All-in-One Financial Performance Companion
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BPM Pulse 2026
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OVERVIEW
JustPerform from insightsoftware delivers a unified AI-powered 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 from planning and forecasting through financial close, consolidation, and reporting and supports a range of use cases: Extended Planning and Analysis unites Finance, Sales, Supply Chain, HR and Marketing, The Consolidation Hub – streamlines close and consolidation with pre-built IFRS and Multi-GAAP scenarios, business rules, and audit-ready reports. ESG Reporting delivers compliant and self-service reporting with ESG frameworks. See detailed ratings and compare to Anaplan, OneStream, 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 2026 Vendor Snapshot for JustPerform R
BPM Partners JustPerform a Leader in 2026-2027 Vendor Landscape Matrix $
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2026 Pulse of Performance Management: AI-Powered FP&A and Consolidation R
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Latest News
insightsoftware Introduces JustPerform Account Reconciliation
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Introducing Lineos, AI Powered by insightsoftware
insightsoftware Acquires JustPerform to Deliver Unified, No-Code, Cloud-Native EPM
Jobs at this Vendor
Platform for Financial Performance Management
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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. Recommended Alternatives: Jedox, JustPerform from insightsoftware, OneStream, Pigment, Prophix, Vena, Wolters Kluwer (CCH Tagetik)
** BPM Partners has dropped coverage of this vendor and will only update this page with significant news **
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 2025 Vendor Snapshot for Planful R
BPM Partners Planful a Leader in 2025-2026 Vendor Landscape Matrix $
Constellation Research 2024 ShortList Cloud-Based Planning Platforms
Dresner Advisory 2025 Wisdom of Crowds EPM Study R
Gartner Planful a Challenger in 2026 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
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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. Recommended Alternatives: Anaplan, Jedox, JustPerform from insightsoftware, OneStream, Pigment, Wolters Kluwer (CCH Tagetik)
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
Related Whitepapers & eBooks
Latest News
Board Unveils AI Agents for the Office of Finance
Board Collaborates with Microsoft to Bring Agentic AI to Enterprise Planning
Board and IRIS CARBON Launch Unified Disclosure Management Solution
Board Acquires Prevedere to Incorporate External Indicators into Predictive Planning
Board Partners with Decision Inc. to Launch Mining Industry Solution
Board Launches New Group Consolidation and Reporting Solution
FP&A for Midmarket Service-based Organizations
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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, Jedox, 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 2026 Vendor Snapshot for Unit4 R
BPM Partners 2026-2027 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
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AI-Driven Scenario Planning, Analysis and Reporting Platform
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BPM Pulse 2026
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OVERVIEW
The Anaplan AI-driven scenario planning and analysis platform that serves as the decision infrastructure for the Agentic Enterprise 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. Examples of out-of-the-box applications include Integrated Financial Planning, Operational Workforce Planning, Territory & Quota, Demand Planning, and Merchandise Financial Planning. 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 2026 Vendor Snapshot for Anaplan R
BPM Partners Anaplan a Leader in 2026-2027 Vendor Landscape Matrix $
BPM Partners Anaplan 2025-2026 Vendor Landscape Matrix: Special Edition R
Constellation Research 2025 ShortList Cloud-Based Planning Platforms
Gartner Anaplan a Challenger in 2026 Financial Close and Consolidation Solutions Magic Quadrant R
Gartner Anaplan a Leader in 2025 Financial Planning Solutions Magic Quadrant R
IDC Anaplan a Leader in 2026 Global Enterprise Planning MarketScape R
Nucleus Research 2025 CPM Technology Value Matrix R
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Latest News
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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
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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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Jobs at this Vendor
Outperform with agility.
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BPM Pulse 2026
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OVERVIEW
Oracle Cloud EPM is modular, connected, and comprehensive. Planning & Analysis offerings include Enterprise Planning and Budgeting with integrated strategic modeling, Profitability and Cost Management, and Enterprise Performance Reporting. A specialized solution is 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. Also available are configurable solutions for IT Financial Management and IBP. Financial Close offerings include Financial Consolidation and Close, Account Reconciliation, and Tax Reporting. An EPM AI Agent for Profitability and Cost Management leverages AI to generate rules for allocations. See detailed ratings and compare to Anaplan, SAP or other vendors >>>
INDUSTRY SUCCESS
Financial Services, Manufacturing, Media, Retail, Utilities
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 Oracle R
BPM Partners Oracle a Key Competitor in 2026-2027 Vendor Landscape Matrix $
Constellation Research 2024 ShortList Cloud-Based Planning Platforms
Gartner Oracle a Leader in 2026 Financial Close and Consolidation Solutions Magic Quadrant R
Gartner Oracle a Leader in 2025 Financial Planning Solutions Magic Quadrant R
IDC Oracle a Leader in 2026 MarketScape for Enterprise Planning, Budgeting, and Forecasting R
Nucleus Research Scaling Up with Oracle Cloud EPM
Ventana Research Oracle is an Exemplary Vendor in 2023 RPM Buyers Guide R
Customer View
G2 Crowd Reviews and Ratings
Gartner Peer Insights FP&A Reviews and Ratings
TrustRadius Reviews and Ratings
The AI Operating System for Modern Finance
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BPM Pulse 2026
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OVERVIEW
OneStream’s unified, AI-powered, and extensible finance platform with built-in financial data quality includes solutions for financial close and consolidation with account reconciliation, transaction matching, journal entry management, and tax. Solutions also include financial planning and analysis with strategic planning, rolling forecasts, and scenario modeling, and many operational planning and analysis scenarios including demand forecasting, workforce planning, ESG reporting and planning, Sales Performance Management and others. The OneStream Solution Exchange offers downloadable solutions to expand capabilities in all of these areas. 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 2026 Score for FPM R
BPM Partners 2026 Vendor Snapshot for OneStream R
BPM Partners OneStream a Leader in 2026-2027 Vendor Landscape Matrix $
Gartner OneStream a Leader in 2026 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
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2026 Pulse of Performance Management: AI-Powered FP&A and Consolidation R
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Latest News
OneStream Unlocks Agentic AI for the Office of the CFO
OneStream Expands Microsoft Relationship to Scale AI Adoption in the Office of the CFO
Hg Completes Acquisition of OneStream for $6.4 Billion
OneStream Announces Q4 and FY 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
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!
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