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Talentia Software is a global provider of Finance solutions designed to simplify the management of midmarket complexities. Their comprehensive CPM solution focuses on consolidation and close and related regulatory compliance, account reconciliation, reporting, and planning systems for Finance teams. With the the goal of ‘simplification’, it is easy to implement and reduces time to value. The solution leverages Excel for familiarity and end user ease-of-use, and enables midmarket Finance teams to quickly deliver value across several key financial processes.
Energy, Healthcare, Insurance, Manufacturing, Retail, Transportation
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!0 Key Reasons for Mid-Sized Companies to Modernize Consolidation R
8 Key Reasons for Mid-Sized Companies to Modernize Consolidation R
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FYIsoft enables finance and accounting teams to speed and simplify the financial close cycle and make better data-driven decisions with its integrated suite of BudgetFYI, ReportFYI, and AnalyticsFYI. FYIsoft’s software is ready to use out-of-the-box, with powerful automation features, support for multi-entity/multi-GL consolidations with currency conversion, industry benchmarking, and true data integration across all products. These features make FYIsoft ideal for multi-entity, high-growth, midmarket organizations with complex accounting environments.
Financial Services, Healthcare, Hospitality, Utilities
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
The Insight Partners Financial Reporting Market $
Capterra Reviews and Ratings
A Strong ROI Case for Finance Transformation R
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BPM Pulse Rating
Limelight is a financial planning, analysis, and reporting platform that is designed for rapid deployment and management by business users. It is a cloud-based solution offering data integration, collaboration, real-time planning and reporting with Excel features to maximize productivity. The solution directly integrates with ERP systems to offer access to the latest and most accurate financial data. Automated features help accelerate FP&A processes allowing organizations to more quickly get the information they need for strategic decision-making.
Financial Services, Healthcare, Manufacturing, Not for Profit, SaaS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
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PERFORMANCEPLACE
BPM Pulse Rating
DataRails is an FP&A solution designed to help SMEs automate their monthly and quarterly reporting processes. The solution allows organizations to benefit from the capabilities of a modern, cloud-based and centrally managed financial system, while still being able to work in the familiar Excel environment. DataRails can consolidate data from multiple source systems such as ERP, CRM, HRIS, along with unstructured data, into a unified cloud-based database. The system supports currency conversion, eliminations, alternate hierarchies, adjustments, and more. The end result is a 360 degree view of all organizational data that can be accessed via Excel, a performance dashboard, or through live, interactive charts and tables within PowerPoint that are updated in real-time.
Financial Services, Professional Services, Technology
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Capterra Reviews and Ratings
Gartner Peer Insights Reviews and Ratings
G2 Crowd Reviews and Ratings
SoftwareConnect Reviews and Ratings
SourceForge Reviews and Ratings
PERFORMANCEPLACE
BPM Pulse Rating
Synario, from PFM Solutions, delivers enterprise class modeling intelligence software for operational planning, project and program planning, and long-range planning. It is designed to augment existing budgeting and forecasting solutions by focusing on forward-looking plans. The solution replaces Excel spreadsheets, which are typically used for this purpose, with advanced modeling, analysis, and insights functionality along with dynamic visualization capabilities to present the results. The company offers pre-configured applications of Synario for the Government and Education markets. A prior version of Synario was marketed as Whitebirch. See detailed ratings and compare to other vendors >>>
Government, Higher Education
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2021 Vendor Snapshot for Synario R
BPM Partners Synario a Proven Vendor with Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix $
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2021 Pulse of Performance Management: Synario Covered as New Vendor R
PERFORMANCEPLACE
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Developed by FP&A Software, an Australian software company with subsidiaries in the United States and Germany, Acterys fully leverages Microsoft technologies to deliver dynamic planning capabilities along with consolidation and advanced analytics. The solution delivers best practice financial and operational planning, forecasting, and legal consolidation processes that can be configured precisely to each customer’s requirements. Machine learning combined with statistical methods delivers advanced predictive forecasting. All of this is complemented by bi-directional integration with Power BI and Excel, either of which can be used as a primary interface. See detailed ratings and compare to other vendors >>>
Hospitality, Professional Services, Manufacturing, Technology
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2021 Vendor Snapshot for Acterys R
BPM Partners Acterys a Proven Vendor with Excellent Customer Satisfaction in 2021 Vendor Landscape Matrix $
PERFORMANCEPLACE
BPM Pulse Rating
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. Specialized content is available for technology companies as well as professional services organizations. See detailed ratings and compare to other vendors >>>
Professional Services, Technology
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2021 Vendor Snapshot for Place R
BPM Partners Place a Developing Vendor with Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix $
G2 Crowd Reviews and Ratings
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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.
Financial Services, Professional Services, Technology
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
CPA Practice Advisor Jirav Wins Innovation Award
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BPM Pulse Rating
BPM Pulse 2021
Fluence delivers a cloud-based consolidation-first platform with out-of-the-box consolidation models and calculations, no-coding administration, drag-and-drop workflow, drop-down rules, time-based calculations and support for audit and movement dimensions. Utilizing an Excel interface, the system is designed to be owned by Finance, easy to use, and implemented quickly. The platform addresses the requirements of midmarket organizations for consolidations, cash flow management, and financial and management reporting. For broader FP&A needs, Fluence is tightly integrated with Vena to provide a seamless and unified, extensible performance management platform. See more details and compare to Wolters Kluwer (CCH Tagetik), Planful, or other vendors >>>
Coming Soon
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2021 Vendor Snapshot for Fluence R
BPM Partners Fluence a Developing Vendor With Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix $
BPM Partners Fluence Acquires XLCubed
Nucleus Research Fluence Customers Slash the Monthly Close by 90% R
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2021
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The Planful Cloud FP&A Platform for Continuous Planning includes functionality to support financial consolidation, financial and management reporting, structured financial planning, dynamic operational planning, workforce planning, dashboards, and integration with Microsoft Office. The platform is designed to bring speed, agility, and company-wide collaboration to financial planning and decision-making. Dynamic Canvas, brings dashboards, reports, and input templates together on the same screen. Dynamic Collaboration enables threaded, real-time discussions around plans and decisions. See detailed ratings and compare to Workday Adaptive Planning, Oracle or other vendors >>>
Life Sciences, Manufacturing, Technology
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2021 Vendor Snapshot for Planful R
BPM Partners Planful a Proven Vendor with Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix $
Constellation Research 2022 ShortList Cloud-Based Planning Platforms
Dresner Advisory 2021 Wisdom of Crowds EPM Study R
Forrester Planful Total Economic Impact R
Gartner Critical Capabilities for Cloud FP&A Solutions R
Gartner Market Guide for Extended Planning and Analysis Solutions R
Nucleus Research Planful a Leader in 2022 CPM Value Matrix
2021 Pulse of Performance Management: Planful Reviewed as Core Vendor R
Planful Winter21 Release Adds More Flexibility, Speed, and Ease of Use
Analyst Perspectives on Planful
Best Budgeting and Planning Solutions 2020
Host Analytics is Becoming Planful
Analyst’s View of Host Analytics Re-branding as Planful
Widening the Financial Lens of Your Organization
The Four Major Players in Cloud FP&A
Best-of-Breed EPM Midmarket Will Fuel Growth
Analyst’s View of Host Analytics Acquisition by Vector Capital
Aligning Financial Consolidation with Budgeting and Planning
Planful Achieves Record-breaking Growth in 2021
Planful and Trintech Announce Strategic Global Partnership
Planful Debuts “Predict: Signals” for Anomaly Detection
Planful Announces Expanded Workforce Planning Capabilities for HR
Planful Raises Equity Round to Meet Increasing Demand
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