Transforming the office of the CFO by accelerating planning, consolidation, tax and analytics.
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OVERVIEW
insightsoftware delivers performance management solutions in three key areas: (1) Capital Management: Equity Management, (2) Controllership: Close/Consolidation, Tax Provisioning, Transfer Pricing, Disclosure Management, and (3) FP&A: Budgeting & Planning, Financial Reporting, Operational Reporting, Data Visualization. The insightsoftware product suite enables the Office of the CFO to be connected, proactive, and empowered. Current products include Tidemark, Longview Close, Longview Tax, Longview Transfer Pricing, Longview Analytics, and Bizview. See detailed ratings and compare to Wolters Kluwer (CCH Tagetik), Planful or other vendors >>>
INDUSTRY SUCCESS
Banking/Financial Services/Insurance, Energy/Utilities, Healthcare, Higher Education, Logistics, Manufacturing, Retail
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 2021 R
BPM Partners Longview Acquired by insightsoftware
BPM Partners Vendor Snapshot for insightsoftware R
Related Whitepapers & eBooks
Related Articles & Blogs
The Performance Management Gold Rush
Avoid Common Financial Planning Mistakes for Manufacturers
Creating Your Month-End Close Process Flow Chart
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Longview Transforms the Office of the CFO Through Connected Finance
Latest News
Logi Analytics Wins Dresner Advisory Award for Embedded BI
insightsoftware to Acquire Magnitude
insightsoftware Acquires CALUMO
insightsoftware Receives $1 Billion Investment from Hg
insightsoftware Acquires Certent – Adds Equity and Disclosure Management Capabilities
insightsoftware Acquires French Financial Software Provider Viareport
Jobs at this Vendor
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!
Drive future-ready business performance.
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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: Lineos from insightsoftware, Jedox, OneStream, Oracle, Pigment, Wolters Kluwer (CCH Tagetik)
** BPM Partners has dropped coverage of this vendor and will only update this page with significant news **
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 Webcasts & Events
Jobs at this Vendor
Agentic AI with a Finance Brain
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BPM Pulse 2026
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OVERVIEW
The CCH® Tagetik unified finance platform powered by Expert AI, available in standard or SAP HANA versions, 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 ESG & Sustainability for Planning & Analytics. See detailed ratings and compare to Anaplan, 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
BARC The Financial Consolidation Survey 25 R
BPM Partners 2026 Vendor Snapshot for Wolters Kluwer CCH Tagetik R
BPM Partners Wolters Kluwer CCH Tagetik a Premier Leader in 2026-2027 Vendor Landscape Matrix $
BPM Partners Wolters Kluwer CCH Tagetik 2026-2027 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2026 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 Articles & Blogs
Top-Rated EPM Vendors for 2026
LinkedIn: The Best Embedded AI Agents for Finance
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
Latest News
Wolters Kluwer Appoints New CEO for CPM and ESG Division
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
Connected Decision Intelligence
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OVERVIEW
Adaptive, from the Workday Planning Business Unit, connects financial, workforce, and operational plans to deliver a holistic view of the business. Financial Planning includes AI-driven budgeting, scenario planning, and reporting. Workforce Planning aligns finance, HR, sales, marketing, and IT on skills-based hiring plans as they collaborate on organizational design and scenario modeling. Operational Planning supports collaborative company-wide planning with real-time data to inform resource allocation decisions. See additional details and compare to Pigment, Jedox, Prophix or other vendors >>>
INDUSTRY SUCCESS
Life Sciences, Not for Profit, Professional Services, 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 Adaptive Insights Acquired by Workday
BPM Partners 2026 Vendor Snapshot for Workday Adaptive Planning R
BPM Partners 2026-2027 Vendor Landscape Matrix $
Constellation Research 2024 ShortList Cloud-Based Planning Platforms
Forrester Total Economic Impact: Adaptive Planning R
Gartner Innovation Insight for Extended Planning and Analysis R
Gartner Workday Adaptive Planning a Leader in 2025 Financial Planning Solutions Magic Quadrant R
Customer View
G2 Crowd Reviews and Ratings
Gartner Peer Insights Reviews and Ratings
TrustRadius Reviews and Ratings
Related Articles & Blogs
Adaptive from Workday: A New Era of Decision Intelligence
LinkedIn: The Best Embedded AI Agents for Finance
How Organizations Can Deliver Data-Driven ESG Results
How to Improve Profitability Analysis
How CFOs Optimize KPIs with Data and Automation
The Key to a Successful, Agile Organization: Continuous Planning
Latest News
Workday Introduces Adaptive Decision Intelligence
Workday a Leader in Gartner Magic Quadrant for Financial Planning for Fourth Year in a Row
Workday Announces Q4 and FY 2026 Results
Workday Adaptive Planning and Consolidation is Announced
Workday Unveils New AI Capabilities in Adaptive Planning
Workday Announces Entry Into U.S. Federal Market
Microsoft, Workday Announce Strategic Partnership to Accelerate Planning
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