Agile Modeling Intelligence
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OVERVIEW
Synario, from PFM Solutions, delivers enterprise class modeling intelligence software for operational planning, project and program planning, and long-range planning. It is designed to augment existing budgeting and forecasting solutions by focusing on forward-looking plans. The solution replaces Excel spreadsheets, which are typically used for this purpose, with advanced modeling, analysis, and insights functionality along with dynamic visualization capabilities to present the results. The company offers pre-configured applications of Synario for the Government and Education markets. A prior version of Synario was marketed as Whitebirch. See detailed ratings and compare to other vendors >>>
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
INDUSTRY SUCCESS
Government, 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 2021 Vendor Snapshot for Synario R
Related Whitepapers & eBooks
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Related Webcasts & Events
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Jobs at this Vendor
Get the Financial Clarity You Need to Grow.
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OVERVIEW
The Place finance platform supports the entire company and is designed specifically for SaaS businesses. It combines forecasting and planning with SaaS customer subscription management, billing, and revenue recognition capabilities, layered with reporting and analytics for the entire corporate revenue and expense lifecycle. Solutions available on this platform include Forecasting & Planning and Revenue & Billing. Place is built upon the Salesforce Platform to deliver these solutions in a flexible cloud environment that provides a single location for direct access to the latest transactional data in real-time. See detailed ratings and compare to XLerant, Centage, or other vendors >>>
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
INDUSTRY SUCCESS
SaaS Businesses
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPM Partners 2022 Vendor Snapshot for Place R
Customer View
G2 Crowd Reviews and Ratings
Related Whitepapers & eBooks
Coming Soon!
Related Webcasts & Events
Related Articles & Blogs
Top Rated Budgeting, Planning, Consolidation, Reporting Vendors for 2022
3 Trends for SaaS CFOs to Watch in 2022
Place Technology Enhances Financial Forecasting Solution
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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
Accurate, Integrated Business Reporting software for superior Planning, Budgeting and Forecasting
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BPM Pulse 2024
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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. Also included are self-service business intelligence capabilities for data visualization, dashboards, and predictive analytics. Unit4 has a vertical focus on: Public Sector, Professional Services, Not-for-Profit, and Higher Education. See detailed ratings and compare to Workday Adaptive Planning, 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 2024 Vendor Snapshot for Unit4 R
BPM Partners Unit4 a Key Competitor in 2024-2025 Vendor Landscape Matrix $
Dresner Advisory 2021 Wisdom of Crowds Consolidation Study R
Dresner Advisory 2023 Wisdom of Crowds EPM Study R
IDC Unit4 a Major Player in Marketscape for Cloud EPM 2020
Ventana Research Unit4 Democratizes Agile, Data-Driven, Decision-Making
Related Webcasts & Events
How to Navigate CPM Market Dynamics in 2025 R
How Evolving FP&A Trends Can Help You Navigate Through Uncertainty R
2024 Pulse of Performance Management: Unit4 Reviewed as Core Vendor R
The Journey to FP&A Excellence R
How to Choose the Right FP&A Solution for Your Business
Why Do You Need a Budget Management, Planning and Reporting Solution? R
The Vena Platform is uniquely flexible, extensible and evolves with your business.
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BPM Pulse 2024
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OVERVIEW
The Vena Complete Planning Platform, natively integrated and synchronized with Microsoft 365, provides budgeting, forecasting, planning, consolidation, reporting and analytics solutions designed for more efficient financial and operational planning. Vena’s platform leverages the familiarity and flexibility of Microsoft Excel while combining it with the control of a centralized in-memory database, and collaborative workflows to create a cloud-based performance management solution for the full spectrum of FP&A, Financial Consolidation, and Operational Planning and Analysis tasks. Vena Insights leverages Power BI fully integrated and productized in the Vena platform for FP&A, which provides self-service AI capabilities to CFOs and their teams to support better strategic decision-making. Vena Copilot for FP&A is fully embedded in Vena to provide a GenAI product for FP&A, and Vena for PowerPoint enhances storytelling with live data. 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 24 R
BPM Partners 2024 Vendor Snapshot for Vena R
BPM Partners Vena a Leader in 2024-2025 Vendor Landscape Matrix $
BPM Partners Vena 2023 Vendor Landscape Matrix: Special Edition R
Nucleus Research Vena a Leader in 2023 CPM Value Matrix
Related Webcasts & Events
CFO Show Podcast: The State of Strategic Finance 2025
2024 Pulse of Performance Management: Vena Reviewed as Core Vendor R
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’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
Elevating Performance.
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OVERVIEW
Syntellis, now part of Strata Decision Technology, delivers intelligent planning and performance solutions that help society’s foundational institutions guide decisions and identify new opportunities for financial and organizational success. Syntellis’ suite of products integrates operational and strategic data across industry-specific performance management solutions and uses data science to deliver real-time, actionable insights. Syntellis IQ is a data science engine that utilizes AI/ML to synthesize billions of data points to surface key insights in market and customer data so organizations can improve their financial position, operations, and strategic outcomes. Syntellis Performance Solutions’ Axiom Software delivers a unified platform that includes budgeting, forecasting, reporting, analytics, strategy management, consolidations, capital planning, profitability, and cost management. Axiom Software also provides tailored industry suites for healthcare, banks and credit unions, and higher education. See detailed ratings and compare to Anaplan, Oracle or other vendors >>>
** BPM Partners has dropped coverage of this vendor and will no longer update this page **
INDUSTRY SUCCESS
Financial Institutions, Healthcare, Higher Education, Manufacturing, 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 2022 Vendor Snapshot for Syntellis R
Related Whitepapers & eBooks
2021 Financial Institutions Finance and Technology Trends R
2021 Healthcare Financial Trends Report R
Software Requirements Checklist for Financial Institutions
Solution Brief: Syntellis’ Axiom Planning
2020 Profitability Perspectives: Key Findings for Financial Institutions R
Related Webcasts & Events
Top 9 Finance and Technology Trends for Financial Institutions in 2021 R
Latest News
Syntellis to Become Part of Strata Decision Technology
Syntellis Receives 100% Recommendation Rate from Customers
Syntellis Delivers New Strategic Financial Planning Solution for Colleges and Universities
Syntellis to Acquire Stratasan for Expanded Healthcare Analytics
Syntellis Performance Solutions Appoints New CEO
Syntellis Introduces Axiom Treasury Cash Management for Healthcare Organizations
Clients Rate Syntellis’ Axiom EPM Solution ‘Excellent’ in BPM Partners’ 2020 VLM
Fiserv Helps Financial Institutions Leverage Syntellis’ Axiom Planning and Profitability
Syntellis’ Axiom Comparative Analytics Ranks #1
Kaufman Hall Software Becomes Syntellis Performance Solutions
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