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Acterys is a unified CPM solution for planning, consolidation, and analytics that is available on premise or cloud-based. It is designed for a quick implementation and provides out of the box integration with QuickBooks, HubSpot, Microsoft Dynamics, Salesforce, SAP, Xero, and other key financial and operational source systems as well as data warehouse automation. Users access the solution via Excel or Power BI. AI augmented analytics provide additional insights and advanced forecasting capabilities. The Acterys solution can be used by a single user in an organization or hundreds.
Hospitality, Professional Services, Manufacturing, Technology
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
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Fluence Consolidation is an enterprise-class consolidation solution priced and designed for the midmarket. Built on the Vena Solutions platform with a proprietary consolidation engine, and utilizing an Excel interface, the system is intended to be owned by Finance, easy to use, and implemented quickly. Through their partnership with Vena Solutions, Fluence also offers integrated budgeting, planning, forecasting, account reconciliation, and cash flow forecasting. See more details and compare to CCH Tagetik, Planful,or other vendors >>>
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KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2020 Vendor Snapshot for Fluence R
BPM Partners Fluence a Developing Vendor in 2020 Vendor Landscape Matrix $
PERFORMANCEPLACE
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BPM Pulse 2020
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The Planful Continuous Planning Platform delivers cloud-based financial planning and decision-making for the Office of Finance including robust modeling, budgeting, planning, forecasting, close and consolidation, financial reporting and dashboards. It is a modern framework designed to bring speed, agility, and company-wide collaboration to financial planning and decision-making. Dynamic Planning with Planful delivers on the vision of reuniting financial and operational planning with multi-dimensional data exploration accessed via Excel, the web, or a mobile interface. See detailed ratings and compare to Workday Adaptive Planning, Oracle or other vendors >>>
Life Sciences, Manufacturing, Technology
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2020 Vendor Snapshot for Planful R
BPM Partners Planful a Proven Vendor with Excellent Customer Satisfaction in 2020 Vendor Landscape Matrix $
Dresner Advisory 2020 Wisdom of Crowds EPM Study R
Forrester Host Analytics Total Economic Impact R
Gartner Host Analytics a Leader in 2019 Cloud FP&A Solutions Magic Quadrant R
IDC 2018 MarketScape for EPM R
Nucleus Research Planful Named a 2021 Value Matrix Leader
The Pulse of Performance Management 2020: Planful Reviewed as Core Vendor R
Analyst Perspectives on Planful
Best Budgeting and Planning Solutions 2020
Planful Winter20 Brings More Beauty and More Brains
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
Planful Announces Expanded Workforce Planning Capabilities for HR
Planful Announces Summer20 Product Release with Expanded Collaboration
Planful Raises Equity Round to Meet Increasing Demand
Planful Announces “Planful Now” Delivering Rapid Time to Value
Planful Winter20 Release Delivers Enhanced UI and Dynamic Commentary
Host Analytics Rebrands as Planful
PERFORMANCEPLACE
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BPM Pulse 2020
Unit4 FP&A (part of the Unit4 People Experience suite) provides a full range of integrated performance management capabilities powered by AI for budgeting, planning (financial, sales, HR, project, risk), forecasting, profitability analysis, consolidation, and reporting. 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. Vertical solutions are available for utilities, energy, higher education, not-for-profits, governments, manufacturing, financial services, and professional services. See detailed ratings and compare to Workday Adaptive Planning, Jedox or other vendors >>>
Energy, Government, Higher Education, Not for Profit, Professional Services, Utilities
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BARC Unit4 Prevero a Leader in Integrated Planning and BI
BPM Partners 2020 Vendor Snapshot for Unit4 R
BPM Partners Unit4 is a Proven Vendor in 2020 Vendor Landscape Matrix $
IDC Unit4 a Major Player in Marketscape for Cloud EPM 2020
Nucleus Research Unit4 FP&A a Facilitator in 2021 HCM Value Matrix
The Importance of AI in Corporate Budgeting, Planning, and Forecasting R
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2020
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The Vena Complete Planning Platform provides budgeting, forecasting, planning, consolidation, reporting and analytics solutions for medium and large-sized organizations. Vena’s platform leverages the familiarity of Microsoft Excel (desktop and Office 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. Amazon Redshift is utilized to support large analytic data sets. The AI capabilities of Microsoft Power BI and Excel Ideas, integrated with the Vena platform, are leveraged to help CFOs make better strategic planning decisions. See detailed ratings and compare to Workday Adaptive Planning, Planful or other vendors >>>
Financial Services, Manufacturing, Retail, Services
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2020 Vendor Snapshot for Vena R
BPM Partners Vena is a Proven Vendor with Excellent Customer Satisfaction in 2020 Vendor Landscape Matrix $
Nucleus Research CPM Technology Value Matrix 2020 R
How to Power Your Digital Finance Transformation R
Transforming Finance-Led Processes for Growth 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
The Pulse of Performance Management 2020: Vena Reviewed as Core Vendor R
PERFORMANCEPLACE
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BPM Pulse 2020
SAP Analytics Cloud is designed for confident decisions with enterprise planning, business intelligence, and augmented analytics for everyone, in a single solution. It facilitates collaborative enterprise planning and links strategic, financial, and operational plans. The planning capabilities within SAP Analytics Cloud include reports, allocations, KPIs, alternate hierarchies, financial intelligence, advanced formula creation, driver-based planning, private version planning, what-if scenario modeling, cell-based commentary, currency translation. SAP Digital Boardroom is powered by SAP Analytics Cloud and provides insight and transparency into financial and operational metrics and the ability to run forward looking simulations using a visual driver tree. See detailed ratings and compare to IBM, Oracle or other vendors >>>
Banking, Consumer Products, Oil and Gas, Public Sector, Retail
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2020 Vendor Snapshot for SAP R
BPM Partners SAP a Dominant Vendor in 2020 Vendor Landscape Matrix $
Gartner SAP a Visionary in 2019 Cloud FP&A Solutions Magic Quadrant R
The Cloud Takes Intelligent FP&A to New Heights
The Pulse of Performance Management 2020: SAP Reviewed as Core Vendor R
PERFORMANCEPLACE
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BPM Pulse 2020
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OneStream XF is a unified platform designed to meet the needs of medium to large, sophisticated organizations with robust and modern capabilities for planning, budgeting, and forecasting, financial consolidation and reporting, financial data quality, and analytics accessed through reports, Excel, and built-in dashboards. Extensible Dimensionality® enables corporate to have standard dimensions (chart of accounts, organizational hierarchy, etc.) that business units can easily extend for their unique needs without modifying the corporate standard. See detailed ratings and compare to CCH Tagetik, Oracle or other vendors >>>
Automotive Suppliers, Financial Services, Healthcare, Manufacturing, Oil & Gas, Real Estate
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BARC The Planning Survey 20 R
BPM Partners 2020 Vendor Snapshot for OneStream R
BPM Partners OneStream is an Established Vendor with Excellent Customer Satisfaction in 2020 Vendor Landscape Matrix $
Dresner Advisory 2020 Wisdom of Crowds EPM Study R
Gartner OneStream Software a Leader in 2020 Cloud FP&A Solutions Magic Quadrant R
Gartner OneStream Software a Leader in 2019 Cloud Financial Close Solutions Magic Quadrant R
Nucleus Research 2020 CPM Value Matrix R
Ventana Research OneStream XF: A Finance Department Platform
How the Events of 2020 are Impacting Performance Management in 2021
Selecting Performance Management Software with Your Head in the Clouds
OneStream Shines in BARC Planning Survey 19
WSJ: KKR Agrees to Take Majority Stake in OneStream
What’s the Value of a Performance Management ‘App Store’
OneStream Receives Top Score in BPM Pulse Survey
Getting Ready for the New Lease Accounting Guidelines
OneStream Co-founders Re-Imagine Corporate Performance Management
OneStream Ends 2020 with More Than 85% ARR Growth
OneStream Launches Predictive Analytics for Financial and Operational Planning
OneStream Recognized as a Leader in Gartner MQ for Cloud Financial Close Solutions
OneStream Adds Governed Analytics in Latest Release
OneStream Enters Top 700 of Inc. 5000 Fast Growth List
OneStream Rated Outstanding by BPM Partners
OneStream Software to Receive Significant Investment from KKR
PERFORMANCEPLACE
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BPM Pulse 2020
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The Jedox EPM Suite seamlessly combines budgeting, planning, reporting and consolidation with built-in and third-party integrated analysis capabilities, predictive analytics, and related data visualization tools for continuous performance management. The full Core Finance Suite includes pre-built applications for integrated financial planning: Balance Sheet, CF, P&L, Sales, HR, Cost Center, and Profit Center. The platform is expandable with best practice models downloaded from the Jedox Marketplace. Jedox can be deployed on-premise, in the cloud, or with a hybrid approach. See detailed ratings and compare to Workday Adaptive Planning, Oracle or other vendors >>>
Banking, Education, Energy, Government, Manufacturing, Services
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BARC The Planning Survey 20 R
BPM Partners 2020 Vendor Snapshot for Jedox R
BPM Partners Jedox an Established Vendor with Excellent Customer Satisfaction in 2020 Vendor Landscape Matrix $
Dresner Advisory 2019 Wisdom of Crowds EPM Study R
Gartner 2020 Cloud FP&A Solutions Magic Quadrant R
The Next Wave in Budgeting and Planning: Performance Management Plus R
The Pulse of Performance Management 2020: Jedox Reviewed as Core Vendor R
PERFORMANCEPLACE
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BPM Pulse 2020
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IBM’s Performance Management offerings include: IBM Planning Analytics (powered by TM1), IBM Cognos Controller for consolidation, IBM Decision Optimization for predictive and constraint-based optimization and a catalog of accelerators from IBM and partners to extend planning and analysis. IBM Planning Analytics is designed to support AI-infused integrated business planning across the organization: Finance, IT, HR, Sales, Marketing, and Operations. It is bundled with IBM Cognos Analytics for enterprise reporting on Planning Analytics data and is available on-premises or as a SaaS offering cloud-based (IBM Cloud or IBM Cloud Pak for Data). See detailed ratings and compare to Oracle, SAP or other vendors >>>
Education, Financial Services, Government, Life Sciences
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Aberdeen The ROI of Sales Planning Analytics R
BPM Partners 2020 Vendor Snapshot for IBM R
BPM Partners IBM a Dominant Vendor with Very Good Customer Satisfaction in 2020 Vendor Landscape Matrix $
Forrester The Total Economic Impact of IBM Planning Analytics
The Pulse of Performance Management 2020: IBM Reviewed as Core Vendor R
PERFORMANCEPLACE
BPM Pulse Rating
BPM Pulse 2020
deFacto Power Planning provides a unified solution for financial and operational planning, budgeting, forecasting, consolidation, and reporting across all functional areas. It utilizes artificial intelligence capabilities throughout with a vision of delivering the smartest and fastest thinking corporate planning solution. deFacto supports detailed salary planning, capital expense planning, sales forecasting, production demand planning, tax provisioning & planning, project/services planning and more. Advanced BI capabilities are provided through proprietary two-way integration with Microsoft Power BI. See detailed ratings and compare to CCH Tagetik, SAP or other vendors >>>
Consumer Products, Financial Services, Healthcare, Hospitality, Manufacturing, Telecommunications
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
BPM Partners 2020 Vendor Snapshot for deFacto R
BPM Partners deFacto a Proven Vendor with Outstanding Customer Satisfaction in 2020 Vendor Landscape Matrix $
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