PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2024
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Oracle Cloud EPM is modular, connected, and comprehensive and is offered in Standard and Enterprise editions. Planning & Analysis offerings include Enterprise Planning and Budgeting with integrated strategic modeling, Profitability and Cost Management, and Enterprise Performance Reporting. Specialized solution available for Healthcare Planning. 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. Financial Close offerings include Financial Consolidation and Close with Intelligent Process Automation, Account Reconciliation with automated transaction matching, Tax Reporting which supports tax provisioning and country by country tax liability reporting and Narrative Reporting. See detailed ratings and compare to IBM, SAP or other vendors >>>
Financial Services, Manufacturing, Media, Retail, Utilities
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2024 Vendor Snapshot for Oracle R
BPM Partners Oracle a Key Competitor in 2024-2025 Vendor Landscape Matrix $
Constellation Research 2024 ShortList Cloud-Based Planning Platforms
Gartner Oracle a Leader in 2023 Financial Close and Consolidation Solutions Magic Quadrant R
IDC Oracle a Leader in 2022 Marketscape for Enterprise Planning, Budgeting, and Forecasting
Nucleus Research Scaling Up with Oracle Cloud EPM
Ventana Research Oracle is an Exemplary Vendor in 2023 RPM Buyers Guide R
G2 Crowd Reviews and Ratings
Gartner Peer Insights FP&A Reviews and Ratings
TrustRadius Reviews and Ratings
2024 Pulse of Performance Management: Oracle Reviewed as Core Vendor R
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2024
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OneStream’s unified, enterprise finance platform with built-in financial intelligence is designed to meet the needs of medium to large, sophisticated organizations while simplifying complexity with robust and modern capabilities for planning, budgeting, and forecasting, financial close and consolidation, reporting, financial data quality, financial signaling, and analytics. Extensible dimensionality supports diverse business requirements in a single application. 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. Platform-wide AI capabilities include OneStream Sensible ML (with Sensible ML Scenario Modeling), Sensible GenAI, and Sensible AI library. See detailed ratings and compare to Wolters Kluwer (CCH Tagetik), Oracle or other vendors >>>
Automotive Suppliers, Financial Services, Healthcare, Manufacturing, Oil & Gas, Real Estate
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BARC The Planning Survey 24 R
BARC 2023 Score for FPM R
BPM Partners 2024 Vendor Snapshot for OneStream R
BPM Partners OneStream a Leader in 2024-2025 Vendor Landscape Matrix $
BPM Partners OneStream 2022 Vendor Landscape Matrix: Special Edition R
Gartner OneStream a Leader in 2023 Financial Close and Consolidation Solutions Magic Quadrant R
Gartner OneStream a Leader in 2024 Financial Planning Solutions Magic Quadrant R
Nucleus Research 2023 CPM Value Matrix R
KKR-backed OneStream Surges in Market Debut
OneStream Files Confidentially for IPO
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
OneStream Announces Q3 2024 Results
OneStream Announces IPO Pricing
OneStream Unveils Portfolio of Purpose-Built AI Solutions
OneStream Collaborates with Coupa for Business Spend Management
OneStream Launches Solution Exchange
OneStream Receives $200 Million Investment at $6 Billion Valuation
OneStream Adds Governed Analytics in Latest Release
OneStream Software to Receive Significant Investment from KKR
PERFORMANCEPLACE
BPM Pulse Rating
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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 >>>
Banking/Financial Services/Insurance, Energy/Utilities, Healthcare, Higher Education, Logistics, Manufacturing, Retail
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BARC Score Financial Performance Management 2021 R
BPM Partners Longview Acquired by insightsoftware
BPM Partners Vendor Snapshot for insightsoftware R
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
Logi Analytics Wins Dresner Advisory Award for Embedded BI
insightsoftware to Acquire Magnitude
insightsoftware Acquires CALUMO
insightsoftware Receives $1 Billion Investment from Hg
insightsoftware Acquires Certent – Adds Equity and Disclosure Management Capabilities
insightsoftware Acquires French Financial Software Provider Viareport
PERFORMANCEPLACE
BPM Pulse Rating
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The Jedox EPM platform seamlessly combines budgeting, planning, reporting and financial consolidation with built-in and third-party integrated analysis capabilities, predictive analytics, and related data visualization tools for continuous performance management. The full Core Finance Suite includes pre-built applications for integrated financial planning: Balance Sheet, CF, P&L, Sales, HR, Cost Center, and Profit Center. The platform is expandable with best practice models downloaded from the Jedox Marketplace. Jedox can be deployed via a subscription model on-premise, in the cloud, or private cloud, now leveraging Kubernetes for scalability and deployment management. See detailed ratings and compare to Workday Adaptive Planning, Vena or other vendors >>>
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
Banking, Education, Energy, Government, Manufacturing, Services
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BARC The Planning Survey 22 R
BARC Score for Integrated Planning and Analytics 2023 R
BPM Partners 2021 Vendor Snapshot for Jedox R
Dresner Advisory 2022 Wisdom of Crowds EPM Study R
Dresner Advisory 2022 Wisdom of Crowds SPM Study R
Gartner Jedox a Leader in 2023 Financial Planning Solutions Magic Quadrant R
The Next Wave in Budgeting and Planning: Performance Management Plus
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2024
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IBM Planning Analytics is designed for integrated and extensible planning and offers a unified set of capabilities for budgeting, planning, forecasting, analysis and reporting for financial as well as operational data. The solution delivers AI-infused integrated business planning across the organization, putting the power of algorithmic forecasting in the hands of LOB users. In addition to a web UI, Planning Analytics supports a full-featured Excel interface and the ability to publish Excel reports and forms to the web. A catalog of accelerators from IBM and partners extends planning and analysis capabilities. Connectivity to IBM Watson Studio is available for advanced decision optimization. IBM Controller is a standalone consolidation solution that is integrated with IBM Planning Analytics. See detailed ratings and compare to Oracle, SAP or other vendors >>>
Education, Financial Services, Government, Life Sciences
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Aberdeen The ROI of Sales Planning Analytics R
BARC IBM a Market Leader in 2022 Integrated Planning Report R
BPM Partners 2024 Vendor Snapshot for IBM R
BPM Partners IBM a Leader in 2024-2025 Vendor Landscape Matrix $
Forrester The Total Economic Impact of IBM Planning Analytics R
Ventana Research 2022 Business Value Index: Product and Vendor Assessment R
2024 Pulse of Performance Management: IBM Reviewed as Core Vendor R
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2024
deFacto Power Planning is a unified, model-driven Integrated Business Planning platform that leverages the full range of Microsoft tools including Azure, Power BI, Excel, Teams, Power Apps, Power Platform/Fabric, extends full write-back and planning capabilities to Excel, Power BI, or the web, and can connect to almost any ERP system and operational data source. deFacto Power Planning provides enterprise quality financial and operational planning across all functional areas of mid to large size organizations. It supports detailed FP&A, HR Management, S&OP, Demand Planning, Tax Provisioning, CapEx/Project/Services Planning and more utilizing AI/ML. The underlying Microsoft SQL tabular database architecture drives high performance and complex analyses of large data sets. See detailed ratings and compare to JustPerform, Vena or other vendors >>>
Consumer Products, Financial Services, Healthcare, Hospitality, Manufacturing, Telecommunications
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2024 Vendor Snapshot for deFacto R
BPM Partners deFacto a Key Competitor in 2024-2025 Vendor Landscape Matrix $
2024 Pulse of Performance Management: deFacto Reviewed as Core Vendor R
None available.
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2024
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Centage is a unified cloud platform designed for proactive FP&A, to enable future-focused finance teams in small to midsize businesses to collaborate while sharing a unified view across all relevant data. The solution offers integrated budgeting, predictive planning and forecasting, simple consolidation, reporting and analytics, along with robust modeling, what if, and scenario planning tools. It features unlimited dimensions, multi-step allocations, and support for transactional level details. See detailed ratings and compare to Prophix, XLerant or other vendors >>>
Healthcare, Higher Education, Manufacturing, Not for Profit, Professional Services
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2024 Vendor Snapshot for Centage R
BPM Partners Centage a Key Competitor in 2024-2025 Vendor Landscape Matrix $
Capterra Reviews and Ratings
Gartner Peer Insights Reviews and Ratings
G2 Crowd Reviews and Ratings
Automating Budgeting and Forecasting for Midmarket Companies
2024 Pulse of Performance Management: Centage Reviewed as Core Vendor R
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2024
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The AI-powered CCH® Tagetik Intelligent Platform, available in standard or SAP HANA versions, is a unified platform that offers a broad range of solutions that address extended planning, financial close and consolidation, corporate tax, ESG and regulatory requirements. Extended planning solutions that process high volume granular financial and operational data 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, Intelligent Disclosure for Reporting & Disclosure, CCH Tagetik iXBRL, CCH Tagetik Global Minimum Tax, CCH Tagetik Tax Provision & Reporting. See detailed ratings and compare to OneStream, Oracle or other vendors >>>
Financial Services, Healthcare, Manufacturing, Professional Services
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BARC The Financial Consolidation Survey 24 R
BPM Partners 2024 Vendor Snapshot for Wolters Kluwer CCH Tagetik R
BPM Partners Wolters Kluwer CCH Tagetik a Premier Leader in 2024-2025 Vendor Landscape Matrix $
BPM Partners Wolters Kluwer CCH Tagetik 2024-2025 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2023 Wisdom of Crowds EPM Study R
Gartner CCH Tagetik a Leader in 2024 Financial Planning Solutions Magic Quadrant R
Gartner CCH Tagetik a Leader in 2023 Financial Close and Consolidation Solutions Magic Quadrant R
Gartner CCH Tagetik Recognized in 2022 Market Guide for Cloud Extended Planning and Analysis Solutions R
Gartner Peer Insights: 2023 Financial Planning Software R
Nucleus Research CCH Tagetik a Leader in 2024 CPM Value Matrix R
Nucleus Research CCH Tagetik A Hot Company to Watch in 2023
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
Wolters Kluwer Announces AI-powered CCH Tagetik Intelligent Platform
Wolters Kluwer Named ‘Premier Leader’ in BPM Partners’ Vendor Landscape Matrix
Wolters Kluwer 2022 Full-Year Report
Wolters Kluwer Receives Top Recommendation Scores in 2022 BARC The Planning Survey
Wolters Kluwer 2021 Full Year Report
Wolters Kluwer Acquires Vanguard Software to Extend S&OP Capabilities
PERFORMANCEPLACE
BPM Pulse Rating
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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 **
Financial Institutions, Healthcare, Higher Education, Manufacturing, Retail
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2022 Vendor Snapshot for Syntellis R
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
Top 9 Finance and Technology Trends for Financial Institutions in 2021 R
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
PERFORMANCEPLACE
BPM Pulse Rating
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Workday Adaptive Planning is a fully-integrated suite of applications for budgeting, forecasting, planning, pervasive analytics, and reporting that provides a strong alternative to spreadsheet-based and on-premise planning and reporting approaches. It is designed to support active planning that is collaborative, comprehensive, and continuous for Finance and beyond. See more details and compare to Oracle, Planful or other vendors >>>
Life Sciences, Not for Profit, Professional Services, Software
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners Adaptive Insights Acquired by Workday
BPM Partners Vendor Snapshot for Workday Adaptive Planning R
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 2023 Financial Planning Solutions Magic Quadrant R
G2 Crowd Reviews and Ratings
Gartner Peer Insights Reviews and Ratings
TrustRadius Reviews and Ratings
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