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Abacum

January 5, 2025/in Other Budgeting/Planning/Forecasting, Performance Dashboards, Revenue Planning, Sales Planning, Workforce Planning Cloud Next Generation Ready Ease of Use Midmarket - Lower, Small Under $1000 Vendor /by BPM Partners

PERFORMANCEPLACE


FP&A that drives business performance.

0.00

BPM Pulse Rating


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OVERVIEW


Abacum is a scalable and collaborative AI-native FP&A solution for financial and operational planning, that provides support for revenue scenario planning and offers reporting templates that automate real-time reporting. It is designed for midmarket organizations with high volume operations.

Featured Vendor: EPM Summit 2026

INDUSTRY SUCCESS


Education, Financial Services, Healthcare, Technology

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Customer View

G2 Crowd Reviews and Ratings 


Related Whitepapers & eBooks

Guide to Creating Budgets that Drive Performance S 

Related Articles & Blogs

Target Operating Model for Budgeting 

Putting Midmarket Finance Leaders in Control 


Latest News

Abacum Raises $60M in Series B 

Abacum Adds $25M in Series A 


Jobs at this Vendor

Job Openings 

Jobs/Careers Information 

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Lumel

June 25, 2024/in Featured Budgeting/Planning/Forecasting, Demand Planning, ESG Reporting, Granular Profitability, Performance Dashboards, Pervasive Analytics, Reporting, Revenue Planning, S&OP, Sales Planning, Solution Library, Supply Chain Planning, Transfer Pricing, Workforce Planning Cloud, On Premise Core Vendor, Top Rated for Budgeting, Top Rated for Ease of Use, Top Rated Overall Ease of Use, Easy Expandability, Integrated Business Planning, Low Total Cost of Ownership, No Coding, Quick Implementation Enterprise, Large, Midmarket - Upper $1000 - $1499, Under $1000 Vendor /by BPM Partners

PERFORMANCEPLACE


EPM Suite for Power BI and Data Platforms

4.94

BPM Pulse Rating


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BPM Pulse 2025


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OVERVIEW


Lumel brings Enterprise Performance Management to Power BI data models as a native app with Fabric. Lumel offers a full stack EPM suite consisting of Planning, Data apps, Data Management and Modern BI (Reporting, Exploration and Visualization). With pre-built components, Lumel enables rapid deployment of budgeting, forecasting, FP&A modeling, sales and operational planning, scenario management, and driver-based planning with fully integrated reporting, analytics, and data storytelling. By embedding connected planning directly into Power BI, Lumel accelerates planning workflows which shortens time-to-value. Lumel’s native integration with data platforms allows organizations to plan directly on top of their existing data platforms (Snowflake, Databricks, BigQuery, Microsoft Fabric, SAP HANA, and more) which eliminates the need for data duplication or new data marts. See detailed ratings and compare to Pigment, deFacto or other vendors >>>

INDUSTRY SUCCESS


Manufacturing, Pharmaceuticals, CPG, Mining, Services, Logistics

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BPM Partners 2025 Vendor Snapshot for Lumel  R

BPM Partners Lumel a Key Competitor in 2025-2026 Vendor Landscape Matrix  $


Customer View

AppSource Reviews and Ratings for Lumel Inforiver 


Related Webcasts & Whitepapers

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

Whitepaper: Global CPM Trends and Priorities Report 2025 R

Webcast: Top Global CPM Trends to Watch in 2025  R

Related Articles & Blogs

Planning in Microsoft Fabric: Collaboration with Lumel 

Lumel Scores Top Customer Ratings 

Microsoft Features Lumel as Innovation Partner 


Latest News

Lumel Recognized for Best Overall Customer Satisfaction Rating: Outstanding 

Lumel Named Best New EPM Vendor by BPM Partners 


Jobs at this Vendor

Open Positions 

Jobs/Careers Information 

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Pigment

January 4, 2023/in Featured Anomaly Detection, Budgeting/Planning/Forecasting, Demand Planning, ESG Reporting, Intelligent Insights, Performance Dashboards, Predictive Analytics ML, Reporting, Revenue Planning, S&OP, Sales Planning, Workforce Planning Cloud Best New Vendor, Comprehensive Consolidation, Core Vendor, Top Rated for Budgeting, Top Rated Overall AI Powered, Complementary Use Cases, Ease of Use, Easy Expandability, Integrated Business Planning, No Coding, Quick Implementation Large, Midmarket - Lower, Midmarket - Upper $3000 - $3499 Vendor /by BPM Partners

PERFORMANCEPLACE


AI-Powered Company-Wide Planning

4.33

BPM Pulse Rating


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BPM Pulse 2025


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OVERVIEW


The Pigment integrated business planning platform is modeling-centric and can support most financial and operational planning requirements. It combines the flexibility of a fully customizable platform with use-case specific solutions that are based on best practices and include their own organization charts, templates, and reports. With a focus on Finance, Sales, and HR current solutions include revenue planning, one-click what-if scenario planning, workforce planning with organization chart visualization, sales capacity, territory and quota planning, supply chain planning, and carbon accounting. The guiding vision is to make the planning and reporting process intuitive, integrated, and adaptable. See detailed ratings and compare to Planful, Anaplan or other vendors >>>

Featured Vendor: EPM Summit 2026

INDUSTRY SUCCESS


Financial Services, Manufacturing, Retail, Wholesale

SELECTED CLIENTS


 

KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link 

Industry View

BPM Partners First Look: Pigment

BPM Partners Pigment Expands into Sales Performance Management

BPM Partners 2025 Vendor Snapshot for Pigment  R

BPM Partners Pigment a Key Competitor in 2025-2026 Vendor Landscape Matrix  $

BPM Partners Pigment 2025-2026 Vendor Landscape Matrix: Special Edition  R  

Forrester Total Economic Impact: Pigment R 

Gartner 2024 Market Guide for Extended Planning and Analysis Solutions R 

Gartner Pigment a Visionary in 2025 Financial Planning Solutions Magic Quadrant  R


Customer View

G2 Crowd Reviews and Ratings 

Garter Peer Insights Reviews and Ratings 


Related Whitepapers & eBooks

Coming Soon!


Related Webcasts & Events

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

Related Articles & Blogs

Pigment MCP Server: Opening Pigment to the AI World 

Agentic AI Analyst Agent is Now Available 

Pigment’s Plan for AI Agents 

Pigment Introduces Pigment AI 

Pigment Introduces Sheet View 

Pigment Raises Another $65 Million to Build the Modern Business Planning Product 

Workforce Planning: A Step-by-Step Guide 


Latest News

Pigment Expands Access to the Analyst Agent 

Pigment Strengthens Presence in DACH 

Pigment Partners with Google Cloud for AI 

Pigment Announces $145 Million Series D 

Pigment Announces $88 Million Series C 

Pigment to Deliver Faster, Smarter Insights with Pigment AI 

Pigment Raises $65 Million to Enter U.S. Enterprise Market 

Pigment Accelerates Growth with $73 Million Series B 


Jobs at this Vendor

Current Openings 

Jobs/Careers Information 

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JustPerform from insightsoftware

June 15, 2022/in Featured Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Close Management, Demand Planning, Disclosure Management, ESG Reporting, Financial/Statutory Consolidation, Granular Profitability, Performance Dashboards, Predictive Analytics ML, Reporting, Revenue Planning, Robotic Process Automation, S&OP, Sales Planning, Solution Library, Tax Planning/Provisioning, Transfer Pricing, Workforce Planning Cloud, Mobile Comprehensive Consolidation, Core Vendor, Top Rated for Budgeting, Top Rated for Consolidation, Top Rated for Ease of Use, Top Rated for Implementation Consulting, Top Rated for Operational Planning, Top Rated for Reporting, Top Rated Overall Complexity Handling, Customer Success Program, Ease of Use, Easy Expandability, Excel UI, No Coding, Streamlined Integration Enterprise, Large, Midmarket - Upper $1000 - $1499 Vendor /by BPM Partners

PERFORMANCEPLACE


All-in-One Planning, Forecasting, Reporting and Close Companion

4.50

BPM Pulse Rating


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BPM Pulse 2025


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OVERVIEW


JustPerform from insightsoftware delivers a unified platform with a process-first approach, intuitive user experience, and strong governance capabilities. It is designed to be an all-in-one financial performance companion and supports a range of use cases: Extended Planning and Analysis unites Finance, Sales, Supply Chain, HR and Marketing, Financial Close – streamlines the Close, Management Reporting, and Disclosure Management processes, Profitability Analysis – delivers granular analysis across products, projects, customers, and channels, and ESG Reporting – compliant and self-service reporting with ESG frameworks. See detailed ratings and compare to Anaplan, SAP, or other vendors >>>

Featured Vendor: EPM Summit 2026

INDUSTRY SUCCESS


Healthcare, Hospitality, Manufacturing, Shipping & Logistics, Real Estate, Telco, Transportation, 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 2025 Vendor Snapshot for JustPerform  R

BPM Partners JustPerform a Leader in 2025-2026 Vendor Landscape Matrix  $


Customer View

Gartner Peer Insights Reviews and Ratings

G2 Crowd Reviews and Ratings


Related Whitepapers & eBooks

Equip Your Finance Team to Lead Strategically and Survive the Chaos R

Global CPM Trends and Priorities Report 2025 R

JustPerform – the Unified Planning, Financial Close and Reporting Platform S

How to Bring Speed, Accuracy, and Auditability to Consolidation S

Agile Planning, Budgeting and Forecasting with JustPerform S

9 Reasons to Move Away from Legacy EPM S

6 Mistakes to Avoid in Planning and Budgeting S

6 Consolidation Challenges that Need to be Addressed S


Related Webcasts & Events

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

Equipping Your Finance Team to Lead Strategically and Survive the Chaos  R

Top Global CPM Trends to Watch in 2025  R

Event: FP&A Trends and Tips to Navigate Today’s Challenging Business Environment R

Related Articles & Blogs

Understanding insightsoftware’s Acquisition of JustPerform 

Key Factors to Consider Before Investing in Finance Technology 

Overcoming Excel-based Consolidation Challenges 

Tips to Upgrade from Excel to a Cloud Financial Close Solution 

Tackling the Pitfalls of ERP-based Consolidation 

4 Major Challenges in Financial Planning & Analysis (FP&A) 

Bid Goodbye to These Practices for Agile Planning & Budgeting 

What’s the Cost of Sticking with SAP BPC? 

SAP BPC Alternatives: Which One is Right for You? 


Latest News

insightsoftware Introduces JustPerform Account Reconciliation 

insightsoftware Drives Global Expansion of JustPerform 

Introducing Lineos, AI Powered by insightsoftware 

insightsoftware Acquires JustPerform to Deliver Unified, No-Code, Cloud-Native EPM 

JustPerform is Gartner® Peer Insights™ Strong Performer 

JustPerform Secures Five Awards in BPM Pulse Awards 


Jobs at this Vendor

Additional Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2025/06/ISW-Logo-JustPerform-RGB.png 368 1254 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2022-06-15 16:26:492026-01-16 19:36:37JustPerform from insightsoftware

FYIsoft

October 12, 2021/in Benchmarking, Budgeting/Planning/Forecasting, Performance Dashboards, Pervasive Analytics, Reporting, Robotic Process Automation Cloud, On Premise Ease of Use, Low Total Cost of Ownership, Quick Implementation Midmarket - Lower, Midmarket - Upper $1000 - $1499 Vendor /by BPM Partners

PERFORMANCEPLACE


Financial Intelligence By Design®

0.00

BPM Pulse Rating


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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

The Insight Partners Financial Reporting Market  $ 


Customer View

Capterra Reviews and Ratings 


Related Whitepapers & eBooks

A Strong ROI Case for Finance Transformation R

Related Articles & Blogs

BudgetFYI Getting Rave Reviews 


Latest News

FYIsoft Enhances Financial Reporting and FP&A Platform 

FYIsoft Partners with UiPath to Automate Financial Close 

FYIsoft’s Cloud Reporting and FP&A Solution Now Available to MS Dynamics 365 Business Central Customers 


Jobs at this Vendor

Account Executive 

Jobs/Careers Information 

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Limelight

March 22, 2021/in Budgeting/Planning/Forecasting, Granular Profitability, Performance Dashboards, Reporting, Solution Library, Workforce Planning Cloud, Mobile Ease of Use, Easy Expandability, Excel UI, Integrated Business Planning, Low Total Cost of Ownership, Performance/Scalability, Product Flexibility, Quick Implementation Large, Midmarket - Lower, Midmarket - Upper $1000 - $1499, $1500 - $1999 Vendor /by BPM Partners

PERFORMANCEPLACE


Get real-time planning, analysis, and reporting out of your ERP.

0.00

BPM Pulse Rating


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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

Coming Soon!


Customer View

Capterra Reviews and Ratings 

G2 Crowd Reviews and Ratings 


Related Whitepapers & eBooks

Coming Soon!

Related Articles & Blogs

Key Financial Metrics for a SaaS Business 

The 3 Big Differences Between CPM and BI 


Latest News

Coming Soon!


Jobs at this Vendor

Current Openings 

 Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2021/03/Limelightlogo.png 151 586 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2021-03-22 19:50:042022-04-08 04:05:46Limelight

Jirav

January 5, 2021/in Budgeting/Planning/Forecasting, Performance Dashboards, Reporting, Workforce Planning Cloud Exclusive BPM Pricing Ease of Use, Low Total Cost of Ownership, Quick Implementation Midmarket - Lower, Small $1000 - $1499, $1500 - $1999 Vendor /by BPM Partners

PERFORMANCEPLACE


Plan smarter. Plan faster. Plan together.

0.00

BPM Pulse Rating


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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.

** 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 


Customer View

Capterra Reviews and Ratings 

G2 Crowd Reviews and Ratings 


Related Whitepapers & eBooks

Coming Soon!


Related Webcasts & Events

Coming Soon!

Related Articles & Blogs

Why Finance Jobs are Always In Demand 

What’s New in Jirav February 2022 

5 Steps to Better Financial Modeling 


Latest News

CPA.com and Jirav Launch Strategic Partnership 

Jirav Raises More than $8 Million in Series A Funding 


Jobs at this Vendor

Job Openings 

Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2021/01/Jirav-Logo.png 136 320 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2021-01-05 18:59:402023-11-22 16:53:28Jirav

Fluence Technologies

June 7, 2020/in Account Reconciliation, Anomaly Detection, Benchmarking, Budgeting/Planning/Forecasting, Close Management, Disclosure Management, ESG Reporting, Financial/Statutory Consolidation, Granular Profitability, Intelligent Insights, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Reporting, Revenue Planning, Robotic Process Automation, Sales Planning, Tax Planning/Provisioning, Transfer Pricing Cloud, Mobile Comprehensive Consolidation, Core Vendor, Exclusive BPM Pricing, Top Rated for Consolidation, Top Rated for Ease of Use, Top Rated for Implementation Consulting, Top Rated for Reporting, Top Rated Overall Complexity Handling, Depth/Breadth of Functionality, Ease of Use, Excel UI, Future Ready, Low Total Cost of Ownership, No Coding, Out of the Box Functionality, Performance/Scalability, Quick Implementation Large, Midmarket - Lower, Midmarket - Upper $1500 - $1999 Vendor /by BPM Partners

PERFORMANCEPLACE


We close early.

4.67

BPM Pulse Rating


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BPM Pulse 2023


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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

Financial Consolidation to Manage Through Uncertainty

Finance’s New Strategic Mindset  R,S  


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 

Two New and Noteworthy Performance Management Vendors

Challenges and Best Practices in Financial Consolidation 


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 

Fluence Recognized as “Best New Vendor” by BPM Partners 


Jobs at this Vendor

Business Development Representative 

Jobs/Careers Information 

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https://www.bpmpartners.com/wp-content/uploads/2020/06/Fluence-Logo-2.png 100 306 BPM Partners /wp-content/uploads/2018/03/BPMPrtsLogoOutlinePos294CLEAR-1.png BPM Partners2020-06-07 02:05:242025-02-11 04:56:44Fluence Technologies

Planful

January 15, 2020/in Featured Account Reconciliation, Agentic AI, 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, S&OP, Sales Planning, Solution Library, Workforce Planning Cloud, Mobile Comprehensive Consolidation, Core Vendor, Exclusive BPM Pricing, Next Generation Ready, Top Rated for Budgeting, Top Rated for Consolidation, Top Rated for Ease of Use, Top Rated for Reporting, Top Rated Overall Complementary Use Cases, Ease of Use, Integrated Business Planning, Out of the Box Functionality, Performance/Scalability, Product Flexibility, Quick Implementation Large, Midmarket - Lower, Midmarket - Upper $1500 - $1999 Vendor /by BPM Partners

PERFORMANCEPLACE


Platform for Financial Performance Management

4.53

BPM Pulse Rating


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BPM Pulse 2025


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OVERVIEW


The Planful Platform is a unified solution for Financial Performance Management, combining purpose-built applications with embedded AI to help finance, accounting, and business teams collaborate, automate, and accelerate planning, budgeting, consolidations, reporting, and analytics.  The Budget Manager Experience provides a role-based interface for users outside of Finance to easily access just the information they need. A Power BI connector provides live access to Planful data and a native Snowflake connector syncs Planful data in real-time. A suite of persona-based assistants for Planful AI, including Analyst, Planner, and Controller automate key tasks. See detailed ratings and compare to Prophix, Vena or other vendors >>>

Featured Vendor: EPM Summit 2026

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 2025 Vendor Snapshot for Planful  R

BPM Partners Planful a Leader in 2025-2026 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

True Cloud vs. Hosted Applications

Performance Management: The Next Generation


Related Webcasts & Events

2025 Pulse of Performance Management: Planful Reviewed as ‘Core Vendor’  R

Top Global CPM Trends to Watch in 2025  R

Related Articles & Blogs

The Budget Manager Experience 

New Performance Management Leaders 2023

How to Harness the Power of AI in FP&A 

Analyst Perspectives on Planful

Host Analytics is Becoming Planful 

Analyst’s View of Host Analytics Re-branding as Planful

Analyst’s View of Host Analytics Acquisition by Vector Capital


Latest News

Planful Names New CEO 

Planful Announces AI-Enabled Product Innovations 

Planful Acquires Plannuh for Marketing Performance Management 

Planful and Trintech Announce Strategic Global Partnership 

Host Analytics Rebrands as Planful 

Vector Capital Completes Acquisition of Host Analytics 


Jobs at this Vendor

Open Jobs/Careers Information 

Planful Earns Great Place to Work Certification 

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Unit4 FP&A

June 23, 2018/in Featured Account Reconciliation, Anomaly Detection, Budgeting/Planning/Forecasting, Close Management, Demand Planning, Disclosure Management, ESG Reporting, Financial/Statutory Consolidation, Granular Profitability, Intelligent Insights, Natural Language Query, Performance Dashboards, Pervasive Analytics, Predictive Analytics ML, Prescriptive Capabilities, Reporting, Revenue Planning, Robotic Process Automation, S&OP, Sales Planning, Solution Library, Supply Chain Planning, Transfer Pricing, Workforce Planning Cloud, Mobile, On Premise, On Premise Same as Cloud Comprehensive Consolidation, Core Vendor, Exclusive BPM Pricing, Top Rated for Budgeting, Top Rated for Implementation Consulting, Top Rated Overall Complexity Handling, Ease of Use, Easy Expandability, Excel UI, Integrated Business Planning, Pre-configured Solutions, Product Flexibility, Vertical Focus Large, Midmarket - Lower, Midmarket - Upper $1000 - $1499 Vendor /by BPM Partners

PERFORMANCEPLACE


FP&A for Midmarket Service-based Organizations

4.33

BPM Pulse Rating


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BPM Pulse 2025


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OVERVIEW


Unit4 FP&A is a flexible, no code/low code platform for planning and analytics designed to connect operations and strategy. It 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. Workforce Planning with analytics complements salary planning with an operational focus. Also included are self-service business intelligence capabilities for data visualization, dashboards, and predictive analytics. Reporting features are available that support storytelling as well as the consistent design approach of International Business Communications Standards. Direct integration is available with Unit4 ERP, ERPx, Unit4 Financials by CODA and Snowflake. Unit4 has a vertical focus on: Public Sector, Professional Services, Not-for-Profit, and Higher Education. See detailed ratings and compare to Prophix, Vena 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 2023 Planning Survey 

BPM Partners 2025 Vendor Snapshot for Unit4  R

BPM Partners Unit4 a Key Competitor in 2025-2026 Vendor Landscape Matrix  $

Dresner Advisory 2021 Wisdom of Crowds Consolidation Study R 

Dresner Advisory 2023 Wisdom of Crowds EPM Study R 

IDC Unit4 a Major Player in Marketscape for Cloud EPM 2020

Ventana Research Unit4 Democratizes Agile, Data-Driven, Decision-Making 


Related Whitepapers & eBooks

FP&A Tools to Navigate Uncertainty  R

The Road to FP&A Excellence  R

Unit4 FP&A Fact Sheet 

The Importance of AI in Corporate Budgeting, Planning, and Forecasting


Related Webcasts & Events

2025 Pulse of Performance Management: Unit4 Reviewed as Core Vendor  R

How to Navigate CPM Market Dynamics in 2025  R

How Evolving FP&A Trends Can Help You Navigate Through Uncertainty  R

The Journey to FP&A Excellence  R

How to Choose the Right FP&A Solution for Your Business

Why Do You Need a Budget Management, Planning and Reporting Solution?  R

Experience4U – Global Virtual Event Now On Demand  R

Related Articles & Blogs

Our 3 Favorite PSO Podcasts 

How to Select an FP&A Solution That’s Right for You 

The Performance Management Gold Rush

Why Do You Need a Budget Management, Planning and Reporting Solution? 

Unit4 Extends FP&A Solution with New AI-Powered Forecasting 

Unit4 Hires New CEO 

How Robots Will Change Finance 

Why CFOs Should Lead Digital Transformation 


Latest News

Unit4 Announces Industry Mesh for Integration 

Unit4 Achieves Record New Customer Growth in H1 

Unit4 Announces US$2 Billion Buyout by TA Associates 

Unit4 Achieves Strategic Milestones in 2020 


Jobs at this Vendor

Open FP&A Jobs 

Jobs/Careers Information 

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