Get the Financial Clarity You Need to Grow.
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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
Customer View
G2 Crowd Reviews and Ratings
Related Whitepapers & eBooks
Coming Soon!
Related Webcasts & Events
Related Articles & Blogs
Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022
3 Trends for SaaS CFOs to Watch in 2022
Place Technology Enhances Financial Forecasting Solution
How Place Technology is Empowering SMBs with Flexible, Accurate Financial Forecasts
Platform for Financial Performance Management
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BPM Pulse 2025
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OVERVIEW
The Planful Platform is a unified solution for Financial Performance Management, combining purpose-built applications with embedded AI to help finance, accounting, and business teams collaborate, automate, and accelerate planning, budgeting, consolidations, reporting, and analytics. The Budget Manager Experience provides a role-based interface for users outside of Finance to easily access just the information they need. A Power BI connector provides live access to Planful data and a native Snowflake connector syncs Planful data in real-time. A suite of persona-based assistants for Planful AI, including Analyst, Planner, and Controller automate key tasks. See detailed ratings and compare to Prophix, Vena 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 2025 Vendor Snapshot for Planful R
BPM Partners Planful a Leader in 2025-2026 Vendor Landscape Matrix $
Constellation Research 2024 ShortList Cloud-Based Planning Platforms
Dresner Advisory 2023 Wisdom of Crowds EPM Study R
Gartner Planful a Challenger in 2025 Financial Close and Consolidation Solutions Magic Quadrant R
Nucleus Research Planful a Leader in 2022 CPM Value Matrix
Related Whitepapers & eBooks
Global CPM Trends and Priorities Report 2025 R
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
Related Webcasts & Events
2025 Pulse of Performance Management: Planful Reviewed as ‘Core Vendor’ R
FP&A for Midmarket Service-based Organizations
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BPM Pulse 2025
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OVERVIEW
Unit4 FP&A is a flexible, no code/low code platform for planning and analytics designed to connect operations and strategy. It 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. Also included are self-service business intelligence capabilities for data visualization, dashboards, and predictive analytics. Reporting features are available that support storytelling as well as the consistent design approach of International Business Communications Standards. Direct integration is available with Unit4 ERP, ERPx, Unit4 Financials by CODA and Snowflake. Unit4 has a vertical focus on: Public Sector, Professional Services, Not-for-Profit, and Higher Education. See detailed ratings and compare to Prophix, Vena 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 2023 Planning Survey
BPM Partners 2025 Vendor Snapshot for Unit4 R
BPM Partners Unit4 a Key Competitor in 2025-2026 Vendor Landscape Matrix $
Dresner Advisory 2021 Wisdom of Crowds Consolidation Study R
Dresner Advisory 2023 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 Webcasts & Events
2025 Pulse of Performance Management: Unit4 Reviewed as Core Vendor R
How to Navigate CPM Market Dynamics in 2025 R
How Evolving FP&A Trends Can Help You Navigate Through Uncertainty R
The Journey to FP&A Excellence R
How to Choose the Right FP&A Solution for Your Business
Why Do You Need a Budget Management, Planning and Reporting Solution? R
AI-Infused Scenario Planning, Analysis and Reporting Platform
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BPM Pulse 2025
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OVERVIEW
The Anaplan AI-infused Scenario Planning, Analysis and Reporting Platform delivers a unified and extensible solution for connected planning, uniquely aligning financial plans and targets to operational plans and models of execution for collaboration, consistency, accuracy, and optimized decision-making across the enterprise. Core solution areas include Finance encompassing planning and financial close and consolidation, Sales & Marketing focused on Go-to-Market planning, Supply Chain planning, and HR & Workforce planning. Anaplan Intelligence delivers predictive AI capabilities through ‘Anaplan Optimizer,’ for linear programming and ‘Anaplan PlanIQ,’ its statistical time series forecasting solution. ‘Anaplan CoPlanner,’ is generative AI embedded into applications. 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 2025 Vendor Snapshot for Anaplan R
BPM Partners Anaplan a Leader in 2025-2026 Vendor Landscape Matrix $
BPM Partners Anaplan 2025-2026 Vendor Landscape Matrix: Special Edition R
Constellation Research 2025 ShortList Cloud-Based Planning Platforms
Forrester Total Economic Impact of Anaplan R
Forrester 2023 Wave for Sales Performance Management R
Gartner 2024 Market Guide for Extended Planning and Analysis Solutions R
Gartner Anaplan a Challenger in 2025 Financial Close and Consolidation Solutions Magic Quadrant R
Gartner Anaplan a Leader in 2024 Financial Planning Solutions Magic Quadrant R
IDC Anaplan a Cloud EPM Leader in 2020 MarketScape R
Nucleus Research 2024 CPM Technology Value Matrix R
Related Whitepapers & eBooks
7 Things They Never Told You About Financial Consolidation Solutions R
Related Articles & Blogs
Anaplan Leads the Way in 2024 Vendor Landscape Matrix
How the Anaplan Acquisition of Fluence Will Change the CPM Market
Anaplan Introduces New Polaris Calculation Engine
Anaplan Launches PlanIQ with Amazon Forecast
Anaplan to Run on Google Cloud
Latest News
Anaplan Extends AI Leadership with Syrup Tech Acquisition
Anaplan Now Available in Azure Marketplace
Anaplan Reveals Extended AI Portfolio
Anaplan Achieves Significant Milestones
AI-Enabled Anaplan CoPlanner for Demand Planning Announced
Anaplan Outlines $500 Million Product Roadmap Investment
Anaplan Announces Agreement to Acquire Fluence Technologies
Jobs at this Vendor
AI-Powered Complete FP&A Platform
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BPM Pulse 2025
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OVERVIEW
The Vena AI-Powered Complete FP&A Platform, natively integrated and synchronized with Microsoft 365, is designed to streamline financial and operational planning. Vena’s platform amplifies the value of Microsoft Excel and 365 productivity and analytical tools by combining it with the control and scale of its centralized in-memory Vena CubeFLEX™ database and collaborative workflows. Vena addresses the full spectrum of financial planning and forecasting, extended planning including revenue and sales planning, and goes beyond planning with financial consolidations, account reconciliations, tax provisioning, ESG management, and more. Vena Insights leverages Microsoft Power BI fully embedded and productized in the Vena platform and Vena Copilot is Vena’s Agentic AI technology purpose-built for FP&A use cases. 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
BARC The Planning Survey 25 R
BPM Partners 2025 Vendor Snapshot for Vena R
BPM Partners Vena a Leader in 2025-2026 Vendor Landscape Matrix $
BPM Partners Vena 2025-2026 Vendor Landscape Matrix: Special Edition R
Nucleus Research Vena a Leader in 2025 CPM Value Matrix
Related Webcasts & Events
Top Global CPM Trends to Watch in 2026 R
2025 Pulse of Performance Management: Vena Reviewed as Core Vendor R
CFO Show Podcast: The State of Strategic Finance 2025
Livestream: The Annual Financial Close R
Lessons from SaaS Leaders: Aligning Your Budget to Changing Business Goals 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 Launches Planning Agent to Redefine Finance Workflows
Vena Celebrates Record-Setting First Half of FY26
Vena Recognized as a Leader with Outstanding Overall Rating in 2025-2026 VLM
Vena Announces Vena Copilot for Microsoft Teams
Vena’s 2025 Industry Benchmark Report Reveals What’s Next for FP&A Teams
Vena Kicks Off FY26 with Record Growth
Vena Recognized in the 2025 Gartner® Magic Quadrant™ for Financial Close and Consolidation Solutions
Vena Achieves US$100 Million ARR
Vena Named Top Leader in 2024 BARC Planning Survey
Vena Introduces Vena for Microsoft PowerPoint
Outperform with agility.
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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 2025 Financial Close and Consolidation Solutions Magic Quadrant R
IDC Oracle a Leader in 2022 Marketscape for Enterprise Planning, Budgeting, and Forecasting
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
2025 Pulse of Performance Management: Oracle Reviewed as Core Vendor R
The Digital Finance Cloud
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BPM Pulse 2025
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OVERVIEW
OneStream’s unified, AI-powered, and extensible finance platform includes solutions for financial close and consolidation with account reconciliation, transaction matching, and tax, financial planning and analysis with strategic planning, rolling forecasts, and scenario modeling, and operational planning and analysis with demand forecasting, workforce planning, and ESG reporting and planning. The OneStream Solution Exchange offers downloadable solutions to expand capabilities in all of these areas. SensibleAI™ Portfolio built into the OneStream platform provides machine learning, GenAI, and agentic AI capabilities to OneStream solutions. OneStream Genesis enables no-code application development, CPM Express is a pre-built configurable application for rapid deployment. 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 The Planning Survey 25 R
BARC 2023 Score for FPM R
BPM Partners 2025 Vendor Snapshot for OneStream R
BPM Partners OneStream a Leader in 2025-2026 Vendor Landscape Matrix $
BPM Partners OneStream 2022 Vendor Landscape Matrix: Special Edition R
Gartner OneStream a Leader in 2025 Financial Close and Consolidation Solutions Magic Quadrant R
Gartner OneStream a Leader in 2024 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
Related Webcasts & Events
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
KKR-backed OneStream Surges in Market Debut
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
Latest News
OneStream Announces Q3 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
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: 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 **
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
Aberdeen The ROI of Sales Planning Analytics R
BARC IBM a Market Leader in 2022 Integrated Planning Report R
Forrester The Total Economic Impact of IBM Planning Analytics R
Ventana Research 2022 Business Value Index: Product and Vendor Assessment R
Related Webcasts & Events
Jobs at this Vendor
Integrated Business Planning Platform
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BPM Pulse 2025
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OVERVIEW
deFacto is a unified, AI-enabled Integrated Business Planning platform that enables mid-market to large enterprises to optimize overall business performance by synchronizing planning and decision-making across every functional area. The application library includes FP&A, HR, S&OP, Demand Planning, Tax, Supply Chain, CapEx, and Project Planning. deFacto extends full write-back and planning capabilities to Excel and Power BI. It automates the generation of Power BI reports and templates, leverages the full range of Microsoft tools including Azure, Fabric, and connects to any financial and/or operational data source. See detailed ratings and compare to JustPerform, Vena or other vendors >>>
INDUSTRY SUCCESS
Consumer Products, Financial Services, Healthcare, Hospitality, Manufacturing, Telecommunications
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 deFacto R
BPM Partners deFacto a Key Competitor in 2025-2026 Vendor Landscape Matrix $
Related Whitepapers & eBooks
Related Webcasts & Events
2025 Pulse of Performance Management: deFacto Reviewed as Core Vendor R
Jobs at this Vendor
None available.
Elevating Performance.
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OVERVIEW
Syntellis, now part of Strata Decision Technology, delivers intelligent planning and performance solutions that help society’s foundational institutions guide decisions and identify new opportunities for financial and organizational success. Syntellis’ suite of products integrates operational and strategic data across industry-specific performance management solutions and uses data science to deliver real-time, actionable insights. Syntellis IQ is a data science engine that utilizes AI/ML to synthesize billions of data points to surface key insights in market and customer data so organizations can improve their financial position, operations, and strategic outcomes. Syntellis Performance Solutions’ Axiom Software delivers a unified platform that includes budgeting, forecasting, reporting, analytics, strategy management, consolidations, capital planning, profitability, and cost management. Axiom Software also provides tailored industry suites for healthcare, banks and credit unions, and higher education. See detailed ratings and compare to Anaplan, Oracle or other vendors >>>
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
INDUSTRY SUCCESS
Financial Institutions, Healthcare, Higher Education, Manufacturing, 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 2022 Vendor Snapshot for Syntellis R
Related Whitepapers & eBooks
2021 Financial Institutions Finance and Technology Trends R
2021 Healthcare Financial Trends Report R
Software Requirements Checklist for Financial Institutions
Solution Brief: Syntellis’ Axiom Planning
2020 Profitability Perspectives: Key Findings for Financial Institutions R
Related Webcasts & Events
Top 9 Finance and Technology Trends for Financial Institutions in 2021 R
Latest News
Syntellis to Become Part of Strata Decision Technology
Syntellis Receives 100% Recommendation Rate from Customers
Syntellis Delivers New Strategic Financial Planning Solution for Colleges and Universities
Syntellis to Acquire Stratasan for Expanded Healthcare Analytics
Syntellis Performance Solutions Appoints New CEO
Syntellis Introduces Axiom Treasury Cash Management for Healthcare Organizations
Clients Rate Syntellis’ Axiom EPM Solution ‘Excellent’ in BPM Partners’ 2020 VLM
Fiserv Helps Financial Institutions Leverage Syntellis’ Axiom Planning and Profitability
Syntellis’ Axiom Comparative Analytics Ranks #1
Kaufman Hall Software Becomes Syntellis Performance Solutions
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