Next Level Analytics & Planning
[avia_codeblock_placeholder uid="0"]
OVERVIEW
Acterys is a unified CPM solution for planning, consolidation, and analytics that is available on premise or cloud-based. It is designed for a quick implementation and provides out of the box integration with QuickBooks, HubSpot, Microsoft Dynamics, Salesforce, SAP, Xero, and other key financial and operational source systems as well as data warehouse automation. Users access the solution via Excel or Power BI. AI augmented analytics provide additional insights and advanced forecasting capabilities. The Acterys solution can be used by a single user in an organization or hundreds.
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
Coming Soon!
Related Whitepapers & eBooks
Coming Soon!
Related Webcasts & Events
Coming Soon!
Jobs at this Vendor
Adaptable Financial Forecasting for SaaS and Professional Services Organizations
[avia_codeblock_placeholder uid="1"]
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 ideal for Technology and Service businesses.
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
Coming Soon!
Customer View
G2 Crowd Reviews and Ratings
Related Whitepapers & eBooks
Coming Soon!
Related Webcasts & Events
Plan smarter. Plan faster. Plan together.
[avia_codeblock_placeholder uid="2"]
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!
Leading the evolution of consolidation solutions.
[avia_codeblock_placeholder uid="3"]
OVERVIEW
Fluence Consolidation is an enterprise-class consolidation solution priced and designed for the midmarket. Built on the Vena Solutions platform with a proprietary consolidation engine, and utilizing an Excel interface, the system is intended to be owned by Finance, easy to use, and implemented quickly. Through their partnership with Vena Solutions, Fluence also offers integrated budgeting, planning, forecasting, account reconciliation, and cash flow forecasting. See more details and compare to CCH Tagetik, Planful,or other vendors >>>
INDUSTRY SUCCESS
Coming Soon
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 Fluence R
BPM Partners Fluence a Developing Vendor in 2020 Vendor Landscape Matrix $
Related Whitepapers & eBooks
Jobs at this Vendor
Accurate, Integrated Business Reporting software for superior Planning, Budgeting and Forecasting
[avia_codeblock_placeholder uid="4"]
BPM Pulse 2020
[avia_codeblock_placeholder uid="5"]
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 $
IDC Unit4 a Major Player in Marketscape for Cloud EPM 2020
Nucleus Research Unit4 FP&A a Facilitator in 2021 HCM Value Matrix
Related Whitepapers & eBooks
The Importance of AI in Corporate Budgeting, Planning, and Forecasting R
Jobs at this Vendor
Helping businesses power their plan to grow with enterprise-level capabilities.
[avia_codeblock_placeholder uid="6"]
BPM Pulse 2020
[avia_codeblock_placeholder uid="7"]
[avia_codeblock_placeholder uid="8"]
OVERVIEW
The Vena Complete Planning 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 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 to Power Your Digital Finance Transformation R
Transforming Finance-Led Processes for Growth R
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.
[avia_codeblock_placeholder uid="9"]
BPM Pulse 2020
[avia_codeblock_placeholder uid="10"]
[avia_codeblock_placeholder uid="11"]
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 2021 CPM Value Matrix
Nucleus Research CPM ROI Study – Community Bank
Corporate performance management and business intelligence unified in one seamless software platform.
[avia_codeblock_placeholder uid="12"]
BPM Pulse 2020
[avia_codeblock_placeholder uid="13"]
[avia_codeblock_placeholder uid="14"]
OVERVIEW
The Jedox EPM Suite seamlessly combines budgeting, planning, reporting and 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 on-premise, in the cloud, or with a hybrid approach. See detailed ratings and compare to Workday Adaptive Planning, Oracle 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 20 R
BPM Partners 2020 Vendor Snapshot for Jedox R
BPM Partners Jedox an Established Vendor with Excellent Customer Satisfaction in 2020 Vendor Landscape Matrix $
Dresner Advisory 2019 Wisdom of Crowds EPM Study R
Gartner 2020 Cloud FP&A Solutions Magic Quadrant R
Related Whitepapers & eBooks
The Next Wave in Budgeting and Planning: Performance Management Plus R
Related Webcasts & Events
The Pulse of Performance Management 2020: Jedox Reviewed as Core Vendor R
Empowering organizations to achieve stellar operational and financial performance with complete software solutions.
[avia_codeblock_placeholder uid="15"]
BPM Pulse 2020
[avia_codeblock_placeholder uid="16"]
OVERVIEW
deFacto Power Planning provides a unified solution for financial and operational planning, budgeting, forecasting, consolidation, and reporting across all functional areas. It utilizes artificial intelligence capabilities throughout with a vision of delivering the smartest and fastest thinking corporate planning solution. deFacto supports detailed salary planning, capital expense planning, sales forecasting, production demand planning, tax provisioning & planning, project/services planning and more. Advanced BI capabilities are provided through proprietary two-way integration with Microsoft Power BI. See detailed ratings and compare to CCH Tagetik, SAP 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 2020 Vendor Snapshot for deFacto R
BPM Partners deFacto a Proven Vendor with Outstanding Customer Satisfaction in 2020 Vendor Landscape Matrix $
Related Whitepapers & eBooks
Jobs at this Vendor
None available.
Performance Management Software – Modern Unified Cloud for the Office of Finance
[avia_codeblock_placeholder uid="17"]
BPM Pulse 2020
[avia_codeblock_placeholder uid="18"]
[avia_codeblock_placeholder uid="19"]
OVERVIEW
CCH Tagetik, a Wolters-Kluwer company, delivers the CCH Tagetik Finance Transformation Platform, a finance-owned unified data platform for close, regulatory, extended planning and analysis. It supports Consolidation, Budgeting and Planning, Forecasting, Modeling, Profitability Analysis, Reporting, Regulatory, Disclosure & Compliance which is powered by the CCH Tagetik Analytic Information Hub for processing high volume granular financial and operational data. See detailed ratings and compare to Longview, 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 Planning Survey 19 R
BARC Financial Performance Management 2020 R
BPM Partners 2020 Vendor Snapshot for CCH Tagetik R
BPM Partners CCH Tagetik a Dominant Vendor with Excellent Customer Satisfaction in 2020 Vendor Landscape Matrix $
BPM Partners CCH Tagetik 2020 Vendor Landscape Matrix: Special Edition R
Gartner CCH Tagetik a Leader in 2020 Cloud FP&A Solutions Magic Quadrant R
Gartner CCH Tagetik a Leader for Large Organizations in Critical Capabilities for Cloud FP&A Solutions R
Gartner CCH Tagetik a Leader in 2019 Cloud Financial Close Solutions Magic Quadrant R
Nucleus Research 2021 CPM Value Matrix R
Related Webcasts & Events
How the Pandemic Presents an Opportunity for Finance Transformation
The Case for Finance Modernization R
The 5 Necessities of an Innovative Budgeting and Planning System (temporarily unavailable)
The Pulse of Performance Management 2020: CCH Tagetik Reviewed as Core Vendor R
BPM Partners Global Headquarters
BPM Partners, Inc.
Six Landmark Square
Stamford, CT 06901, USA
Phone: (203) 359-5677
Fax: (203) 359-5877