EPM Suite for Power BI and Data Platforms
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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
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
The Insight Partners Financial Reporting Market $
Customer View
Capterra Reviews and Ratings
Related Whitepapers & eBooks
Related Articles & Blogs
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
Coming Soon!
Related Whitepapers & eBooks
Coming Soon!
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.
** 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
Related Whitepapers & eBooks
Coming Soon!
Related Webcasts & Events
Coming Soon!
We close early.
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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
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
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
Budget, performance, transparency and engagement solutions.
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OVERVIEW
Questica, a Euna Solutions company (formerly GTY Technology), provides a budgeting preparation and management, performance analysis, and transparency suite of solutions focused on public sector organizations, specifically: governments, healthcare, education (higher education and k-12), and non-profits. The Questica Budget Suite core configuration includes modules for operating, salary and planning, capital, performance analysis and Questica OpenBook, a fully mobile transparency solution.
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
INDUSTRY SUCCESS
Governments, healthcare, education, non-profits
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Latest News
GTY Technology Rebrands to Euna Solutions
Questica Releases Budget 2021.1 With New Collaborative and Social Features
GTY Technology Recognized on GovTech 100 List for 2021
Questica Releases New Analytics Capabilities
Questica Partners with Ellucian for Higher Education Customers
AI-Infused Scenario Planning, Analysis and Reporting Platform
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BPM Pulse 2025
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OVERVIEW
The Anaplan AI-infused Scenario Planning, Analysis and Reporting Platform delivers a unified and extensible solution for connected planning, uniquely aligning financial plans and targets to operational plans and models of execution for collaboration, consistency, accuracy, and optimized decision-making across the enterprise. Core solution areas include Finance encompassing planning and financial close and consolidation, Sales & Marketing focused on Go-to-Market planning, Supply Chain planning, and HR & Workforce planning. Anaplan Intelligence delivers predictive AI capabilities through ‘Anaplan Optimizer,’ for linear programming and ‘Anaplan PlanIQ,’ its statistical time series forecasting solution. ‘Anaplan CoPlanner,’ is generative AI embedded into applications. See detailed ratings and compare to OneStream, Oracle or other vendors >>>
INDUSTRY SUCCESS
Consumer Packaged Goods, Financial 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 2025 Vendor Snapshot for Anaplan R
BPM Partners Anaplan a Leader in 2025-2026 Vendor Landscape Matrix $
BPM Partners Anaplan 2025-2026 Vendor Landscape Matrix: Special Edition R
Constellation Research 2025 ShortList Cloud-Based Planning Platforms
Forrester Total Economic Impact of Anaplan R
Forrester 2023 Wave for Sales Performance Management R
Gartner 2024 Market Guide for Extended Planning and Analysis Solutions R
Gartner Anaplan a Challenger in 2025 Financial Close and Consolidation Solutions Magic Quadrant R
Gartner Anaplan a Leader in 2024 Financial Planning Solutions Magic Quadrant R
IDC Anaplan a Cloud EPM Leader in 2020 MarketScape R
Nucleus Research 2024 CPM Technology Value Matrix R
Related Whitepapers & eBooks
7 Things They Never Told You About Financial Consolidation Solutions R
Related Articles & Blogs
Anaplan Leads the Way in 2024 Vendor Landscape Matrix
How the Anaplan Acquisition of Fluence Will Change the CPM Market
Anaplan Introduces New Polaris Calculation Engine
Anaplan Launches PlanIQ with Amazon Forecast
Anaplan to Run on Google Cloud
Latest News
Anaplan Extends AI Leadership with Syrup Tech Acquisition
Anaplan Now Available in Azure Marketplace
Anaplan Reveals Extended AI Portfolio
Anaplan Achieves Significant Milestones
AI-Enabled Anaplan CoPlanner for Demand Planning Announced
Anaplan Outlines $500 Million Product Roadmap Investment
Anaplan Announces Agreement to Acquire Fluence Technologies
Jobs at this Vendor
The Financial Performance Management Solution for Collaborative SMEs
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BPM Pulse 2025
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OVERVIEW
XLerant’s BudgetPak is an easy to use cloud-based solution focused on collaborative budgeting, forecasting, and management reporting. An Excel add-in, myXL, provides custom reporting capabilities with dynamic integration to the database. The full suite of modules built into the BudgetPak product includes annual and hourly salary planning with enhanced detailed benefits planning, scenario modeling, and long-term projections using predictive analytics. There is built-in support for the creation, distribution, and reporting on company-wide strategic initiatives at the department and account level. The product utilizes a unique guided prompt approach, coupled with an intuitive interface, to facilitate the budget preparation and submission process. See detailed ratings and compare to Prophix, 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 2025 Vendor Snapshot for XLerant R
BPM Partners XLerant a Challenger in 2025-2026 Vendor Landscape Matrix $
CPA Practice Advisor Product Review: BudgetPak
Related Webcasts & Events
2025 Pulse of Performance Management: XLerant Reviewed as Core Vendor R
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
AI-Powered Complete FP&A Platform
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BPM Pulse 2025
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OVERVIEW
The Vena AI-Powered Complete FP&A Platform, natively integrated and synchronized with Microsoft 365, is designed to streamline financial and operational planning. Vena’s platform amplifies the value of Microsoft Excel and 365 productivity and analytical tools by combining it 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, account reconciliations, tax provisioning, ESG management, and more. Vena Insights leverages Microsoft Power BI fully embedded and productized in the Vena platform and Vena Copilot is Vena’s Agentic AI technology purpose-built for FP&A use cases. 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
BARC The Planning Survey 25 R
BPM Partners 2025 Vendor Snapshot for Vena R
BPM Partners Vena a Leader in 2025-2026 Vendor Landscape Matrix $
BPM Partners Vena 2025-2026 Vendor Landscape Matrix: Special Edition R
Nucleus Research Vena a Leader in 2025 CPM Value Matrix
Related Webcasts & Events
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
Latest News
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 Named Top Leader in 2024 BARC Planning Survey
Vena Introduces Vena for Microsoft PowerPoint
Financial Performance Platform for the Midmarket
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BPM Pulse 2025
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OVERVIEW
Prophix One™ is a Financial Performance platform for the Office of the CFO in midmarket organizations that delivers best-of-breed solutions for Financial Close & Consolidation, Accounting & Compliance, Financial Planning & Analysis, and Reporting & Analytics. All delivered through a single point of entry with single sign-on and a centralized data model. 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
BPM Partners Prophix Acquisition of Sigma Conso
BPM Partners 2025 Vendor Snapshot for Prophix R
BPM Partners Prophix a Leader in 2025-2026 Vendor Landscape Matrix $
Nucleus Research CPM ROI Study – Community Bank
Nucleus Research CPM ROI Study – Senior Living Communities
Related Articles & Blogs
New Performance Management Leaders 2023
The Future of Finance 2023: Insights from Prophix CEO
Introducing Prophix’s Financial Performance Platform
Why Analyst Reports Are Key to Choosing a CPM Vendor
Prophix Launched Industry’s First Virtual Financial Analyst Leveraging NLP
The Next Chapter for Prophix: Sigma Conso
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