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JustPerform from insightsoftware

June 15, 2022/in Featured Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Close Management, Demand Planning, Disclosure Management, ESG Reporting, Financial/Statutory Consolidation, Granular Profitability, Performance Dashboards, Predictive Analytics ML, Reporting, Revenue Planning, Robotic Process Automation, S&OP, Sales Planning, Solution Library, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud, Mobile Comprehensive Consolidation, Core Vendor, Top Rated for Budgeting, Top Rated for Consolidation, Top Rated for Ease of Use, Top Rated for Implementation Consulting, Top Rated for Operational Planning, Top Rated for Reporting, Top Rated Overall Complexity Handling, Customer Success Program, Ease of Use, Easy Expandability, Excel UI, No Coding, Streamlined Integration Large, Midmarket - Upper $1000 - $1499 Vendor /by BPM Partners

PERFORMANCEPLACE


All-in-One Planning, Forecasting, Reporting and Close Companion

4.50

BPM Pulse Rating


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BPM Pulse 2025


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OVERVIEW


JustPerform from insightsoftware delivers a unified platform with a process-first approach, intuitive user experience, and strong governance capabilities. It is designed to be an all-in-one financial performance companion and supports a range of use cases: Extended Planning and Analysis unites Finance, Sales, Supply Chain, HR and Marketing, Financial Close – streamlines the Close, Management Reporting, and Disclosure Management processes, Profitability Analysis – delivers granular analysis across products, projects, customers, and channels, and ESG Reporting – compliant and self-service reporting with ESG frameworks. 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 2024 Vendor Snapshot for JustPerform  R

BPM Partners JustPerform a Challenger in 2024-2025 Vendor Landscape Matrix  $


Customer View

Gartner Peer Insights Reviews and Ratings

G2 Crowd Reviews and Ratings


Related Whitepapers & eBooks

Equip Your Finance Team to Lead Strategically and Survive the Chaos R

Global CPM Trends and Priorities Report 2025 R

JustPerform – the Unified Planning, Financial Close and Reporting Platform S

How to Bring Speed, Accuracy, and Auditability to Consolidation S

Agile Planning, Budgeting and Forecasting with JustPerform S

9 Reasons to Move Away from Legacy EPM S

6 Mistakes to Avoid in Planning and Budgeting S

6 Consolidation Challenges that Need to be Addressed S


Related Webcasts & Events

2025 Pulse of Performance Management: JustPerform Reviewed as Core Vendor  R

Equipping Your Finance Team to Lead Strategically and Survive the Chaos  R

Top Global CPM Trends to Watch in 2025  R

Event: FP&A Trends and Tips to Navigate Today’s Challenging Business Environment R

Related Articles & Blogs

Understanding insightsoftware’s Acquisition of JustPerform 

Key Factors to Consider Before Investing in Finance Technology 

Overcoming Excel-based Consolidation Challenges 

Tips to Upgrade from Excel to a Cloud Financial Close Solution 

Tackling the Pitfalls of ERP-based Consolidation 

4 Major Challenges in Financial Planning & Analysis (FP&A) 

Bid Goodbye to These Practices for Agile Planning & Budgeting 

What’s the Cost of Sticking with SAP BPC? 

SAP BPC Alternatives: Which One is Right for You? 


Latest News

nsightsoftware Drives Global Expansion of JustPerform 

Introducing Lineos, AI Powered by insightsoftware 

insightsoftware Acquires JustPerform to Deliver Unified, No-Code, Cloud-Native EPM 

JustPerform is Gartner® Peer Insights™ Strong Performer 

JustPerform Secures Five Awards in BPM Pulse Awards 


Jobs at this Vendor

Additional Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2025/06/ISW-Logo-JustPerform-RGB.png 368 1254 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2022-06-15 16:26:492025-06-17 02:47:32JustPerform from insightsoftware

Fluence Technologies

June 7, 2020/in 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


Fluence is now an Anaplan company. 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 >>>

** This vendor was acquired by Anaplan in May of 2024. Please visit our Anaplan page for the latest information. **

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 2024 Vendor Snapshot for Anaplan/Fluence  R

BPM Partners Anaplan/Fluence a Leader in 2024-2025 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

Finance’s New Strategic Mindset  R,S  


Related Webcasts & Events

The Pulse of Financial Close and Consolidation  R

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

Related Articles & Blogs

How the Anaplan Acquisition of Fluence Will Change the CPM Market

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

Anaplan Announces Agreement to Acquire Fluence Technologies 

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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https://www.bpmpartners.com/wp-content/uploads/2020/06/Fluence-Logo-2.png 100 306 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2020-06-07 02:05:242025-02-11 04:56:44Fluence Technologies

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, 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.

0.00

BPM Pulse Rating


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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 >>>

** BPM Partners has dropped coverage of this vendor and will only update this page with significant news **

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 24  R  

BPM Partners Vendor Snapshot for Board  R

Gartner Board a Leader in 2023 Financial Planning Solutions Magic Quadrant  R

Nucleus Research 2023 CPM Value Matrix  R  


Related Whitepapers & eBooks

10 Key Requirements for Next Level Financial Consolidation


Related Webcasts & Events

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 Acquires Prevedere to Incorporate External Indicators into Predictive Planning 

Board Names New CEO 

Board Partners with Decision Inc. to Launch Mining Industry Solution 

Board Launches New Group Consolidation and Reporting Solution 

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

Nordic Capital Acquires Board International 


Jobs at this Vendor

Current Openings 

Additional Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2018/06/Board_logo_payoff_CMYK_new300.jpg 168 300 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-06-23 22:50:182025-03-14 13:33:44Board International

Anaplan

June 22, 2018/in Featured Account Reconciliation, Benchmarking, Budgeting/Planning/Forecasting, Close Management, Demand Planning, Disclosure Management, Financial/Statutory Consolidation, 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 Comprehensive Consolidation, Core Vendor, Top Rated for Budgeting, Top Rated for Consolidation, Top Rated Overall AI Powered, Complementary Use Cases, Customer Success Program, Easy Expandability, Integrated Business Planning, Low Total Cost of Ownership, No Coding, Performance/Scalability, Pre-configured Solutions, Product Flexibility, Quick Implementation Enterprise, Large, Midmarket - Upper $3000 and over Vendor /by BPM Partners

PERFORMANCEPLACE


AI-Infused Scenario Planning, Analysis and Reporting Platform

4.41

BPM Pulse Rating


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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 2024 Vendor Snapshot for Anaplan  R

BPM Partners Anaplan a Leader in 2024-2025 Vendor Landscape Matrix  $

BPM Partners Anaplan 2024-2025 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

Using Zero-based Budgeting to Fuel Growth  R,S 


Related Webcasts & Events

2025 Pulse of Performance Management: Anaplan Reviewed as Core Vendor 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 

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

How A.I. Can Help Leaders Make Better Decisions 


Latest News

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 

Anaplan Acquires Vuealta Applications Division 

Anaplan to be Acquired for $10.7 Billion 


Jobs at this Vendor

Enterprise Account Executive 

Customer Success 

Additional Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2018/05/Anaplan_Logo.jpg 300 1000 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-06-22 18:58:382025-06-05 01:20:10Anaplan

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, Low Total Cost of Ownership, 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


AI-Powered Complete FP&A Platform

4.69

BPM Pulse Rating


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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 24  R

BPM Partners 2024 Vendor Snapshot for Vena  R

BPM Partners Vena a Leader in 2024-2025 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

2025 Vena Industry Benchmark Report: The State of Strategic Finance  R

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


Related Webcasts & Events

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

Related Articles & Blogs

Vena Announces Vena Copilot for FP&A

New Performance Management Leaders 2023

3 Most Common Budgeting Mistakes Made by SMEs 

The Performance Management Gold Rush

Best Budgeting and Planning Solutions 2020

Ease of Use the #1 Driver of BPM Success 

FP&A is Hot – Now it’s Vena Solutions 


Latest News

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 

Vena Introduces Vena Copilot for FP&A 

Vena Welcomes 1000th Customer 

Vena Raises $300 Million in Series C Funding 


Jobs at this Vendor

Job Openings 

Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2020/08/VenaNewLogoedit2.png 189 500 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-24 15:40:342025-06-04 17:26:38Vena

Oracle

May 23, 2018/in Featured Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Disclosure Management, Financial/Statutory Consolidation, Granular Profitability, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Robotic Process Automation, Sales Planning, Solution Library, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud, Mobile, On Premise Comprehensive Consolidation, Core Vendor, Next Generation Ready Advanced Technologies, Complexity Handling, Depth/Breadth of Functionality, Integrated Business Planning, Performance/Scalability, Regulatory Compliance Enterprise, Large, Midmarket - Upper $3000 and over Vendor /by BPM Partners

PERFORMANCEPLACE


Outperform with agility.

4.17

BPM Pulse Rating


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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 2024 Vendor Snapshot for Oracle  R

BPM Partners Oracle a Key Competitor in 2024-2025 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

BPM Standards Group Industry Framework

Performance Management: The Next Generation

Related Articles & Blogs

Innovative Approaches to Connected Planning 

Automation of Analysis is Key for Finance 


Latest News

Oracle NetSuite Announces NetSuite EPM 

Oracle Adds New AI Capabilities to Analytics Cloud 


Jobs at this Vendor

U.S. EPM Jobs 

Open Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2018/05/oracle-logo.png 320 800 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-23 20:06:222025-06-05 01:37:49Oracle

OneStream Software

May 23, 2018/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, Robotic Process Automation, S&OP, Sales Planning, Solution Library, Supply Chain Planning, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud Comprehensive Consolidation, Core Vendor, Next Generation Ready, Top Rated for Budgeting, Top Rated for Consolidation, Top Rated for Ease of Use, Top Rated for Operational Planning, Top Rated for Reporting, Top Rated Overall AI Powered, Complexity Handling, Depth/Breadth of Functionality, Ease of Use, Easy Expandability, Excel UI, Integrated Business Planning, Performance/Scalability, Regulatory Compliance Enterprise, Large, Midmarket - Upper $3000 and over Vendor /by BPM Partners

PERFORMANCEPLACE


The Digital Finance Cloud

4.56

BPM Pulse Rating


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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 24  R

BARC 2023 Score for FPM  R

BPM Partners 2024 Vendor Snapshot for OneStream  R

BPM Partners OneStream a Leader in 2024-2025 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

Lower TCO with Unified BPM Solutions

Performance Management: The Next Generation


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 

OneStream Files Confidentially for IPO 

Advancing the CPM+ Journey 

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 

WSJ: KKR Agrees to Take Majority Stake in OneStream

What’s the Value of a Performance Management ‘App Store’ 


Latest News

OneStream Unveils Productivity Tools and Platform Enhancements 

OneStream Unveils SensibleAI Agents and SensibleAI Studio 

OneStream Announces Q1 2025 Results 

OneStream Collaborates with Coupa for Business Spend Management 

OneStream Launches Solution Exchange

OneStream Receives $200 Million Investment at $6 Billion Valuation 

OneStream Adds Governed Analytics in Latest Release 

OneStream Software to Receive Significant Investment from KKR 


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Current Openings 

Jobs/Careers Information 

OneStream Named to Inc. Magazine’s Best Workplaces 

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insightsoftware

May 23, 2018/in Account Reconciliation, Budgeting/Planning/Forecasting, Financial/Statutory Consolidation, Granular Profitability, Natural Language Query, Performance Dashboards, Pervasive Analytics, Reporting, Robotic Process Automation, Sales Planning, Solution Library, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud, Mobile Next Generation Ready Depth/Breadth of Functionality, Ease of Use, Easy Expandability, Integrated Business Planning, Performance/Scalability, Product Flexibility, Regulatory Compliance Enterprise, Large, Midmarket - Lower, Midmarket - Upper $1500 - $1999, Under $1000 Vendor /by BPM Partners

PERFORMANCEPLACE


Transforming the office of the CFO by accelerating planning, consolidation, tax and analytics.

0.00

BPM Pulse Rating


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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

Performance Management: The Next Generation


Related Webcasts & Events

How to Improve Your Close and Financial Reporting Process with Consolidation  R

How to Implement Continuous Planning in a Fast-Changing World  R

Related Articles & Blogs

The Performance Management Gold Rush

Avoid Common Financial Planning Mistakes for Manufacturers 

Creating Your Month-End Close Process Flow Chart 

How to Account for Seasonality Using Financial Planning Software 

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 Launches Bizview in North America to Empower Midmarket with Intelligent Planning and Forecasting  

insightsoftware Acquires Certent – Adds Equity and Disclosure Management Capabilities 

insightsoftware Acquires French Financial Software Provider Viareport 

Longview Acquired by insightsoftware 


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Job Openings

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IBM

May 23, 2018/in Other Anomaly Detection, Budgeting/Planning/Forecasting, Demand Planning, ESG Reporting, Financial/Statutory Consolidation, Granular Profitability, Intelligent Insights, Natural Language Generation, Natural Language Query, Performance Dashboards, 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, Mobile, On Premise, On Premise Same as Cloud Comprehensive Consolidation, Core Vendor, Next Generation Ready, Top Rated for Budgeting, Top Rated for Consolidation, Top Rated for Implementation Consulting, Top Rated for Reporting, Top Rated Overall Advanced Technologies, AI Powered, Complexity Handling, Depth/Breadth of Functionality, Easy Expandability, Excel UI, Integrated Business Planning, Performance/Scalability, Product Flexibility Enterprise, Large, Midmarket - Lower, Midmarket - Upper $1500 - $1999 Vendor /by BPM Partners

PERFORMANCEPLACE


Drive future-ready business performance.

0.0

BPM Pulse Rating


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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. See detailed ratings and compare to Oracle, SAP or other vendors >>>

** 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 

BPM Partners 2024 Vendor Snapshot for IBM  R

BPM Partners IBM a Leader in 2024-2025 Vendor Landscape Matrix  $

Forrester The Total Economic Impact of IBM Planning Analytics R 

Ventana Research 2022 Business Value Index: Product and Vendor Assessment  R 


Related Whitepapers & eBooks

CFO Study: Strategic Intelligence

IBM Planning Analytics Data Sheet

The Strategic Need to Automate the Last Mile of Finance

Profitability Analysis and Optimization

Case Study: Pervasive Performance Management Transforms a Manufacturing Environment

Performance Management: The Next Generation


Related Webcasts & Events

Related Articles & Blogs

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

IBM Planning Analytics Delivers Continuous Integration with Watson

IBM Melds Data Science, BI on the Cloud 

IBM Cognos CPM Overview


Latest News

IBM Acquires Manta Software for Data Lineage Capabilities 

SAP to Embed IBM Watson AI into SAP Solutions 

IBM Sells Disclosure Management, FSR, and Clarity 7 to Certent 


Jobs at this Vendor

Open Jobs/Careers Information 

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deFacto Global

May 23, 2018/in Other Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Demand Planning, Disclosure Management, 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, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud, Mobile, On Premise, On Premise Same as Cloud Core Vendor, Exclusive BPM Pricing, Top Rated for Budgeting, Top Rated for Ease of Use, Top Rated Overall Complexity Handling, Depth/Breadth of Functionality, Ease of Use, Easy Expandability, Excel UI, Integrated Business Planning, Low Total Cost of Ownership, Performance/Scalability, Product Flexibility, Quick Implementation Large, Midmarket - Lower, Midmarket - Upper $1000 - $1499, $1500 - $1999 Vendor /by BPM Partners

PERFORMANCEPLACE


Integrated Business Planning Platform

4.93

BPM Pulse Rating


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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 2024 Vendor Snapshot for deFacto  R

BPM Partners deFacto a Key Competitor in 2024-2025 Vendor Landscape Matrix  $

TEC deFacto Product Analysis Report


Related Whitepapers & eBooks

Real-time BPM Benefits Operational Execution


Related Webcasts & Events

2025 Pulse of Performance Management: deFacto Reviewed as Core Vendor R

Why Integrated Planning Has Become Essential

Related Articles & Blogs

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

Best Budgeting and Planning Solutions 2020

Introducing deFacto Power Planning  

Predictive Analytics – A Must Have for Dynamics Customers  

deFacto Leverages Azure Machine Learning  


Latest News

deFacto Global Ranks Highest in Overall Customer Satisfaction Again in 2021 BPM Pulse Awards 

deFacto Global Sweeps Pulse of Performance Management Awards 

deFacto Global Introduces deFacto Power Planning 

deFacto Releases Predictive Analytics Forecasting Capability 


Jobs at this Vendor

None available.

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