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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Jobs at this Vendor
All-in-One Financial Performance Companion
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BPM Pulse 2026
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OVERVIEW
JustPerform from insightsoftware delivers a unified AI-powered 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 from planning and forecasting through financial close, consolidation, and reporting and supports a range of use cases: Extended Planning and Analysis unites Finance, Sales, Supply Chain, HR and Marketing, The Consolidation Hub – streamlines close and consolidation with pre-built IFRS and Multi-GAAP scenarios, business rules, and audit-ready reports. ESG Reporting delivers compliant and self-service reporting with ESG frameworks. See detailed ratings and compare to Anaplan, OneStream, or other vendors >>>
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 2026 Vendor Snapshot for JustPerform R
BPM Partners JustPerform a Leader in 2026-2027 Vendor Landscape Matrix $
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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
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Latest News
Board Unveils AI Agents for the Office of Finance
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Board Partners with Decision Inc. to Launch Mining Industry Solution
Board Launches New Group Consolidation and Reporting Solution
FP&A for Midmarket Service-based Organizations
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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, Jedox, 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 2026 Vendor Snapshot for Unit4 R
BPM Partners 2026-2027 Vendor Landscape Matrix $
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Dresner Advisory 2023 Wisdom of Crowds EPM Study R
IDC Unit4 a Major Player in Marketscape for Cloud EPM 2020
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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
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Financial Performance Platform for the Midmarket
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BPM Pulse 2026
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OVERVIEW
Prophix One™ is the Autonomous Finance Platform built for the Office of the CFO in growing, complex midmarket organizations. It brings together best-of-breed capabilities for Financial Planning & Analysis (FP&A), Financial Close & Consolidation, Accounting & Compliance, and Reporting & Analytics in a single, integrated platform that supports connected financial and operational planning. Prophix One FP&A Plus handles the greater complexity and granularity needed for operational planning and Prophix One Intelligence is an advanced AI engine natively integrated into the Prophix One Platform. See detailed ratings and compare to Planful, 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 23 R
BPM Partners Impact of Hg Acquisition of Prophix
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Analytics Cloud for Enterprise Planning
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OVERVIEW
SAP Analytics Cloud is a unified solution that brings together planning, business intelligence, analytics, and AI in a single, integrated environment designed for data exploration and storytelling. The solution is extensible and addresses multiple use cases and industries supported by a range of pre-built content packages and templates, as well as the ability for users to create their own custom applications and visualizations. Financial consolidation is handled by a separate solution – SAP S/4HANA Group Reporting. 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, and currency translation. This solution is part of the SAP Business Data Cloud and SAC Just Ask works with Joule. See detailed ratings and compare to CCH Tagetik, Oracle or other vendors >>>
INDUSTRY SUCCESS
Banking, Consumer Products, Oil and Gas, Public Sector, 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 2025 Vendor Snapshot for SAP R
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Jobs at this Vendor
The AI Operating System for Modern Finance
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BPM Pulse 2026
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OVERVIEW
OneStream’s unified, AI-powered, and extensible finance platform with built-in financial data quality includes solutions for financial close and consolidation with account reconciliation, transaction matching, journal entry management, and tax. Solutions also include financial planning and analysis with strategic planning, rolling forecasts, and scenario modeling, and many operational planning and analysis scenarios including demand forecasting, workforce planning, ESG reporting and planning, Sales Performance Management and others. The OneStream Solution Exchange offers downloadable solutions to expand capabilities in all of these areas. 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 2026 Score for FPM R
BPM Partners 2026 Vendor Snapshot for OneStream R
BPM Partners OneStream a Leader in 2026-2027 Vendor Landscape Matrix $
Gartner OneStream a Leader in 2026 Financial Close and Consolidation Solutions Magic Quadrant R
Gartner OneStream a Leader in 2025 Financial Planning Solutions Magic Quadrant R
Nucleus Research 2023 CPM Value Matrix R
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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
Coming Soon!
Drive future-ready business performance.
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OVERVIEW
IBM Planning Analytics is designed for integrated and extensible planning and offers a unified set of capabilities for budgeting, planning, forecasting, analysis and reporting for financial as well as operational data. The solution delivers AI-infused integrated business planning across the organization, putting the power of algorithmic forecasting in the hands of LOB users. In addition to a web UI, Planning Analytics supports a full-featured Excel interface and the ability to publish Excel reports and forms to the web. A catalog of accelerators from IBM and partners extends planning and analysis capabilities. Connectivity to IBM Watson Studio is available for advanced decision optimization. IBM Controller is a standalone consolidation solution that is integrated with IBM Planning Analytics. Recommended Alternatives: JustPerform from insightsoftware, Jedox, OneStream, Oracle, Wolters Kluwer (CCH Tagetik)
** BPM Partners has dropped coverage of this vendor and will only update this page with significant news **
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
BARC IBM a Market Leader in 2026 Integrated Planning Report R
Forrester The Total Economic Impact of IBM Planning Analytics R
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Jobs at this Vendor
BPM Partners Global Headquarters
BPM Partners, Inc.
Six Landmark Square
Stamford, CT 06901, USA
Phone: (203) 359-5677
Fax: (203) 359-5877