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Talentia

January 11, 2022/in Featured Account Reconciliation, Budgeting/Planning/Forecasting, Close Management, Demand Planning, Disclosure Management, ESG Reporting, Financial/Statutory Consolidation, Granular Profitability, Performance Dashboards, Reporting, Revenue Planning, S&OP, Sales Planning, Supply Chain Planning, Transfer Pricing, Workforce Planning Cloud, On Premise Best New Vendor, Comprehensive Consolidation, Top Rated for Consolidation Complexity Handling, Ease of Use, Excel UI, Low Total Cost of Ownership, No Coding, Quick Implementation, Regulatory Compliance Large, Midmarket - Lower, Midmarket - Upper, Small $1000 - $1499 Vendor /by BPM Partners

PERFORMANCEPLACE


Digitalize Finance and HR and make the complexity of mid-size companies easier.

4.33

BPM Pulse Rating


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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. Modeling capabilities include support for complex modeling at the SKU level, operational drivers, and scenario simulation. While addressing the full range of financial and operational planning and reporting requirements, the solution has a particular focus on financial consolidation capabilities. Capabilities include Planning & Analytics: Budgeting, Reporting, multi-dimensional Analysis; Consolidation & Close: Statutory Consolidation, Management Consolidation, Intercompany Reconciliations, Accounting Review. 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 2022 Vendor Snapshot for Talentia  R

BPM Partners Talentia an Established Vendor with Very Good Customer Satisfaction in 2022 Vendor Landscape Matrix  $

IDC The Transformation of Finance Requires EPM  R 


Related Whitepapers & eBooks

!0 Key Reasons for Mid-Sized Companies to Modernize Consolidation R

Controllers: Consolidation and Reporting Survey Results R,S

Talentia CPM Datasheet

Guide to a Fast Close R,S


Related Webcasts & Events

2022 Pulse of Performance Management: Talentia Reviewed as Best New Vendor  R

8 Key Reasons for Mid-Sized Companies to Modernize Consolidation R

Related Articles & Blogs

Financial Consolidation, Close, and Reporting: Challenges and Priorities

Efficient Consolidation as a Lever for Business Growth 

Benefits of a Unified Cloud-based CPM Solution 


Latest News

Talentia CPM Receives ‘Excellent Financial Consolidation’ Award from BPM Partners 

Talentia Delivers a Simple ESEF iXBRL Reporting Solution 

New Version of Talentia CPM Fully Supports Latest Standards 

Talentia Enhances Cash Management Solution 


Jobs at this Vendor

Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2022/01/logo-talentia-1.png 514 1748 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2022-01-11 17:27:572022-10-23 20:13:49Talentia

Acterys

January 23, 2021/in Featured Account Reconciliation, Budgeting/Planning/Forecasting, Close Management, Demand Planning, ESG Reporting, Financial/Statutory Consolidation, Granular Profitability, Intelligent Insights, Natural Language Generation, Natural Language Query, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Reporting, Revenue Planning, S&OP, Sales Planning, Solution Library, Supply Chain Planning, Transfer Pricing, Workforce Planning Cloud, On Premise, On Premise Same as Cloud Core Vendor, Exclusive BPM Pricing, Top Rated for Reporting, Top Rated Overall Advanced Technologies, Ease of Use, Excel UI, Low Total Cost of Ownership, Product Flexibility, Quick Implementation Enterprise, Large, Midmarket - Lower, Midmarket - Upper, Small $1000 - $1499, Under $1000 Vendor /by BPM Partners

PERFORMANCEPLACE


Next Level Analytics & Planning

4.61

BPM Pulse Rating


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BPM Pulse 2022


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OVERVIEW


Acterys fully leverages Microsoft technologies to deliver dynamic financial and operational planning capabilities along with consolidation and advanced analytics on a single platform. The solution is designed to be quick, easy, and, smart. Solutions are quickly generated from a range of source systems, leveraging automated integration which creates the appropriate data warehouse structure. Ease of use comes from utilizing and extending familiar Excel and Power BI interfaces and capabilities, which enables business users to maintain the system. 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 >>>

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 2022 Vendor Snapshot for Acterys  R

BPM Partners Acterys an Established Vendor with Excellent Customer Satisfaction in 2022 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 


Customer View

G2 Crowd Reviews and Ratings 

Xero App Marketplace Reviews and Ratings 


Related Whitepapers & eBooks

Accelerating Finance Transformation R


Related Webcasts & Events

2022 Pulse of Performance Management: Acterys Reviewed as Core Vendor  R

Acterys Core Vendor Review 2022 BPM Partners on YouTube

Why Your Organization Should Unify Planning and Analytics

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 

Acterys March ’22 Release 

The Latest Trends in Performance Management 

Microsoft Customer Story: Acterys + Azure + Power BI 

What’s New in Acterys 20.1 Release 

5 Tips for Better Financial Reporting in Excel 


Latest News

Acterys Recognized as Best New Vendor in 2021 Pulse of Performance Management 

Acterys Grows Customer Numbers 400% 

Orbis and Acterys Form Strategic Partnership 


Jobs at this Vendor

Jobs/Careers Information 

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Fluence Technologies

June 7, 2020/in Featured Account Reconciliation, Anomaly Detection, Benchmarking, Budgeting/Planning/Forecasting, Close Management, Disclosure Management, ESG Reporting, Financial/Statutory Consolidation, Granular Profitability, Intelligent Insights, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Reporting, Robotic Process Automation, Sales Planning, Tax Planning/Provisioning Cloud, Mobile Comprehensive Consolidation, Core Vendor, Exclusive BPM Pricing, Top Rated for Consolidation, Top Rated for Ease of Use, Top Rated for Implementation Consulting, Top Rated for Reporting, Top Rated Overall Complexity Handling, Depth/Breadth of Functionality, Ease of Use, Excel UI, Future Ready, Low Total Cost of Ownership, No Coding, Out of the Box Functionality, Quick Implementation Large, Midmarket - Lower, Midmarket - Upper $2000 - $2499 Vendor /by BPM Partners

PERFORMANCEPLACE


We close early.

4.82

BPM Pulse Rating


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BPM Pulse 2022


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OVERVIEW


Fluence delivers a cloud-based consolidation-first platform with out-of-the-box consolidation models and calculations, account reconciliation, financial close management, no-coding administration, drag-and-drop workflow, drop-down rules, time-based calculations and support for audit and movement visibility. Based on a web-based portal for workflow management, task tracking, and administration, an Excel-based reporting and input interface, and an integrated Power BI platform, the system is designed to be owned by finance, easy to use, and implemented quickly. The platform addresses the requirements of high growth to large organizations for consolidations, cash flow management, and full-featured Excel-based financial, management, and statutory reporting. 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 2022 Vendor Snapshot for Fluence  R

BPM Partners Fluence a Proven Vendor With Outstanding Customer Satisfaction in 2022 Vendor Landscape Matrix  $

BPM Partners Fluence 2022 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

Financial Consolidation to Manage Through Uncertainty R

Finance’s New Strategic Mindset  R,S  


Related Webcasts & Events

2022 Pulse of Performance Management: Fluence Reviewed as Core Vendor  R

The Pulse of Financial Close and Consolidation  R

Why Not Me? Improving Management Reporting for the Mid-Market  R

Related Articles & Blogs

Financial Consolidation, Close, and Reporting: Challenges and Priorities

Focused Acquisition: Sturnis365

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

6 Must-Haves for a Modern Financial Close Solution 

The Performance Management Gold Rush

5 Paths to Agility with Financial Reporting Software 

Two New and Noteworthy Performance Management Vendors

Challenges and Best Practices in Financial Consolidation 


Latest News

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 

Fluence Recognized as “Best New Vendor” by BPM Partners 


Jobs at this Vendor

Business Development Representative 

Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2020/06/Fluence-Logo-2.png 100 306 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2020-06-07 02:05:242023-03-14 14:57:42Fluence Technologies

Planful

January 15, 2020/in Featured Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Close Management, Demand Planning, Disclosure Management, Financial/Statutory Consolidation, Granular Profitability, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Revenue Planning, S&OP, Sales Planning, Solution Library, Workforce Planning Cloud, Mobile Comprehensive Consolidation, Core Vendor, Exclusive BPM Pricing, Next Generation Ready, Top Rated for Budgeting, Top Rated for Consolidation, Top Rated for Reporting Ease of Use, Out of the Box Functionality, Performance/Scalability, Product Flexibility, Quick Implementation Large, Midmarket - Lower, Midmarket - Upper $1000 - $1499, $1500 - $1999 Vendor /by BPM Partners

PERFORMANCEPLACE


Plan Confidently, Close Faster, Report Accurately

4.42

BPM Pulse Rating


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BPM Pulse 2022


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OVERVIEW


Planful provides the Office of the CFO with end-to-end financial close, consolidation, and financial planning & analysis (FP&A) cloud software. The Planful Platform includes functionality to support financial consolidation, financial and management reporting, structured financial planning, dynamic operational planning, workforce planning, sales performance management, demand planning, dashboards, and integration with Microsoft 365. The platform is designed to increase speed, accuracy, and productivity, throughout the entire process. 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 2022 Vendor Snapshot for Planful  R

BPM Partners Planful an Established Vendor with Very Good Customer Satisfaction in 2022 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 Whitepapers & eBooks

How Consolidation Functionality Benefits Budgeting and Planning

Cloud-based Financial Consolidation and Reporting Addresses Challenges

Cloud-based Modeling Helps Operations to Manage Performance and Plan the Future

True Cloud vs. Hosted Applications

Performance Management: The Next Generation


Related Webcasts & Events

2022 Pulse of Performance Management: 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 


Latest News

Planful Reports Record Profitable Growth in 2022 

Planful Acquires Plannuh for Marketing Performance Management 

Planful Continues Momentum with Strong Q1 2022 

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 

Host Analytics Rebrands as Planful 

Vector Capital Completes Acquisition of Host Analytics 


Jobs at this Vendor

Open Jobs/Careers Information 

Planful Earns Great Place to Work Certification 

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Board International

June 23, 2018/in Featured Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Close Management, Demand Planning, Disclosure Management, Financial/Statutory Consolidation, Granular Profitability, Intelligent Insights, Natural Language Generation, Natural Language Query, 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, Top Rated for Budgeting, Top Rated for Implementation Consulting, Top Rated for Reporting, Top Rated Overall Advanced Technologies, Complexity Handling, Depth/Breadth of Functionality, Excel UI, Integrated Business Planning, No Coding, Performance/Scalability, Product Flexibility, Regulatory Compliance Enterprise, Large, Midmarket - Upper $1000 - $1499 Vendor /by BPM Partners

PERFORMANCEPLACE


Intelligent Planning. Plan Smarter, Drive Outcomes, Lead Transformation.

4.82

BPM Pulse Rating


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BPM Pulse 2022


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OVERVIEW


Board is an Intelligent Planning platform designed to simplify complex, enterprise-class business challenges through a unique combination of budgeting, planning, predictive forecasting, simulation, reporting, analysis, and consolidation and close capabilities. Board’s FP&A, Financial Consolidation and Lease Accounting solutions integrate with Workforce Planning, Sales Performance Management, and Supply Chain in a seamless integrated business planning process. Board’s unified platform approach leads to faster implementations and a solution that is highly flexible. The goal is to enable organizations to analyze, simulate, and plan so that they can make better 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 22  R  

BPM Partners 2022 Vendor Snapshot for Board  R

BPM Partners Board a Dominant Vendor with Outstanding Customer Satisfaction in 2022 Vendor Landscape Matrix  $

BPM Partners Board 2022 Vendor Landscape Matrix: Special Edition  R  

Dresner Advisory 2022 Wisdom of Crowds BI Study  R  

Dresner Advisory 2021 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

10 Key Requirements for Next Level Financial Consolidation  R


Related Webcasts & Events

2022 Pulse of Performance Management: Board Reviewed as Core Vendor  R

Bring Financial Consolidation to the Next Level  R

Related Articles & Blogs

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

The Performance Management Gold Rush

FP&A Best Practice Principle: Translate Strategy Into Actionable Plans 


Latest News

Board International Recognized as a ‘Dominant’ Vendor with an ‘Outstanding’ Rating in BPM Partners 2022 Vendor Landscape Matrix 

Board Wins Dresner Advisory Awards for SPM and Financial Consolidation 

Board Grows ARR by 47% in FY 2021 

Board Recognized by Gartner in 2021 Market Guide for Cloud Extended Planning and Analysis Solutions 

Nordic Capital Acquires Board International 


Jobs at this Vendor

Current Openings 

Additional Jobs/Careers Information 

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Vena

May 24, 2018/in Featured Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Close Management, Demand Planning, Financial/Statutory Consolidation, Granular Profitability, Intelligent Insights, Natural Language Generation, 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, Workforce Planning Cloud, Mobile Core Vendor, Exclusive BPM Pricing, Next Generation Ready, Top Rated for Reporting, Top Rated Overall Complexity Handling, Ease of Use, Excel UI, Performance/Scalability, Pre-configured Solutions, Product Flexibility, Quick Implementation Large, Midmarket - Lower, Midmarket - Upper $1000 - $1499 Vendor /by BPM Partners

PERFORMANCEPLACE


Helping businesses power their plan to grow with enterprise-level capabilities.

4.57

BPM Pulse Rating


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BPM Pulse 2022


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OVERVIEW


The Vena Complete Planning Platform provides budgeting, forecasting, planning, consolidation, reporting and analytics solutions designed for medium and large-sized organizations who plan to grow. 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. Pre-configured solutions are available for several industries: Vena for Banking and Credit Unions, Vena for Professional Sports Teams, Vena for SaaS, Vena for Insurance, Vena for Higher Education, Vena for Professional Services, Vena for Hotels and Lodging, Vena for Not for Profit, and Vena for Demand Planning (Manufacturing). 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 2022 Vendor Snapshot for Vena  R

BPM Partners Vena is an Established Vendor with Excellent Customer Satisfaction in 2022 Vendor Landscape Matrix  $

BPM Partners Vena 2022 Vendor Landscape Matrix: Special Edition R 

Nucleus Research Vena a Leader in 2023 CPM Value Matrix 


Related Whitepapers & eBooks

Performance Management with Excel Delivers Enterprise-wide Benefits  R

Automating Financial Consolidations While Maintaining Excel Investments

Extend BPM and Reduce Risk

Alternatives to Spreadsheet-Based Budgeting

Performance Management: The Next Generation


Related Webcasts & Events

Lessons from SaaS Leaders: Aligning Your Budget to Changing Business Goals R 

2022 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

Related Articles & Blogs

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

3 Most Common Budgeting Mistakes Made by SMEs 

The Performance Management Gold Rush

Best Budgeting and Planning Solutions 2020

Ease of Use the #1 Driver of BPM Success 

FP&A is Hot – Now it’s Vena Solutions 


Latest News

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 

Vena Welcomes 1000th Customer 

Vena Raises $300 Million in Series C Funding 

Vena for Banks and Credit Unions Released 

Vena Receives $25 Million Investment to Accelerate Growth 

Vena Solutions Recognized as a Leader In Nucleus CPM Value Matrix 


Jobs at this Vendor

Job Openings 

Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2020/08/VenaNewLogoedit2.png 189 500 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-24 15:40:342023-03-02 16:59:09Vena

Prophix

May 24, 2018/in Featured Account Reconciliation, Anomaly Detection, Benchmarking, Budgeting/Planning/Forecasting, Close Management, Demand Planning, Disclosure Management, Financial/Statutory Consolidation, Granular Profitability, Intelligent Insights, Natural Language Generation, Natural Language Query, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Reporting, Revenue Planning, Robotic Process Automation, S&OP, Sales Planning, Solution Library, Supply Chain Planning, Workforce Planning Cloud, Mobile Comprehensive Consolidation, Core Vendor, Exclusive BPM Pricing, Next Generation Ready, Top Rated for Budgeting, Top Rated for Ease of Use, Top Rated for Reporting, Top Rated Overall Advanced Technologies, Depth/Breadth of Functionality, Ease of Use, Excel UI, Integrated Business Planning, Low Total Cost of Ownership, Performance/Scalability, Product Flexibility Large, Midmarket - Lower, Midmarket - Upper $1000 - $1499 Vendor /by BPM Partners

PERFORMANCEPLACE


Move Beyond Excel and Drive Performance.

4.55

BPM Pulse Rating


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BPM Pulse 2022


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OVERVIEW


Focused on the Office of Finance in midmarket organizations, Prophix automates the management cycle of consolidation and reporting, analysis, modeling and planning with an integrated suite of solutions for Budgeting & Planning, Reporting & Analytics, Workflow & Automation, and Financial Consolidation & Close. All supported by AI that provides insights, task management, anomaly detection, and augmented forecasting and analytics. The solution is designed to help midmarket organizations improve profitability and minimize risk. Extended planning capabilities include operational planning, personnel planning, revenue planning, and project planning with complex calculation support and additional granularity down to the sub-ledger level for enhanced operational execution in areas such as capital expenditure, fixed assets, and profitability analysis. 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 2022 Vendor Snapshot for Prophix  R

BPM Partners Prophix a Dominant Vendor with Excellent Customer Satisfaction in 2022 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 Whitepapers & eBooks

Managing Performance in a Tough Economy

Choosing Between Cloud and On-Premise for Performance Management

The Evolution of Budgeting and Planning at Midsize Companies

Data Strategies for SMBs

Performance Management: The Next Generation


Related Webcasts & Events

2022 Pulse of Performance Management: Prophix Reviewed as Core Vendor  R

Corporate Financial Planning in Uncertain Times  R 

Budgeting in the Cloud for Mid-size Companies

A Modern Finance Case Study: Cloud or On-Premise?  R 

Related Articles & Blogs

Introducing Prophix’s Financial Performance Platform 

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

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 

Best Budgeting and Planning Solutions 2020

Construction Cash Management in a Tough Economy 


Latest News

Prophix Achieves $100M in ARR 

Prophix a 2022 Nucleus Research ROI Award Winner 

Prophix Featured in 2022 Vendor Landscape Matrix 

Prophix Reports Record Year of Growth in 2021 

Prophix Acquires Sigma Conso 

Prophix Software Certified by Acumatica 

Prophix Receives Investment from Hg to Fund Growth 

Prophix Named an Overall Experience & Credibility Leader for 2020 


Jobs at this Vendor

Customer Success Manager 

Additional Jobs/Careers Information 

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OneStream Software

May 23, 2018/in Featured Account Reconciliation, 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, 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 Consolidation, 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 $3000 and over Vendor /by BPM Partners

PERFORMANCEPLACE


The Intelligent Finance Platform.

4.70

BPM Pulse Rating


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BPM Pulse 2022


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OVERVIEW


The unified OneStream Intelligent 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 accessed through reports, Excel, and built-in dashboards. 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 to proactively drive performance. A transaction matching solution automates the loading, matching, and reporting of data related to bank clearing, AR, AP, T&E, and more.  See detailed ratings and compare to Wolters Kluwer (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 22  R

BARC 2022 Score for FPM  R

BPM Partners 2022 Vendor Snapshot for OneStream  R

BPM Partners OneStream is a Dominant Vendor with Excellent Customer Satisfaction in 2022 Vendor Landscape Matrix  $

BPM Partners OneStream 2022 Vendor Landscape Matrix: Special Edition R  

Dresner Advisory 2021 Wisdom of Crowds Consolidation Study R 

Dresner Advisory 2022 Wisdom of Crowds EPM Study  R 

Gartner 2021 Market Guide for Extended Planning and Analysis Solutions  R

Gartner 2021 Market Guide For Cloud Financial Close  R

Gartner OneStream a Leader in 2022 Financial Planning Solutions Magic Quadrant  R

IDC  2020 MarketScape: Cloud EPM  R

Nucleus Research  2022 CPM Value Matrix  R

Ventana Research  2022 Business Planning Value Index  R


Related Whitepapers & eBooks

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

2022 Pulse of Performance Management: OneStream Reviewed as ‘Core Vendor’  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

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The Pulse of CPM in 2021

The Performance Management Gold Rush

How the Events of 2020 are Impacting Performance Management in 2021 

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 Reports Over $300 Million in Annual Recurring Revenue in 2022, Up 50% 

OneStream Achieves Over $250 Million in ARR and Hits 1,000 Customers in First Half 2022 

OneStream Software Hires Morgan Stanley to Lead IPO 

OneStream Previews New Machine Learning Capabilities 

OneStream Receives Top Marks and 100% Recommendation Score in BARC Survey 

OneStream Receives $200 Million Investment at $6 Billion Valuation 

OneStream Launches Predictive Analytics for Financial and Operational Planning 

OneStream Adds Governed Analytics in Latest Release 

OneStream Software to Receive Significant Investment from KKR 


Jobs at this Vendor

Current Openings 

Jobs/Careers Information 

OneStream Named to Inc. Magazine’s Best Workplaces 

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Wolters Kluwer CCH Tagetik

May 22, 2018/in Featured Account Reconciliation, 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 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


Performance Management Software – Strategic & intelligent platform to propel strategy with faster and better-informed decisions.

4.77

BPM Pulse Rating


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BPM Pulse 2022


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OVERVIEW


CCH® Tagetik, a Wolters Kluwer expert solution, delivers the finance-owned open and extensible unified CCH Tagetik Platform, powered by the Analytic Information Hub, for processing high volume granular financial and operational data. It is available on the CCH Tagetik Standard Platform or the CCH Tagetik Platform with SAP HANA which provides enhanced performance and scalability for large use cases, as well as streamlined connections to SAP source data. Integrated business planning connects financial and operational together across Budgeting, Planning, & Forecasting, Cash Flow Planning, Profitability Analysis and Cost Allocation, Production Cost Planning and Control, and Supply Chain Planning. Financial Close includes Consolidation, Account Reconciliation & Transaction Matching, and Collaborative Office for Reporting & Disclosure. CCH Tagetik Predictive Intelligence is an out-of-the-box predictive planning solution, that delivers explainable predictions and actionable insights with embedded machine learning. See detailed ratings and compare to 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

BPM Partners 2022 Vendor Snapshot for Wolters Kluwer CCH Tagetik  R

BPM Partners Wolters Kluwer CCH Tagetik a Dominant Vendor with Outstanding Customer Satisfaction in 2022 Vendor Landscape Matrix  $

BPM Partners Wolters Kluwer CCH Tagetik 2022 Vendor Landscape Matrix: Special Edition  R  

Dresner Advisory 2021 Wisdom of Crowds Consolidation Study  R  

Dresner Advisory 2022 Wisdom of Crowds EPM Study  R  

Gartner CCH Tagetik a Leader in 2022 Financial Planning Solutions Magic Quadrant  R

Gartner CCH Tagetik Recognized in 2021 Market Guide for Cloud Financial Close Solutions  R

Gartner CCH Tagetik Recognized in 2022 Market Guide for Cloud Extended Planning and Analysis Solutions  R

Nucleus Research CCH Tagetik a Leader in 2023 CPM Value Matrix  R 

Nucleus Research CCH Tagetik A Hot Company to Watch in 2023  R


Related Whitepapers & eBooks

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

5 Trends in Enterprise Planning: Driving Profitable Growth in 2023  R

2022 Pulse of Performance Management: Wolters Kluwer (CCH Tagetik) Reviewed as Core Vendor  R

How the Pandemic Presents an Opportunity for Finance Transformation

Related Articles & Blogs

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

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 2022 Full-Year Report 

Wolters Kluwer CCH Tagetik Rated ‘Outstanding’ and ‘Dominant’ in 2022 BPM Partners Vendor Landscape Matrix 

Wolters Kluwer Receives Top Recommendation Scores in 2022 BARC The Planning Survey 

Wolters Kluwer 2021 Full Year Report 

Wolters Kluwer CCH Tagetik Recognized in 2021 Gartner Market Guide for Cloud, Extended Planning and Analysis Solutions 

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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