PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2025
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 >>>
Manufacturing, Pharmaceuticals, CPG, Mining, Services, Logistics
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2024 Vendor Snapshot for Lumel R
BPM Partners Lumel a Challenger in 2024-2025 Vendor Landscape Matrix $
AppSource Reviews and Ratings for Lumel Inforiver
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2025
JustPerform from insightsoftware delivers a unified 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 and supports a range of use cases: Extended Planning and Analysis unites Finance, Sales, Supply Chain, HR and Marketing, Financial Close – streamlines the Close, Management Reporting, and Disclosure Management processes, Profitability Analysis – delivers granular analysis across products, projects, customers, and channels, and ESG Reporting – compliant and self-service reporting with ESG frameworks. See detailed ratings and compare to Anaplan, SAP, or other vendors >>>
Healthcare, Hospitality, Manufacturing, Shipping & Logistics, Real Estate, Telco, Transportation, Higher Education
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2024 Vendor Snapshot for JustPerform R
BPM Partners JustPerform a Challenger in 2024-2025 Vendor Landscape Matrix $
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
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
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2023
Talentia Corporate Performance Management (CPM) is a unified solution for financial consolidation, budgeting, forecasting, planning, reporting and analysis with a goal of simplifying complexity for mid-sized organizations. It is a full-featured and flexible CPM solution that is designed to be owned by business users. While addressing the full range of financial and operational planning and reporting requirements, the solution has a particular focus on financial consolidation capabilities. It can also serve as a best-of-breed consolidation solution to work in conjunction with existing FP&A solutions lacking adequate consolidation functionality. The product addresses regulatory requirements, adjustments and journal entries, intercompany reconciliations, and audit reports as well as internal management reporting. See detailed ratings and compare to Fluence, Planful, or other vendors >>>
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
Energy, Healthcare, Insurance, Manufacturing, Retail, Transportation
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2023 Vendor Snapshot for Talentia R
BPM Partners Talentia a Leader in 2023 Vendor Landscape Matrix $
BPM Partners Talentia 2023 Vendor Landscape Matrix: Special Edition R
PERFORMANCEPLACE
BPM Pulse Rating
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.
Financial Services, Healthcare, Hospitality, Utilities
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
The Insight Partners Financial Reporting Market $
Capterra Reviews and Ratings
PERFORMANCEPLACE
BPM Pulse Rating
Limelight is a financial planning, analysis, and reporting platform that is designed for rapid deployment and management by business users. It is a cloud-based solution offering data integration, collaboration, real-time planning and reporting with Excel features to maximize productivity. The solution directly integrates with ERP systems to offer access to the latest and most accurate financial data. Automated features help accelerate FP&A processes allowing organizations to more quickly get the information they need for strategic decision-making.
Financial Services, Healthcare, Manufacturing, Not for Profit, SaaS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Coming Soon!
Coming Soon!
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2023
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 **
Hospitality, Professional Services, Manufacturing, Technology
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
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
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
PERFORMANCEPLACE
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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.
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
Financial Services, Professional Services, Technology
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
CPA Practice Advisor Jirav Wins Innovation Award
Coming Soon!
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PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2025
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 >>>
Energy, Government, Higher Education, Not for Profit, Professional Services, Utilities
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
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
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
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2025
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The Vena AI-Powered Complete FP&A Platform, natively integrated and synchronized with Microsoft 365, is designed to streamline financial and operational planning. Vena’s platform amplifies the value of Microsoft Excel and 365 productivity and analytical tools by combining it 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, account reconciliations, tax provisioning, ESG management, and more. Vena Insights leverages Microsoft Power BI fully embedded and productized in the Vena platform and Vena Copilot is Vena’s Agentic AI technology purpose-built for FP&A use cases. See detailed ratings and compare to Workday Adaptive Planning, Planful or other vendors >>>
Financial Services, Manufacturing, Retail, Services
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BARC The Planning Survey 24 R
BPM Partners 2024 Vendor Snapshot for Vena R
BPM Partners Vena a Leader in 2024-2025 Vendor Landscape Matrix $
BPM Partners Vena 2023 Vendor Landscape Matrix: Special Edition R
Nucleus Research Vena a Leader in 2023 CPM Value Matrix
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
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 Named Top Leader in 2024 BARC Planning Survey
Vena Introduces Vena for Microsoft PowerPoint
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2025
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Prophix One™ is a Financial Performance platform for the Office of the CFO in midmarket organizations that delivers best-of-breed solutions for Financial Close & Consolidation, Accounting & Compliance, Financial Planning & Analysis, and Reporting & Analytics. All delivered through a single point of entry with single sign-on and a centralized data model. Prophix One FP&A Plus handles the greater complexity and granularity needed for operational planning and Prophix One Intelligence is an advanced AI engine natively integrated into the Prophix One Platform. See detailed ratings and compare to Planful, Vena or other vendors >>>
Healthcare, Higher Education, Manufacturing, , Not for Profit, Professional Services, Retail
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BARC The Planning Survey 23 R
BPM Partners Impact of Hg Acquisition of Prophix
BPM Partners Prophix Acquisition of Sigma Conso
BPM Partners 2024 Vendor Snapshot for Prophix R
BPM Partners Prophix a Key Competitor in 2024-2025 Vendor Landscape Matrix $
Nucleus Research CPM ROI Study – Community Bank
Nucleus Research CPM ROI Study – Senior Living Communities
New Performance Management Leaders 2023
The Future of Finance 2023: Insights from Prophix CEO
Introducing Prophix’s Financial Performance Platform
Why Analyst Reports Are Key to Choosing a CPM Vendor
Prophix Launched Industry’s First Virtual Financial Analyst Leveraging NLP
The Next Chapter for Prophix: Sigma Conso
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