Performance Planning that helps companies adapt to change and exceed revenue goals
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BPM Pulse 2026
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OVERVIEW
The Una performance planning platform is an AI-powered FP&A solution that delivers dynamic budgeting, planning, and forecasting with a focus on connected revenue planning that aligns marketing, sales, operations, and finance. Real-time execution tracking, embedded business intelligence for visualization and analysis, and native AI help ensure successful execution and achievement of revenue targets. Action Tracker ensures plans are executed and progress is monitored across teams in real-time. Collaboration is built-in through workflow, Action Tracker, and Slack. See detailed ratings and compare to Prophix, Planful, Vena or other vendors >>>
INDUSTRY SUCCESS
SaaS 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 2026 Vendor Snapshot for Una AI R
BPM Partners Una AI a Challenger in 2026-2027 Vendor Landscape Matrix $
Customer View
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Latest News
Una AI Named a BPM Partners ‘Core Vendor’ with Outstanding Customer Satisfaction
Nucleus Research Names Una Software a “Hot Company to Watch in 2026”
Una Software Named ‘Best New Vendor’ in 2025 Pulse of Performance Management
Una Software Announces AI-Powered FP&A Innovations and Additional Funding
Una Software Launches Performance Planning and Secures Funding
Jobs at this Vendor
Intelligent Planning. Plan Smarter, Drive Outcomes, Lead Transformation.
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OVERVIEW
Board’s Intelligent Planning platform is designed to enable companies to manage and control their entire planning process from goal setting down to operational execution in one intuitive, flexible, and scalable environment. The solution combines budgeting, planning, predictive forecasting, simulation, reporting, analysis, and consolidation and close capabilities. Board has an Office of Finance focus, with added value capabilities in the areas of supply chain and retail. The overall goal is to enable organizations to discover actionable insights that will help drive better business decisions. Recommended Alternatives: Anaplan, Jedox, JustPerform from insightsoftware, OneStream, Pigment, Wolters Kluwer (CCH Tagetik)
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
Related Whitepapers & eBooks
Latest News
Board Unveils AI Agents for the Office of Finance
Board Collaborates with Microsoft to Bring Agentic AI to Enterprise Planning
Board and IRIS CARBON Launch Unified Disclosure Management Solution
Board Acquires Prevedere to Incorporate External Indicators into Predictive Planning
Board Partners with Decision Inc. to Launch Mining Industry Solution
Board Launches New Group Consolidation and Reporting Solution
Orchestrated Planning, Decisioning and Close
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BPM Pulse 2026
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OVERVIEW
The Vena Microsoft-native platform for Orchestrated Planning, Decisioning and Close, natively integrated and synchronized with Microsoft 365, is designed to streamline planning, decisioning, and close. Vena’s platform amplifies the value of Microsoft Excel and 365 productivity and analytical tools by combining them with the control and scale of its centralized in-memory Vena CubeFLEX™ database and collaborative workflows. Vena addresses the full spectrum of financial planning and forecasting, extended planning including revenue and sales planning, and goes beyond planning with financial consolidations and close, account reconciliations, tax provisioning, ESG management, and more. See detailed ratings and compare to Pigment, Jedox, Prophix 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
BARC The Planning Survey 25 R
BPM Partners 2026 Vendor Snapshot for Vena R
BPM Partners Vena a Leader in 2026-2027 Vendor Landscape Matrix $
BPM Partners Vena 2026-2027 Vendor Landscape Matrix: Special Edition R
Nucleus Research Vena a Leader in 2025 CPM Value Matrix
Related Webcasts & Events
2026 Pulse of Performance Management: AI-Powered FP&A and Consolidation R
The EPM Replacement Imperative: Why Now is the Time to Move Beyond Legacy EPM R
Top Global CPM Trends to Watch in 2026 R
2025 Pulse of Performance Management: Vena Reviewed as Core Vendor R
CFO Show Podcast: The State of Strategic Finance 2025
Livestream: The Annual Financial Close R
Lessons from SaaS Leaders: Aligning Your Budget to Changing Business Goals R
How to Power Your Digital Finance Transformation R
Transforming Finance-Led Processes for Growth R
Rethinking FP&A: An Analyst’s View
Five Steps to Selecting Financial Software to Grow Your Business
Related Articles & Blogs
Top-Rated EPM Vendors for 2026
LinkedIn: The Best Embedded AI Agents for Finance
Impacts of Vena’s Acquisition of Acterys
Vena Announces Vena Copilot for FP&A
3 Most Common Budgeting Mistakes Made by SMEs
The Performance Management Gold Rush
Latest News
Vena Launches Advanced Excel-Native Consolidation
Vena Recognized as a Leader with Outstanding Ratings in 2026-2027 VLM
Vena to Acquire Morpheo AI to Deliver Vena Omega™ Cumulative Context Engine for Finance
Vena Announces Financial Consolidation
Vena Completes Acterys Acquisition
Vena Launches Six New Microsoft Fabric Integrations
Vena Launches Planning Agent to Redefine Finance Workflows
Vena Celebrates Record-Setting First Half of FY26
Vena Recognized as a Leader with Outstanding Overall Rating in 2025-2026 VLM
Vena Announces Vena Copilot for Microsoft Teams
Vena’s 2025 Industry Benchmark Report Reveals What’s Next for FP&A Teams
Vena Kicks Off FY26 with Record Growth
Vena Recognized in the 2025 Gartner® Magic Quadrant™ for Financial Close and Consolidation Solutions
Vena Achieves US$100 Million ARR
Vena Introduces Vena for Microsoft PowerPoint
Connected Planning and Reporting Platform
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BPM Pulse 2026
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OVERVIEW
The Jedox EPM planning and performance management platform delivers connected and adaptable planning. It unifies cross- departmental performance management with solutions for Integrated Financial Planning, Financial Close and Consolidation, Revenue Planning & Forecasting, Sales and Operations Planning, Lead and Pipeline Management, Supply and Demand Planning. HR/Workforce Planning, and ESG Reporting. Intelligent Automation reduces manual efforts through structured workflow, scalable data harmonization, and JedoxAI. See detailed ratings and compare to Anaplan, Pigment, Vena or other vendors >>>
INDUSTRY SUCCESS
Banking, Education, Energy, Government, Manufacturing, Services
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 25 R
BARC Score for Integrated Planning and Analytics DACH 2026 R
BPM Partners 2026 Vendor Snapshot for Jedox R
BPM Partners Jedox a Leader in 2026-2027 Vendor Landscape Matrix $
Gartner Jedox a Leader in 2025 Financial Planning Solutions Magic Quadrant R
Related Whitepapers & eBooks
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