Featured | BPM Partners

The AI Operating System for Modern Finance

4.40

BPM Pulse Rating

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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

Jedox

May 23, 2018/in Featured Vendor /by BPM Partners

Connected Planning and Reporting Platform

4.63

BPM Pulse Rating

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BPM Pulse 2026

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OVERVIEW

The Jedox EPM planning and performance management platform delivers connected and adaptable planning. It unifies cross- departmental performance management with solutions for Integrated Financial Planning, Financial Close and Consolidation, Revenue Planning & Forecasting, Sales and Operations Planning, Lead and Pipeline Management, Supply and Demand Planning. HR/Workforce Planning, and ESG Reporting. Intelligent Automation reduces manual efforts through structured workflow, scalable data harmonization, and JedoxAI. See detailed ratings and compare to Anaplan, Vena or other vendors >>>

Featured Vendor: EPM Summit 2026

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 25 R

BARC Score for Integrated Planning and Analytics DACH 2026 R

Gartner Jedox a Leader in 2025 Financial Planning Solutions Magic Quadrant R

Related Whitepapers & eBooks

Coming Soon!

Related Webcasts & Events

2026 Pulse of Performance Management: AI-Powered FP&A and Consolidation R

The EPM Replacement Imperative: Why Now is the Time to Move Beyond Legacy EPM R

Hitting Key Milestones in Your FP&A Journey R

Latest News

Jedox Named a Leader in the 2025 Gartner Magic Quadrant for Financial Planning Software

Jedox Announces $100+ Million Investment to Boost Growth

Jobs at this Vendor

Open Positions

Jobs/Careers Information

deFacto Global

May 23, 2018/in Featured 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

Integrated Business Planning Platform

4.91

BPM Pulse Rating

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BPM Pulse 2026

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OVERVIEW

deFacto is a unified, AI-enabled Integrated Business Planning platform that enables mid-market to large enterprises to orchestrate decision planning 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 includes live reporting and write-back from Power BI and PowerPoint. It 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 2025 Vendor Snapshot for deFacto R

BPM Partners deFacto a Key Competitor in 2025-2026 Vendor Landscape Matrix $

TEC deFacto Product Analysis Report

Related Whitepapers & eBooks

Real-time BPM Benefits Operational Execution

Related Webcasts & Events

2026 Pulse of Performance Management: AI-Powered FP&A and Consolidation R

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

Why Integrated Planning Has Become Essential

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.

Wolters Kluwer CCH Tagetik

May 22, 2018/in Featured Account Reconciliation, Agentic AI, Anomaly Detection, Budgeting/Planning/Forecasting, Close Management, Demand Planning, Disclosure Management, ESG Reporting, Financial/Statutory Consolidation, Granular Profitability, Intelligent Insights, 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, Core Vendor, Next Generation Ready, 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 Advanced Technologies, AI Powered, Complexity Handling, Depth/Breadth of Functionality, Ease of Use, Excel UI, Integrated Business Planning, No Coding, Performance/Scalability, Pre-configured Solutions, Product Flexibility, Regulatory Compliance Enterprise, Large, Midmarket - Upper $1000 - $1499, $2000 - $2499 Vendor /by BPM Partners

Agentic AI with a Finance Brain

4.71

BPM Pulse Rating

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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 >>>

Featured Vendor: EPM Summit 2026