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Oracle

May 23, 2018/in Featured Account Reconciliation, Agentic AI, Anomaly Detection, Budgeting/Planning/Forecasting, Close Management, Disclosure Management, ESG Reporting, 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, Transfer Pricing, Workforce Planning Cloud, Mobile Comprehensive Consolidation, Core Vendor, Next Generation Ready, Top Rated for Consolidation Advanced Technologies, AI Powered, Complexity Handling, Depth/Breadth of Functionality, Integrated Business Planning, Performance/Scalability, Regulatory Compliance Enterprise, Large, Midmarket - Upper $4000 and over Vendor /by BPM Partners

PERFORMANCEPLACE


Outperform with agility.

4.17

BPM Pulse Rating


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BPM Pulse 2025


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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 2025 Vendor Snapshot for Oracle  R

BPM Partners Oracle a Key Competitor in 2025-2026 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 


Related Whitepapers, eBooks, Webcasts

2026 Pulse of Performance Management: AI-Powered FP&A and Consolidation R

2025 Pulse of Performance Management: Oracle Reviewed as Core Vendor  R

BPM Standards Group Industry Framework

Performance Management: The Next Generation

Related Articles & Blogs

AI-Driven FP&A: Shift from Hindsight to Foresight 

Innovative Approaches to Connected Planning 

Automation of Analysis is Key for Finance 


Latest News

Oracle Announces New AI Agents for Finance 

Oracle NetSuite Announces NetSuite EPM 

Oracle Adds New AI Capabilities to Analytics Cloud 


Jobs at this Vendor

U.S. EPM Jobs 

Open Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2018/05/oracle-logo.png 320 800 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-23 20:06:222026-05-18 18:10:12Oracle

OneStream Software

May 23, 2018/in Featured Account Reconciliation, Agentic AI, 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, Prescriptive Capabilities, 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 Budgeting, Top Rated for Consolidation, Top Rated for Ease of Use, Top Rated for Operational Planning, Top Rated for Reporting, 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 $4000 and over Vendor /by BPM Partners

PERFORMANCEPLACE


The AI Operating System for Modern Finance

4.40

BPM Pulse Rating


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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 2025 Vendor Snapshot for OneStream  R

BPM Partners OneStream a Leader in 2025-2026 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

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

2026 Pulse of Performance Management: AI-Powered FP&A and Consolidation R

2025 Pulse of Performance Management: OneStream Reviewed as Core Vendor  R

How CPM Modernizes Finance for Banking and Financial Services  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

Related Articles & Blogs

LinkedIn: The Best Embedded AI Agents for Finance 

OneStream Named Microsoft’s Americas SDC Partner of the Year 

The ROI of OneStream 

KKR-backed OneStream Surges in Market Debut 

Advancing the CPM+ Journey 

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 

WSJ: KKR Agrees to Take Majority Stake in OneStream

What’s the Value of a Performance Management ‘App Store’ 


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 

OneStream Launches Solution Exchange


Jobs at this Vendor

Current Openings 

Jobs/Careers Information 

OneStream Named to Inc. Magazine’s Best Workplaces 

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https://www.bpmpartners.com/wp-content/uploads/2024/04/OneStream_Brandmark_RGB_Black_350.png 51 350 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-23 19:18:222026-06-13 01:15:42OneStream Software

IBM

May 23, 2018/in Other Anomaly Detection, Budgeting/Planning/Forecasting, Demand Planning, ESG Reporting, Financial/Statutory Consolidation, Granular Profitability, Intelligent Insights, Natural Language Generation, Natural Language Query, Performance Dashboards, Predictive Analytics ML, Prescriptive Capabilities, 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, Next Generation Ready, Top Rated for Budgeting, Top Rated for Consolidation, Top Rated for Implementation Consulting, Top Rated for Reporting, Top Rated Overall Advanced Technologies, AI Powered, Complexity Handling, Depth/Breadth of Functionality, Easy Expandability, Excel UI, Integrated Business Planning, Performance/Scalability, Product Flexibility Enterprise, Large, Midmarket - Lower, Midmarket - Upper $1500 - $1999 Vendor /by BPM Partners

PERFORMANCEPLACE


Drive future-ready business performance.

0.0

BPM Pulse Rating


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OVERVIEW


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.

Recommended Alternatives: Anaplan, JustPerform from insightsoftware, Lumel, OneStream, Oracle, SAP, Wolters Kluwer (CCH Tagetik) 

** BPM Partners has dropped coverage of this vendor and will only update this page with significant news **

Featured Vendor: EPM Summit 2026

INDUSTRY SUCCESS


Education, Financial Services, Government, Life Sciences

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BARC IBM a Market Leader in 2026 Integrated Planning Report  R 

Forrester The Total Economic Impact of IBM Planning Analytics R 


Related Whitepapers & eBooks

CFO Study: Strategic Intelligence

IBM Planning Analytics Data Sheet

The Strategic Need to Automate the Last Mile of Finance

Profitability Analysis and Optimization

Case Study: Pervasive Performance Management Transforms a Manufacturing Environment

Performance Management: The Next Generation


Related Webcasts & Events

Related Articles & Blogs

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

IBM Planning Analytics Delivers Continuous Integration with Watson

IBM Melds Data Science, BI on the Cloud 

IBM Cognos CPM Overview


Latest News

IBM Acquires Manta Software for Data Lineage Capabilities 

SAP to Embed IBM Watson AI into SAP Solutions 

IBM Sells Disclosure Management, FSR, and Clarity 7 to Certent 


Jobs at this Vendor

Open Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2018/05/ibm-logo.png 220 530 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-23 16:02:312026-04-29 02:01:09IBM

Wolters Kluwer CCH Tagetik

May 22, 2018/in Featured Account Reconciliation, Agentic AI, 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 Ease of Use, 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


Agentic AI with a Finance Brain

4.71

BPM Pulse Rating


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BPM Pulse 2025


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OVERVIEW


The AI-powered CCH® Tagetik Intelligent Platform, available in standard or SAP HANA versions, is a unified platform that  consists of intelligent solutions for Financial Close and Consolidation, Extended Planning, ESG and Regulatory, and Corporate Tax. Specific solutions include CCH Tagetik Budgeting, Planning, and Forecasting, Cash Flow Planning, Capital Expenses Planning, Workforce Planning, Integrated Business Planning, Integrated Business Planning for CPG, Production Cost Planning and Control, and Supply Chain Planning (with solutions for demand, trade promotions, supply, and production planning). CCH Tagetik Financial Close and Consolidation includes Account Reconciliation, Transaction Matching, and Intelligent Disclosure for Reporting & Disclosure. Intelligent capabilities include AI Automapping, AI Anomaly Detection, AI Transaction Matching, AI Driver-based Analysis, and Predictive Intelligence. At the heart of the Intelligent Platform is Ask AI, a super agent designed to address finance-specific needs.  See detailed ratings and compare to OneStream, Oracle or other vendors >>>

Featured Vendor: EPM Summit 2026

INDUSTRY SUCCESS


Financial Services, Healthcare, Manufacturing, Professional Services

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BARC The Financial Consolidation Survey 25  R

BPM Partners 2025 Vendor Snapshot for Wolters Kluwer CCH Tagetik  R

BPM Partners Wolters Kluwer CCH Tagetik a Premier Leader in 2025-2026 Vendor Landscape Matrix  $

BPM Partners Wolters Kluwer CCH Tagetik 2025-2026 Vendor Landscape Matrix: Special Edition  R  

Dresner Advisory 2025 Wisdom of Crowds EPM Study  R  

Gartner CCH Tagetik a Leader in 2025 Financial Planning Solutions Magic Quadrant  R

Gartner CCH Tagetik a Leader in 2026 Financial Close and Consolidation Solutions Magic Quadrant  R

IDC CCH Tagetik a Leader in 2025 MarketScape: Worldwide ESG Reporting and Compliance  

Nucleus Research CCH Tagetik a Leader in 2025 CPM Value Matrix  R 


Related Whitepapers & eBooks

State of the Union on Extended Planning

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

The EPM Replacement Imperative: Why Now is the Time to Move Beyond Legacy EPM  R

2025 Pulse of Performance Management: Wolters Kluwer (CCH Tagetik) Reviewed as Core Vendor  R

Related Articles & Blogs

IFRS 18: What the New Standard Means for Your Financial Reporting  

How CFOs are Weighing AI Adoption  

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  

CCH Tagetik Launches IFRS Solution Portfolio  

CFOs: Stay in Control of Your Reporting Process  


Latest News

Wolters Kluwer Appoints New CEO for CPM and ESG Division 

Wolters Kluwer Named ‘Premier Leader’ in BPM Partners’ Vendor Landscape Matrix for Third Consecutive Year 

Wolters Kluwer Recognized by Gartner in 2025 ESG Management and Reporting Market Guide 

Wolters Kluwer Ranked in the Top 5 Globally for Excellence in AI 

Wolters Kluwer Announces AI-powered CCH Tagetik Intelligent Platform 

Wolters Kluwer Acquires Vanguard Software to Extend S&OP Capabilities 

CCH Tagetik on SAP HANA for Powerful Analytics 


Jobs at this Vendor

Open Jobs: CCH Tagetik 

Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2024/06/CCH-Tagetik-Logo-2024webhorizontal2.png 113 400 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-22 19:34:232026-04-08 23:12:22Wolters Kluwer CCH Tagetik
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