Performance Planning that helps companies adapt to change and exceed revenue goals
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BPM Pulse 2026
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OVERVIEW
The Una performance planning platform is an AI-powered FP&A solution that delivers dynamic budgeting, planning, and forecasting with a focus on connected revenue planning that aligns marketing, sales, operations, and finance. Real-time execution tracking, embedded business intelligence for visualization and analysis, and native AI help ensure successful execution and achievement of revenue targets. Action Tracker ensures plans are executed and progress is monitored across teams in real-time. Collaboration is built-in through workflow, Action Tracker, and Slack. See detailed ratings and compare to Prophix, Planful, Vena or other vendors >>>
INDUSTRY SUCCESS
SaaS 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 2026 Vendor Snapshot for Una AI R
BPM Partners Una AI a Challenger in 2026-2027 Vendor Landscape Matrix $
Customer View
Related Whitepapers & eBooks
Latest News
Una AI Named a BPM Partners ‘Core Vendor’ with Outstanding Customer Satisfaction
Nucleus Research Names Una Software a “Hot Company to Watch in 2026”
Una Software Named ‘Best New Vendor’ in 2025 Pulse of Performance Management
Una Software Announces AI-Powered FP&A Innovations and Additional Funding
Una Software Launches Performance Planning and Secures Funding
Jobs at this Vendor
EPM Suite for Power BI and Data Platforms
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OVERVIEW
Lumel brings Enterprise Performance Management to Power BI data models as a native app with Fabric. Lumel offers a full stack EPM suite consisting of Planning, Data apps, Data Management and Modern BI (Reporting, Exploration and Visualization). With pre-built components, Lumel enables rapid deployment of budgeting, forecasting, FP&A modeling, sales and operational planning, scenario management, and driver-based planning with fully integrated reporting, analytics, and data storytelling. By embedding connected planning directly into Power BI, Lumel accelerates planning workflows which shortens time-to-value. Lumel’s native integration with data platforms allows organizations to plan directly on top of their existing data platforms (Snowflake, Databricks, BigQuery, Microsoft Fabric, SAP HANA, and more) which eliminates the need for data duplication or new data marts. See detailed ratings and compare to Pigment, deFacto or other vendors >>>
INDUSTRY SUCCESS
Manufacturing, Pharmaceuticals, CPG, Mining, Services, Logistics
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 Lumel R
BPM Partners Lumel a Key Competitor in 2025-2026 Vendor Landscape Matrix $
Customer View
AppSource Reviews and Ratings for Lumel Inforiver
All-in-One Financial Performance Companion
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BPM Pulse 2026
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OVERVIEW
JustPerform from insightsoftware delivers a unified AI-powered platform with a process-first approach, intuitive user experience, and strong governance capabilities. It is designed to be an all-in-one financial performance companion from planning and forecasting through financial close, consolidation, and reporting and supports a range of use cases: Extended Planning and Analysis unites Finance, Sales, Supply Chain, HR and Marketing, The Consolidation Hub – streamlines close and consolidation with pre-built IFRS and Multi-GAAP scenarios, business rules, and audit-ready reports. ESG Reporting delivers compliant and self-service reporting with ESG frameworks. See detailed ratings and compare to Anaplan, OneStream, or other vendors >>>
INDUSTRY SUCCESS
Healthcare, Hospitality, Manufacturing, Shipping & Logistics, Real Estate, Telco, Transportation, 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 2026 Vendor Snapshot for JustPerform R
BPM Partners JustPerform a Leader in 2026-2027 Vendor Landscape Matrix $
Related Whitepapers & eBooks
Equip Your Finance Team to Lead Strategically and Survive the Chaos R
Global CPM Trends and Priorities Report 2025 R
JustPerform – the Unified Planning, Financial Close and Reporting Platform S
How to Bring Speed, Accuracy, and Auditability to Consolidation S
Agile Planning, Budgeting and Forecasting with JustPerform S
9 Reasons to Move Away from Legacy EPM S
Related Webcasts & Events
2026 Pulse of Performance Management: AI-Powered FP&A and Consolidation R
2025 Pulse of Performance Management: JustPerform Reviewed as Core Vendor R
Equipping Your Finance Team to Lead Strategically and Survive the Chaos R
Top Global CPM Trends to Watch in 2025 R
Event: FP&A Trends and Tips to Navigate Today’s Challenging Business Environment R
Related Articles & Blogs
Top-Rated EPM Vendors for 2026
LinkedIn: The Best Embedded AI Agents for Finance
Understanding insightsoftware’s Acquisition of JustPerform
Key Factors to Consider Before Investing in Finance Technology
Overcoming Excel-based Consolidation Challenges
Tips to Upgrade from Excel to a Cloud Financial Close Solution
Tackling the Pitfalls of ERP-based Consolidation
4 Major Challenges in Financial Planning & Analysis (FP&A)
Bid Goodbye to These Practices for Agile Planning & Budgeting
Latest News
insightsoftware Introduces JustPerform Account Reconciliation
insightsoftware Drives Global Expansion of JustPerform
Introducing Lineos, AI Powered by insightsoftware
insightsoftware Acquires JustPerform to Deliver Unified, No-Code, Cloud-Native EPM
Jobs at this Vendor
FP&A for Midmarket Service-based Organizations
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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, Jedox, 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 2026 Vendor Snapshot for Unit4 R
BPM Partners 2026-2027 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
From Integrated Data to Trusted AI: The Modern FP&A You Can Trust R
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
Orchestrated Planning, Decisioning and Close
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BPM Pulse 2026
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OVERVIEW
The Vena Microsoft-native platform for Orchestrated Planning, Decisioning and Close, natively integrated and synchronized with Microsoft 365, is designed to streamline planning, decisioning, and close. Vena’s platform amplifies the value of Microsoft Excel and 365 productivity and analytical tools by combining them with the control and scale of its centralized in-memory Vena CubeFLEX™ database and collaborative workflows. Vena addresses the full spectrum of financial planning and forecasting, extended planning including revenue and sales planning, and goes beyond planning with financial consolidations and close, account reconciliations, tax provisioning, ESG management, and more. See detailed ratings and compare to Pigment, Jedox, Prophix 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
BARC The Planning Survey 25 R
BPM Partners 2026 Vendor Snapshot for Vena R
BPM Partners Vena a Leader in 2026-2027 Vendor Landscape Matrix $
BPM Partners Vena 2026-2027 Vendor Landscape Matrix: Special Edition R
Nucleus Research Vena a Leader in 2025 CPM Value Matrix
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
Top Global CPM Trends to Watch in 2026 R
2025 Pulse of Performance Management: Vena Reviewed as Core Vendor R
CFO Show Podcast: The State of Strategic Finance 2025
Livestream: The Annual Financial Close R
Lessons from SaaS Leaders: Aligning Your Budget to Changing Business Goals R
How to Power Your Digital Finance Transformation R
Transforming Finance-Led Processes for Growth R
Rethinking FP&A: An Analyst’s View
Five Steps to Selecting Financial Software to Grow Your Business
Related Articles & Blogs
Top-Rated EPM Vendors for 2026
LinkedIn: The Best Embedded AI Agents for Finance
Impacts of Vena’s Acquisition of Acterys
Vena Announces Vena Copilot for FP&A
3 Most Common Budgeting Mistakes Made by SMEs
The Performance Management Gold Rush
Latest News
Vena Launches Advanced Excel-Native Consolidation
Vena Recognized as a Leader with Outstanding Ratings in 2026-2027 VLM
Vena to Acquire Morpheo AI to Deliver Vena Omega™ Cumulative Context Engine for Finance
Vena Announces Financial Consolidation
Vena Completes Acterys Acquisition
Vena Launches Six New Microsoft Fabric Integrations
Vena Launches Planning Agent to Redefine Finance Workflows
Vena Celebrates Record-Setting First Half of FY26
Vena Recognized as a Leader with Outstanding Overall Rating in 2025-2026 VLM
Vena Announces Vena Copilot for Microsoft Teams
Vena’s 2025 Industry Benchmark Report Reveals What’s Next for FP&A Teams
Vena Kicks Off FY26 with Record Growth
Vena Recognized in the 2025 Gartner® Magic Quadrant™ for Financial Close and Consolidation Solutions
Vena Achieves US$100 Million ARR
Vena Introduces Vena for Microsoft PowerPoint
Connected Planning and Reporting Platform
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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, Pigment, 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 25 R
BARC Score for Integrated Planning and Analytics DACH 2026 R
BPM Partners 2026 Vendor Snapshot for Jedox R
BPM Partners Jedox a Leader in 2026-2027 Vendor Landscape Matrix $
Gartner Jedox a Leader in 2025 Financial Planning Solutions Magic Quadrant R
Related Whitepapers & eBooks
Coming Soon!
Collaborative FP&A for SMBs
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OVERVIEW
Centage is a unified and collaborative budgeting and forecasting solution for finance teams in small to midsize businesses. The solution offers integrated budgeting, predictive planning and forecasting, simple consolidation, reporting and analytics, along with robust modeling, what if, and scenario planning tools. It features unlimited dimensions, multi-step allocations, and support for transactional level details. All supported by centralized permissions-based workflow. Live access to Centage data is available from Power BI. See detailed ratings and compare to Prophix, XLerant or other vendors >>>
INDUSTRY SUCCESS
Healthcare, Higher Education, Manufacturing, Not for Profit, Professional 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 2025 Vendor Snapshot for Centage R
BPM Partners Centage a Challenger in 2025-2026 Vendor Landscape Matrix $
Customer View
Capterra Reviews and Ratings
Gartner Peer Insights Reviews and Ratings
G2 Crowd Reviews and Ratings
Related Whitepapers & eBooks
Automating Budgeting and Forecasting for Midmarket Companies
Related Webcasts & Events
2025 Pulse of Performance Management: Centage Reviewed as Core Vendor R
Agentic AI with a Finance Brain
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BPM Pulse 2026
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OVERVIEW
The CCH® Tagetik unified finance platform powered by Expert AI, available in standard or SAP HANA versions, 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 ESG & Sustainability for Planning & Analytics. See detailed ratings and compare to Anaplan, 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 25 R
BPM Partners 2026 Vendor Snapshot for Wolters Kluwer CCH Tagetik R
BPM Partners Wolters Kluwer CCH Tagetik a Premier Leader in 2026-2027 Vendor Landscape Matrix $
BPM Partners Wolters Kluwer CCH Tagetik 2026-2027 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2026 Wisdom of Crowds EPM Study R
Gartner CCH Tagetik a Leader in 2025 Financial Planning Solutions Magic Quadrant R
Gartner CCH Tagetik a Leader in 2026 Financial Close and Consolidation Solutions Magic Quadrant R
IDC CCH Tagetik a Leader in 2025 MarketScape: Worldwide ESG Reporting and Compliance
Nucleus Research CCH Tagetik a Leader in 2025 CPM Value Matrix R
Related Articles & Blogs
Top-Rated EPM Vendors for 2026
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IFRS 18: What the New Standard Means for Your Financial Reporting
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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 Appoints New CEO for CPM and ESG Division
Wolters Kluwer Recognized by Gartner in 2025 ESG Management and Reporting Market Guide
Wolters Kluwer Ranked in the Top 5 Globally for Excellence in AI
Wolters Kluwer Announces AI-powered CCH Tagetik Intelligent Platform
Wolters Kluwer Acquires Vanguard Software to Extend S&OP Capabilities
Elevating Performance.
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OVERVIEW
Syntellis, now part of Strata Decision Technology, delivers intelligent planning and performance solutions that help society’s foundational institutions guide decisions and identify new opportunities for financial and organizational success. Syntellis’ suite of products integrates operational and strategic data across industry-specific performance management solutions and uses data science to deliver real-time, actionable insights. Syntellis IQ is a data science engine that utilizes AI/ML to synthesize billions of data points to surface key insights in market and customer data so organizations can improve their financial position, operations, and strategic outcomes. Syntellis Performance Solutions’ Axiom Software delivers a unified platform that includes budgeting, forecasting, reporting, analytics, strategy management, consolidations, capital planning, profitability, and cost management. Axiom Software also provides tailored industry suites for healthcare, banks and credit unions, and higher education. See detailed ratings and compare to Anaplan, Oracle or other vendors >>>
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
INDUSTRY SUCCESS
Financial Institutions, Healthcare, Higher Education, Manufacturing, Retail
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPM Partners 2022 Vendor Snapshot for Syntellis R
Related Whitepapers & eBooks
2021 Financial Institutions Finance and Technology Trends R
2021 Healthcare Financial Trends Report R
Software Requirements Checklist for Financial Institutions
Solution Brief: Syntellis’ Axiom Planning
2020 Profitability Perspectives: Key Findings for Financial Institutions R
Related Webcasts & Events
Top 9 Finance and Technology Trends for Financial Institutions in 2021 R
Latest News
Syntellis to Become Part of Strata Decision Technology
Syntellis Receives 100% Recommendation Rate from Customers
Syntellis Delivers New Strategic Financial Planning Solution for Colleges and Universities
Syntellis to Acquire Stratasan for Expanded Healthcare Analytics
Syntellis Performance Solutions Appoints New CEO
Syntellis Introduces Axiom Treasury Cash Management for Healthcare Organizations
Clients Rate Syntellis’ Axiom EPM Solution ‘Excellent’ in BPM Partners’ 2020 VLM
Fiserv Helps Financial Institutions Leverage Syntellis’ Axiom Planning and Profitability
Syntellis’ Axiom Comparative Analytics Ranks #1
Kaufman Hall Software Becomes Syntellis Performance Solutions
Connected Decision Intelligence
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OVERVIEW
Adaptive Planning, from the Workday Planning Business Unit, connects financial, workforce, and operational plans to deliver a holistic view of the business. Financial Planning includes AI-driven budgeting, scenario planning, and reporting. Workforce Planning aligns finance, HR, sales, marketing, and IT on skills-based hiring plans as they collaborate on organizational design and scenario modeling. Operational Planning supports collaborative company-wide planning with real-time data to inform resource allocation decisions. See additional details and compare to Pigment, Jedox, Prophix or other vendors >>>
INDUSTRY SUCCESS
Life Sciences, Not for Profit, Professional Services, Software
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPM Partners Adaptive Insights Acquired by Workday
BPM Partners 2026 Vendor Snapshot for Workday Adaptive Planning R
BPM Partners 2026-2027 Vendor Landscape Matrix $
Constellation Research 2024 ShortList Cloud-Based Planning Platforms
Forrester Total Economic Impact: Adaptive Planning R
Gartner Innovation Insight for Extended Planning and Analysis R
Gartner Workday Adaptive Planning a Leader in 2025 Financial Planning Solutions Magic Quadrant R
Customer View
G2 Crowd Reviews and Ratings
Gartner Peer Insights Reviews and Ratings
TrustRadius Reviews and Ratings
Latest News
Workday Introduces Adaptive Decision Intelligence
Workday a Leader in Gartner Magic Quadrant for Financial Planning for Fourth Year in a Row
Workday Announces Q4 and FY 2026 Results
Workday Adaptive Planning and Consolidation is Announced
Workday Unveils New AI Capabilities in Adaptive Planning
Workday Announces Entry Into U.S. Federal Market
Microsoft, Workday Announce Strategic Partnership to Accelerate Planning
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