Adaptable Financial Forecasting for SaaS and Professional Services Organizations
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OVERVIEW
The PlaceCPM product from Place Technology is a flexible cloud-based forecasting solution that dynamically produces P&L forecasts and cash projections from the latest transactional data in real-time. Built on the Salesforce platform the system provides streamlined revenue planning along with workforce planning, consolidations with support for currency conversions and eliminations, drag-and-drop reports and dashboards. PlaceCPM is designed for SaaS and Professional Services organizations.
INDUSTRY SUCCESS
Professional Services, Technology
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
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Customer View
G2 Crowd Reviews and Ratings
Related Whitepapers & eBooks
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Related Webcasts & Events
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Plan smarter. Plan faster. Plan together.
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OVERVIEW
This vendor delivers an all-in-one cloud-based solution for budgeting, forecasting, reporting, and dashboards. Targeted at organizations with 500 or fewer employees, the solution is optimized for ease of use and rapid implementation. Out of the box integration is available for Xero, Sage Intaact, QuickBooks Desktop, QuickBooks Online, and NetSuite.
INDUSTRY SUCCESS
Financial Services, Professional Services, Technology
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
CPA Practice Advisor Jirav Wins Innovation Award
Customer View
G2 Crowd Reviews and Ratings
Related Whitepapers & eBooks
Coming Soon!
Related Webcasts & Events
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The FP&A platform for continuous planning accelerates the process and fosters business-wide collaboration
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BPM Pulse 2020
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OVERVIEW
The Planful Continuous Planning Platform delivers cloud-based financial planning and decision-making for the Office of Finance including robust modeling, budgeting, planning, forecasting, close and consolidation, financial reporting and dashboards. It is a modern framework designed to bring speed, agility, and company-wide collaboration to financial planning and decision-making. Dynamic Planning with Planful delivers on the vision of reuniting financial and operational planning with multi-dimensional data exploration accessed via Excel, the web, or a mobile interface. 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 2020 Vendor Snapshot for Planful R
BPM Partners Planful a Proven Vendor with Excellent Customer Satisfaction in 2020 Vendor Landscape Matrix $
Dresner Advisory 2020 Wisdom of Crowds EPM Study R
Forrester Host Analytics Total Economic Impact R
Gartner Host Analytics a Leader in 2019 Cloud FP&A Solutions Magic Quadrant R
IDC 2018 MarketScape for EPM R
Nucleus Research 2020 CPM Value Matrix R
Related Webcasts & Events
The Pulse of Performance Management 2020: Planful Reviewed as Core Vendor R
Related Articles & Blogs
Analyst Perspectives on Planful
Best Budgeting and Planning Solutions 2020
Planful Winter20 Brings More Beauty and More Brains
Host Analytics is Becoming Planful
Analyst’s View of Host Analytics Re-branding as Planful
Widening the Financial Lens of Your Organization
The Four Major Players in Cloud FP&A
Best-of-Breed EPM Midmarket Will Fuel Growth
Analyst’s View of Host Analytics Acquisition by Vector Capital
Aligning Financial Consolidation with Budgeting and Planning
Latest News
Planful Announces Expanded Workforce Planning Capabilities for HR
Planful Announces Summer20 Product Release with Expanded Collaboration
Planful Raises Equity Round to Meet Increasing Demand
Planful Announces “Planful Now” Delivering Rapid Time to Value
Planful Winter20 Release Delivers Enhanced UI and Dynamic Commentary
Host Analytics Rebrands as Planful
Jobs at this Vendor
Analyze. Simulate. Plan. All in One Decision-Making Platform
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BPM Pulse 2020
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OVERVIEW
Board delivers a unified decision-making platform which includes a full range of performance management capabilities: budgeting, planning, forecasting, strategy management, profitability analysis and financial consolidation, coupled with business intelligence and predictive capabilities. Strategic planning, demand forecasting, and workforce planning are some of the 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 BI 19 R
Bloor From Insight to Action R
BPM Partners 2020 Vendor Snapshot for Board R
BPM Partners Board a Dominant Vendor with Very Good Customer Satisfaction in 2020 Vendor Landscape Matrix $
Dresner Advisory 2020 Wisdom of Crowds BI Study R
Dresner Advisory 2020 Wisdom of Crowds EPM Study R
Dresner Advisory 2019 Wisdom of Crowds Sales Planning Study R
IDC MarketScape: Worldwide EPM 2018 R
Nucleus Research CPM Value Matrix 2019 R
Related Whitepapers & eBooks
The Future of Finance Systems R,S
Budgeting, Planning, and Forecasting in the Era of Self-Service Analytics R,S
Related Webcasts & Events
Bring Financial Consolidation to the Next Level R
The Pulse of Performance Management 2020: Board Reviewed as Core Vendor R
Related Articles & Blogs
FP&A Best Practice Principle: Translate Strategy Into Actionable Plans
Latest News
Board Receives Dresner Advisory 2020 Industry Excellence Awards
Board Top Rated for Financial Consolidation in BPM Pulse
Board Launches Solution Marketplace
Nordic Capital Acquires Board International
Board Named a Market Leader for Planning & BI by BARC
Accurate, Integrated Business Reporting software for superior Planning, Budgeting and Forecasting
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BPM Pulse 2020
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OVERVIEW
Unit4 FP&A (part of the Unit4 People Experience suite) provides a full range of integrated performance management capabilities powered by AI for budgeting, planning (financial, sales, HR, project, risk), forecasting, profitability analysis, consolidation, and reporting. 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. Vertical solutions are available for utilities, energy, higher education, not-for-profits, governments, manufacturing, financial services, and professional services. 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 Prevero a Leader in Integrated Planning and BI
BPM Partners 2020 Vendor Snapshot for Unit4 R
BPM Partners Unit4 is a Proven Vendor in 2020 Vendor Landscape Matrix $
Related Whitepapers & eBooks
The Importance of AI in Corporate Budgeting, Planning, and Forecasting R
Latest News
Unit4 Announces Global Virtual Event for Midmarket People-Centered Services Businesses
Unit4 Ends Breakthrough Year with Record Cloud Growth
Unit4 Appoints New North America President
Unit4 Prevero a Market Leader in Integrated Planning & BI
Unit4 Prevero Delivers Enterprise Scale AI-Powered Performance Management
Jobs at this Vendor
Connecting people, systems, and data to power Finance-led business planning and real-time reporting.
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BPM Pulse 2020
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OVERVIEW
The Vena FP&A Cloud Platform provides budgeting, forecasting, planning, consolidation, reporting and analytics solutions for medium and large-sized organizations. Vena’s platform leverages the familiarity of Microsoft Excel (desktop and Office 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. Amazon Redshift is utilized to support large analytic data sets. The AI capabilities of Microsoft Power BI and Excel Ideas, integrated with the Vena platform, are leveraged to help CFOs make better strategic planning decisions. 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 2020 Vendor Snapshot for Vena Solutions R
BPM Partners Vena is a Proven Vendor with Excellent Customer Satisfaction in 2020 Vendor Landscape Matrix $
Nucleus Research CPM Technology Value Matrix 2020 R
Related Webcasts & Events
How Finance Leaders Can Stay Ahead of Key Market Trends R
Excel, Financial Performance Management, and Emerging Technologies R
Rethinking FP&A: An Analyst’s View
Five Steps to Selecting Financial Software to Grow Your Business
The Pulse of Performance Management 2020: Vena Reviewed as Core Vendor R
Move Beyond Excel and Drive Performance.
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BPM Pulse 2020
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OVERVIEW
Prophix aims to disrupt midmarket FP&A with ongoing innovation in its unified performance management solution that delivers insight into finance, operations and business performance with a focus on business user experience and ease of use to streamline model and process management. This comprehensive solution addresses budgeting, forecasting, reporting and analysis, operational planning, personnel planning, revenue planning, project planning and consolidation. Detailed planning capabilities include complex calculation support and additional granularity down to the sub-ledger level for enhanced operational execution in areas such as personnel, capital expenditure, fixed assets, sales, project planning, and profitability analysis. See detailed ratings and compare to Workday Adaptive Planning, Vena Solutions 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 2020 Vendor Snapshot for Prophix R
BPM Partners Prophix a Dominant Vendor with Excellent Customer Satisfaction in 2020 Vendor Landscape Matrix $
Dresner Advisory Services 2020 Enterprise Performance Management Study R
Nucleus Research CPM ROI Study – Community Bank
Experience the future of decision making.
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BPM Pulse 2020
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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 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 2020 Vendor Snapshot for SAP R
BPM Partners SAP a Dominant Vendor in 2020 Vendor Landscape Matrix $
Gartner SAP a Visionary in 2019 Cloud FP&A Solutions Magic Quadrant R
Related Whitepapers & eBooks
The Cloud Takes Intelligent FP&A to New Heights
Related Webcasts & Events
The Pulse of Performance Management 2020: SAP Reviewed as Core Vendor R
Jobs at this Vendor
Agile, pervasive, connected, and comprehenisve performance management solutions.
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BPM Pulse 2020
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OVERVIEW
Oracle’s EPM Cloud portfolio is comprehensive, connected, with embedded intelligence and analytics, designed for operational agility. It is offered in EPM Cloud Standard and Enterprise editions. Planning & Analysis offerings include Enterprise Planning and Budgeting with integrated strategic modeling, Profitability and Cost Management, and Enterprise Performance Reporting. 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. NetSuite Planning and Budgeting Cloud is a packaged, pre-configured product for NetSuite customers. See detailed ratings and compare to IBM, 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 2020 Vendor Snapshot for Oracle R
BPM Partners Oracle a Dominant Vendor with Fair Customer Satisfaction in 2020 Vendor Landscape Matrix $
Gartner Oracle a Leader in 2019 Cloud FP&A Solutions Magic Quadrant R
Gartner Oracle a Leader in 2019 Sales Performance Management Magic Quadrant
Customer View
G2 Crowd Reviews and Ratings
Gartner Peer Insights FP&A Reviews and Ratings
TrustRadius Reviews and Ratings
Related Whitepapers & eBooks
Related Webcasts & Events
The Pulse of Performance Management 2020: Oracle Reviewed as Core Vendor R
A modern platform for corporate performance management.
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BPM Pulse 2020
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OVERVIEW
OneStream XF is a unified platform designed to meet the needs of medium to large, sophisticated organizations with robust and modern capabilities for planning, budgeting, and forecasting, financial consolidation and reporting, financial data quality, and analytics accessed through reports, Excel, and built-in dashboards. Extensible Dimensionality® enables corporate to have standard dimensions (chart of accounts, organizational hierarchy, etc.) that business units can easily extend for their unique needs without modifying the corporate standard. See detailed ratings and compare to 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 19 R
BPM Partners 2020 Vendor Snapshot for OneStream R
BPM Partners OneStream is an Established Vendor with Excellent Customer Satisfaction in 2020 Vendor Landscape Matrix $
Dresner Advisory 2019 Wisdom of Crowds EPM Study R
Gartner OneStream Software a Leader in 2020 Cloud FP&A Solutions Magic Quadrant R
Gartner OneStream Software a Leader in 2019 Cloud Financial Close Solutions Magic Quadrant R
Nucleus Research 2020 CPM Value Matrix R
Ventana Research OneStream XF: A Finance Department Platform
Related Articles & Blogs
Selecting Performance Management Software with Your Head in the Clouds
OneStream Shines in BARC Planning Survey 19
WSJ: KKR Agrees to Take Majority Stake in OneStream
What’s the Value of a Performance Management ‘App Store’
OneStream Receives Top Score in BPM Pulse Survey
Getting Ready for the New Lease Accounting Guidelines
OneStream Co-founders Re-Imagine Corporate Performance Management
Latest News
OneStream Ends 2020 with More Than 85% ARR Growth
OneStream Launches Predictive Analytics for Financial and Operational Planning
OneStream Recognized as a Leader in Gartner MQ for Cloud Financial Close Solutions
OneStream Adds Governed Analytics in Latest Release
OneStream Enters Top 700 of Inc. 5000 Fast Growth List
OneStream Rated Outstanding by BPM Partners
OneStream Software to Receive Significant Investment from KKR
BPM Partners Global Headquarters
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