$3000 and over | BPM Partners

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

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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.

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

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

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

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

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

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

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 **