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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A Strong ROI Case for Finance Transformation R
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Coming Soon!
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Next Level Analytics & Planning
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OVERVIEW
Developed by FP&A Software, an Australian software company with subsidiaries in the United States and Germany, Acterys fully leverages Microsoft technologies to deliver dynamic planning capabilities along with consolidation and advanced analytics. The solution delivers best practice financial and operational planning, forecasting, and legal consolidation processes that can be configured precisely to each customer’s requirements. Machine learning combined with statistical methods delivers advanced predictive forecasting. All of this is complemented by bi-directional integration with Power BI and Excel, either of which can be used as a primary interface. See detailed ratings and compare to 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
BPM Partners 2021 Vendor Snapshot for Acterys R
BPM Partners Acterys a Proven Vendor with Excellent Customer Satisfaction in 2021 Vendor Landscape Matrix $
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Jobs at this Vendor
We close early.
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BPM Pulse 2021
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OVERVIEW
Fluence delivers a cloud-based consolidation-first platform with out-of-the-box consolidation models and calculations, no-coding administration, drag-and-drop workflow, drop-down rules, time-based calculations and support for audit and movement dimensions. Utilizing an Excel interface, the system is designed to be owned by Finance, easy to use, and implemented quickly. The platform addresses the requirements of midmarket organizations for consolidations, cash flow management, and financial and management reporting. For broader FP&A needs, Fluence is tightly integrated with Vena to provide a seamless and unified, extensible performance management platform. See more details and compare to Wolters Kluwer (CCH Tagetik), Planful, or other vendors >>>
INDUSTRY SUCCESS
Coming Soon
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPM Partners 2021 Vendor Snapshot for Fluence R
BPM Partners Fluence a Developing Vendor With Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix $
BPM Partners Fluence Acquires XLCubed
Nucleus Research Fluence Customers Slash the Monthly Close by 90% R
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Jobs at this Vendor
The FP&A platform for continuous planning accelerates the process and fosters business-wide collaboration
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BPM Pulse 2021
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OVERVIEW
The Planful Cloud FP&A Platform for Continuous Planning includes functionality to support financial consolidation, financial and management reporting, structured financial planning, dynamic operational planning, workforce planning, dashboards, and integration with Microsoft Office. The platform is designed to bring speed, agility, and company-wide collaboration to financial planning and decision-making. Dynamic Canvas, brings dashboards, reports, and input templates together on the same screen. Dynamic Collaboration enables threaded, real-time discussions around plans and decisions. 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
BPM Partners 2021 Vendor Snapshot for Planful R
BPM Partners Planful a Proven Vendor with Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix $
Constellation Research 2022 ShortList Cloud-Based Planning Platforms
Dresner Advisory 2021 Wisdom of Crowds EPM Study R
Forrester Planful Total Economic Impact R
Gartner Critical Capabilities for Cloud FP&A Solutions R
Gartner Market Guide for Extended Planning and Analysis Solutions R
Nucleus Research Planful a Leader in 2022 CPM Value Matrix
Related Webcasts & Events
2021 Pulse of Performance Management: Planful Reviewed as Core Vendor R
Related Articles & Blogs
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 Achieves Record-breaking Growth in 2021
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
Jobs at this Vendor
Analyze. Simulate. Plan. All in One Decision-Making Platform
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BPM Pulse 2021
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OVERVIEW
The Board platform unifies business intelligence, planning, and predictive analytics to deliver a unified decision-making platform which includes a full range of performance management capabilities: budgeting, planning, forecasting, strategy management, profitability analysis and financial consolidation. Strategic planning, demand forecasting, HR planning, integrated business planning, and sales performance management are key solutions available on the platform. 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 Integrated Planning and Analytics R
BPM Partners 2021 Vendor Snapshot for Board R
BPM Partners Board a Dominant Vendor with Very Good Customer Satisfaction in 2021 Vendor Landscape Matrix $
Dresner Advisory 2021 Wisdom of Crowds BI Study R
Dresner Advisory 2021 Wisdom of Crowds EPM Study R
Dresner Advisory 2020 Wisdom of Crowds Sales Planning Study R
Nucleus Research 2022 CPM Value Matrix R
Ventana Research 2022 Business Planning Value Index R
Related Whitepapers & eBooks
10 Key Requirements for Next Level Financial Consolidation R
Related Webcasts & Events
Bring Financial Consolidation to the Next Level R
2021 Pulse of Performance Management: Board Reviewed as Core Vendor R
Latest News
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
Board Top Rated for Financial Consolidation in BPM Pulse
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 Unit4 FP&A Achieves Outstanding Results
BPM Partners 2021 Vendor Snapshot for Unit4 R
BPM Partners Unit4 is a Proven Vendor with Excellent Customer Satisfaction in 2021 Vendor Landscape Matrix $
BPM Partners Unit4 2021 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2021 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 R
Accelerate decision making with connected planning.
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BPM Pulse 2021
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OVERVIEW
Anaplan delivers a platform for connected and collaborative planning across finance, sales, HR, marketing, IT, and the supply chain. Its core solutions are Anaplan for Finance: corporate FP&A and business unit FP&A, Anaplan for Sales & Marketing: commercial revenue planning, sales forecasting, sales planning, incentive compensation management and marketing performance management, Anaplan for Supply Chain: S&OP, demand and supply management, Anaplan for HR & Workforce: workforce planning, talent strategy and compensation modeling. 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 2021 Vendor Snapshot for Anaplan R
BPM Partners Anaplan an Established Vendor with Excellent Customer Satisfaction in 2021 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 2021 Sales Performance Management Market Guide R
Gartner 2021 Market Guide for Extended Planning and Analysis Solutions R
IDC Anaplan a Cloud EPM Leader in 2020 MarketScape R
IDC Vendor Spotlight: Anaplan R
Nucleus Research 2022 CPM Technology Value Matrix R
Related Whitepapers & eBooks
Related Webcasts & Events
2021 Pulse of Performance Management: Anaplan Reviewed as Core Vendor R
Jobs at this Vendor
Helping businesses power their plan to grow with enterprise-level capabilities.
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BPM Pulse 2021
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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 of Microsoft Excel (desktop and Microsoft 365) while combining it with a centralized in-memory database, and collaborative workflows to create a cloud-based performance management solution for the full spectrum of FP&A tasks. In addition to traditional FP&A, the solution supports financial close management including account reconciliation, financial and operational reporting, analysis and dashboards and scenario modeling. Solutions are also available for tax provisioning, workforce planning, capital planning, incentive compensation management and account reconciliation. 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 2021 Vendor Snapshot for Vena R
BPM Partners Vena is a Proven Vendor with Very Good Customer Satisfaction in 2021 Vendor Landscape Matrix $
Nucleus Research Vena a Usability Leader in 2022 CPM Value Matrix
Latest News
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
Move Beyond Excel and Drive Performance.
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BPM Pulse 2021
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OVERVIEW
Prophix automates the management cycle of consolidation and reporting, analysis, modeling and planning with an integrated suite of solutions for Budgeting & Planning, Reporting & Analytics, Workflow & Automation, and Financial Consolidation & Close. All connected to Prophix’s Virtual Financial Analyst, powered by AI, that provides insights, task management, and anomaly detection. The solution is designed to help midmarket organizations improve profitability and minimize risk. Extended planning capabilities include operational planning, personnel planning, revenue planning, and project planning with complex calculation support. 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 2021 Vendor Snapshot for Prophix R
BPM Partners Prophix a Dominant Vendor with Excellent Customer Satisfaction in 2021 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
Related Articles & Blogs
Prophix Launched Industry’s First Virtual Financial Analyst Leveraging NLP
Enhanced Dashboards and Expansion of Excel Interoperability in Prophix Release 2022.1
The Future of Finance 2022: Insights from Prophix CEO
The Next Chapter for Prophix: Sigma Conso
The Performance Management Gold Rush
Hg Acquires Majority Stake in Prophix
Confident decisions.
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BPM Pulse 2021
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OVERVIEW
SAP Analytics Cloud is designed for confident decisions with enterprise planning, business intelligence, and augmented analytics for everyone, in a single solution. It facilitates collaborative enterprise planning across the organization and links strategic, financial, and operational plans. 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, cell-based commentary, currency translation. SAP Digital Boardroom is powered by SAP Analytics Cloud and provides insight and transparency into financial and operational metrics and the ability to run forward looking simulations using a visual driver tree. 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 2021 Vendor Snapshot for SAP R
BPM Partners SAP a Dominant Vendor with Very Good Customer Satisfaction in 2021 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
Related Whitepapers & eBooks
Related Webcasts & Events
2021 Pulse of Performance Management: SAP Reviewed as Core Vendor R
Latest News
SAP Analytics Cloud Recognized for Customer Experience and Analytics
SAP Brings Planning, Analysis, and Execution Together in One Cloud for Finance
SAP Simplifies Business Planning and Consolidation with SAP BW/4HANA
Intelligent Cloud, Analytics Demonstrate SAP’s Vision for Tomorrow’s Business
Jobs at this Vendor
BPM Partners Global Headquarters
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