Simplifying planning, financial close, and reporting.
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OVERVIEW
JustPerform delivers a unified platform with a process-first approach and strong governance capabilities. Financial close is a focus area with a comprehensive solution that supports legal/statutory reporting. Packaged solutions are available for Financial Consolidation, Strategic Workforce Planning, and Advanced Enterprise Planning which includes Revenue Budgeting, Operational Expense planning, Capital Expenditure planning, Expenditure on Manpower, and Integrated Planning models. Intelligent forecasting leveraging AI/ML is designed to improve forecast accuracy and confidence in the results. In-depth profitability analysis supported by advanced multi-dimensional modeling and an allocation engine completes the picture. Excel and web-based interfaces are available. 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 2022 Vendor Snapshot for JustPerform R
BPM Partners JustPerform a Developing Vendor with Outstanding Customer Satisfaction in 2022 Vendor Landscape Matrix $
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How to Bring Speed, Accuracy, and Auditability to Consolidation S
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Jobs at this Vendor
Digitalize Finance and HR and make the complexity of mid-size companies easier.
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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 $
Jobs at this Vendor
Financial Intelligence By Design®
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OVERVIEW
FYIsoft enables finance and accounting teams to speed and simplify the financial close cycle and make better data-driven decisions with its integrated suite of BudgetFYI, ReportFYI, and AnalyticsFYI. FYIsoft’s software is ready to use out-of-the-box, with powerful automation features, support for multi-entity/multi-GL consolidations with currency conversion, industry benchmarking, and true data integration across all products. These features make FYIsoft ideal for multi-entity, high-growth, midmarket organizations with complex accounting environments.
INDUSTRY SUCCESS
Financial Services, Healthcare, Hospitality, Utilities
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
The Insight Partners Financial Reporting Market $
Customer View
Capterra Reviews and Ratings
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Next Level Analytics & Planning
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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
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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
Get the Financial Clarity You Need to Grow.
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BPM Pulse 2022
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OVERVIEW
The Place finance platform supports the entire company and is designed specifically for SaaS businesses. It combines forecasting and planning with SaaS customer subscription management, billing, and revenue recognition capabilities, layered with reporting and analytics for the entire corporate revenue and expense lifecycle. Solutions available on this platform include Forecasting & Planning and Revenue & Billing. Place is built upon the Salesforce Platform to deliver these solutions in a flexible cloud environment that provides a single location for direct access to the latest transactional data in real-time. See detailed ratings and compare to XLerant, Centage, or other vendors >>>
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
INDUSTRY SUCCESS
SaaS Businesses
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 Place R
BPM Partners Place a Developing Vendor with Excellent Customer Satisfaction in 2022 Vendor Landscape Matrix $
Customer View
G2 Crowd Reviews and Ratings
Related Whitepapers & eBooks
Coming Soon!
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We close early.
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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
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Financial Consolidation, Close, and Reporting: Challenges and Priorities
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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
Plan Confidently, Close Faster, Report Accurately
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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 Webcasts & Events
2023 Pulse of Performance Management: Updated Planful Review and Rating R
Related Articles & Blogs
Planful Winter21 Release Adds More Flexibility, Speed, and Ease of Use
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Aligning Financial Consolidation with Budgeting and Planning
Latest News
Planful Announces Product Innovations at Perform 2023
Planful Reports Record Profitable Growth in 2022
Planful Acquires Plannuh for Marketing Performance Management
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
Intelligent Planning. Plan Smarter, Drive Outcomes, Lead Transformation.
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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 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
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2023 Pulse of Performance Management: Board Reviewed as Core Vendor R
Accurate, Integrated Business Reporting software for superior Planning, Budgeting and Forecasting
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BPM Pulse 2021
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OVERVIEW
Unit4 FP&A 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. Reporting features are available that support storytelling as well as the consistent design approach of International Business Communications Standards. Workforce Planning with analytics complements salary planning with an operational focus. Capabilities can be expanded with best practice solutions from a model store. This is coupled with built-in self-service business intelligence capabilities for data visualization, dashboards, and predictive analytics. The vendor focuses on four key verticals: Public Sector, Professional Services, Not-for-Profit, Higher Education. See detailed ratings and compare to Workday Adaptive Planning, Jedox 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 2022 Planning Survey
BPM Partners 2021 Vendor Snapshot for Unit4 R
Dresner Advisory 2021 Wisdom of Crowds Consolidation Study R
Dresner Advisory 2022 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 Whitepapers & eBooks
The Importance of AI in Corporate Budgeting, Planning, and Forecasting
Helping businesses power their plan to grow with enterprise-level capabilities.
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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 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
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 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
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