We close early.
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BPM Pulse 2022
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OVERVIEW
Fluence delivers a cloud-based consolidation-first platform with out-of-the-box consolidation models and calculations, account reconciliation, financial close management, no-coding administration, drag-and-drop workflow, drop-down rules, time-based calculations and support for audit and movement visibility. Based on a web-based portal for workflow management, task tracking, and administration, an Excel-based reporting and input interface, and an integrated Power BI platform, the system is designed to be owned by finance, easy to use, and implemented quickly. The platform addresses the requirements of high growth to large organizations for consolidations, cash flow management, and full-featured Excel-based financial, management, and statutory reporting. See more details and compare to Wolters Kluwer (CCH Tagetik), Planful, or other vendors >>>
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 2022 Vendor Snapshot for Fluence R
BPM Partners Fluence a Proven Vendor With Outstanding Customer Satisfaction in 2022 Vendor Landscape Matrix $
BPM Partners Fluence 2022 Vendor Landscape Matrix: Special Edition
BPM Partners Fluence Acquires XLCubed
Dresner Advisory 2022 Wisdom of Crowds BI Study – XLCubed
Nucleus Research The Financial Consolidation & Close Solution ROI Framework
Nucleus Research Fluence Customers Slash the Monthly Close by 90%
Ventana Research Fluence Offers Streamlined Financial Close
Related Whitepapers & eBooks
Related Articles & Blogs
Financial Consolidation, Close, and Reporting: Challenges and Priorities
Focused Acquisition: Sturnis365
Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022
6 Must-Haves for a Modern Financial Close Solution
The Performance Management Gold Rush
5 Paths to Agility with Financial Reporting Software
Latest News
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
Intelligent Planning. Plan Smarter, Drive Outcomes, Lead Transformation.
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BPM Pulse 2022
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OVERVIEW
Board is an Intelligent Planning platform designed to simplify complex, enterprise-class business challenges through a unique combination of budgeting, planning, predictive forecasting, simulation, reporting, analysis, and consolidation and close capabilities. Board’s FP&A, Financial Consolidation and Lease Accounting solutions integrate with Workforce Planning, Sales Performance Management, and Supply Chain in a seamless integrated business planning process. Board’s unified platform approach leads to faster implementations and a solution that is highly flexible. The goal is to enable organizations to analyze, simulate, and plan so that they can make better decisions. See detailed ratings and compare to IBM, Oracle or other vendors >>>
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 22 R
BPM Partners 2022 Vendor Snapshot for Board R
BPM Partners Board a Dominant Vendor with Outstanding Customer Satisfaction in 2022 Vendor Landscape Matrix $
BPM Partners Board 2022 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2022 Wisdom of Crowds EPM Study R
Dresner Advisory 2020 Wisdom of Crowds Sales Planning Study R
Gartner Board a Leader in 2022 Financial Planning Solutions Magic Quadrant R
Nucleus Research 2022 CPM Value Matrix R
SoftwareReviews 2022 EPM Data Quadrant R
Ventana Research 2022 Business Planning Value Index R
Related Whitepapers & eBooks
Related Webcasts & Events
2023 Pulse of Performance Management: Board Reviewed as Core Vendor R
Move Beyond Excel and Drive Performance.
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BPM Pulse 2022
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OVERVIEW
Focused on the Office of Finance in midmarket organizations, Prophix automates the management cycle of consolidation and reporting, analysis, modeling and planning with an integrated suite of solutions for Budgeting & Planning, Reporting & Analytics, Workflow & Automation, and Financial Consolidation & Close. All supported by AI that provides insights, task management, anomaly detection, and augmented forecasting and analytics. The solution is designed to help midmarket organizations improve profitability and minimize risk. Extended planning capabilities include operational planning, personnel planning, revenue planning, and project planning with complex calculation support and additional granularity down to the sub-ledger level for enhanced operational execution in areas such as capital expenditure, fixed assets, and profitability analysis. See detailed ratings and compare to Workday Adaptive Planning, Vena or other vendors >>>
INDUSTRY SUCCESS
Healthcare, Higher Education, Manufacturing, , Not for Profit, Professional 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 19 R
BPM Partners Impact of Hg Acquisition of Prophix
BPM Partners Prophix Acquisition of Sigma Conso
BPM Partners 2022 Vendor Snapshot for Prophix R
BPM Partners Prophix a Dominant Vendor with Excellent Customer Satisfaction in 2022 Vendor Landscape Matrix $
Dresner Advisory Services 2021 Enterprise Performance Management Study R
Nucleus Research 2021 CPM Value Matrix
Nucleus Research CPM ROI Study – Community Bank
Nucleus Research CPM ROI Study – Senior Living Communities
Related Articles & Blogs
Introducing Prophix’s Financial Performance Platform
Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022
Why Analyst Reports Are Key to Choosing a CPM Vendor
Prophix Launched Industry’s First Virtual Financial Analyst Leveraging NLP
Enhanced Dashboards and Expansion of Excel Interoperability in Prophix Release 2022.1
The Future of Finance 2022: Insights from Prophix CEO
The Next Chapter for Prophix: Sigma Conso
The Performance Management Gold Rush
Hg Acquires Majority Stake in Prophix
Latest News
Prophix a 2022 Nucleus Research ROI Award Winner
Prophix Featured in 2022 Vendor Landscape Matrix
Prophix Reports Record Year of Growth in 2021
Prophix Software Certified by Acumatica
Prophix Receives Investment from Hg to Fund Growth
Prophix Named an Overall Experience & Credibility Leader for 2020
Outperform with agility.
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BPM Pulse 2021
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OVERVIEW
Oracle’s EPM Cloud portfolio is modular, connected, and comprehensive with embedded intelligence and analytics, designed for operational agility. It is offered in EPM Cloud Standard and Enterprise editions. Planning & Analysis offerings include Enterprise Planning and Budgeting with integrated strategic modeling, Profitability and Cost Management, and Enterprise Performance Reporting. 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. NetSuite Planning and Budgeting Cloud is a packaged, pre-configured product for NetSuite customers. See detailed ratings and compare to IBM, 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 2021 Vendor Snapshot for Oracle R
Constellation Research 2023 ShortList Cloud-Based Planning Platforms
Customer View
G2 Crowd Reviews and Ratings
Gartner Peer Insights FP&A Reviews and Ratings
TrustRadius Reviews and Ratings
Related Whitepapers & eBooks
Related Webcasts & Events
Coming Soon!
The Intelligent Finance Platform.
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BPM Pulse 2022
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OVERVIEW
The unified OneStream Intelligent Finance Platform with built-in financial intelligence is designed to meet the needs of medium to large, sophisticated organizations while simplifying complexity with robust and modern capabilities for planning, budgeting, and forecasting, financial close and consolidation, reporting, financial data quality, financial signaling, and analytics accessed through reports, Excel, and built-in dashboards. An Analytic Blend Engine combines governed financial data with detailed operational data for reporting and analysis of large volumes of transactional data to identify operational trends and financial signals to proactively drive performance. A transaction matching solution automates the loading, matching, and reporting of data related to bank clearing, AR, AP, T&E, and more. 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 22 R
BARC 2023 Score for FPM R
BPM Partners 2022 Vendor Snapshot for OneStream R
BPM Partners OneStream is a Dominant Vendor with Excellent Customer Satisfaction in 2022 Vendor Landscape Matrix $
BPM Partners OneStream 2022 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2021 Wisdom of Crowds Consolidation Study R
Dresner Advisory 2022 Wisdom of Crowds EPM Study R
Gartner 2021 Market Guide for Extended Planning and Analysis Solutions R
Gartner 2021 Market Guide For Cloud Financial Close R
Gartner OneStream a Leader in 2022 Financial Planning Solutions Magic Quadrant R
IDC 2020 MarketScape: Cloud EPM R
Nucleus Research 2022 CPM Value Matrix R
Ventana Research 2022 Business Planning Value Index R
Related Articles & Blogs
CFOs Say Economic Disruption is 2023’s Biggest Challenge
Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022
The Need for Financial Data Quality
OneStream to Deliver New AI/ML Capabilities
The Performance Management Gold Rush
How the Events of 2020 are Impacting Performance Management in 2021
Selecting Performance Management Software with Your Head in the Clouds
Latest News
OneStream Collaborates with Coupa for Business Spend Management
OneStream Launches Solution Exchange
OneStream Starts Off 2023 With Strong Q1
OneStream Recognized as Market Leader in 2023 BARC FPM Report
OneStream Reports Over $300 Million in Annual Recurring Revenue in 2022, Up 50%
OneStream Software Hires Morgan Stanley to Lead IPO
OneStream Previews New Machine Learning Capabilities
OneStream Receives $200 Million Investment at $6 Billion Valuation
OneStream Adds Governed Analytics in Latest Release
OneStream Software to Receive Significant Investment from KKR
Transforming the office of the CFO by accelerating planning, consolidation, tax and analytics.
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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 2021 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
Drive future-ready business performance.
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BPM Pulse 2022
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OVERVIEW
IBM Planning Analytics with Watson is designed for continuous integrated planning and offers a unified set of capabilities for budgeting, planning, forecasting, analysis and reporting. Additional solutions include IBM Cognos Controller for consolidation, IBM Decision Optimization for prescriptive and constraint-based optimization, and a catalog of accelerators from IBM and partners to extend planning and analysis. IBM Planning Analytics with Watson delivers AI-infused integrated business planning across the organization, putting the power of algorithmic forecasting in the hands of LOB users: Finance, IT, HR, Sales, Marketing, and Operations. It can also be combined with IBM Cognos Analytics for enterprise reporting on Planning Analytics data. See detailed ratings and compare to Oracle, SAP or other vendors >>>
INDUSTRY SUCCESS
Education, Financial Services, Government, Life Sciences
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
Aberdeen The ROI of Sales Planning Analytics R
BARC IBM a Market Leader in 2022 Integrated Planning Report R
BPM Partners 2022 Vendor Snapshot for IBM R
BPM Partners IBM a Dominant Vendor with Excellent Customer Satisfaction in 2022 Vendor Landscape Matrix $
Forrester The Total Economic Impact of IBM Planning Analytics R
Ventana Research 2022 Business Value Index: Product and Vendor Assessment R
Related Webcasts & Events
2022 Pulse of Performance Management: IBM Reviewed as Core Vendor R
Jobs at this Vendor
Enterprise Quality, Unified Planning for Every Planning Need, Delivered Where and How Users Work.
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BPM Pulse 2022
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OVERVIEW
deFacto Power Planning is a unified financial and operational planning platform that leverages the full range of Microsoft tools including Azure, Power BI, Excel, Teams, and Power Apps, can be accessed via Excel, the web, or mobile UIs, and can connect to almost any ERP system and operational data source. It provides an enterprise quality integrated planning platform for financial and operational planning, budgeting, forecasting, consolidation, and reporting across all functional areas of mid to large size organizations. It supports detailed salary planning, capital expense planning, sales forecasting, production demand planning, tax provisioning & planning, project/services planning and more. The underlying Microsoft SQL tabular database architecture drives high performance and complex analyses of large data sets. The solution employs artificial intelligence/machine learning and a range of ETL options. See detailed ratings and compare to Acterys, Vena or other vendors >>>
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
INDUSTRY SUCCESS
Consumer Products, Financial Services, Healthcare, Hospitality, Manufacturing, Telecommunications
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 deFacto R
BPM Partners deFacto a Proven Vendor with Outstanding Customer Satisfaction in 2022 Vendor Landscape Matrix $
Related Whitepapers & eBooks
Related Webcasts & Events
2022 Pulse of Performance Management: deFacto Reviewed as Core Vendor R
Jobs at this Vendor
None available.
Performance Management Software – Strategic & intelligent platform to propel strategy with faster and better-informed decisions.
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BPM Pulse 2022
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OVERVIEW
CCH® Tagetik, a Wolters Kluwer expert solution, delivers the finance-owned open and extensible unified CCH Tagetik Platform, powered by the Analytic Information Hub, for processing high volume granular financial and operational data. It is available on the CCH Tagetik Standard Platform or the CCH Tagetik Platform with SAP HANA which provides enhanced performance and scalability for large use cases, as well as streamlined connections to SAP source data. Integrated business planning connects financial and operational together across Budgeting, Planning, & Forecasting, Cash Flow Planning, Profitability Analysis and Cost Allocation, Production Cost Planning and Control, and Supply Chain Planning. Financial Close includes Consolidation, Account Reconciliation & Transaction Matching, and Collaborative Office for Reporting & Disclosure. CCH Tagetik Predictive Intelligence is an out-of-the-box predictive planning solution, that delivers explainable predictions and actionable insights with embedded machine learning. See detailed ratings and compare to 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
BPM Partners 2022 Vendor Snapshot for Wolters Kluwer CCH Tagetik R
BPM Partners Wolters Kluwer CCH Tagetik a Dominant Vendor with Outstanding Customer Satisfaction in 2022 Vendor Landscape Matrix $
BPM Partners Wolters Kluwer CCH Tagetik 2022 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2021 Wisdom of Crowds Consolidation Study R
Dresner Advisory 2022 Wisdom of Crowds EPM Study R
Gartner CCH Tagetik a Leader in 2022 Financial Planning Solutions Magic Quadrant R
Gartner CCH Tagetik Recognized in 2021 Market Guide for Cloud Financial Close Solutions R
Gartner CCH Tagetik Recognized in 2022 Market Guide for Cloud Extended Planning and Analysis Solutions R
Nucleus Research CCH Tagetik a Leader in 2023 CPM Value Matrix R
Nucleus Research CCH Tagetik A Hot Company to Watch in 2023 R
Elevating Performance.
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BPM Pulse 2022
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OVERVIEW
Syntellis 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
BPM Partners Syntellis an Established Vendor with Excellent Customer Satisfaction in 2022 Vendor Landscape Matrix $
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
Latest News
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
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