Performance Planning that helps companies adapt to change and exceed revenue goals
[avia_codeblock_placeholder uid="0"]
[avia_codeblock_placeholder uid="1"]
OVERVIEW
Una Software’s Performance Planning is a full FP&A solution for the midmarket with specialized revenue planning capabilities and dynamic planning that adjusts as business evolves.
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
Coming Soon
Customer View
Related Whitepapers & eBooks
Related Articles & Blogs
Driving Predictable Growth with Applied Revenue Intelligence
Jobs at this Vendor
Get real-time planning, analysis, and reporting out of your ERP.
[avia_codeblock_placeholder uid="2"]
OVERVIEW
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.
INDUSTRY SUCCESS
Financial Services, Healthcare, Manufacturing, Not for Profit, SaaS
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!
Get the Financial Clarity You Need to Grow.
[avia_codeblock_placeholder uid="3"]
OVERVIEW
The Place finance platform supports the entire company and is designed specifically for SaaS businesses. It combines forecasting and planning with SaaS customer subscription management, billing, and revenue recognition capabilities, layered with reporting and analytics for the entire corporate revenue and expense lifecycle. Solutions available on this platform include Forecasting & Planning and Revenue & Billing. Place is built upon the Salesforce Platform to deliver these solutions in a flexible cloud environment that provides a single location for direct access to the latest transactional data in real-time. See detailed ratings and compare to XLerant, Centage, or other vendors >>>
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
INDUSTRY SUCCESS
SaaS Businesses
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 Place R
Customer View
G2 Crowd Reviews and Ratings
Related Whitepapers & eBooks
Coming Soon!
Related Webcasts & Events
Related Articles & Blogs
Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022
3 Trends for SaaS CFOs to Watch in 2022
Place Technology Enhances Financial Forecasting Solution
How Place Technology is Empowering SMBs with Flexible, Accurate Financial Forecasts
Plan smarter. Plan faster. Plan together.
[avia_codeblock_placeholder uid="4"]
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.
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
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!
We close early.
[avia_codeblock_placeholder uid="5"]
BPM Pulse 2023
[avia_codeblock_placeholder uid="6"]
OVERVIEW
Fluence is now an Anaplan company. The Fluence Close-to-Disclose platform is a cloud-based consolidation-first solution that includes Fluence Account Reconciliation, Fluence Consolidation with out-of-the-box consolidation models and calculations, close management, Fluence Disclosure Management, no-coding administration, drag-and-drop workflow, drop-down rules, time-based calculations and support for audit and movement visibility. Advanced capabilities are available for acquisitions/ disposals, discontinued operations, allocations, proportionate consolidation, related party disclosures, simulations and what-if analysis. FluenceXL provides self-service Excel-based reporting and ad hoc analytics that is available as part of the solution or standalone. See more details and compare to Wolters Kluwer (CCH Tagetik), Planful, or other vendors >>>
** This vendor was acquired by Anaplan in May of 2024. Please visit our Anaplan page for the latest information. **
INDUSTRY SUCCESS
Energy, Financial Services, Healthcare, Insurance, Life Sciences, Manufacturing, Mining, Oil and Gas, Retail, 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 2024 Vendor Snapshot for Anaplan/Fluence R
BPM Partners Anaplan/Fluence a Leader in 2024-2025 Vendor Landscape Matrix $
BPM Partners Fluence 2023 Vendor Landscape Matrix: Special Edition
BPM Partners Fluence Acquires XLCubed
Dresner Advisory 2022 Wisdom of Crowds BI Study – XLCubed R
Gartner Fluence a Challenger in 2023 Financial Close and Consolidation Solutions Magic Quadrant
Nucleus Research The Financial Consolidation & Close Solution ROI Framework R
Nucleus Research Fluence Customers Slash the Monthly Close by 90% R
Ventana Research Fluence Offers Streamlined Financial Close
Related Whitepapers & eBooks
Related Webcasts & Events
The Pulse of Financial Close and Consolidation R
Why Not Me? Improving Management Reporting for the Mid-Market R
Related Articles & Blogs
How the Anaplan Acquisition of Fluence Will Change the CPM Market
New Performance Management Leaders 2023
Financial Consolidation, Close, and Reporting: Challenges and Priorities
Focused Acquisition: Sturnis365
6 Must-Haves for a Modern Financial Close Solution
The Performance Management Gold Rush
5 Paths to Agility with Financial Reporting Software
Latest News
Anaplan Announces Agreement to Acquire Fluence Technologies
Fluence and Avant Group Corp Join Forces to Transform Office of Finance in Japan
Fluence Partners with Pigment for Business Planning
Fluence Achieves Third Consecutive Year of Record Growth
Fluence Acquires Sturnis365 for Disclosure Management and Narrative Reporting
Fluence Adds Account Reconciliation and Matching
Fluence Acquires XLCubed for Excel-centric Financial Reporting and Analysis
Fluence Raises $10 Million, Adds Industry Veteran Michael Morrison as CEO
Empower your team to drive financial success.
[avia_codeblock_placeholder uid="7"]
BPM Pulse 2024
[avia_codeblock_placeholder uid="8"]
[avia_codeblock_placeholder uid="9"]
OVERVIEW
The scalable Planful Platform for Financial Performance Management offers purpose-built applications that empower finance, accounting, and business users to streamline business-wide planning, budgeting, consolidations, reporting, and analytics, with Planful for Finance – planning and forecasting, Planful for Accounting – close, consolidation, and account reconciliation, Planful for Marketing – campaign and budget management, ROI tracking, Planful for Workforce – compensation management and benefits planning, workforce analysis, and Planful for Sales, IT, and Operations – operational planning, demand planning, and S&OP. Predict: Projections leverages AI and machine learning to generate a forecast that reflects trends and seasonality, and Predict: Signals ensures forecast accuracy. See detailed ratings and compare to Workday Adaptive Planning, Vena 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
BARC Score Financial Performance Management R
BPM Partners 2024 Vendor Snapshot for Planful R
BPM Partners Planful a Key Competitor in 2024-2025 Vendor Landscape Matrix $
Constellation Research 2024 ShortList Cloud-Based Planning Platforms
Dresner Advisory 2023 Wisdom of Crowds EPM Study R
Gartner Planful a Challenger in 2025 Financial Close and Consolidation Solutions Magic Quadrant R
Nucleus Research Planful a Leader in 2022 CPM Value Matrix
Related Whitepapers & eBooks
Global CPM Trends and Priorities Report 2025 R
How Consolidation Functionality Benefits Budgeting and Planning
Cloud-based Financial Consolidation and Reporting Addresses Challenges
Cloud-based Modeling Helps Operations to Manage Performance and Plan the Future
Related Webcasts & Events
Top Global CPM Trends to Watch in 2025 R
2024 Pulse of Performance Management: Planful Reviewed as ‘Core Vendor’ R
Latest News
Planful Achieves 43% Year-over-Year Growth in 2024 First Half
Planful Announces Innovations for Finance Automation and Collaboration
Planful Acquires Plannuh for Marketing Performance Management
Planful and Trintech Announce Strategic Global Partnership
Budget, performance, transparency and engagement solutions.
[avia_codeblock_placeholder uid="10"]
OVERVIEW
Questica, a Euna Solutions company (formerly GTY Technology), 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.
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
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
GTY Technology Rebrands to Euna Solutions
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
Intelligent Planning. Plan Smarter, Drive Outcomes, Lead Transformation.
[avia_codeblock_placeholder uid="11"]
OVERVIEW
Board’s Intelligent Planning platform is designed to enable companies to manage and control their entire planning process from goal setting down to operational execution in one intuitive, flexible, and scalable environment. The solution combines budgeting, planning, predictive forecasting, simulation, reporting, analysis, and consolidation and close capabilities. Board has an Office of Finance focus, with added value capabilities in the areas of supply chain and retail. The overall goal is to enable organizations to discover actionable insights that will help drive better business decisions. See detailed ratings and compare to IBM, Oracle or other vendors >>>
** BPM Partners has dropped coverage of this vendor and will only update this page with significant news **
INDUSTRY SUCCESS
Manufacturing, Pharmaceuticals, Professional Services, Restaurant 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 24 R
BPM Partners Vendor Snapshot for Board R
Gartner Board a Leader in 2023 Financial Planning Solutions Magic Quadrant R
Nucleus Research 2023 CPM Value Matrix R
Related Whitepapers & eBooks
Related Webcasts & Events
Confident decisions.
[avia_codeblock_placeholder uid="12"]
BPM Pulse 2024
[avia_codeblock_placeholder uid="13"]
OVERVIEW
SAP Analytics Cloud is a unified solution that brings together planning, business intelligence, and predictive analytics in a single, integrated environment designed to facilitate confident and informed decisions. The solution is extensible and addresses multiple use cases and industries supported by a range of pre-built content packages and templates, as well as the ability for users to create their own custom applications and visualizations. The planning capabilities within SAP Analytics Cloud include reports, allocations, KPIs, alternate hierarchies, financial intelligence, advanced formula creation, driver-based planning, private version planning, what-if scenario modeling, and currency translation. Areas of focus include financial planning, sales planning, workforce planning, and supply chain planning. Augmented analytics leveraging ML are part of the solution and include Smart Predict – self-service AI for everyone and Just Ask. See detailed ratings and compare to IBM, Oracle or other vendors >>>
INDUSTRY SUCCESS
Banking, Consumer Products, Oil and Gas, Public Sector, 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 2024 Vendor Snapshot for SAP R
BPM Partners SAP a Challenger in 2024-2025 Vendor Landscape Matrix $
Gartner SAP a Leader in 2023 Financial Planning Solutions Magic Quadrant
Ventana Research SAP Excels in Value Index for Analytics Customer Experience
Ventana Research SAP is Exemplary in 2022 Business Planning Value Index
Related Whitepapers & eBooks
Related Webcasts & Events
2024 Pulse of Performance Management: SAP Reviewed as Core Vendor R
Related Articles & Blogs
FP&A Evolution: From Silos to xP&A
Sustainability as Strategy: When Profitability Follows Purpose
What’s New in SAP Analytics Cloud Q3 2022
SAP BPC Strategy (November 2021 Update)
What is Extended Planning and Analysis?
San Francisco 49ers Use SAP Digital Dashboard for Fan Data
Jobs at this Vendor
Transforming the office of the CFO by accelerating planning, consolidation, tax and analytics.
[avia_codeblock_placeholder uid="14"]
[avia_codeblock_placeholder uid="15"]
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 Vendor Snapshot for insightsoftware R
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
BPM Partners Global Headquarters
BPM Partners, Inc.
Six Landmark Square
Stamford, CT 06901, USA
Phone: (203) 359-5677
Fax: (203) 359-5877