EPM Suite for Power BI and Data Platforms
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BPM Pulse 2025
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OVERVIEW
Lumel brings Enterprise Performance Management to Power BI data models as a native app with Fabric. Lumel offers a full stack EPM suite consisting of Planning, Data apps, Data Management and Modern BI (Reporting, Exploration and Visualization). With pre-built components, Lumel enables rapid deployment of budgeting, forecasting, FP&A modeling, sales and operational planning, scenario management, and driver-based planning with fully integrated reporting, analytics, and data storytelling. By embedding connected planning directly into Power BI, Lumel accelerates planning workflows which shortens time-to-value. Lumel’s native integration with data platforms allows organizations to plan directly on top of their existing data platforms (Snowflake, Databricks, BigQuery, Microsoft Fabric, SAP HANA, and more) which eliminates the need for data duplication or new data marts. See detailed ratings and compare to Pigment, deFacto or other vendors >>>
INDUSTRY SUCCESS
Manufacturing, Pharmaceuticals, CPG, Mining, Services, Logistics
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPM Partners 2024 Vendor Snapshot for Lumel R
BPM Partners Lumel a Challenger in 2024-2025 Vendor Landscape Matrix $
Customer View
AppSource Reviews and Ratings for Lumel Inforiver
AI-Powered Company-Wide Planning
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BPM Pulse 2025
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OVERVIEW
The Pigment integrated business planning platform is modeling-centric and can support most financial and operational planning requirements. It combines the flexibility of a fully customizable platform with use-case specific solutions that are based on best practices and include their own organization charts, templates, and reports. With a focus on Finance, Sales, and HR current solutions include revenue planning, one-click what-if scenario planning, workforce planning with organization chart visualization, sales capacity, territory and quota planning, supply chain planning, and carbon accounting. The guiding vision is to make the planning and reporting process intuitive, integrated, and adaptable. See detailed ratings and compare to Planful, Anaplan or other vendors >>>
INDUSTRY SUCCESS
Financial Services, Manufacturing, Retail, Wholesale
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPM Partners First Look: Pigment
BPM Partners Pigment Expands into Sales Performance Management
BPM Partners 2024 Vendor Snapshot for Pigment R
BPM Partners Pigment a Key Competitor in 2024-2025 Vendor Landscape Matrix $
Forrester Sales Performance Management Landscape R
Forrester Total Economic Impact: Pigment R
Gartner 2024 Market Guide for Extended Planning and Analysis Solutions R
Gartner Pigment a Visionary in 2024 Financial Planning Solutions Magic Quadrant R
Related Whitepapers & eBooks
Coming Soon!
Related Webcasts & Events
2025 Pulse of Performance Management: Pigment Reviewed as Core Vendor R
All-in-One Planning, Forecasting, Reporting and Close Companion
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BPM Pulse 2025
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OVERVIEW
JustPerform from insightsoftware delivers a unified platform with a process-first approach, intuitive user experience, and strong governance capabilities. It is designed to be an all-in-one financial performance companion and supports a range of use cases: Extended Planning and Analysis unites Finance, Sales, Supply Chain, HR and Marketing, Financial Close – streamlines the Close, Management Reporting, and Disclosure Management processes, Profitability Analysis – delivers granular analysis across products, projects, customers, and channels, and ESG Reporting – compliant and self-service reporting with ESG frameworks. See detailed ratings and compare to Anaplan, SAP, or other vendors >>>
INDUSTRY SUCCESS
Healthcare, Hospitality, Manufacturing, Shipping & Logistics, Real Estate, Telco, Transportation, Higher Education
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPM Partners 2024 Vendor Snapshot for JustPerform R
BPM Partners JustPerform a Challenger in 2024-2025 Vendor Landscape Matrix $
Related Whitepapers & eBooks
Equip Your Finance Team to Lead Strategically and Survive the Chaos R
Global CPM Trends and Priorities Report 2025 R
JustPerform – the Unified Planning, Financial Close and Reporting Platform S
How to Bring Speed, Accuracy, and Auditability to Consolidation S
Agile Planning, Budgeting and Forecasting with JustPerform S
9 Reasons to Move Away from Legacy EPM S
Related Articles & Blogs
Understanding insightsoftware’s Acquisition of JustPerform
Key Factors to Consider Before Investing in Finance Technology
Overcoming Excel-based Consolidation Challenges
Tips to Upgrade from Excel to a Cloud Financial Close Solution
Tackling the Pitfalls of ERP-based Consolidation
4 Major Challenges in Financial Planning & Analysis (FP&A)
Bid Goodbye to These Practices for Agile Planning & Budgeting
Jobs at this Vendor
Digitalize Finance and HR and make the complexity of mid-size companies easier.
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BPM Pulse 2023
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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. While addressing the full range of financial and operational planning and reporting requirements, the solution has a particular focus on financial consolidation capabilities. It can also serve as a best-of-breed consolidation solution to work in conjunction with existing FP&A solutions lacking adequate consolidation functionality. The product addresses regulatory requirements, adjustments and journal entries, intercompany reconciliations, and audit reports as well as internal management reporting. See detailed ratings and compare to Fluence, Planful, or other vendors >>>
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
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 2023 Vendor Snapshot for Talentia R
BPM Partners Talentia a Leader in 2023 Vendor Landscape Matrix $
BPM Partners Talentia 2023 Vendor Landscape Matrix: Special Edition R
Jobs at this Vendor
Next Level Analytics & Planning
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BPM Pulse 2023
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OVERVIEW
Acterys turns Power BI into an enterprise planning solution as it fully leverages Microsoft technologies to deliver dynamic financial and operational planning capabilities along with consolidation and advanced analytics on a single platform. The focus is on addressing the full-range of extended planning and analysis requirements. Solutions are quickly generated from a range of source systems, leveraging automated integration which creates the appropriate data warehouse structure. 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 >>>
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
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 2023 Vendor Snapshot for Acterys R
BPM Partners Acterys a Key Competitor in 2023 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
Related Whitepapers & eBooks
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
The Latest Trends in Performance Management
Microsoft Customer Story: Acterys + Azure + Power BI
Jobs at this Vendor
Platform for Financial Performance Management
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BPM Pulse 2025
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OVERVIEW
The Planful Platform is a unified solution for Financial Performance Management, combining purpose-built applications with embedded AI to help finance, accounting, and business teams collaborate, automate, and accelerate planning, budgeting, consolidations, reporting, and analytics. The Budget Manager Experience provides a role-based interface for users outside of Finance to easily access just the information they need. A Power BI connector provides live access to Planful data and a native Snowflake connector syncs Planful data in real-time. A suite of persona-based assistants for Planful AI, including Analyst, Planner, and Controller automate key tasks. See detailed ratings and compare to Prophix, Vena 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 2024 Vendor Snapshot for Planful R
BPM Partners Planful a Key Competitor in 2024-2025 Vendor Landscape Matrix $
Constellation Research 2024 ShortList Cloud-Based Planning Platforms
Dresner Advisory 2023 Wisdom of Crowds EPM Study R
Gartner Planful a Challenger in 2025 Financial Close and Consolidation Solutions Magic Quadrant R
Nucleus Research Planful a Leader in 2022 CPM Value Matrix
Related Whitepapers & eBooks
Global CPM Trends and Priorities Report 2025 R
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
Related Webcasts & Events
2025 Pulse of Performance Management: Planful Reviewed as ‘Core Vendor’ R
Intelligent Planning. Plan Smarter, Drive Outcomes, Lead Transformation.
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OVERVIEW
Board’s Intelligent Planning platform is designed to enable companies to manage and control their entire planning process from goal setting down to operational execution in one intuitive, flexible, and scalable environment. The solution combines budgeting, planning, predictive forecasting, simulation, reporting, analysis, and consolidation and close capabilities. Board has an Office of Finance focus, with added value capabilities in the areas of supply chain and retail. The overall goal is to enable organizations to discover actionable insights that will help drive better business decisions. See detailed ratings and compare to IBM, Oracle or other vendors >>>
** BPM Partners has dropped coverage of this vendor and will only update this page with significant news **
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 24 R
BPM Partners Vendor Snapshot for Board R
Gartner Board a Leader in 2023 Financial Planning Solutions Magic Quadrant R
Nucleus Research 2023 CPM Value Matrix R
Related Whitepapers & eBooks
Related Webcasts & Events
FP&A for Midmarket Service-based Organizations
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BPM Pulse 2025
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OVERVIEW
Unit4 FP&A is a flexible, no code/low code platform for planning and analytics designed to connect operations and strategy. It provides a full range of integrated performance management capabilities powered by AI for budgeting, planning (financial, sales, HR, project, risk), forecasting, profitability analysis, financial statutory consolidation, and reporting. Workforce Planning with analytics complements salary planning with an operational focus. Also included are self-service business intelligence capabilities for data visualization, dashboards, and predictive analytics. Reporting features are available that support storytelling as well as the consistent design approach of International Business Communications Standards. Direct integration is available with Unit4 ERP, ERPx, Unit4 Financials by CODA and Snowflake. Unit4 has a vertical focus on: Public Sector, Professional Services, Not-for-Profit, and Higher Education. See detailed ratings and compare to Prophix, Vena 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 2023 Planning Survey
BPM Partners 2024 Vendor Snapshot for Unit4 R
BPM Partners Unit4 a Key Competitor in 2024-2025 Vendor Landscape Matrix $
Dresner Advisory 2021 Wisdom of Crowds Consolidation Study R
Dresner Advisory 2023 Wisdom of Crowds EPM Study R
IDC Unit4 a Major Player in Marketscape for Cloud EPM 2020
Ventana Research Unit4 Democratizes Agile, Data-Driven, Decision-Making
Related Webcasts & Events
2025 Pulse of Performance Management: Unit4 Reviewed as Core Vendor R
How to Navigate CPM Market Dynamics in 2025 R
How Evolving FP&A Trends Can Help You Navigate Through Uncertainty R
The Journey to FP&A Excellence R
How to Choose the Right FP&A Solution for Your Business
Why Do You Need a Budget Management, Planning and Reporting Solution? R
AI-Infused Scenario Planning, Analysis and Reporting Platform
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BPM Pulse 2025
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OVERVIEW
The Anaplan AI-infused Scenario Planning, Analysis and Reporting Platform delivers a unified and extensible solution for connected planning, uniquely aligning financial plans and targets to operational plans and models of execution for collaboration, consistency, accuracy, and optimized decision-making across the enterprise. Core solution areas include Finance encompassing planning and financial close and consolidation, Sales & Marketing focused on Go-to-Market planning, Supply Chain planning, and HR & Workforce planning. Anaplan Intelligence delivers predictive AI capabilities through ‘Anaplan Optimizer,’ for linear programming and ‘Anaplan PlanIQ,’ its statistical time series forecasting solution. ‘Anaplan CoPlanner,’ is generative AI embedded into applications. See detailed ratings and compare to OneStream, Oracle or other vendors >>>
INDUSTRY SUCCESS
Consumer Packaged Goods, Financial 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 2024 Vendor Snapshot for Anaplan R
BPM Partners Anaplan a Leader in 2024-2025 Vendor Landscape Matrix $
BPM Partners Anaplan 2024-2025 Vendor Landscape Matrix: Special Edition R
Constellation Research 2025 ShortList Cloud-Based Planning Platforms
Forrester Total Economic Impact of Anaplan R
Forrester 2023 Wave for Sales Performance Management R
Gartner 2024 Market Guide for Extended Planning and Analysis Solutions R
Gartner Anaplan a Challenger in 2025 Financial Close and Consolidation Solutions Magic Quadrant R
Gartner Anaplan a Leader in 2024 Financial Planning Solutions Magic Quadrant R
IDC Anaplan a Cloud EPM Leader in 2020 MarketScape R
Nucleus Research 2024 CPM Technology Value Matrix R
Related Whitepapers & eBooks
Related Webcasts & Events
2025 Pulse of Performance Management: Anaplan Reviewed as Core Vendor R
Related Articles & Blogs
Anaplan Leads the Way in 2024 Vendor Landscape Matrix
How the Anaplan Acquisition of Fluence Will Change the CPM Market
Anaplan Introduces New Polaris Calculation Engine
Anaplan Launches PlanIQ with Amazon Forecast
Anaplan to Run on Google Cloud
Latest News
Anaplan Reveals Extended AI Portfolio
Anaplan Achieves Significant Milestones
AI-Enabled Anaplan CoPlanner for Demand Planning Announced
Anaplan Outlines $500 Million Product Roadmap Investment
Anaplan Announces Agreement to Acquire Fluence Technologies
Jobs at this Vendor
AI-Powered Complete FP&A Platform
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BPM Pulse 2025
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OVERVIEW
The Vena AI-Powered Complete FP&A Platform, natively integrated and synchronized with Microsoft 365, is designed to streamline financial and operational planning. Vena’s platform amplifies the value of Microsoft Excel and 365 productivity and analytical tools by combining it with the control and scale of its centralized in-memory Vena CubeFLEX™ database and collaborative workflows. Vena addresses the full spectrum of financial planning and forecasting, extended planning including revenue and sales planning, and goes beyond planning with financial consolidations, account reconciliations, tax provisioning, ESG management, and more. Vena Insights leverages Microsoft Power BI fully embedded and productized in the Vena platform and Vena Copilot is Vena’s Agentic AI technology purpose-built for FP&A use cases. 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
BARC The Planning Survey 24 R
BPM Partners 2024 Vendor Snapshot for Vena R
BPM Partners Vena a Leader in 2024-2025 Vendor Landscape Matrix $
BPM Partners Vena 2023 Vendor Landscape Matrix: Special Edition R
Nucleus Research Vena a Leader in 2023 CPM Value Matrix
Related Webcasts & Events
2025 Pulse of Performance Management: Vena Reviewed as Core Vendor R
CFO Show Podcast: The State of Strategic Finance 2025
Livestream: The Annual Financial Close R
Lessons from SaaS Leaders: Aligning Your Budget to Changing Business Goals 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
Latest News
Vena Announces Vena Copilot for Microsoft Teams
Vena’s 2025 Industry Benchmark Report Reveals What’s Next for FP&A Teams
Vena Kicks Off FY26 with Record Growth
Vena Recognized in the 2025 Gartner® Magic Quadrant™ for Financial Close and Consolidation Solutions
Vena Achieves US$100 Million ARR
Vena Named Top Leader in 2024 BARC Planning Survey
Vena Introduces Vena for Microsoft PowerPoint
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