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Synario

March 11, 2021/in Budgeting/Planning/Forecasting, Performance Dashboards, Reporting, Sales Planning, Workforce Planning Cloud Complexity Handling, Integrated Business Planning, Quick Implementation, Vertical Focus Large, Midmarket - Lower, Midmarket - Upper $3000 and over Vendor /by BPM Partners

PERFORMANCEPLACE


Agile Modeling Intelligence

0.00

BPM Pulse Rating


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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 >>>

** BPM Partners has dropped coverage of this vendor and will no longer update this page **

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


Customer View

Capterra Reviews and Ratings 

G2 Crowd Reviews and Ratings 


Related Whitepapers & eBooks

None Available.


Related Webcasts & Events

None Available.

Related Articles & Blogs

Best Practices to Improve Financial Modeling Accuracy 

Why You Need a Cash Flow Analysis Template 

Philly’s PFM Offers Financial Planning Tool for Higher Ed 

Scenario Building: What You Need to Know 


Latest News

Synario a Finalist in the 2020-2021 Cloud Awards 

Survey Reveals Higher Ed Execs Lack Confidence in Financial Plans 


Jobs at this Vendor

Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2021/03/synario_logo_small.png 137 300 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2021-03-11 18:13:222023-11-22 16:49:16Synario

Anaplan

June 22, 2018/in Featured Account Reconciliation, Benchmarking, Budgeting/Planning/Forecasting, Close Management, Demand Planning, Disclosure Management, Financial/Statutory Consolidation, Granular Profitability, Intelligent Insights, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Revenue Planning, Robotic Process Automation, S&OP, Sales Planning, Solution Library, Supply Chain Planning, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud Comprehensive Consolidation, Core Vendor, Top Rated for Budgeting, Top Rated for Consolidation, Top Rated Overall AI Powered, Complementary Use Cases, Customer Success Program, Easy Expandability, Integrated Business Planning, Low Total Cost of Ownership, No Coding, Performance/Scalability, Pre-configured Solutions, Product Flexibility, Quick Implementation Enterprise, Large, Midmarket - Upper $3000 and over Vendor /by BPM Partners

PERFORMANCEPLACE


AI-Infused Scenario Planning, Analysis and Reporting Platform

4.41

BPM Pulse Rating


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BPM Pulse 2025


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OVERVIEW


The Anaplan AI-infused Scenario Planning, Analysis and Reporting Platform delivers a unified and extensible solution for connected planning, uniquely aligning financial plans and targets to operational plans and models of execution for collaboration, consistency, accuracy, and optimized decision-making across the enterprise. Core solution areas include Finance encompassing planning and financial close and consolidation, Sales & Marketing focused on Go-to-Market planning, Supply Chain planning, and HR & Workforce planning. Anaplan Intelligence delivers predictive AI capabilities through ‘Anaplan Optimizer,’ for linear programming and ‘Anaplan PlanIQ,’ its statistical time series forecasting solution. ‘Anaplan CoPlanner,’ is generative AI embedded into applications. See detailed ratings and compare to OneStream, Oracle or other vendors >>>

INDUSTRY SUCCESS


Consumer Packaged Goods, Financial 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 2024 Vendor Snapshot for Anaplan  R

BPM Partners Anaplan a Leader in 2024-2025 Vendor Landscape Matrix  $

BPM Partners Anaplan 2024-2025 Vendor Landscape Matrix: Special Edition  R  

Constellation Research 2025 ShortList Cloud-Based Planning Platforms  

Forrester Total Economic Impact of Anaplan  R 

Forrester 2023 Wave for Sales Performance Management  R 

Gartner 2024 Market Guide for Extended Planning and Analysis Solutions  R 

Gartner Anaplan a Challenger in 2025 Financial Close and Consolidation Solutions Magic Quadrant R

Gartner Anaplan a Leader in 2024 Financial Planning Solutions Magic Quadrant  R

IDC Anaplan a Cloud EPM Leader in 2020 MarketScape  R 

Nucleus Research 2024 CPM Technology Value Matrix  R 


Related Whitepapers & eBooks

Using Zero-based Budgeting to Fuel Growth  R,S 


Related Webcasts & Events

2025 Pulse of Performance Management: Anaplan Reviewed as Core Vendor R

Related Articles & Blogs

Anaplan Leads the Way in 2024 Vendor Landscape Matrix 

How the Anaplan Acquisition of Fluence Will Change the CPM Market

Anaplan Introduces New Polaris Calculation Engine 

Anaplan Launches PlanIQ with Amazon Forecast 

Anaplan to Run on Google Cloud 

Anaplan is Taking Bite Out Of IBM, Oracle in EPM Market 

How A.I. Can Help Leaders Make Better Decisions 


Latest News

Anaplan Reveals Extended AI Portfolio 

Anaplan Achieves Significant Milestones 

AI-Enabled Anaplan CoPlanner for Demand Planning Announced 

Anaplan Outlines $500 Million Product Roadmap Investment 

Anaplan Announces Agreement to Acquire Fluence Technologies 

Anaplan Acquires Vuealta Applications Division 

Anaplan to be Acquired for $10.7 Billion 


Jobs at this Vendor

Enterprise Account Executive 

Customer Success 

Additional Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2018/05/Anaplan_Logo.jpg 300 1000 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-06-22 18:58:382025-06-05 01:20:10Anaplan

Oracle

May 23, 2018/in Featured Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Disclosure Management, Financial/Statutory Consolidation, Granular Profitability, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Robotic Process Automation, Sales Planning, Solution Library, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud, Mobile, On Premise Comprehensive Consolidation, Core Vendor, Next Generation Ready Advanced Technologies, Complexity Handling, Depth/Breadth of Functionality, Integrated Business Planning, Performance/Scalability, Regulatory Compliance Enterprise, Large, Midmarket - Upper $3000 and over Vendor /by BPM Partners

PERFORMANCEPLACE


Outperform with agility.

4.17

BPM Pulse Rating


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BPM Pulse 2025


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OVERVIEW


Oracle Cloud EPM is modular, connected, and comprehensive. Planning & Analysis offerings include Enterprise Planning and Budgeting with integrated strategic modeling, Profitability and Cost Management, and Enterprise Performance Reporting. A specialized solution is available for Healthcare Planning. Oracle Strategic Workforce Planning enables HR and Finance to manage skills, gaps, and costs. Oracle Sales Planning Cloud supports quota and commission, territory modeling, and advanced forecasting. Also available are configurable solutions for IT Financial Management and IBP. Financial Close offerings include Financial Consolidation and Close, Account Reconciliation, and Tax Reporting. An EPM AI Agent for Profitability and Cost Management leverages AI to generate rules for allocations. See detailed ratings and compare to Anaplan, SAP or other vendors >>>

INDUSTRY SUCCESS


Financial Services, Manufacturing, Media, Retail, Utilities

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 Oracle  R

BPM Partners Oracle a Key Competitor in 2024-2025 Vendor Landscape Matrix  $

Constellation Research 2024 ShortList Cloud-Based Planning Platforms  

Gartner Oracle a Leader in 2025 Financial Close and Consolidation Solutions Magic Quadrant  R

IDC Oracle a Leader in 2022 Marketscape for Enterprise Planning, Budgeting, and Forecasting  

Nucleus Research Scaling Up with Oracle Cloud EPM  

Ventana Research Oracle is an Exemplary Vendor in 2023 RPM Buyers Guide  R


Customer View

G2 Crowd Reviews and Ratings 

Gartner Peer Insights FP&A Reviews and Ratings 

TrustRadius Reviews and Ratings 


Related Whitepapers, eBooks, Webcasts

2025 Pulse of Performance Management: Oracle Reviewed as Core Vendor  R

BPM Standards Group Industry Framework

Performance Management: The Next Generation

Related Articles & Blogs

Innovative Approaches to Connected Planning 

Automation of Analysis is Key for Finance 


Latest News

Oracle NetSuite Announces NetSuite EPM 

Oracle Adds New AI Capabilities to Analytics Cloud 


Jobs at this Vendor

U.S. EPM Jobs 

Open Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2018/05/oracle-logo.png 320 800 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-23 20:06:222025-06-05 01:37:49Oracle

OneStream Software

May 23, 2018/in Featured Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Close Management, Demand Planning, Disclosure Management, ESG Reporting, Financial/Statutory Consolidation, Granular Profitability, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Revenue Planning, Robotic Process Automation, S&OP, Sales Planning, Solution Library, Supply Chain Planning, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud Comprehensive Consolidation, Core Vendor, Next Generation Ready, Top Rated for Budgeting, Top Rated for Consolidation, Top Rated for Ease of Use, Top Rated for Operational Planning, Top Rated for Reporting, Top Rated Overall AI Powered, Complexity Handling, Depth/Breadth of Functionality, Ease of Use, Easy Expandability, Excel UI, Integrated Business Planning, Performance/Scalability, Regulatory Compliance Enterprise, Large, Midmarket - Upper $3000 and over Vendor /by BPM Partners

PERFORMANCEPLACE


The Digital Finance Cloud

4.56

BPM Pulse Rating


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BPM Pulse 2025


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OVERVIEW


OneStream’s unified, AI-powered, and extensible finance platform includes solutions for financial close and consolidation with account reconciliation, transaction matching, and tax, financial planning and analysis with strategic planning, rolling forecasts, and scenario modeling, and operational planning and analysis with demand forecasting, workforce planning, and ESG reporting and planning. The OneStream Solution Exchange offers downloadable solutions to expand capabilities in all of these areas. SensibleAI™ Portfolio built into the OneStream platform provides machine learning, GenAI, and agentic AI capabilities to OneStream solutions. OneStream Genesis enables no-code application development, CPM Express is a pre-built configurable application for rapid deployment. See detailed ratings and compare to Wolters Kluwer (CCH Tagetik), Oracle or other vendors >>>

INDUSTRY SUCCESS

Automotive Suppliers, Financial Services, Healthcare, Manufacturing, Oil & Gas, Real Estate

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

BARC 2023 Score for FPM  R

BPM Partners 2024 Vendor Snapshot for OneStream  R

BPM Partners OneStream a Leader in 2024-2025 Vendor Landscape Matrix  $

BPM Partners OneStream 2022 Vendor Landscape Matrix: Special Edition R  

Gartner OneStream a Leader in 2025 Financial Close and Consolidation Solutions Magic Quadrant  R

Gartner OneStream a Leader in 2024 Financial Planning Solutions Magic Quadrant  R

Nucleus Research  2023 CPM Value Matrix  R


Related Whitepapers & eBooks

How CPM Modernizes Finance for Banking and Financial Services  R

Extending Performance Management for Company-Wide Benefits

Reducing Risk in Performance Management

How to Successfully Deploy Enterprise-wide Budgeting, Planning, Forecasting

When Does BPM Become a Platform Play

Lower TCO with Unified BPM Solutions

Performance Management: The Next Generation


Related Webcasts & Events

2025 Pulse of Performance Management: OneStream Reviewed as Core Vendor  R

How CPM Modernizes Finance for Banking and Financial Services  R

How the Events of 2020 are Impacting Planning and Analytics in 2021 and Beyond R 

The FP&A Roadmap – How to Advance Your Planning and Forecasting

Related Articles & Blogs

KKR-backed OneStream Surges in Market Debut 

OneStream Files Confidentially for IPO 

Advancing the CPM+ Journey 

New Performance Management Leaders 2023

CFOs Say Economic Disruption is 2023’s Biggest Challenge 

The Need for Financial Data Quality 

The Performance Management Gold Rush

Selecting Performance Management Software with Your Head in the Clouds 

WSJ: KKR Agrees to Take Majority Stake in OneStream

What’s the Value of a Performance Management ‘App Store’ 


Latest News

OneStream Unveils Productivity Tools and Platform Enhancements 

OneStream Unveils SensibleAI Agents and SensibleAI Studio 

OneStream Announces Q1 2025 Results 

OneStream Collaborates with Coupa for Business Spend Management 

OneStream Launches Solution Exchange

OneStream Receives $200 Million Investment at $6 Billion Valuation 

OneStream Adds Governed Analytics in Latest Release 

OneStream Software to Receive Significant Investment from KKR 


Jobs at this Vendor

Current Openings 

Jobs/Careers Information 

OneStream Named to Inc. Magazine’s Best Workplaces 

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https://www.bpmpartners.com/wp-content/uploads/2024/04/OneStream_Brandmark_RGB_Black_350.png 51 350 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-23 19:18:222025-06-05 01:31:37OneStream Software

Syntellis Performance Solutions

May 22, 2018/in Account Reconciliation, Anomaly Detection, Benchmarking, Budgeting/Planning/Forecasting, Demand Planning, Granular Profitability, Intelligent Insights, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Robotic Process Automation, S&OP, Solution Library, Transfer Pricing, Workforce Planning Cloud, Mobile Next Generation Ready Advanced Technologies, AI Powered, Complementary Use Cases, Depth/Breadth of Functionality, Ease of Use, Excel UI, Integrated Business Planning, Performance/Scalability, Product Flexibility, Vertical Focus Enterprise, Large, Midmarket - Upper $1000 - $1499, $1500 - $1999, $2000 - $2499, $2500 - $2999, $3000 and over Vendor /by BPM Partners

PERFORMANCEPLACE


Elevating Performance.

0.00

BPM Pulse Rating


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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

Performance Management: The Next Generation


Related Webcasts & Events

Top 9 Finance and Technology Trends for Financial Institutions in 2021  R  

Related Articles & Blogs

Focused Acquisition: Stratasan

Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022

What’s in Store for Healthcare Executives in 2022 

2022 CFO Outlook for Financial Institutions Report 

Two New and Noteworthy Performance Management Vendors

Making Relationships Pay 


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 

Infor Partners with Syntellis to Improve Cost of Care and Operational Outcomes for Healthcare Organizations 

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 


Jobs at this Vendor

Open Positions 

Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2018/05/SyntellisLogoweb-e1593102545304.png 117 600 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2018-05-22 18:53:202023-11-22 16:50:21Syntellis Performance Solutions

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