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Fluence Technologies

June 7, 2020/in Featured Account Reconciliation, Anomaly Detection, Benchmarking, Budgeting/Planning/Forecasting, Close Management, Disclosure Management, ESG Reporting, Financial/Statutory Consolidation, Granular Profitability, Intelligent Insights, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Reporting, Revenue Planning, Robotic Process Automation, Sales Planning, Tax Planning/Provisioning, Transfer Pricing Cloud, Mobile Comprehensive Consolidation, Core Vendor, Exclusive BPM Pricing, Top Rated for Consolidation, Top Rated for Ease of Use, Top Rated for Implementation Consulting, Top Rated for Reporting, Top Rated Overall Complexity Handling, Depth/Breadth of Functionality, Ease of Use, Excel UI, Future Ready, Low Total Cost of Ownership, No Coding, Out of the Box Functionality, Performance/Scalability, Quick Implementation Large, Midmarket - Lower, Midmarket - Upper $1500 - $1999 Vendor /by BPM Partners

PERFORMANCEPLACE


We close early.

4.67

BPM Pulse Rating


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BPM Pulse 2023


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OVERVIEW


The Fluence Close-to-Disclose platform is a cloud-based consolidation-first solution that includes Fluence Account Reconciliation, Fluence Consolidation with out-of-the-box consolidation models and calculations, close management, Fluence Disclosure Management, no-coding administration, drag-and-drop workflow, drop-down rules, time-based calculations and support for audit and movement visibility. Advanced capabilities are available for acquisitions/ disposals, discontinued operations, allocations, proportionate consolidation, related party disclosures, simulations and what-if analysis. FluenceXL provides self-service Excel-based reporting and ad hoc analytics that is available as part of the solution or standalone.  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 2023 Vendor Snapshot for Fluence  R

BPM Partners Fluence a Leader in 2023 Vendor Landscape Matrix  $

BPM Partners Fluence 2023 Vendor Landscape Matrix: Special Edition  

BPM Partners Fluence Acquires XLCubed

Dresner Advisory 2022 Wisdom of Crowds BI Study – XLCubed R 

Gartner Fluence a Challenger in 2023 Financial Close and Consolidation Solutions Magic Quadrant  

Nucleus Research The Financial Consolidation & Close Solution ROI Framework R 

Nucleus Research Fluence Customers Slash the Monthly Close by 90% R 

Ventana Research Fluence Offers Streamlined Financial Close


Related Whitepapers & eBooks

Financial Consolidation to Manage Through Uncertainty R

Finance’s New Strategic Mindset  R,S  


Related Webcasts & Events

2023 Pulse of Performance Management: Fluence Reviewed as Core Vendor  R

The Pulse of Financial Close and Consolidation  R

Why Not Me? Improving Management Reporting for the Mid-Market  R

Related Articles & Blogs

New Performance Management Leaders 2023

Financial Consolidation, Close, and Reporting: Challenges and Priorities

Focused Acquisition: Sturnis365

6 Must-Haves for a Modern Financial Close Solution 

The Performance Management Gold Rush

5 Paths to Agility with Financial Reporting Software 

Two New and Noteworthy Performance Management Vendors

Challenges and Best Practices in Financial Consolidation 


Latest News

Fluence and Avant Group Corp Join Forces to Transform Office of Finance in Japan 

Fluence Partners with Pigment for Business Planning 

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 

Fluence Recognized as “Best New Vendor” by BPM Partners 


Jobs at this Vendor

Business Development Representative 

Jobs/Careers Information 

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Planful

January 15, 2020/in Featured Account Reconciliation, 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, S&OP, Sales Planning, Solution Library, Workforce Planning Cloud, Mobile Comprehensive Consolidation, Core Vendor, Exclusive BPM Pricing, Next Generation Ready, Top Rated for Budgeting, Top Rated for Consolidation, Top Rated for Ease of Use, Top Rated for Reporting, Top Rated Overall Ease of Use, Integrated Business Planning, Out of the Box Functionality, Performance/Scalability, Product Flexibility, Quick Implementation Large, Midmarket - Lower, Midmarket - Upper $1500 - $1999 Vendor /by BPM Partners

PERFORMANCEPLACE


Plan Confidently, Close Faster, Report Accurately

4.46

BPM Pulse Rating


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BPM Pulse 2023


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OVERVIEW


The Planful Platform empowers finance, accounting and business users to streamline business-wide planning, budgeting, consolidations, reporting, and analytics, with Planful for Finance – planning and forecasting, Planful for Accounting – close, consolidation, and account reconciliation, Planful for Marketing – campaign and budget management, ROI tracking, Planful for HR – compensation management and benefits planning, workforce analysis, and Planful for Sales, IT, and Operations – operational planning, demand planning, and S&OP. The Planful Platform includes functionality to support financial, operational, and management reporting, dashboards, source system integration, and predictive analytics.  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 2023 Vendor Snapshot for Planful  R

BPM Partners Planful a Leader in 2023 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 Whitepapers & eBooks

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

True Cloud vs. Hosted Applications

Performance Management: The Next Generation


Related Webcasts & Events

2023 Pulse of Performance Management: Planful Reviewed as ‘Core Vendor’  R

Related Articles & Blogs

New Performance Management Leaders 2023

Planful Winter21 Release Adds More Flexibility, Speed, and Ease of Use 

Analyst Perspectives on Planful

Best Budgeting and Planning Solutions 2020

Host Analytics is Becoming Planful 

Analyst’s View of Host Analytics Re-branding as Planful

Widening the Financial Lens of Your Organization 

The Four Major Players in Cloud FP&A 

Best-of-Breed EPM Midmarket Will Fuel Growth 

Analyst’s View of Host Analytics Acquisition by Vector Capital

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 

Host Analytics Rebrands as Planful 

Vector Capital Completes Acquisition of Host Analytics 


Jobs at this Vendor

Open Jobs/Careers Information 

Planful Earns Great Place to Work Certification 

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Questica

June 2, 2019/in Budgeting/Planning/Forecasting, Disclosure Management, Performance Dashboards, Reporting Cloud, On Premise Complexity Handling, Low Total Cost of Ownership, Regulatory Compliance, Vertical Focus Midmarket - Lower, Midmarket - Upper, Small $1500 - $1999, Under $1000 Vendor /by BPM Partners

PERFORMANCEPLACE


Budget, performance, transparency and engagement solutions.

0.00

BPM Pulse Rating


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OVERVIEW


Questica, a Euna Solutions company (formerly GTY Technology), provides a budgeting preparation and management, performance analysis, and transparency suite of solutions focused on public sector organizations, specifically: governments, healthcare, education (higher education and k-12), and non-profits. The Questica Budget Suite core configuration includes modules for operating, salary and planning, capital, performance analysis and Questica OpenBook, a fully mobile transparency solution.

** BPM Partners has dropped coverage of this vendor and will no longer update this page **

INDUSTRY SUCCESS


Governments, healthcare, education, non-profits

SELECTED CLIENTS


 

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

Industry View


Customer View

Capterra Reviews and Ratings 

Related Articles & Blogs

Is Your Budget Accessible to ALL Your Constituents? 

Spotlight: Questica Enables Government Agencies to Transform Their Budgeting 

The Importance of Measuring Non-Financial Factors 


Latest News

GTY Technology Rebrands to Euna Solutions 

Questica Releases Budget 2021.1 With New Collaborative and Social Features 

GTY Technology Recognized on GovTech 100 List for 2021 

Questica Releases New Analytics Capabilities 

Questica Partners with Ellucian for Higher Education Customers 

Questica Acquisition by GTY Technology Holdings is Complete 

Questica Partners with eCivis for Grants Management 


Jobs at this Vendor

Current Openings 

Jobs/Careers Information 

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Board International

June 23, 2018/in Other Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Close Management, Demand Planning, Disclosure Management, ESG Reporting, Financial/Statutory Consolidation, Granular Profitability, Intelligent Insights, Natural Language Generation, Natural Language Query, 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, Top Rated for Budgeting, Top Rated for Reporting, Top Rated Overall Advanced Technologies, Complexity Handling, Depth/Breadth of Functionality, Excel UI, Integrated Business Planning, No Coding, Performance/Scalability, Product Flexibility, Regulatory Compliance Enterprise, Large, Midmarket - Upper $1500 - $1999 Vendor /by BPM Partners

PERFORMANCEPLACE


Intelligent Planning. Plan Smarter, Drive Outcomes, Lead Transformation.

4.30

BPM Pulse Rating


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BPM Pulse 2023


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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 >>>

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 23  R  

BPM Partners 2023 Vendor Snapshot for Board  R

BPM Partners Board a Leader in 2023 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  


Related Whitepapers & eBooks

10 Key Requirements for Next Level Financial Consolidation


Related Webcasts & Events

2023 Pulse of Performance Management: Board Reviewed as Core Vendor  R

Bring Financial Consolidation to the Next Level  R

Related Articles & Blogs

New Performance Management Leaders 2023

The Performance Management Gold Rush

FP&A Best Practice Principle: Translate Strategy Into Actionable Plans 


Latest News

Board International Recognized as a ‘Dominant’ Vendor with an ‘Outstanding’ Rating in BPM Partners 2022 Vendor Landscape Matrix 

Board Wins Dresner Advisory Awards for SPM and Financial Consolidation 

Board Grows ARR by 47% in FY 2021 

Board Recognized by Gartner in 2021 Market Guide for Cloud Extended Planning and Analysis Solutions 

Nordic Capital Acquires Board International 


Jobs at this Vendor

Current Openings 

Additional Jobs/Careers Information 

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Unit4 FP&A

June 23, 2018/in Featured Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Close Management, Demand Planning, Disclosure Management, ESG Reporting, Financial/Statutory Consolidation, Granular Profitability, Intelligent Insights, 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, Transfer Pricing, Workforce Planning Cloud, Mobile, On Premise, On Premise Same as Cloud Comprehensive Consolidation, Core Vendor, Exclusive BPM Pricing, Top Rated for Budgeting, Top Rated for Implementation Consulting Complexity Handling, Ease of Use, Easy Expandability, Excel UI, Integrated Business Planning, Pre-configured Solutions, Product Flexibility, Vertical Focus Large, Midmarket - Lower, Midmarket - Upper $1000 - $1499 Vendor /by BPM Partners

PERFORMANCEPLACE


Accurate, Integrated Business Reporting software for superior Planning, Budgeting and Forecasting

4.24

BPM Pulse Rating


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BPM Pulse 2023


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OVERVIEW


Unit4 FP&A is a flexible, no code/low code platform for planning and analytics that 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. 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 2023 Vendor Snapshot for Unit4  R

BPM Partners Unit4 a Key Competitor in 2023 Vendor Landscape Matrix  $

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 Road to FP&A Excellence  R

Unit4 FP&A Fact Sheet 

The Importance of AI in Corporate Budgeting, Planning, and Forecasting


Related Webcasts & Events

The Journey to FP&A Excellence  R

2023 Pulse of Performance Management: Unit4 Reviewed as Core Vendor  R

How to Choose the Right FP&A Solution for Your Business

Why Do You Need a Budget Management, Planning and Reporting Solution?  R

Experience4U – Global Virtual Event Now On Demand  R

Related Articles & Blogs

Our 3 Favorite PSO Podcasts 

How to Select an FP&A Solution That’s Right for You 

The Performance Management Gold Rush

Why Do You Need a Budget Management, Planning and Reporting Solution? 

Unit4 Extends FP&A Solution with New AI-Powered Forecasting 

Unit4 Hires New CEO 

How Robots Will Change Finance 

Why CFOs Should Lead Digital Transformation 


Latest News

Unit4 Announces Industry Mesh for Integration 

Unit4 Achieves Record New Customer Growth in H1 

Unit4 Announces US$2 Billion Buyout by TA Associates 

Unit4 Achieves Strategic Milestones in 2020 


Jobs at this Vendor

Open FP&A Jobs 

Jobs/Careers Information 

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Anaplan

June 22, 2018/in Featured Benchmarking, Budgeting/Planning/Forecasting, Demand Planning, ESG Reporting, Granular Profitability, Intelligent Insights, 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 Core Vendor, Top Rated for Budgeting AI Powered, Complementary Use Cases, Easy Expandability, Integrated Business Planning, Low Total Cost of Ownership, No Coding, Performance/Scalability, Product Flexibility, Quick Implementation Enterprise, Large, Midmarket - Upper $3000 and over Vendor /by BPM Partners

PERFORMANCEPLACE


Transform how you see, plan and lead your business with our Connected Planning Platform.

4.25

BPM Pulse Rating


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BPM Pulse 2023


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OVERVIEW


The Anaplan Connected Planning Platform delivers a unified and extensible platform for connected and collaborative enterprise-wide planning. The platform supports core financial processes for performance measurement including strategic planning, annual budgeting, and cyclical forecasting along with the ability to align strategic and financial plans and targets to operational plans and models of execution for collaboration, consistency, and accuracy across the organization. Its core solutions are Anaplan for Finance, Anaplan for Sales & Marketing, Anaplan for Supply Chain, Anaplan for HR & Workforce, and Anaplan for Procurement. The solution is expandable with models from Anaplan’s App Hub which has over 250 application models available.  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 2023 Vendor Snapshot for Anaplan  R

BPM Partners Anaplan a Key Competitor in 2023 Vendor Landscape Matrix  $

BPM Partners Anaplan to be Acquired by Thoma Bravo

Constellation Research 2022 ShortList Cloud-Based Planning Platforms  

Forrester Total Economic Impact of Anaplan  R 

Gartner Anaplan Recognized in 2022 Sales Performance Management Market Guide  R 

Gartner 2022 Market Guide for Extended Planning and Analysis Solutions  R 

Gartner Anaplan a Leader in 2022 Financial Planning Solutions Magic Quadrant  R

IDC Anaplan a Cloud EPM Leader in 2020 MarketScape  R 

Nucleus Research 2022 CPM Technology Value Matrix  R 


Related Whitepapers & eBooks

Using Zero-based Budgeting to Fuel Growth  R,S 


Related Webcasts & Events

2023 Pulse of Performance Management: Anaplan Reviewed as Core Vendor R

Related Articles & Blogs

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

Anaplan Introduces New Polaris Calculation Engine 

Anaplan Launches PlanIQ with Amazon Forecast 

Anaplan to Run on Google Cloud 

Anaplan is Taking Bite Out Of IBM, Oracle in EPM Market 

How A.I. Can Help Leaders Make Better Decisions 


Latest News

Anaplan Acquires Vuealta Applications Division 

Anaplan Announces Q1 FY2023 Results 

Anaplan to be Acquired for $10.7 Billion 

Anaplan Announces Q4 and Full FY2022 Results 

Anaplan Introduces AI-Powered Predictive Sales Planning 

Anaplan Debuts New Interface and Mobile App 

Anaplan Launches IFRS 17 General Insurance Solution 


Jobs at this Vendor

Enterprise Account Executive 

Customer Success 

Additional Jobs/Careers Information 

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XLerant

May 24, 2018/in Featured Budgeting/Planning/Forecasting, Performance Dashboards, Predictive Analytics ML, Reporting, Solution Library Cloud, Mobile Core Vendor, Exclusive BPM Pricing, Top Rated for Budgeting, Top Rated for Ease of Use, Top Rated for Implementation Consulting, Top Rated for Operational Planning, Top Rated for Reporting, Top Rated Overall Ease of Use, Low Total Cost of Ownership, Performance/Scalability, Product Flexibility, Quick Implementation Midmarket - Lower, Small Under $1000 Vendor /by BPM Partners

PERFORMANCEPLACE


Cloud based budgeting, forecasting, & management reporting solution.

4.90

BPM Pulse Rating


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BPM Pulse 2023


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OVERVIEW


XLerant delivers an easy to use cloud based budgeting, forecasting, and management reporting solution. It is designed for decentralized environments, but with support for centralized exceptions such as headcount planning. The product utilizes a unique guided prompt approach, coupled with an intuitive interface, to facilitate the budget preparation and submission process. Step-by-step wizards guide administrators through maintenance tasks. The full suite of modules built into the BudgetPak product includes expense and revenue planning, personnel and salary planning with enhanced detailed benefits planning, asset planning, as well as approval workflow, creation of documentation, what-if scenarios, scenario modeling, strategic initiative budgeting, forecasting, and long-term projections using predictive analytics. See detailed ratings and compare to Workday Adaptive Planning, Centage or other vendors >>>

INDUSTRY SUCCESS


Business Services, Higher Education, Not for Profits

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 XLerant  R

BPM Partners XLerant a Challenger in 2023 Vendor Landscape Matrix  $

CPA Practice Advisor Product Review: BudgetPak 


Related Whitepapers & eBooks

When Budgeting is a Team Sport   

Achieving Accountability in Mid-Market Budget Processes

Graduating from Excel to Purpose-Built Software eBook   


Related Webcasts & Events

2023 Pulse of Performance Management: XLerant Reviewed as Core Vendor  R

Ease of Use: The Next Budgeting Requirement

Related Articles & Blogs

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

Best Budgeting and Planning Solutions 2020

Making Multi-Participant Budgeting Work 


Latest News

XLerant Rated Highest for Ease-of-Use for Sixth Consecutive Year in 2021 BPM Pulse 

XLerant’s BudgetPak Receives Perfect Ease-of-Use Score in Pulse of Performance Management Study 

XLerant Rated Highest of 15 BPM Vendors for Budgeting and Planning 

XLerant Recognized for Top Ease-of-Use Customer Rating in 2018 BPM Pulse Survey 

XLerant Acquired by Jonas Software 


Jobs at this Vendor

Jobs/Careers Information 

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Vena

May 24, 2018/in Featured Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Close Management, Demand Planning, 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, Workforce Planning Cloud, Mobile Comprehensive Consolidation, Core Vendor, Exclusive BPM Pricing, Next Generation Ready, Top Rated for Budgeting, Top Rated for Ease of Use, Top Rated for Implementation Consulting, Top Rated Overall Complementary Use Cases, Complexity Handling, Ease of Use, Easy Expandability, Excel UI, Integrated Business Planning, Performance/Scalability, Pre-configured Solutions, Product Flexibility, Quick Implementation, Streamlined Integration, Vertical Focus Large, Midmarket - Lower, Midmarket - Upper $1000 - $1499 Vendor /by BPM Partners

PERFORMANCEPLACE


The Vena Platform is uniquely flexible, extensible and evolves with your business.

4.35

BPM Pulse Rating


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BPM Pulse 2023


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OVERVIEW


Vena’s Intelligent Complete Planning Platform, natively integrated and synchronized with Microsoft 365, provides budgeting, forecasting, planning, consolidation, reporting and analytics solutions designed to enable small, medium and large-sized organizations to drive more efficient financial and operational planning. 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. Vena Insights leverages Microsoft’s AI ecosystem including Power BI fully integrated and productized in the Vena platform for FP&A, Azure Machine Learning Studio integration for predictive forecasting, and provides self-service AI capabilities to CFOs and their teams to enable better strategic decision-making.  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 2023 Vendor Snapshot for Vena  R

BPM Partners Vena a Leader in 2023 Vendor Landscape Matrix  $

BPM Partners Vena 2023 Vendor Landscape Matrix: Special Edition R 

Nucleus Research Vena a Leader in 2023 CPM Value Matrix 


Related Whitepapers & eBooks

Performance Management with Excel Delivers Enterprise-wide Benefits  R

Automating Financial Consolidations While Maintaining Excel Investments

Extend BPM and Reduce Risk

Alternatives to Spreadsheet-Based Budgeting

Performance Management: The Next Generation


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Latest News

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Prophix

May 24, 2018/in Featured Account Reconciliation, Anomaly Detection, Benchmarking, Budgeting/Planning/Forecasting, Close Management, Demand Planning, Disclosure Management, Financial/Statutory Consolidation, Granular Profitability, Intelligent Insights, Natural Language Generation, Natural Language Query, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Reporting, Revenue Planning, Robotic Process Automation, S&OP, Sales Planning, Solution Library, Supply Chain Planning, Workforce Planning Cloud, Mobile Comprehensive Consolidation, Core Vendor, Exclusive BPM Pricing, 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 Reporting, Top Rated Overall Advanced Technologies, Depth/Breadth of Functionality, Ease of Use, Excel UI, Integrated Business Planning, Low Total Cost of Ownership, Performance/Scalability, Product Flexibility Large, Midmarket - Lower, Midmarket - Upper $1000 - $1499 Vendor /by BPM Partners

PERFORMANCEPLACE


Transform the way you budget, plan and report.

4.49

BPM Pulse Rating


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BPM Pulse 2023


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OVERVIEW


The Prophix Financial Performance Platform is a comprehensive platform designed for the Office of the CFO in midmarket organizations to improve profitability and minimize risk. Prophix automates the management cycles of consolidation and reporting, analysis, modeling and planning with an integrated suite of applications: Financial Planning and Analysis for budgeting and planning with workflow and automation, Reporting and Analytics, Financial Consolidation, and Intercompany Management which give users purpose-built applications for accelerating and automating their financial close and consolidation processes. Extended planning use cases include operational planning, personnel planning, revenue planning, and project planning with complex calculation support and additional granularity down to the sub-ledger level.  See detailed ratings and compare to Workday Adaptive Planning, 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 19  R 

BPM Partners Impact of Hg Acquisition of Prophix

BPM Partners Prophix Acquisition of Sigma Conso

BPM Partners 2023 Vendor Snapshot for Prophix  R

BPM Partners Prophix a Leader in 2023 Vendor Landscape Matrix  $

Dresner Advisory Services 2021 Enterprise Performance Management Study R

Nucleus Research  2021 CPM Value Matrix

Nucleus Research  CPM ROI Study – Community Bank

Nucleus Research  CPM ROI Study – Senior Living Communities


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Latest News

Prophix Achieves $100M in ARR 

Prophix a 2022 Nucleus Research ROI Award Winner 

Prophix Featured in 2022 Vendor Landscape Matrix 

Prophix Reports Record Year of Growth in 2021 

Prophix Acquires Sigma Conso 

Prophix Software Certified by Acumatica 

Prophix Receives Investment from Hg to Fund Growth 

Prophix Named an Overall Experience & Credibility Leader for 2020 


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SAP

May 24, 2018/in Featured Account Reconciliation, Benchmarking, Budgeting/Planning/Forecasting, Demand Planning, Disclosure Management, ESG Reporting, Granular Profitability, Intelligent Insights, Natural Language Generation, Natural Language Query, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Reporting, Revenue Planning, Robotic Process Automation, S&OP, Sales Planning, Solution Library, Supply Chain Planning, Workforce Planning Cloud, Mobile, On Premise Core Vendor, Top Rated for Implementation Consulting Advanced Technologies, AI Powered, Complexity Handling, Ease of Use, Excel UI, Integrated Business Planning, Performance/Scalability, Pre-configured Solutions, Regulatory Compliance Enterprise, Large, Midmarket - Upper $1500 - $1999 Vendor /by BPM Partners

PERFORMANCEPLACE


Confident decisions.

4.08

BPM Pulse Rating


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BPM Pulse 2023


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OVERVIEW


SAP Analytics Cloud is a unified solution that brings together planning, business intelligence, and predictive analytics in a single, integrated environment designed to facilitate confident and informed decisions. 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. 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. It is designed to seamlessly integrate with both SAP data sources such as SAP S/4 HANA and non-SAP data sources. See detailed ratings and compare to IBM, 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 2023 Vendor Snapshot for SAP  R

BPM Partners SAP a Key Competitor in 2023 Vendor Landscape Matrix  $

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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Unified Planning and Consolidation

BPM Standards Group Industry Framework


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