Next Level Analytics & Planning
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BPM Pulse 2023
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OVERVIEW
Acterys turns Power BI into an enterprise planning solution as it fully leverages Microsoft technologies to deliver dynamic financial and operational planning capabilities along with consolidation and advanced analytics on a single platform. The focus is on addressing the full-range of extended planning and analysis requirements. Solutions are quickly generated from a range of source systems, leveraging automated integration which creates the appropriate data warehouse structure. Intelligent planning capabilities include constraint satisfaction, plan optimization, landing cost simulation, and goal-seeking. See detailed ratings and compare to deFacto, Vena, or other vendors >>>
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
INDUSTRY SUCCESS
Hospitality, Professional Services, Manufacturing, Technology
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPI FP&A Market Guide: Acterys Vendor Spotlight
BPM Partners 2023 Vendor Snapshot for Acterys R
BPM Partners Acterys a Key Competitor in 2023 Vendor Landscape Matrix $
BPM Partners Acterys 2022 Vendor Landscape Matrix: Profile Edition
Gartner Acterys 2022 Cool Vendor in Finance
SoftwareReviews Acterys an EPM Emotional Footprint Champion R
Related Whitepapers & eBooks
Related Articles & Blogs
Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022
Acterys Recognized as Top-Rated Vendor in 2022 BPM Pulse Research
A Smarter Data-Driven Approach to ESG Implementation and Reporting
The Latest Trends in Performance Management
Microsoft Customer Story: Acterys + Azure + Power BI
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. 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
Related Webcasts & Events
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 2024 Vendor Snapshot for Unit4 R
BPM Partners Unit4 a Key Competitor in 2024-2025 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
Corporate performance management and business intelligence unified in one seamless software platform.
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OVERVIEW
The Jedox EPM platform seamlessly combines budgeting, planning, reporting and financial consolidation with built-in and third-party integrated analysis capabilities, predictive analytics, and related data visualization tools for continuous performance management. The full Core Finance Suite includes pre-built applications for integrated financial planning: Balance Sheet, CF, P&L, Sales, HR, Cost Center, and Profit Center. The platform is expandable with best practice models downloaded from the Jedox Marketplace. Jedox can be deployed via a subscription model on-premise, in the cloud, or private cloud, now leveraging Kubernetes for scalability and deployment management. See detailed ratings and compare to Workday Adaptive Planning, Vena or other vendors >>>
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
INDUSTRY SUCCESS
Banking, Education, Energy, Government, Manufacturing, 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 22 R
BARC Score for Integrated Planning and Analytics 2023 R
BPM Partners 2021 Vendor Snapshot for Jedox R
Dresner Advisory 2022 Wisdom of Crowds EPM Study R
Dresner Advisory 2022 Wisdom of Crowds SPM Study R
Gartner Jedox a Leader in 2023 Financial Planning Solutions Magic Quadrant R
Related Whitepapers & eBooks
The Next Wave in Budgeting and Planning: Performance Management Plus
Related Webcasts & Events
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. 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 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 2024 Vendor Snapshot for deFacto R
BPM Partners deFacto a Key Competitor in 2024-2025 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.
Agentic AI with a Finance Brain
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BPM Pulse 2025
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OVERVIEW
The AI-powered CCH® Tagetik Intelligent Platform, available in standard or SAP HANA versions, is a unified platform that 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 Financial Close and Consolidation includes Account Reconciliation, Transaction Matching, and Intelligent Disclosure for Reporting & Disclosure. Intelligent capabilities include AI Automapping, AI Anomaly Detection, AI Transaction Matching, AI Driver-based Analysis, and Predictive Intelligence. At the heart of the Intelligent Platform is Ask AI, a super agent designed to address finance-specific needs. See detailed ratings and compare to 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 24 R
BPM Partners 2024 Vendor Snapshot for Wolters Kluwer CCH Tagetik R
BPM Partners Wolters Kluwer CCH Tagetik a Premier Leader in 2024-2025 Vendor Landscape Matrix $
BPM Partners Wolters Kluwer CCH Tagetik 2024-2025 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2023 Wisdom of Crowds EPM Study R
Gartner CCH Tagetik a Leader in 2024 Financial Planning Solutions Magic Quadrant R
Gartner CCH Tagetik a Leader in 2025 Financial Close and Consolidation Solutions Magic Quadrant R
Gartner CCH Tagetik Recognized in 2022 Market Guide for Cloud Extended Planning and Analysis Solutions R
Gartner Peer Insights: 2023 Financial Planning Software R
Nucleus Research CCH Tagetik a Leader in 2024 CPM Value Matrix R
Nucleus Research CCH Tagetik A Hot Company to Watch in 2023
Related Articles & Blogs
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 Announces AI-powered CCH Tagetik Intelligent Platform
Wolters Kluwer Named ‘Premier Leader’ in BPM Partners’ Vendor Landscape Matrix
Wolters Kluwer 2022 Full-Year Report
Wolters Kluwer Receives Top Recommendation Scores in 2022 BARC The Planning Survey
Wolters Kluwer 2021 Full Year Report
Wolters Kluwer Acquires Vanguard Software to Extend S&OP Capabilities
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