Financial Intelligence By Design®
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OVERVIEW
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.
INDUSTRY SUCCESS
Financial Services, Healthcare, Hospitality, Utilities
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
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Customer View
Capterra Reviews and Ratings
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Get real-time planning, analysis, and reporting out of your ERP.
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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
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Related Whitepapers & eBooks
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Financial automation for Excel users.
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OVERVIEW
DataRails is an FP&A solution designed to help SMEs automate their monthly and quarterly reporting processes. The solution allows organizations to benefit from the capabilities of a modern, cloud-based and centrally managed financial system, while still being able to work in the familiar Excel environment. DataRails can consolidate data from multiple source systems such as ERP, CRM, HRIS, along with unstructured data, into a unified cloud-based database. The system supports currency conversion, eliminations, alternate hierarchies, adjustments, and more. The end result is a 360 degree view of all organizational data that can be accessed via Excel, a performance dashboard, or through live, interactive charts and tables within PowerPoint that are updated in real-time.
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
Coming Soon!
Customer View
Capterra Reviews and Ratings
Gartner Peer Insights Reviews and Ratings
G2 Crowd Reviews and Ratings
SoftwareConnect Reviews and Ratings
SourceForge Reviews and Ratings
Related Whitepapers & eBooks
Related Webcasts & Events
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Next Level Analytics & Planning
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OVERVIEW
Developed by FP&A Software, an Australian software company with subsidiaries in the United States and Germany, Acterys fully leverages Microsoft technologies to deliver dynamic planning capabilities along with consolidation and advanced analytics. The solution delivers best practice financial and operational planning, forecasting, and legal consolidation processes that can be configured precisely to each customer’s requirements. Machine learning combined with statistical methods delivers advanced predictive forecasting. All of this is complemented by bi-directional integration with Power BI and Excel, either of which can be used as a primary interface. See detailed ratings and compare to other vendors >>>
INDUSTRY SUCCESS
Hospitality, Professional Services, Manufacturing, Technology
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 Acterys R
BPM Partners Acterys a Proven Vendor with Excellent Customer Satisfaction in 2021 Vendor Landscape Matrix $
Related Whitepapers & eBooks
Related Webcasts & Events
2021 Pulse of Performance Management: Acterys Reviewed as Best New Vendor R
Jobs at this Vendor
Plan smarter. Plan faster. Plan together.
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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.
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
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We close early.
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BPM Pulse 2021
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OVERVIEW
Fluence delivers a cloud-based consolidation-first platform with out-of-the-box consolidation models and calculations, no-coding administration, drag-and-drop workflow, drop-down rules, time-based calculations and support for audit and movement dimensions. Utilizing an Excel interface, the system is designed to be owned by Finance, easy to use, and implemented quickly. The platform addresses the requirements of midmarket organizations for consolidations, cash flow management, and financial and management reporting. For broader FP&A needs, Fluence is tightly integrated with Vena to provide a seamless and unified, extensible performance management platform. See more details and compare to Wolters Kluwer (CCH Tagetik), Planful, or other vendors >>>
INDUSTRY SUCCESS
Coming Soon
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 Fluence R
BPM Partners Fluence a Developing Vendor With Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix $
Related Whitepapers & eBooks
Jobs at this Vendor
The FP&A platform for continuous planning accelerates the process and fosters business-wide collaboration
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BPM Pulse 2021
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OVERVIEW
The Planful Cloud FP&A Platform for Continuous Planning includes functionality to support financial consolidation, financial and management reporting, structured financial planning, dynamic operational planning, workforce planning, dashboards, and integration with Microsoft Office. The platform is designed to bring speed, agility, and company-wide collaboration to financial planning and decision-making. Dynamic Canvas, brings dashboards, reports, and input templates together on the same screen. Dynamic Collaboration enables threaded, real-time discussions around plans and decisions. See detailed ratings and compare to Workday Adaptive Planning, Oracle 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
BPM Partners 2021 Vendor Snapshot for Planful R
BPM Partners Planful a Proven Vendor with Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix $
Constellation Research 2021 ShortList Cloud-Based Planning Platforms
Dresner Advisory 2020 Wisdom of Crowds EPM Study R
Forrester Planful Total Economic Impact R
Gartner Critical Capabilities for Cloud FP&A Solutions R
IDC 2018 MarketScape for EPM R
Nucleus Research Planful Named a 2021 Value Matrix Leader
Related Webcasts & Events
2021 Pulse of Performance Management: Planful Reviewed as Core Vendor R
Related Articles & Blogs
Planful Winter21 Release Adds More Flexibility, Speed, and Ease of Use
Analyst Perspectives on Planful
Best Budgeting and Planning Solutions 2020
Host Analytics is Becoming Planful
Analyst’s View of Host Analytics Re-branding as Planful
Widening the Financial Lens of Your Organization
The Four Major Players in Cloud FP&A
Best-of-Breed EPM Midmarket Will Fuel Growth
Analyst’s View of Host Analytics Acquisition by Vector Capital
Aligning Financial Consolidation with Budgeting and Planning
Latest News
Planful and Trintech Announce Strategic Global Partnership
Planful Debuts “Predict: Signals” for Anomaly Detection
Planful Closes Out Q1 with Strong Results
Planful Announces Expanded Workforce Planning Capabilities for HR
Planful Raises Equity Round to Meet Increasing Demand
Jobs at this Vendor
Accurate, Integrated Business Reporting software for superior Planning, Budgeting and Forecasting
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BPM Pulse 2021
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OVERVIEW
Unit4 FP&A 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. Reporting features are available that support storytelling as well as the consistent design approach of International Business Communications Standards. Workforce Planning with analytics complements salary planning with an operational focus. Capabilities can be expanded with best practice solutions from a model store. This is coupled with built-in self-service business intelligence capabilities for data visualization, dashboards, and predictive analytics. The vendor focuses on four key verticals: Public Sector, Professional Services, Not-for-Profit, Higher Education. See detailed ratings and compare to Workday Adaptive Planning, Jedox or other vendors >>>
INDUSTRY SUCCESS
Energy, Government, Higher Education, Not for Profit, Professional Services, Utilities
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BARC Unit4 FP&A Achieves Excellent Results
BPM Partners 2021 Vendor Snapshot for Unit4 R
BPM Partners Unit4 is a Proven Vendor with Excellent Customer Satisfaction in 2021 Vendor Landscape Matrix $
BPM Partners Unit4 2021 Vendor Landscape Matrix: Special Edition R
IDC Unit4 a Major Player in Marketscape for Cloud EPM 2020
Nucleus Research Unit4 FP&A a Facilitator in 2021 CPM Value Matrix
Ventana Research Unit4 Democratizes Agile, Data-Driven, Decision-Making
Related Whitepapers & eBooks
The Importance of AI in Corporate Budgeting, Planning, and Forecasting R
Jobs at this Vendor
Cloud based budgeting, forecasting, & management reporting solutions.
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BPM Pulse 2021
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OVERVIEW
XLerant, a Jonas Software company, provides a performance management solution that emphasizes ease of use for budgeting, forecasting, and reporting in decentralized environments with support for centralized exceptions such as headcount planning. The product utilizes a unique guided prompt approach, coupled with an intuitive interface, to facilitate the budget preparation and submission process. Step-by-step wizards guide Administrators through maintenance tasks. The full suite of modules built into the BudgetPak product includes expense and revenue planning, personnel and salary planning with enhanced detailed benefits planning, asset planning, as well as approval workflow, creation of documentation, what-if scenarios, scenario modeling, strategic initiative budgeting, forecasting, and long term projections using predictive analytics. See detailed ratings and compare to Workday Adaptive Planning, Centage or other vendors >>>
INDUSTRY SUCCESS
Business Services, Higher Education, Not for Profits
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 XLerant R
BPM Partners XLerant an Accepted Vendor with Outstanding Customer Satisfaction in 2021 Vendor Landscape Matrix $
CPA Practice Advisor Product Review: BudgetPak
Related Whitepapers & eBooks
Related Webcasts & Events
Ease of Use: The Next Budgeting Requirement
2021 Pulse of Performance Management: XLerant Reviewed as Core Vendor R
Related Articles & Blogs
Latest News
XLerant Rated Highest for Ease-of-Use for Sixth Consecutive Year in 2021 BPM Pulse
XLerant’s BudgetPak Receives Perfect Ease-of-Use Score in Pulse of Performance Management Study
XLerant Rated Highest of 15 BPM Vendors for Budgeting and Planning
XLerant Recognized for Top Ease-of-Use Customer Rating in 2018 BPM Pulse Survey
Jobs at this Vendor
Helping businesses power their plan to grow with enterprise-level capabilities.
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BPM Pulse 2021
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OVERVIEW
The Vena Complete Planning Platform provides budgeting, forecasting, planning, consolidation, reporting and analytics solutions designed for medium and large-sized organizations who plan to grow. Vena’s platform leverages the familiarity of Microsoft Excel (desktop and Microsoft 365) while combining it with a centralized in-memory database, and collaborative workflows to create a cloud-based performance management solution for the full spectrum of FP&A tasks. In addition to traditional FP&A, the solution supports financial close management including account reconciliation, financial and operational reporting, analysis and dashboards and scenario modeling. Solutions are also available for tax provisioning, workforce planning, capital planning, incentive compensation management and account reconciliation. See detailed ratings and compare to Workday Adaptive Planning, Planful or other vendors >>>
INDUSTRY SUCCESS
Financial Services, Manufacturing, Retail, 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 2021 Vendor Snapshot for Vena R
BPM Partners Vena is a Proven Vendor with Very Good Customer Satisfaction in 2021 Vendor Landscape Matrix $
Related Webcasts & Events
How to Power Your Digital Finance Transformation R
Transforming Finance-Led Processes for Growth R
2021 Pulse of Performance Management: Vena Reviewed as Core Vendor R
How Finance Leaders Can Stay Ahead of Key Market Trends R
Excel, Financial Performance Management, and Emerging Technologies R
Rethinking FP&A: An Analyst’s View
Five Steps to Selecting Financial Software to Grow Your Business
Latest News
Vena Raises $300 Million in Series C Funding
Vena for Banks and Credit Unions Released
Vena Receives $25 Million Investment to Accelerate Growth
Vena Solutions Launches Agile Planning Quick Start Package
Vena Solutions Recognized as a Leader In Nucleus CPM Value Matrix
Vena Solutions Release Microsoft Power BI Data Connector
BPM Partners and G2 Recognize Vena’s Leadership in Top FP&A Priorities
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