Next Level Analytics & Planning
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OVERVIEW
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.
INDUSTRY SUCCESS
Hospitality, Professional Services, Manufacturing, Technology
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
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Related Whitepapers & eBooks
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Jobs at this Vendor
Adaptable Financial Forecasting for SaaS and Professional Services Organizations
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OVERVIEW
The PlaceCPM product from Place Technology is a flexible cloud-based forecasting solution that dynamically produces P&L forecasts and cash projections from the latest transactional data in real-time. Built on the Salesforce platform the system provides streamlined revenue planning along with workforce planning, consolidations with support for currency conversions and eliminations, drag-and-drop reports and dashboards. PlaceCPM is designed for SaaS and Professional Services organizations.
INDUSTRY SUCCESS
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
Coming Soon!
Customer View
G2 Crowd Reviews and Ratings
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An Agile Approach to Budgeting and Forecasting: Pros & Cons R
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.
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
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Leading the evolution of consolidation solutions.
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OVERVIEW
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 >>>
INDUSTRY SUCCESS
Coming Soon
SELECTED CLIENTS
KEY: R: requires sign-in or registration $: links to fee-based content S: sponsored link : off-site link
Industry View
BPM Partners 2020 Vendor Snapshot for Fluence R
BPM Partners Fluence a Developing Vendor in 2020 Vendor Landscape Matrix $
Related Whitepapers & eBooks
Jobs at this Vendor
The FP&A platform for continuous planning accelerates the process and fosters business-wide collaboration
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BPM Pulse 2020
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OVERVIEW
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 >>>
INDUSTRY SUCCESS
Life Sciences, Manufacturing, 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 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
Related Webcasts & Events
The Pulse of Performance Management 2020: Planful Reviewed as Core Vendor R
Related Articles & Blogs
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
Latest News
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
Jobs at this Vendor
Budget, performance, transparency and engagement solutions.
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OVERVIEW
Questica 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.
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
Industry View
Related Whitepapers & eBooks
Related Webcasts & Events
Jobs at this Vendor
Accurate, Integrated Business Reporting software for superior Planning, Budgeting and Forecasting
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BPM Pulse 2020
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OVERVIEW
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 >>>
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 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
Related Whitepapers & eBooks
The Importance of AI in Corporate Budgeting, Planning, and Forecasting R
Jobs at this Vendor
Cloud based budgeting, forecasting, & management reporting solutions.
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BPM Pulse 2020
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OVERVIEW
XLerant, a Jonas Software company, provides a performance management solution that emphasizes ease of use for budgeting, forecasting, and reporting in decentralized environments with support for centralized exceptions such as headcount planning. The product utilizes a unique guided prompt approach, coupled with an intuitive interface, to facilitate the budget preparation and submission process. Step-by-step wizards guide Administrators through maintenance tasks. The full suite of modules built into the BudgetPak product includes expense and revenue planning, personnel and salary planning with enhanced detailed benefits planning, asset planning, as well as approval workflow, creation of documentation, what-if scenarios, scenario modeling, strategic initiative budgeting, forecasting, and long term projections. See detailed ratings and compare to Workday Adaptive Planning, 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 2020 Vendor Snapshot for XLerant R
BPM Partners XLerant an Accepted Vendor with Outstanding Customer Satisfaction in 2020 Vendor Landscape Matrix $
CPA Practice Advisor Product Review: BudgetPak
Related Whitepapers & eBooks
Related Webcasts & Events
Ease of Use: The Next Budgeting Requirement
The Pulse of Performance Management 2020: XLerant Reviewed as Core Vendor R
Helping businesses power their plan to grow with enterprise-level capabilities.
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BPM Pulse 2020
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OVERVIEW
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 >>>
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
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
Related Webcasts & Events
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
Move Beyond Excel and Drive Performance.
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BPM Pulse 2020
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OVERVIEW
Prophix aims to disrupt midmarket FP&A with ongoing innovation in its unified performance management solution that delivers insight into finance, operations and business performance with a focus on business user experience and ease of use to streamline model and process management. This comprehensive solution addresses budgeting, forecasting, reporting and analysis, operational planning, personnel planning, revenue planning, project planning and consolidation. Detailed planning capabilities include complex calculation support and additional granularity down to the sub-ledger level for enhanced operational execution in areas such as personnel, capital expenditure, fixed assets, sales, project planning, and profitability analysis. See detailed ratings and compare to Workday Adaptive Planning, Vena Solutions 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 19 R
BPM Partners Impact of Hg Acquisition of Prophix
BPM Partners 2020 Vendor Snapshot for Prophix R
BPM Partners Prophix a Dominant Vendor with Excellent Customer Satisfaction in 2020 Vendor Landscape Matrix $
Dresner Advisory Services 2020 Enterprise Performance Management Study R
Nucleus Research 2021 CPM Value Matrix
Nucleus Research CPM ROI Study – Community Bank
BPM Partners Global Headquarters
BPM Partners, Inc.
Six Landmark Square
Stamford, CT 06901, USA
Phone: (203) 359-5677
Fax: (203) 359-5877