EPM Suite for Power BI and Data Platforms
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OVERVIEW
Lumel brings Enterprise Performance Management to Power BI data models as a native app with Fabric. Lumel offers a full stack EPM suite consisting of Planning, Data apps, Data Management and Modern BI (Reporting, Exploration and Visualization). With pre-built components, Lumel enables rapid deployment of budgeting, forecasting, FP&A modeling, sales and operational planning, scenario management, and driver-based planning with fully integrated reporting, analytics, and data storytelling. By embedding connected planning directly into Power BI, Lumel accelerates planning workflows which shortens time-to-value. Lumel’s native integration with data platforms allows organizations to plan directly on top of their existing data platforms (Snowflake, Databricks, BigQuery, Microsoft Fabric, SAP HANA, and more) which eliminates the need for data duplication or new data marts. See detailed ratings and compare to Pigment, deFacto or other vendors >>>
INDUSTRY SUCCESS
Manufacturing, Pharmaceuticals, CPG, Mining, Services, Logistics
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 Lumel R
BPM Partners Lumel a Key Competitor in 2025-2026 Vendor Landscape Matrix $
Customer View
AppSource Reviews and Ratings for Lumel Inforiver
All-in-One Financial Performance Companion
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BPM Pulse 2026
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OVERVIEW
JustPerform from insightsoftware delivers a unified AI-powered 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 from planning and forecasting through financial close, consolidation, and reporting and supports a range of use cases: Extended Planning and Analysis unites Finance, Sales, Supply Chain, HR and Marketing, The Consolidation Hub – streamlines close and consolidation with pre-built IFRS and Multi-GAAP scenarios, business rules, and audit-ready reports. ESG Reporting delivers compliant and self-service reporting with ESG frameworks. See detailed ratings and compare to Anaplan, OneStream, 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 2026 Vendor Snapshot for JustPerform R
BPM Partners JustPerform a Leader in 2026-2027 Vendor Landscape Matrix $
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
Related Webcasts & Events
2026 Pulse of Performance Management: AI-Powered FP&A and Consolidation R
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
Top-Rated EPM Vendors for 2026
LinkedIn: The Best Embedded AI Agents for Finance
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
Latest News
insightsoftware Introduces JustPerform Account Reconciliation
insightsoftware Drives Global Expansion of JustPerform
Introducing Lineos, AI Powered by insightsoftware
insightsoftware Acquires JustPerform to Deliver Unified, No-Code, Cloud-Native EPM
Jobs at this Vendor
Intelligent Planning. Plan Smarter, Drive Outcomes, Lead Transformation.
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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. Recommended Alternatives: Anaplan, Jedox, JustPerform from insightsoftware, OneStream, Pigment, Wolters Kluwer (CCH Tagetik)
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
Related Whitepapers & eBooks
Latest News
Board Unveils AI Agents for the Office of Finance
Board Collaborates with Microsoft to Bring Agentic AI to Enterprise Planning
Board and IRIS CARBON Launch Unified Disclosure Management Solution
Board Acquires Prevedere to Incorporate External Indicators into Predictive Planning
Board Partners with Decision Inc. to Launch Mining Industry Solution
Board Launches New Group Consolidation and Reporting Solution
FP&A for Midmarket Service-based Organizations
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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, Jedox, 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 2026 Vendor Snapshot for Unit4 R
BPM Partners 2026-2027 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
From Integrated Data to Trusted AI: The Modern FP&A You Can Trust R
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
Outperform with agility.
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BPM Pulse 2026
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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 2026 Vendor Snapshot for Oracle R
BPM Partners Oracle a Key Competitor in 2026-2027 Vendor Landscape Matrix $
Constellation Research 2024 ShortList Cloud-Based Planning Platforms
Gartner Oracle a Leader in 2026 Financial Close and Consolidation Solutions Magic Quadrant R
Gartner Oracle a Leader in 2025 Financial Planning Solutions Magic Quadrant R
IDC Oracle a Leader in 2026 MarketScape for Enterprise Planning, Budgeting, and Forecasting R
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
The AI Operating System for Modern Finance
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BPM Pulse 2026
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OVERVIEW
OneStream’s unified, AI-powered, and extensible finance platform with built-in financial data quality includes solutions for financial close and consolidation with account reconciliation, transaction matching, journal entry management, and tax. Solutions also include financial planning and analysis with strategic planning, rolling forecasts, and scenario modeling, and many operational planning and analysis scenarios including demand forecasting, workforce planning, ESG reporting and planning, Sales Performance Management and others. The OneStream Solution Exchange offers downloadable solutions to expand capabilities in all of these areas. 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 2026 Score for FPM R
BPM Partners 2026 Vendor Snapshot for OneStream R
BPM Partners OneStream a Leader in 2026-2027 Vendor Landscape Matrix $
Gartner OneStream a Leader in 2026 Financial Close and Consolidation Solutions Magic Quadrant R
Gartner OneStream a Leader in 2025 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
2026 Pulse of Performance Management: AI-Powered FP&A and Consolidation R
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
Top-Rated EPM Vendors for 2026
LinkedIn: The Best Embedded AI Agents for Finance
OneStream Named Microsoft’s Americas SDC Partner of the Year
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 Unlocks Agentic AI for the Office of the CFO
OneStream Expands Microsoft Relationship to Scale AI Adoption in the Office of the CFO
Hg Completes Acquisition of OneStream for $6.4 Billion
OneStream Announces Q4 and FY 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
Transforming the office of the CFO by accelerating planning, consolidation, tax and analytics.
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OVERVIEW
insightsoftware delivers performance management solutions in three key areas: (1) Capital Management: Equity Management, (2) Controllership: Close/Consolidation, Tax Provisioning, Transfer Pricing, Disclosure Management, and (3) FP&A: Budgeting & Planning, Financial Reporting, Operational Reporting, Data Visualization. The insightsoftware product suite enables the Office of the CFO to be connected, proactive, and empowered. Current products include Tidemark, Longview Close, Longview Tax, Longview Transfer Pricing, Longview Analytics, and Bizview. See detailed ratings and compare to Wolters Kluwer (CCH Tagetik), Planful or other vendors >>>
INDUSTRY SUCCESS
Banking/Financial Services/Insurance, Energy/Utilities, Healthcare, Higher Education, Logistics, Manufacturing, Retail
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BARC Score Financial Performance Management 2021 R
BPM Partners Longview Acquired by insightsoftware
BPM Partners Vendor Snapshot for insightsoftware R
Related Whitepapers & eBooks
Related Articles & Blogs
The Performance Management Gold Rush
Avoid Common Financial Planning Mistakes for Manufacturers
Creating Your Month-End Close Process Flow Chart
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 Acquires Certent – Adds Equity and Disclosure Management Capabilities
insightsoftware Acquires French Financial Software Provider Viareport
Jobs at this Vendor
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: JustPerform from insightsoftware, Jedox, OneStream, Oracle, Wolters Kluwer (CCH Tagetik)
** BPM Partners has dropped coverage of this vendor and will only update this page with significant news **
INDUSTRY SUCCESS
Education, Financial Services, Government, Life Sciences
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BARC IBM a Market Leader in 2026 Integrated Planning Report R
Forrester The Total Economic Impact of IBM Planning Analytics R
Related Webcasts & Events
Jobs at this Vendor
Agentic AI with a Finance Brain
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BPM Pulse 2026
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OVERVIEW
The CCH® Tagetik unified finance platform powered by Expert AI, available in standard or SAP HANA versions, consists of intelligent solutions for Financial Close and Consolidation, Extended Planning, ESG and Regulatory, and Corporate Tax. Specific solutions include CCH Tagetik Budgeting, Planning, and Forecasting, Cash Flow Planning, Capital Expenses Planning, Workforce Planning, Integrated Business Planning, Integrated Business Planning for CPG, Production Cost Planning and Control, and Supply Chain Planning (with solutions for demand, trade promotions, supply, and production planning), CCH Tagetik ESG & Sustainability for Planning & Analytics. See detailed ratings and compare to Anaplan, OneStream, Oracle or other vendors >>>
INDUSTRY SUCCESS
Financial Services, Healthcare, Manufacturing, Professional Services
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BARC The Financial Consolidation Survey 25 R
BPM Partners 2026 Vendor Snapshot for Wolters Kluwer CCH Tagetik R
BPM Partners Wolters Kluwer CCH Tagetik a Premier Leader in 2026-2027 Vendor Landscape Matrix $
BPM Partners Wolters Kluwer CCH Tagetik 2026-2027 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2026 Wisdom of Crowds EPM Study R
Gartner CCH Tagetik a Leader in 2025 Financial Planning Solutions Magic Quadrant R
Gartner CCH Tagetik a Leader in 2026 Financial Close and Consolidation Solutions Magic Quadrant R
IDC CCH Tagetik a Leader in 2025 MarketScape: Worldwide ESG Reporting and Compliance
Nucleus Research CCH Tagetik a Leader in 2025 CPM Value Matrix R
Related Articles & Blogs
Top-Rated EPM Vendors for 2026
LinkedIn: The Best Embedded AI Agents for Finance
IFRS 18: What the New Standard Means for Your Financial Reporting
How CFOs are Weighing AI Adoption
BEPS Pillar Two Impact on Consolidation
New Performance Management Leaders 2023
The Return of Zero-Based Budgeting
Best Budgeting and Planning Solutions 2020
What Does the Future of Finance Look Like?
Industry View: Tagetik Acquisition
Latest News
Wolters Kluwer Appoints New CEO for CPM and ESG Division
Wolters Kluwer Recognized by Gartner in 2025 ESG Management and Reporting Market Guide
Wolters Kluwer Ranked in the Top 5 Globally for Excellence in AI
Wolters Kluwer Announces AI-powered CCH Tagetik Intelligent Platform
Wolters Kluwer Acquires Vanguard Software to Extend S&OP Capabilities
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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