
Jobs at this Vendor
Financial Performance Platform for the Midmarket
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BPM Pulse 2026
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OVERVIEW
Prophix One™ is the Autonomous Finance Platform built for the Office of the CFO in growing, complex midmarket organizations. It brings together best-of-breed capabilities for Financial Planning & Analysis (FP&A), Financial Close & Consolidation, Accounting & Compliance, and Reporting & Analytics in a single, integrated platform that supports connected financial and operational planning. 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
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Autonomous Finance: From Vision to Reality
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The EPM Replacement Imperative: Why Now is the Time to Move Beyond Legacy EPM R
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Latest News
Prophix Launches New Agent and Secure AI Ecosystem Access
Prophix Launches Next Wave of Prophix One Agents
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Prophix® Unveils Prophix One™ Intelligence, Its AI Technology Engine
Prophix Sets a New Benchmark with Prophix One™ FP&A Plus
Analytics Cloud for Enterprise Planning
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OVERVIEW
SAP Analytics Cloud is a unified solution that brings together planning, business intelligence, analytics, and AI in a single, integrated environment designed for data exploration and storytelling. The solution is extensible and addresses multiple use cases and industries supported by a range of pre-built content packages and templates, as well as the ability for users to create their own custom applications and visualizations. Financial consolidation is handled by a separate solution – SAP S/4HANA Group Reporting. 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, and currency translation. This solution is part of the SAP Business Data Cloud and SAC Just Ask works with Joule. See detailed ratings and compare to CCH Tagetik, 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 2025 Vendor Snapshot for SAP R
BPM Partners SAP a Challenger in 2025-2026 Vendor Landscape Matrix $
Gartner SAP a Leader in 2023 Financial Planning Solutions Magic Quadrant
Ventana Research SAP Excels in Value Index for Analytics Customer Experience
Ventana Research SAP is Exemplary in 2022 Business Planning Value Index
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2025 Pulse of Performance Management: SAP Reviewed as Core Vendor R
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FP&A Evolution: From Silos to xP&A
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San Francisco 49ers Use SAP Digital Dashboard for Fan Data
Jobs at this Vendor
Connected Planning and Reporting Platform
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BPM Pulse 2026
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OVERVIEW
The Jedox EPM planning and performance management platform delivers connected and adaptable planning. It unifies cross- departmental performance management with solutions for Integrated Financial Planning, Financial Close and Consolidation, Revenue Planning & Forecasting, Sales and Operations Planning, Lead and Pipeline Management, Supply and Demand Planning. HR/Workforce Planning, and ESG Reporting. Intelligent Automation reduces manual efforts through structured workflow, scalable data harmonization, and JedoxAI. See detailed ratings and compare to Anaplan, Pigment, Vena or other vendors >>>
INDUSTRY SUCCESS
Banking, Education, Energy, Government, Manufacturing, 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 Planning Survey 25 R
BARC Score for Integrated Planning and Analytics DACH 2026 R
BPM Partners 2026 Vendor Snapshot for Jedox R
BPM Partners Jedox a Leader in 2026-2027 Vendor Landscape Matrix $
Gartner Jedox a Leader in 2025 Financial Planning Solutions Magic Quadrant R
Related Whitepapers & eBooks
Coming Soon!
Agentic AI with a Finance Brain
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BPM Pulse 2026
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OVERVIEW
The CCH® Tagetik unified finance platform powered by Expert AI, available in standard or SAP HANA versions, 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 ESG & Sustainability for Planning & Analytics. See detailed ratings and compare to Anaplan, 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 2026 Vendor Snapshot for Wolters Kluwer CCH Tagetik R
BPM Partners Wolters Kluwer CCH Tagetik a Premier Leader in 2026-2027 Vendor Landscape Matrix $
BPM Partners Wolters Kluwer CCH Tagetik 2026-2027 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2026 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 2026 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
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Latest News
Wolters Kluwer Appoints New CEO for CPM and ESG Division
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
Elevating Performance.
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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
Related Webcasts & Events
Top 9 Finance and Technology Trends for Financial Institutions in 2021 R
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
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
Connected Decision Intelligence
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OVERVIEW
Adaptive, from the Workday Planning Business Unit, connects financial, workforce, and operational plans to deliver a holistic view of the business. Financial Planning includes AI-driven budgeting, scenario planning, and reporting. Workforce Planning aligns finance, HR, sales, marketing, and IT on skills-based hiring plans as they collaborate on organizational design and scenario modeling. Operational Planning supports collaborative company-wide planning with real-time data to inform resource allocation decisions. See additional details and compare to Pigment, Jedox, Prophix or other vendors >>>
INDUSTRY SUCCESS
Life Sciences, Not for Profit, Professional Services, 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 Adaptive Insights Acquired by Workday
BPM Partners 2026 Vendor Snapshot for Workday Adaptive Planning R
BPM Partners 2026-2027 Vendor Landscape Matrix $
Constellation Research 2024 ShortList Cloud-Based Planning Platforms
Forrester Total Economic Impact: Adaptive Planning R
Gartner Innovation Insight for Extended Planning and Analysis R
Gartner Workday Adaptive Planning a Leader in 2025 Financial Planning Solutions Magic Quadrant R
Customer View
G2 Crowd Reviews and Ratings
Gartner Peer Insights Reviews and Ratings
TrustRadius Reviews and Ratings
Related Articles & Blogs
Adaptive from Workday: A New Era of Decision Intelligence
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Latest News
Workday Introduces Adaptive Decision Intelligence
Workday a Leader in Gartner Magic Quadrant for Financial Planning for Fourth Year in a Row
Workday Announces Q4 and FY 2026 Results
Workday Adaptive Planning and Consolidation is Announced
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