Performance Planning that helps companies adapt to change and exceed revenue goals
[avia_codeblock_placeholder uid="0"]
BPM Pulse 2026
[avia_codeblock_placeholder uid="1"]
[avia_codeblock_placeholder uid="2"]
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
Related Whitepapers & eBooks
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
EPM Suite for Power BI and Data Platforms
[avia_codeblock_placeholder uid="3"]
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
AI-Powered Company-Wide Planning
[avia_codeblock_placeholder uid="4"]
BPM Pulse 2026
[avia_codeblock_placeholder uid="5"]
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 >>>
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 2026 Vendor Snapshot for Pigment R
BPM Partners Pigment a Leader in 2026-2027 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
Related Whitepapers & eBooks
Coming Soon!
Related Articles & Blogs
Pigment Releases ‘Frames’ for Custom Interfaces
Pigment Starts Offering Free Trials
Top-Rated EPM Vendors for 2026
LinkedIn: The Best Embedded AI Agents for Finance
Pigment Launches Consolidation Agent
Pigment MCP Server: Opening Pigment to the AI World
Agentic AI Analyst Agent is Now Available
Pigment Raises Another $65 Million to Build the Modern Business Planning Product
Latest News
Approaching $100M ARR Pigment Launches AI Intent Modeling
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
Finance With a Clear Line of Sight
[avia_codeblock_placeholder uid="6"]
BPM Pulse 2026
[avia_codeblock_placeholder uid="7"]
OVERVIEW
Lineos, the Office of the CFO solution 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 solution from planning through disclosure, and supports a range of use cases: Extended Planning and Analysis unites Finance, Sales, Supply Chain, HR and Marketing, close and consolidation streamlines the process with pre-built IFRS and Multi-GAAP scenarios, business rules, and audit-ready reports. Account Reconciliation and Reporting Intelligence round out the offering. See detailed ratings and compare to Vena, Jedox, Pigment, 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 (Lineos) R
BPM Partners JustPerform (Lineos) a Leader in 2026-2027 Vendor Landscape Matrix $
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
Related Webcasts & Events
2026 Pulse of Performance Management: AI-Powered FP&A and Consolidation R
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
A Major New EPM Platform Has Launched: Lineos
Top-Rated EPM Vendors for 2026
LinkedIn: The Best Embedded AI Agents for Finance
insightsoftware Releases Reporting Intelligence
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
Latest News
insightsoftware Launches Three Specialized Technology Brands
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
Jobs at this Vendor
Intelligent Planning. Plan Smarter, Drive Outcomes, Lead Transformation.
[avia_codeblock_placeholder uid="8"]
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, Lineos 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
AI-Driven Scenario Planning, Analysis and Reporting Platform
[avia_codeblock_placeholder uid="9"]
BPM Pulse 2026
[avia_codeblock_placeholder uid="10"]
OVERVIEW
The Anaplan AI-driven scenario planning and analysis platform that serves as the decision infrastructure for the Agentic Enterprise 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. Examples of out-of-the-box applications include Integrated Financial Planning, Operational Workforce Planning, Territory & Quota, Demand Planning, and Merchandise Financial Planning. 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 2026 Vendor Snapshot for Anaplan R
BPM Partners Anaplan a Leader in 2026-2027 Vendor Landscape Matrix $
BPM Partners Anaplan 2025-2026 Vendor Landscape Matrix: Special Edition R
Constellation Research 2025 ShortList Cloud-Based Planning Platforms
Gartner Anaplan a Challenger in 2026 Financial Close and Consolidation Solutions Magic Quadrant R
Gartner Anaplan a Leader in 2025 Financial Planning Solutions Magic Quadrant R
IDC Anaplan a Leader in 2026 Global Enterprise Planning MarketScape R
Nucleus Research 2025 CPM Technology Value Matrix R
Related Whitepapers & eBooks
How a Complete CPM Solution Boosts Enterprise Resilience R
7 Things They Never Told You About Financial Consolidation Solutions R
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
How a Complete CPM Solution Boosts Enterprise Resilience R
7 Ways to Modernize Financial Consolidation and Reporting R
2025 Pulse of Performance Management: Anaplan Reviewed as Core Vendor R
Related Articles & Blogs
Top-Rated EPM Vendors for 2026
LinkedIn: The Best Embedded AI Agents for Finance
Anaplan Introduces Snowflake Writeback
How the Anaplan Acquisition of Fluence Will Change the CPM Market
Anaplan Introduces New Polaris Calculation Engine
Anaplan to Run on Google Cloud
Latest News
Anaplan Introduces the Agentic Enterprise
Anaplan Announces Latest AI-Driven Innovations and Applications
Anaplan Introduces Role-Based AI Agents
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
Agentic AI with a Finance Brain
[avia_codeblock_placeholder uid="11"]
BPM Pulse 2026
[avia_codeblock_placeholder uid="12"]
[avia_codeblock_placeholder uid="13"]
OVERVIEW
The CCH® Tagetik unified finance platform powered by Expert AI, available in standard or SAP HANA versions, consists of intelligent solutions for Financial Close and Consolidation, Extended Planning, ESG and Regulatory, and Corporate Tax. Specific solutions include CCH Tagetik Budgeting, Planning, and Forecasting, Cash Flow Planning, Capital Expenses Planning, Workforce Planning, Integrated Business Planning, Integrated Business Planning for CPG, Production Cost Planning and Control, and Supply Chain Planning (with solutions for demand, trade promotions, supply, and production planning), CCH Tagetik ESG & Sustainability for Planning & Analytics. See detailed ratings and compare to Anaplan, OneStream, Oracle or other vendors >>>
INDUSTRY SUCCESS
Financial Services, Healthcare, Manufacturing, Professional 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 Financial Consolidation Survey 25 R
BPM Partners 2026 Vendor Snapshot for Wolters Kluwer CCH Tagetik R
BPM Partners Wolters Kluwer CCH Tagetik a Premier Leader in 2026-2027 Vendor Landscape Matrix $
BPM Partners Wolters Kluwer CCH Tagetik 2026-2027 Vendor Landscape Matrix: Special Edition R
Dresner Advisory 2026 Wisdom of Crowds EPM Study R
Gartner CCH Tagetik a Leader in 2025 Financial Planning Solutions Magic Quadrant R
Gartner CCH Tagetik a Leader in 2026 Financial Close and Consolidation Solutions Magic Quadrant R
IDC CCH Tagetik a Leader in 2025 MarketScape: Worldwide ESG Reporting and Compliance
Nucleus Research CCH Tagetik a Leader in 2025 CPM Value Matrix R
Related Articles & Blogs
Top-Rated EPM Vendors for 2026
LinkedIn: The Best Embedded AI Agents for Finance
IFRS 18: What the New Standard Means for Your Financial Reporting
How CFOs are Weighing AI Adoption
BEPS Pillar Two Impact on Consolidation
New Performance Management Leaders 2023
The Return of Zero-Based Budgeting
Best Budgeting and Planning Solutions 2020
What Does the Future of Finance Look Like?
Industry View: Tagetik Acquisition
Latest News
Wolters Kluwer Appoints New CEO for CPM and ESG Division
Wolters Kluwer Recognized by Gartner in 2025 ESG Management and Reporting Market Guide
Wolters Kluwer Ranked in the Top 5 Globally for Excellence in AI
Wolters Kluwer Announces AI-powered CCH Tagetik Intelligent Platform
Wolters Kluwer Acquires Vanguard Software to Extend S&OP Capabilities
Connected Decision Intelligence
[avia_codeblock_placeholder uid="14"]
[avia_codeblock_placeholder uid="15"]
OVERVIEW
Adaptive, from the Workday Planning Business Unit, connects financial, workforce, and operational plans to deliver a holistic view of the business. Financial Planning includes AI-driven budgeting, scenario planning, and reporting. Workforce Planning aligns finance, HR, sales, marketing, and IT on skills-based hiring plans as they collaborate on organizational design and scenario modeling. Operational Planning supports collaborative company-wide planning with real-time data to inform resource allocation decisions. See additional details and compare to Pigment, Jedox, Prophix or other vendors >>>
INDUSTRY SUCCESS
Life Sciences, Not for Profit, Professional Services, 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 Adaptive Insights Acquired by Workday
BPM Partners 2026 Vendor Snapshot for Workday Adaptive Planning R
BPM Partners 2026-2027 Vendor Landscape Matrix $
Constellation Research 2024 ShortList Cloud-Based Planning Platforms
Forrester Total Economic Impact: Adaptive Planning R
Gartner Innovation Insight for Extended Planning and Analysis R
Gartner Workday Adaptive Planning a Leader in 2025 Financial Planning Solutions Magic Quadrant R
Customer View
G2 Crowd Reviews and Ratings
Gartner Peer Insights Reviews and Ratings
TrustRadius Reviews and Ratings
Related Articles & Blogs
Adaptive from Workday: A New Era of Decision Intelligence
LinkedIn: The Best Embedded AI Agents for Finance
How Organizations Can Deliver Data-Driven ESG Results
How to Improve Profitability Analysis
How CFOs Optimize KPIs with Data and Automation
The Key to a Successful, Agile Organization: Continuous Planning
Latest News
Workday Introduces Adaptive Decision Intelligence
Workday a Leader in Gartner Magic Quadrant for Financial Planning for Fourth Year in a Row
Workday Announces Q4 and FY 2026 Results
Workday Adaptive Planning and Consolidation is Announced
Workday Unveils New AI Capabilities in Adaptive Planning
Workday Announces Entry Into U.S. Federal Market
Microsoft, Workday Announce Strategic Partnership to Accelerate Planning
BPM Partners Global Headquarters
BPM Partners, Inc.
Six Landmark Square
Stamford, CT 06901, USA
Phone: (203) 359-5677
Fax: (203) 359-5877