Financial Intelligence By Design®
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OVERVIEW
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.
INDUSTRY SUCCESS
Financial Services, Healthcare, Hospitality, Utilities
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
The Insight Partners Financial Reporting Market $
Customer View
Capterra Reviews and Ratings
Related Whitepapers & eBooks
A Strong ROI Case for Finance Transformation R
Related Webcasts & Events
Coming Soon!
Related Articles & Blogs
Financial automation for Excel users.
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OVERVIEW
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.
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
Coming Soon!
Customer View
Capterra Reviews and Ratings
Gartner Peer Insights Reviews and Ratings
G2 Crowd Reviews and Ratings
SoftwareConnect Reviews and Ratings
SourceForge Reviews and Ratings
Related Whitepapers & eBooks
Agile Modeling Intelligence
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OVERVIEW
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 >>>
INDUSTRY SUCCESS
Government, 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 2021 Vendor Snapshot for Synario R
BPM Partners Synario a Proven Vendor with Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix $
Related Whitepapers & eBooks
Coming Soon!
Related Webcasts & Events
2021 Pulse of Performance Management: Synario Covered as New Vendor R
Jobs at this Vendor
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. Specialized content is available for technology companies as well as professional services organizations. See detailed ratings and compare to other vendors >>>
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
BPM Partners 2021 Vendor Snapshot for Place R
BPM Partners Place a Developing Vendor with Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix $
Customer View
G2 Crowd Reviews and Ratings
Related Whitepapers & eBooks
Coming Soon!
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
Related Whitepapers & eBooks
Coming Soon!
Related Webcasts & Events
Coming Soon!
The FP&A platform for continuous planning accelerates the process and fosters business-wide collaboration
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BPM Pulse 2021
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OVERVIEW
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 >>>
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 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
Related Webcasts & Events
2021 Pulse of Performance Management: Planful Reviewed as Core Vendor R
Related Articles & Blogs
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
Latest News
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
Jobs at this Vendor
Budget, performance, transparency and engagement solutions.
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OVERVIEW
Questica provides a budgeting preparation and management, performance analysis, and transparency suite of solutions focused on public sector organizations, specifically: governments, healthcare, education (higher education and k-12), and non-profits. The Questica Budget Suite core configuration includes modules for operating, salary and planning, capital, performance analysis and Questica OpenBook, a fully mobile transparency solution.
INDUSTRY SUCCESS
Governments, healthcare, education, non-profits
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Latest News
Questica Releases Budget 2021.1 With New Collaborative and Social Features
GTY Technology Recognized on GovTech 100 List for 2021
Questica Releases New Analytics Capabilities
Questica Partners with Ellucian for Higher Education Customers
Cloud based budgeting, forecasting, & management reporting solutions.
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BPM Pulse 2021
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OVERVIEW
XLerant, a Jonas Software company, provides a performance management solution that emphasizes ease of use for budgeting, forecasting, and reporting in decentralized environments with support for centralized exceptions such as headcount planning. The product utilizes a unique guided prompt approach, coupled with an intuitive interface, to facilitate the budget preparation and submission process. Step-by-step wizards guide Administrators through maintenance tasks. The full suite of modules built into the BudgetPak product includes expense and revenue planning, personnel and salary planning with enhanced detailed benefits planning, asset planning, as well as approval workflow, creation of documentation, what-if scenarios, scenario modeling, strategic initiative budgeting, forecasting, and long term projections using predictive analytics. See detailed ratings and compare to Workday Adaptive Planning, Centage or other vendors >>>
INDUSTRY SUCCESS
Business Services, Higher Education, Not for Profits
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPM Partners 2021 Vendor Snapshot for XLerant R
BPM Partners XLerant an Accepted Vendor with Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix $
CPA Practice Advisor Product Review: BudgetPak
Related Webcasts & Events
Ease of Use: The Next Budgeting Requirement
2021 Pulse of Performance Management: XLerant Reviewed as Core Vendor R
Related Articles & Blogs
Latest News
XLerant Rated Highest for Ease-of-Use for Sixth Consecutive Year in 2021 BPM Pulse
XLerant’s BudgetPak Receives Perfect Ease-of-Use Score in Pulse of Performance Management Study
XLerant Rated Highest of 15 BPM Vendors for Budgeting and Planning
XLerant Recognized for Top Ease-of-Use Customer Rating in 2018 BPM Pulse Survey
Jobs at this Vendor
Transforming the office of the CFO by accelerating planning, consolidation, tax and analytics.
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BPM Pulse 2021
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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 2021 Vendor Snapshot for insightsoftware R
BPM Partners insightsoftware is a Dominant Vendor with Good Customer Satisfaction in 2021 Vendor Landscape Matrix $
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
Corporate performance management and business intelligence unified in one seamless software platform.
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BPM Pulse 2021
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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 >>>
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 21 R
BPM Partners 2021 Vendor Snapshot for Jedox R
BPM Partners Jedox an Established Vendor with Excellent Customer Satisfaction in 2021 Vendor Landscape Matrix $
Dresner Advisory 2021 Wisdom of Crowds EPM Study R
Dresner Advisory 2021 Wisdom of Crowds SPM Study R
Related Whitepapers & eBooks
The Next Wave in Budgeting and Planning: Performance Management Plus
Related Webcasts & Events
Hitting Key Milestones in Your FP&A Journey R
2021 Pulse of Performance Management: Jedox Reviewed as Core Vendor R
BPM Partners Global Headquarters
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